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Leadmetrics Customer Self-Signup Form

Business Requirements Document (BRD)

Document Version: 3.0
Prepared by: Sana (Product Manager)
Date: April 10, 2026
Purpose: Business requirements specification for Leadmetrics customer self-signup system


Table of Contents

  1. Executive Summary
  2. Business Objectives
  3. User Journey & Flow
  4. Form Structure & Fields
  5. Session Management
  6. Payment Processing
  7. Email Communications
  8. Data Capture & Storage
  9. Progress Tracking
  10. Future Enhancements
  11. Acceptance Criteria

Executive Summary

Business Context

Leadmetrics requires a self-service customer signup system that enables new customers to register, configure their account, and subscribe to paid plans without requiring sales team intervention. The system must capture all necessary business information, handle tax compliance (particularly for Indian GST), process payments, and provide visibility to the sales team for abandoned signups.

Key Requirements

  • 4-step signup process taking approximately 5 minutes to complete
  • Session-based progress saving allowing users to complete signup across multiple sessions
  • Regional customization with India-specific GST/SEZ fields
  • Integrated payment processing via Razorpay with multiple retry options
  • Automated email communications for completion reminders and sales alerts
  • Sales team visibility into incomplete signups for follow-up opportunities

Business Objectives

  1. Enable self-service signup - Allow customers to register and subscribe without sales assistance
  2. Capture tax compliance data - Collect all necessary GST/tax information upfront for Indian customers
  3. Process payments effectively - Handle payment with fallback options for failures
  4. Support sales conversions - Provide real-time abandonment alerts to sales team
  5. Maintain data quality - Validate all inputs and ensure data accuracy
  6. Reduce manual administration - Eliminate dependency on admin portal for standard account creation (reserve manual creation only for custom pricing scenarios)

User Journey & Flow

Overall Signup Flow

Landing Page Step 1: Contact / Account Setup (7 fields) Step 2: Company / Business Details (3 fields) Step 3: Tax & Region Settings (India only - 5 fields) ↓ [Non-India users skip to Step 4] Step 4: Plan Selection & Billing Address (13 fields) Payment Processing (Razorpay) Account Created + Welcome Email

Step Visibility Logic

For India Users:

  • All 4 steps visible in progress bar
  • Must complete Step 3 (GST/SEZ information)
  • Flow: Step 1 → Step 2 → Step 3 → Step 4

For Non-India Users:

  • All 4 steps visible in progress bar
  • Step 3 automatically marked complete (skipped)
  • Flow: Step 1 → Step 2 → Step 4 (Step 3 bypassed)

Forward Navigation:

  • Users cannot skip ahead to incomplete steps
  • Must complete all required fields before “Continue” button activates
  • Progress saved after each step submission

Backward Navigation:

  • Users can go back to any previously completed step
  • Can modify previously entered information
  • Changes saved on re-submission

Progress Indication:

  • Green checkmark appears on completed steps in progress bar
  • Current step highlighted
  • Future steps shown but not clickable

Form Structure & Fields

Step 1: Contact / Account Setup

Heading: “Your contact details”
Subtitle: “You will be the main account administrator”

Field NameTypeRequiredValidation RulesPlaceholderNotes
Your CountryDropdown (searchable)YesMust select from list”Select your country”Determines Step 3 visibility and pricing currency
TitleDropdownNoOptions: Mr./Mrs./Ms.”Mr.”Optional field
First NameTextYesMin 2 characters, letters only”John”Used in email personalization
Last NameTextYesMin 2 characters, letters only”Doe”Used in email personalization
Your Email AddressEmailYesValid email format, must be uniquejohn@company.comChecked against existing accounts
Mobile NumberPhoneYesValid for selected country, India requires 10 digits”Mobile Number”Country code auto-set from country selection
Create PasswordPasswordYesMin 8 characters, must contain letters AND numbers”Enter password”Show/hide toggle, Generate button available

Helper Texts:

  • Country: “This will help us set the right phone code and regional settings”
  • Password: “Minimum 8 characters, mix of letters and numbers”

Field Behaviors:

Country Selection:

  • Searchable dropdown (type to filter)
  • Placeholder text: “Select your country”
  • Selection determines:
    • Whether Step 3 is accessible (India) or skipped (non-India)
    • Pricing currency displayed
    • Phone number country code
    • Tax requirements

Password Field:

  • Single password entry (no confirmation field)
  • Placeholder text: “Enter password”
  • “Generate” button (purple) on right side creates secure password
  • Show/hide toggle icon (eye icon) for password visibility
  • Helper text below field: “Minimum 8 characters, mix of letters and numbers”
  • Minimum requirements: 8 characters, letters and numbers mixed

Email Field:

  • Checked for uniqueness against existing user database
  • Must not already exist in system
  • If duplicate found, error shown: “This email is already registered”

Validation Trigger:

  • All validation triggers on “Continue” button click (form submission)
  • NOT on field blur/exit
  • No green checkmarks on individual fields
  • Only completed steps show green checkmark in progress bar

Error Messages:

  • Country (not selected): “Country is required”
  • First Name: “First name is required”
  • Last Name: “Last name is required”
  • Email (empty): “Email address is required”
  • Email (invalid format): “Invalid email address”
  • Mobile Number (empty): “Phone number is required”
  • Password (empty): “Password is required”
  • Password (too short): “Password must be at least 8 characters”

Step 2: Company / Business Details

Field NameTypeRequiredValidation RulesNotes
Company NameTextYesMin 2 charactersUsed in billing, invoices, tenant name
Company WebsiteURLNoValid URL format if providedOptional field
IndustryDropdownYesMust select from predefined listCategories: Technology, Healthcare, Retail, etc.

Step 3: Tax & Region (India Only)

Visibility: Only shown and accessible for users who selected “India” in Step 1

Field NameTypeRequiredValidation RulesNotes
StateDropdownYesMust select from Indian states listDetermines SGST rate (9% for Kerala, varies by state)
Do you have GST?RadioYesYes/No optionsDetermines tax treatment
GST NumberTextConditional15 characters, alphanumeric, uppercase, format: ##AAAAA####A#Z#Required if “Do you have GST?” = Yes
Are you in SEZ?RadioConditionalYes/No optionsOnly shown if GST = Yes
PAN NumberTextNo10 characters, alphanumeric, uppercaseOptional field

Tax Rate Logic:

If Country ≠ India: GST Treatment: "Overseas" Tax Rate: 0% If Country = India AND No GST: GST Treatment: "Unregistered Business" Tax Rate: 18% (IGST) If Country = India AND GST = Yes AND SEZ = Yes: GST Treatment: "Special Economic Zone" Tax Rate: 0% If Country = India AND GST = Yes AND SEZ = No: GST Treatment: "Registered Business - Regular" If State = Kerala: Tax Rate: 9% SGST + 9% CGST = 18% total If State ≠ Kerala: Tax Rate: 18% IGST

Non-India Behavior:

  • Step 3 shown in progress bar but automatically marked complete
  • Fields not displayed
  • User proceeds directly from Step 2 to Step 4

Step 4: Plan Selection & Billing Address

Plan Selection:

India Pricing:

  • Starter: ₹34,999/month
  • Professional: ₹49,999/month

UAE Pricing:

  • Growth: AED 2,800/month (Starter equivalent not offered)
  • Professional: AED 3,500/month

Display:

  • Two plan cards side-by-side
  • Each card shows:
    • Plan name
    • Price per month
    • Key features list
    • “Select Plan” button
  • Selected plan highlighted
  • Tax calculation shown below based on Step 3 data

Billing Address Fields:

Field NameTypeRequiredAuto-PopulationNotes
CountryDropdownYesAuto-filled from Step 1User can change if needed
Address Line 1TextYesEmptyManual entry
Address Line 2TextNoEmptyManual entry
CityTextYesEmptyManual entry
State/ProvinceText/DropdownYesAuto-filled from Step 3 (India only)Manual entry for non-India
Postal CodeTextYesEmptyManual entry
Billing EmailEmailYesAuto-filled from Step 1User can change if needed

Auto-Population Rules:

  • India users: Country and State both auto-populate (State from Step 3)
  • Non-India users: Only Country auto-populates (State is manual entry)
  • All auto-populated fields remain editable

Payment Terms:

  • Accept “Terms of Service” checkbox required
  • Accept “Privacy Policy” checkbox required
  • “By signing up, you agree to our Terms of Service and Privacy Policy” text displayed

Session Management

Session Creation & Lifecycle

Session Start:

  • Session created when user completes Step 1
  • Unique session ID generated
  • Session link emailed to user: /signup?session={sessionId}

Session Duration:

  • Valid for 1 month from creation date
  • No expiration warning email sent
  • Session simply expires after 1 month

Session Data Storage:

Stored in session:

  • All form field values (except password)
  • UTM parameters (source and medium only)
  • Timestamps (created, last updated)
  • Step history array
  • Current stage/step
  • Email tracking flags

NOT stored in session:

  • Password (for security - user must re-enter on refresh/return)
  • IP address, location, browser info, referrer URL (future scope)

Session Restoration

When User Returns via Link:

  • All previously entered data pre-filled (except password)
  • Password field shows re-entry modal if user refreshed/returned
  • User continues from last completed step
  • Can go back and modify any previous step

Password Re-Entry Modal:

  • Heading: “Please Re-Enter Your Password”
  • Message: “To protect your privacy, passwords aren’t restored when you reload or return to this page. Please enter your password again to continue.”
  • Purple “Ok” button to dismiss
  • User re-enters password in Step 1 field

Session Expiration

Expired Session Behavior:

  • After 1 month, session link becomes invalid
  • User clicking expired link sees “Session Expired” page
  • Cannot continue with expired session
  • Must start new signup process

Session Expired Page:

  • Heading: “Your Signup Link Has Expired”
  • Explanation: “This session was created more than 1 month ago and is no longer valid.”
  • Information box: “Why Did This Happen?”
    • For security and data accuracy
    • Business details may have changed
    • Data cleanup and maintenance
  • Options:
    • “Start New Signup” button (purple) → Links to /signup
    • “Contact Sales” button (outlined) → Links to contact page or email

Payment Processing

Payment Flow

Account Creation Timing:

  • Account and tenant created ONLY when Step 4 is submitted
  • Created BEFORE payment attempt
  • Ensures account exists even if payment fails

Payment Attempt:

  1. User submits Step 4 with plan selection
  2. System creates:
    • Customer user account
    • Tenant record
    • Subscription record
    • Invoice (status: unpaid)
    • Razorpay payment order
  3. Razorpay payment gateway opens
  4. User completes payment

Payment Success:

  • Invoice marked as paid
  • Payment reference stored
  • Subscription activated
  • Welcome email sent
  • User redirected to login page

Payment Failure:

  • Account and tenant remain active (already created)
  • Invoice remains unpaid
  • User presented with 3 retry options:
    1. “Retry Payment” → Reopens Razorpay gateway
    2. “Pay via Bank Transfer” → Shows bank details
    3. “Contact Sales” → Email/phone contact info

Post-Failure Access:

  • User can login to dashboard with created credentials
  • Dashboard shows payment pending banner
  • User can complete payment from within dashboard
  • Access to features may be limited until payment completed

Invoice & Billing

Invoice Generation:

  • Auto-generated on Step 4 submission
  • Initial status: “Unpaid”
  • Contains:
    • Company details from Steps 2-3
    • Billing address from Step 4
    • Selected plan and pricing
    • Tax calculations based on Step 3
    • Due date (immediate for self-signup)

Tax Calculations:

  • Applied based on country and GST status (Step 3)
  • Tax line items shown on invoice
  • Total amount calculated including taxes

Email Communications

Email Overview

Total Emails: 4 types

  • Customer-facing: 3 emails
  • Internal (Sales): 1 email

Email 1: Completion Reminder (Early Drop-off)

Send Conditions:

  • Sent 1 hour after Step 1 or Step 2 abandonment
  • Only if browser was closed (session inactive)
  • Only if account not yet created

Second Email:

  • Sent 24 hours after Step 1 or 2 abandonment
  • Same conditions as above

Recipient: User’s email address
Sender: Leadmetrics noreply@leadmetrics.ai
Subject: “Complete Your Leadmetrics Signup”

Email Structure:

Header Section (Purple background):

  • Leadmetrics logo (white background, centered)
  • Main heading: “Complete Your Signup!”
  • Subheading: “You’re just one step away from unlocking powerful marketing tools”

Body Content:

Greeting: “Hi {firstName} {lastName},”

Message: “We noticed you started signing up for Leadmetrics but didn’t finish. Don’t worry, we’ve saved your progress! Complete your signup now to access your AI-powered digital marketing platform.”

CTA Button:

  • Text: “Continue Where You Left Off →”
  • Color: Orange/Yellow (#F5A623)
  • Centered, large button
  • Links to: /signup?session={sessionId}

Security Message:

  • Icon: Lock emoji (🔒)
  • Text: “Your information is saved securely”
  • Secondary text: “Takes just 2 minutes to complete”

Support Section:

  • Heading: ”💬 Need Help? We’re Here For You”
  • Email: support@leadmetrics.ai (purple link)
  • Call: +91 8590 468 816 (purple link)
  • Visit: Help Center (purple link)

Features Section:

  • Heading: ”🚀 Tailor-Made Digital Marketing Strategies Await You”
  • Subheading: “Your personalized AI-driven platform is ready to help you dominate digital channels and generate qualified leads.”
  • Section title: “Here’s What You’ll Get Access To:”

Feature Cards (2x2 grid with icons):

  1. 🔍 AI Search Optimization - Dominate search rankings and capture high-intent customers
  2. 📊 AI-Driven Performance Marketing - Maximize ROI and reduce ad spend waste
  3. 📈 AI-Driven SEO - Boost organic visibility with smart strategies
  4. 📍 AI-Driven Maps Optimization - Attract nearby customers in local search
  5. 💬 AI-Driven Social Media - Engage your audience at the right time
  6. 🎯 Lead Management System - Track and convert leads with automation

Call-out Box (Beige background):

  • ”⚡ All powered by AI. All in one platform. Transform your digital marketing from guesswork to data-driven strategy.”

Footer Section:

  • “Stay Connected”
  • Social media icons: LinkedIn | Facebook | Instagram
  • Links: Website | Blog | Privacy Policy | Terms & Conditions
  • Copyright: ”© 2026 Leadmetrics. All rights reserved.”
  • Tagline: “AI-Powered Digital Marketing & Lead Generation”
  • Disclaimer: “You’re receiving this email because you signed up for a Leadmetrics account. If this wasn’t you, please contact our support team immediately.”

Variables Needed:

  • {firstName}
  • {lastName}
  • {sessionId}

Email 2: Completion Reminder (Step 3 Urgent)

Send Conditions:

  • User completed Step 3 but did not complete Step 4
  • Sent at: 1 hour, 24 hours, 3 days, 5 days after Step 3 completion

Recipient: User’s email address
Sender: Leadmetrics support@leadmetrics.ai
Subject: “You’re Almost There! Complete Your Leadmetrics Signup”

Content: Similar structure to Email 1, with modified messaging emphasizing user is “one step away” from completion

Variables Needed:

  • {firstName}
  • {sessionId}

Email 3: Sales Team Alert (Internal)

Send Conditions:

  • Sent 1 hour after user completes Step 1+ with no further activity
  • Only sent once per session
  • Not sent if account already created

Recipients:

Sender: Leadmetrics noreply@leadmetrics.ai

Subject: “Client Sign Up Incomplete”

Email Structure:

Header Section (Purple background):

  • Leadmetrics logo (white background, centered)
  • Main heading: “Client Sign Up Incomplete!”
  • Subheading: “New lead alert from Self sign up Form abandonment”

Body Content:

Greeting: “Hi Jithin Sreedhar,”

Message: “A new user started filling out the self-sign-up form but did not complete the registration. Please reach out to the lead at the earliest.”

Emphasis text: “Quick follow-ups significantly improve conversion.

Client Details Section:

📋 Client Details

  • 👤 User Name: {firstName} {lastName}
  • ✉️ User Email: {email} (purple link, clickable)
  • 📱 Phone Number: {mobileNumber}
  • 🏢 Company Name: {companyName}
  • ⚠️ Abandoned At: Step {stepNumber} of 4 (displayed as yellow badge: “Step 4 of 4”)
  • 🎯 Created On: {createdTimestamp} (e.g., “March 24, 2026 at 2:24 PM”)

Call-out Box (Beige background):

  • ”⚡ All powered by AI. All in one platform. Transform your digital marketing from guesswork to data-driven strategy.”

Footer Section:

  • “Stay Connected”
  • Social media icons: LinkedIn | Facebook | Instagram
  • Links: Website | Blog | Privacy Policy | Terms & Conditions
  • Copyright: ”© 2026 Leadmetrics. All rights reserved.”
  • Tagline: “AI-Powered Digital Marketing & Lead Generation”
  • Disclaimer: “You’re receiving this email because you signed up for a Leadmetrics account. If this wasn’t you, please contact our support team immediately.”

Variables Needed:

  • {firstName}
  • {lastName}
  • {email}
  • {mobileNumber}
  • {companyName}
  • {stepNumber}
  • {createdTimestamp}

Note: Same subject line for all steps - no priority distinction


Email 4: Welcome Email (Post-Signup)

Send Conditions:

  • Sent immediately after Step 4 form submission
  • Sent regardless of payment outcome (success or failure)
  • Only sent once

Recipient: User’s email address
Sender: Leadmetrics noreply@leadmetrics.ai
Subject: “Welcome to Leadmetrics”

Email Structure:

Header:

  • Leadmetrics logo (centered)

Main Content:

Heading: “Welcome To Leadmetrics”

Greeting: “Dear {companyName},”

Body Text:

“Welcome to Leadmetrics! We’re thrilled to have you on board and excited to support your journey in transforming the way you generate, track, and analyze leads.

Your account has been successfully activated and is now ready to use. You can begin tracking, analyzing, and optimizing your leads right away using our powerful tools and real-time insights designed to help you convert prospects into customers faster and more efficiently.”

Help Section:

Heading: “Need Help Getting Started?”

“Our support team and onboarding resources are here to help! Whether it’s setting up tracking, creating your first campaign, or diving into analytics, we’ve got you covered. Visit our Help Center or reach out directly to support@leadmetrics.ai.

We’re looking forward to seeing the great things you’ll accomplish with Leadmetrics!”

Footer Section:

  • Leadmetrics logo
  • “Follow us on”
  • Social media icons: LinkedIn | Instagram | Facebook
  • Links: www.leadmetrics.ai  | Blogs
  • Contact: +91 8590 468 816 | support@leadmetrics.ai
  • Colored gradient bar (purple to yellow)

Important:

  • MUST NOT include username or password
  • MUST NOT include login credentials
  • Uses company name in greeting (not first name)

Variables Needed:

  • {companyName}

Email Timing Summary

Early Abandonment (Steps 1-2):

  • 1 hour: Email 1
  • 24 hours: Email 1 (repeat)

Late Abandonment (Step 3):

  • 1 hour: Email 2
  • 24 hours: Email 2
  • 3 days: Email 2
  • 5 days: Email 2

Sales Alerts:

  • 1 hour after any step abandonment: Email 3

Post-Signup:

  • Immediately after Step 4 submission: Email 4

Email Content Requirements:

  • Personalized with {firstName} {lastName} or {companyName}
  • Includes direct link to resume: /signup?session={sessionId}
  • Lists benefits of completing signup
  • Support contact information included
  • Leadmetrics branding (logo, colors)

Data Capture & Storage

Signup Session Data

Session Record Contains:

User Information:

  • Title (optional)
  • First name
  • Last name
  • Email address
  • Mobile number (with country code)
  • Country selection

Company Information:

  • Company name
  • Company website (optional)
  • Industry

Tax & Regional (India only):

  • State
  • GST number (if applicable)
  • SEZ status (if applicable)
  • PAN number (optional)

Billing Information:

  • Selected plan
  • Billing address (complete)
  • Billing email

Marketing Attribution:

  • UTM source (if present in URL)
  • UTM medium (if present in URL)
  • Note: utm_campaign, utm_term, and utm_content are NOT captured

Tracking Data:

  • Created timestamp
  • Last updated timestamp
  • Step history array (records each step completion)
  • Current stage/step
  • Email tracking flags (which emails sent)

NOT Captured Currently (Future Scope):

  • Password (never stored in session for security)
  • IP address
  • Geographic location
  • Browser information
  • Referrer URL

Tenant Data

When Account Created (Step 4 submission):

Additional Fields Required:

  • Signup session ID (link back to originating session)
  • Created via (value: “self-signup”)
  • UTM parameters (copied from session at creation)

Relationship:

  • Signup session stores: Tenant ID (if created)
  • Tenant record stores: Signup Session ID

Progress Tracking

Completion States

7 Distinct States:

  1. Step 1 Started - User began Step 1 but hasn’t completed it
  2. Step 1 Complete - User completed and submitted Step 1
  3. Step 2 Complete - User completed and submitted Step 2
  4. Step 3 Complete - User completed and submitted Step 3 (India only, auto-complete for non-India)
  5. Step 4 Started - User viewing Step 4 but hasn’t selected plan/submitted
  6. Payment Pending - Step 4 submitted, account created, payment not completed
  7. Signup Complete - Payment successful, account fully active

Tracking Mechanism

Step History Array:

stepHistory: [ { step: 1, completedAt: "2026-03-24T14:24:00Z" }, { step: 2, completedAt: "2026-03-24T14:26:00Z" }, { step: 3, completedAt: "2026-03-24T14:28:00Z" } ]

Current Stage Field:

  • Values: “step_1”, “step_2”, “step_3”, “step_4”, “payment_pending”, “complete”
  • Updated with each step submission
  • Used to determine which step to show on session restoration

Timestamps:

  • createdAt: When session first created (Step 1 start)
  • lastUpdatedAt: Last time any step was submitted
  • completedAt: When signup fully complete (payment success)

Future Enhancements

User Context Capture

Data to Capture:

  • IP address
  • Geographic location (city, state, country)
  • Browser information
  • Referrer URL

Primary Purpose:

  • Determine sales team allocation based on geography
  • Route leads to appropriate regional sales representative

Secondary Usage:

  • Include in sales alert emails
  • Use for fraud detection
  • Timezone determination for email timing

Implementation Status: Not currently implemented - future phase


Password Field Security Enhancement

Future Consideration:

  • Move password field from Step 1 to Step 4
  • Reduces time password stored in session (1 month → minutes)
  • User creates password immediately before account creation
  • Reduces security risk of long-term password storage

Current State:

  • Password captured at Step 1
  • Not implemented yet (future phase)

Password Recovery Flow

Scenario:

  • User completes signup and sets password
  • User forgets password before first login

Requirement:

  • “Forgot Password” link on login page
  • Standard password reset flow via email
  • Temporary reset link sent to registered email

Implementation Status: Future phase


Name Field Simplification

Current State:

  • Separate fields: Title (optional), First Name (required), Last Name (required)

Proposed Enhancement:

  • Single “Full Name” field
  • Reduces friction
  • Aligns with modern form design practices
  • Still allows for proper salutation in emails

Implementation Status: Future consideration


Post-Signup Profile Updates

Requirement:

  • Allow users to update critical information after signup
  • Fields that should be updatable:
    • Email address (with verification)
    • Company name
    • Billing address
    • Tax information (if regulations change)

Business Rule:

  • Some changes may require sales/admin approval
  • Audit trail for all profile changes

Implementation Status: Future phase


Acceptance Criteria

Form Functionality

Step 1 - Contact Details:

  • All 7 fields display correctly
  • Country dropdown is searchable
  • Email uniqueness check works
  • Password meets minimum 8 characters requirement
  • Password must contain letters AND numbers
  • Mobile number country code auto-sets based on country selection
  • Generate password button creates valid password
  • All required field validations trigger on Continue click
  • Appropriate error messages display for each field
  • Session created on Step 1 submission

Step 2 - Company Details:

  • All 3 fields display correctly
  • Website URL validation works (if provided)
  • Industry dropdown shows all categories
  • Step 2 completion advances to appropriate next step

Step 3 - Tax & Region:

  • Step 3 visible for India users
  • Step 3 auto-completed for non-India users
  • State dropdown shows all Indian states
  • GST number validation: 15 chars, alphanumeric, uppercase
  • SEZ field only shows when GST = Yes
  • PAN validation: 10 chars, alphanumeric, uppercase
  • Tax rate calculated correctly based on inputs

Step 4 - Plan Selection:

  • Correct pricing displayed based on country (India vs UAE)
  • Plan cards show all features
  • Selected plan highlights correctly
  • Billing address country auto-populates from Step 1
  • Billing address state auto-populates for India (from Step 3)
  • Terms of Service checkbox required
  • Privacy Policy checkbox required

Navigation:

  • Users cannot skip forward to incomplete steps
  • Users can navigate back to completed steps
  • Progress bar shows completion status correctly
  • Green checkmarks appear on completed steps
  • Current step highlighted in progress bar

Validation:

  • All validation triggers on Continue button click, not on blur
  • No green checkmarks on individual fields
  • Error messages match specified formats
  • All required fields enforced

Session Management

Session Creation:

  • Session ID generated on Step 1 completion
  • Session link emailed to user
  • Session valid for 1 month from creation

Session Restoration:

  • All form data restored except password
  • User continues from last completed step
  • Password re-entry modal shows on return
  • Users can modify previously entered data

Session Expiration:

  • Sessions expire after 1 month
  • Expired session page displays correctly
  • “Start New Signup” and “Contact Sales” buttons work
  • No expiration warning email sent

Payment Processing

Account Creation:

  • Account created only on Step 4 submission
  • Account created before payment attempt
  • Tenant record created with session link
  • Invoice generated with unpaid status

Payment Success:

  • Invoice marked as paid
  • Welcome email sent
  • User redirected to login page
  • Subscription activated

Payment Failure:

  • Account remains active
  • Three retry options displayed
  • User can login to dashboard
  • User can complete payment later

Email System

Completion Reminders:

  • Email 1 sent 1hr after Steps 1-2 abandonment
  • Email 1 sent again 24hr after Steps 1-2 abandonment
  • Email 2 sent at 1hr, 24hr, 3d, 5d after Step 3 abandonment
  • All emails include resume link with session ID
  • All emails use {firstName} for personalization

Sales Alerts:

  • Alert sent 1 hour after abandonment
  • Alert sent to jithin@leadmetrics.ai
  • BCC sent to sana, vishnu, vibin
  • Alerts include all lead contact information
  • Only one alert sent per session
  • Subject line is always “Client Sign Up Incomplete”

Welcome Email:

  • Sent immediately after Step 4 submission
  • Sent regardless of payment outcome
  • Uses company name in greeting
  • Does NOT include login credentials
  • Does NOT include password

Data Capture

Session Data:

  • All form fields stored except password
  • UTM source captured (if present)
  • UTM medium captured (if present)
  • Created timestamp recorded
  • Last updated timestamp maintained
  • Step history array populated

Tenant Data:

  • Session ID stored in tenant record
  • Tenant ID stored in session record
  • UTM params transferred on account creation
  • Created via field set to “self-signup”

Progress Tracking

Step Tracking:

  • Created timestamp captured on Step 1 submission
  • Last updated timestamp updated on each step submission
  • Step history array populated with each submission
  • Current stage reflects highest step completed

Completion States:

  • All 7 states correctly identified
  • State transitions work properly
  • Payment pending state captured
  • Completion timestamp recorded on payment success

Document Summary

This Business Requirements Document specifies the complete functional requirements for the Leadmetrics customer self-signup system. All requirements documented here represent features that are currently implemented and live in production, with the exception of items explicitly marked as “Future Enhancements” in Section 10.

The system enables a 4-step self-service signup process with session management, payment processing, automated email communications, and comprehensive data capture. Regional customization ensures proper tax compliance for Indian customers while maintaining a streamlined experience for international users.


End of Document

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