HALO CRM research
Domain mapResearch
Domain map / people / Creator onboarding
Real and working
Domain 7 · people · ~4,400 LOC

Creator onboarding

Public invite-token onboarding form, an intake queue, and an accept step that provisions the creator's Drive folder structure via a scheduled (never awaited) job so a Drive outage cannot fail an onboarding.

What it is and how it feeds the rest

Mechanically

Public invite-token onboarding form, an intake queue, and an accept step that provisions the creator's Drive folder structure via a scheduled (never awaited) job so a Drive outage cannot fail an onboarding.

How it connects

Creates the creator record; triggers Drive provisioning in the content pipeline.

Pages

  • src/pages/CreatorOnboarding.tsx
  • src/pages/CreatorOnboardForm.tsx
  • src/pages/CreatorOnboardQueue.tsx

Components

  • src/components/onboarding/

Convex modules

  • onboardingSubmissions.ts
  • creatorInvitations.ts

Tables

  • onboardingSubmissions
  • creatorInvitations

The decision — what we do here

KEEP+FIX — works; fix invite expiry. Study influencex/creator-crm pipeline patterns.

Buy (don't build): Yoti/Persona for KYC/age verification

Repos we analyzed for this domain

LIFT = copy the code into the fork · WRAP = run underneath as a service · STUDY = architecture only. Verdicts from the OFM sourcing campaign.

Open questions

Research priority for this domain is medium. Agent findings splice in below this line and survive regeneration.