Welcome on board!

Before we get started, we'd love to collect some information from you.

This survey should take about 20-30 minutes to fill out.

We value your time and want to make sure we

hit the ground running.

Your responses will help us personalize your onboarding experience and make sure we're aligned from day one.

If you have any questions, please reach out to use the blue success chat on the bottom right of your account.

Step 1: Let Us Set Up Your Domain

& Subdomain For You!

Please enter the name of your domain provider (ex. Godaddy, Cloudflare), invite our team, and the name of the domain you want transferred over!

We recommend integrating a subdomain before bringing over your root domain. If you have a live website with this domain, we will use a subdomain.

Important!!! Delegate domain access from your domain provider, invite our team, email: success@teamos.ai, name: The OS Team. (GoDaddy Instructions, NameCheap, Cloudflare, Domain.com)

Where is your domain hosted? *

Have you invited The OS Team to manage your domain? *

Invited!

I will join on onboarding or support call for help

Inviting our team to manage your domain will allow us to make initial and future domain connections for your convenience.

What domain do you want to migrate?

Are you moving over your website as well?

I am moving over my website/funnel connected to this domain

I am moving over my website/funnel connected to this later

I don't have a website/funnel to move over.

I need a website/funnel built haha!

I don't have a domain!

Do you want a branded domain set up as well? *

Yes Please!

This is highly recommended as all of your calendar links and links sent from your account will best represent your account

Step 2: Let Us Set Up Your Email Sending Domain

We recommend setting up a dedicated email sending domain and branded domain within OS to improve your email sending and brand awareness! We would use the domain provided in step 1 to create the dedicated sending domain to match your website domain. Find our Email Pricing here.

Do you give us permission to add a dedicated sending domain? *

Yes Please!

Step 3: Purchase Phone Number | Warning! Important!

Have You Purchased A Phone Number? *

Yes, I have bought a phone number!

Step 4: Register Phone Number | Warning! Important!

Follow the directions provided in the video & our team will submit your registration for you! Please follow the instructions carefully and make sure to double check all answers! If you need more guidance, please email: success@teamos.ai

Have you added your information to the "Trust Center" for our team to register your phone number? *

I have submitted the correct and valid information!

Your A2P can take anywhere between 3 days and 4 weeks to get approved. This is really out of our control, we always do eveything in our power to get the registration approved as quickly as possible.

Step 5: Clickfunnels

Overview of how it works 👆

Our team will import up to 10 funnel pages from Clickfunnels!

Which click funnels would you like imported?

(They need to be click funnels 1.0 funnels, 2.0 is not yet supported)

Where do I find my Click Funnels Share Link?

Step 6: Kajabi Courses

Overview of how it works 👆

Our team will import up to 5 courses from Kajabi!

Which Kajabi courses would you like imported?

Where do I find my Kajabi Share Link?

Step 7: Calendars

Overview of how it works 👆

Our team will build up to 5 calendars from your calendar host!

Calendar Host

(Ex. Calendly, Acuity)

Which calendars do you want imported?

Please list your calendar availability:

Please list your calendar share links:

Step 8: Contacts / Email Templates

Overview of how it works 👆

Our team will import up to 3 email templates and unlimited contacts from another software!

Please Share Your Email Templates Names & Links:

Please Upload PDFs of Your Email Templates & Images needed:

Upload Email Template PDFs or Public Preview Links

Contact List Upload

Please Share File in CSV Format

Additional information for contact list upload?

Step 9: Forms & Surveys

Overview of how it works 👆

Our team will import up to 5 forms from another form host!

What forms/surveys would you like moved over?

Please share a document or spreadsheet containing the questions & answers:

Upload Your Form as a PDF or Exported Responses

Step 10: Contracts

Overview of how it works 👆

Our team will import up to 3 documents/contracts into OS!

Which legal documents would you like imported?

Contract Upload

Upload a PDF of Your Contract

Step 11: User Info & Best way to contact

Full Name *

Phone *

Email *

Date of birth *

Instagram *

What is the name of your OS account? *

Step 12: Confirmation

This will require communication, it may even look tricky or feel overwhelming.

We have done this hundreds of times, and we will take care of your company, as we work our magic.

We ask for patience and support as we make this happen with you.

The est timeline is 3-21 days, After Your First Month's Payment Is Made, and we will do our best to update you frequently.

Can you confirm that you will have patience, grace, and be attentive to any support we need during this import?

Check the box below.

With gratitude,

The OS Team

I have filled out all required information and agree to the terms provided *

Yes

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.