Import/Migration Survey

Welcome on board!

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? (Short text field)

• Have you invited The OS Team to manage your domain? (Single choice)
• Invited!
• I will join on onboarding or support call for help

• What domain do you want to migrate? (Short text field)

• Are you moving over your website as well? (Single choice)
• 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? (Single choice)
• Yes Please!

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? (Single choice)
• Yes Please!

Step 3: Purchase Phone Number | Warning! Important!

How To Purchase A Phone Number

Click below for a step-by-step walkthrough.

(Get Started button)

• Have You Purchased A Phone Number? (Single choice)
• 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

Your A2P can take anywhere between 3 days and 4 weeks to get approved.

This is really out of our control, we always do everything in our power to get the registration approved as quickly as possible.

How To Submit Your A2P

(Get Started + Video Walkthrough buttons)

• Have you added your information to the "Trust Center" for our team to register your phone number? (Single choice)
• I have submitted the correct and valid information!

Step 5: Clickfunnels

• Which ClickFunnels would you like imported? (Textarea input)
(They need to be ClickFunnels 1.0 funnels, 2.0 is not yet supported)
Where do I find my ClickFunnels Share Link?

Step 6: Kajabi Courses

• Which Kajabi courses would you like imported? (Short text input)
Where do I find my Kajabi Share Link?

Step 7: Calendars

• Calendar Host (Short text) — (e.g., Calendly, Acuity)

• Which calendars do you want imported? (Textarea)

• Please list your calendar availability (Textarea) — (e.g., M–F, 10AM–5PM, 1 Hour)

• Please list your calendar share links (Textarea)

Step 8: Contacts / Email Templates

• Please Share Your Email Templates Names & Links (Textarea)

• Please Upload PDFs of Your Email Templates & Images needed (File upload)
"Upload Email Template PDFs or Public Preview Links"

• Contact List Upload (File upload)
"Please Share File in CSV Format"

• Additional information for contact list upload? (Textarea)
(e.g., Name of list, tags, additional information)

Step 9: Forms & Surveys

• What forms/surveys would you like moved over? (Textarea)
Name the forms or link the forms here...

• Upload field:
“Upload Your Form as a PDF or Exported Responses”

Step 10: Contracts

• Which legal documents would you like imported? (Textarea)

• Upload field:
“Upload a PDF of Your Contract”

Step 11: User Info & Best Way to Contact

• Full Name (Text field)

• Phone (Phone number field)

• Email (Email field)

• Date of Birth (Date field)

• Instagram (Text field)

• What is the name of your OS account? (Text field)

• What is the best way to contact you? (Single choice)
• Text
• Whatsapp
• Email
• Instagram
• Any of the above

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

• Checkbox:
“I have filled out all required information and agree to the terms provided”

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

✅ OVERALL STRENGTHS

• ✅ Step-by-step gating is perfect for OS execution logic

• ✅ Strong use of embedded video tutorials + direct prompts

• ✅ Smart inclusion of file uploads (contracts, contacts, email PDFs)

• ✅ Covers 90% of technical setup (A2P, domain, templates, etc.)

🔧 SECTION-BY-SECTION RECOMMENDATIONS

Step 1: Domain & Subdomain Setup

• 🔁 Add field: “Do you already have a live website using this domain?” → Yes / No
→ Use to confirm whether to point A-record or use subdomain

• 🔁 Add dropdown: “Which platform is your current site built on?”
• WordPress / ClickFunnels / Kajabi / Wix / Squarespace / Custom / I don’t have one

• ⚙ Add tag automation:

“If no domain and no site → trigger Website Template Launch flow”

Step 2: Email Domain Setup

• 🔁 Add: “What email marketing tools have you used before?” (Multi-select)
• Mailchimp / ConvertKit / ActiveCampaign / Klaviyo / None

• 💡 Helps prep migration or ESP import.

Step 3 & 4: Phone + A2P

• 🔁 Add: “Which country is your business registered in?”
→ Helps ensure proper compliance for A2P setup

• 🔁 Add: “What business name should appear on SMS registration?” (Short text)

• ⚙ Tag users who haven’t submitted A2P info → add to “Pending Compliance” pipeline

Step 5–6: Funnels (ClickFunnels + Kajabi)

• 🔁 Add checkbox:

“Do you want us to improve or rebuild these funnels using OS templates?”

→ This triggers copy rewrite + redesign flows

• 🔁 Add: “What is the goal of these funnels?”
• Lead Gen
• Application Booking
• Sales Page
• Course Checkout

Step 7: Calendars

• 🔁 Add: “Do you want Zoom or Google Meet automatically added to calls?”

• 🔁 Add: “What type of calls are these for?” (Sales, Coaching, Free Discovery, etc.)

Step 8: Contacts & Email Templates

• 🔁 Add checkbox:

“Do you want us to set up a welcome sequence using these contacts?”

• Yes / No
→ Trigger autoresponder setup

• 🔁 Add: “What are your typical email goals?”
• Nurture
• Promo
• Launch
• Weekly Newsletter

Step 9: Forms & Surveys

• 🔁 Add: “Where were these forms hosted before?”
→ Google Forms / Typeform / Jotform / Website / Other

Step 10: Contracts

• 🔁 Add: “Do you want these contracts automated with new client signups?”
→ If yes, attach to funnel confirmation or onboarding forms

Step 11: User Info & Contact Preference

• 🔁 Add field: “What is your role in the business?” (Owner, Admin, VA, etc.)

• 🔁 Add optional: “Do you have additional users to add now?” (Yes → show user invite link)

Step 12: Final Confirmation

• 🔁 Add: “Do you agree to respond to any support requests within 72 hours?”
→ Helps set SLAs + keep the timeline flowing

🧠 STRATEGIC RECOMMENDATIONS

📦 Convert This Survey Into OS Automations:

• Tag + pipeline assignment based on:
• Domain access given? → Tag: “Domain Ready”
• A2P complete? → Tag: “SMS Compliant”
• Funnel links submitted? → Tag: “Funnel Import”
• Kajabi / ClickFunnels import submitted? → Assign to designer

🔄 Turn Survey Into a Shared Workspace:

• Store files, responses, and action status in OS using a "Migration Tracker" Board

• Add stages:
• Awaiting Info
• In Progress
• Under Review
• Complete

✅ NEXT STEP

• Rebuild this as a form or pipeline inside OS?

• Draft a trigger map showing what automations should fire based on each step?

• Create a migration status dashboard for internal tracking?

🚀 OS Import & Migration Survey

🔹 STEP 1: Domain & Subdomain Setup

1. Where is your domain hosted? (e.g., GoDaddy, Cloudflare)
Short text

2. Have you invited The OS Team to your domain registrar?
Single choice:
• Yes, invited success@teamos.ai
• Not yet — I’ll do this now
• I need help — I’ll join a support call

3. What domain do you want migrated or connected?
Short text

4. Is there a live website already connected to this domain?
Yes / No

5. What platform is your current website built on?
Dropdown:
• WordPress
• ClickFunnels
• Kajabi
• Squarespace
• Wix
• Shopify
• I don’t have one

6. What would you like us to do with your domain?
Single choice:
• Connect root domain to OS
• Connect a subdomain (recommended)
• Start fresh with a new OS domain

7. Would you like us to set up a branded domain as well?
Yes / No

🔹 STEP 2: Email Sending Domain Setup

1. Do you give us permission to configure a dedicated sending domain using your main domain?
Yes / No

2. Which email marketing tools have you used in the past?
Multi-select:
• Mailchimp
• ConvertKit
• ActiveCampaign
• Klaviyo
• Keap / Infusionsoft
• I’ve never used email marketing

🔹 STEP 3: Phone Number Setup

1. Have you purchased a phone number inside OS yet?
Yes / No

2. Which country is your business registered in?
Short text

3. What business name should appear in your A2P registration?
Short text

🔹 STEP 4: A2P Registration Info

1. Have you submitted your Trust Center info for SMS registration?
Yes, I submitted everything
Not yet, I need help

2. Is the information you submitted accurate and up to date?
Yes / No

🔹 STEP 5: Funnel Import (ClickFunnels or Other)

1. Do you have any funnels to import from ClickFunnels 1.0?
Yes / No

2. Paste your ClickFunnels 1.0 share links here
Textarea

3. What’s the goal of these funnels?
Single choice:
• Lead generation
• Booking calls
• Selling products
• Email capture / Freebies

4. Would you like us to redesign or optimize these inside OS templates?
Yes / No

🔹 STEP 6: Kajabi Course Import

1. Do you have Kajabi courses you’d like imported?
Yes / No

2. Paste your Kajabi course share links here
Textarea

3. How many courses are being imported? (Max 5)
Number

🔹 STEP 7: Calendar Setup

1. What calendar platform do you currently use? (e.g., Calendly, Acuity)
Short text

2. List the calendar types you want imported (e.g., Sales Calls, Onboarding, Group Sessions)
Textarea

3. What is your typical weekly availability? (e.g., M–F, 10AM–5PM)
Textarea

4. Paste any calendar share links here
Textarea

5. Do you want Zoom/Google Meet automatically added to calls?
Yes / No

🔹 STEP 8: Contacts & Email Templates

1. Upload your contact list CSV file
File Upload

2. Add context about this list (tags, segment, etc.)
Textarea

3. Share links to email templates or upload PDFs
File Upload + Textarea

4. Would you like us to create a welcome sequence from these contacts?
Yes / No

5. What’s your primary goal for email?
Single choice:
• Nurture
• Promotions
• Launches
• Weekly newsletter

🔹 STEP 9: Forms & Surveys

1. What forms/surveys do you want imported? (Name or link to them)
Textarea

2. Where were they built?
Dropdown:
• Typeform
• Google Forms
• Jotform
• Other

3. Upload your form PDFs or exported data
File Upload

🔹 STEP 10: Contracts

1. What contracts or legal documents would you like imported?
Textarea

2. Upload your PDF contracts
File Upload

3. Should these be linked to a funnel or sent manually?
Single choice:
• Funnel Confirmation Step
• Manual Signature Request
• Not Sure Yet

🔹 STEP 11: User & Contact Info

1. Full Name

2. Phone Number

3. Email

4. Date of Birth (Optional)

5. Instagram Handle

6. What is the name of your OS account?

7. What is the best way to reach you?
Single choice:
• Text
• Email
• Instagram
• WhatsApp
• Any of the above

8. What is your role in the business?
Dropdown:
• Owner
• Admin
• Assistant
• Contractor
• Other

9. Do you want to invite other team members now?
Yes → show add-user instructions
No

✅ STEP 12: Final Confirmation

1. Do you understand the estimated migration timeline is 3–21 days after payment?
Checkbox

2. Do you agree to provide any additional information requested within 72 hours?
Checkbox

3. I agree to the terms & conditions and consent to be contacted via SMS/email.
Checkbox

• 📋 A live OS Form Template

• 🧠 A linked automation flow

• 🗂 A migration dashboard board