Import Survey

🧩 Import Survey: Set Up OS Your Way

Tailor your OS experience from Day 1.

This guided import process helps our team fully customize your system based on your business, tools, and tech stack. From domains and email to funnels, forms, and contracts—this is your chance to hand it all off.

✅ Complete before your Kick-Off Call

✅ Centralizes everything you need for onboarding

✅ Just follow the steps—we’ll handle the setup

Start now to ensure a smooth, personalized launch.

Submit Your Import Survey

🛠️ 3-Step Guide to Complete Your Import Survey

Step 1: Open the Import Survey

Access it from the OS chat widget under:

Tasks → Onboarding Checklist → Import Survey

Or go directly:
Click Here

Step 2: Fill Out All Sections

Provide key info like your domain setup, calendar details, email templates, and any funnels, forms, or contracts you want imported.

Step 3: Submit and Confirm

Review your answers and hit submit. Once received, our team will begin building out your OS within
3–21 days based on your setup complexity.