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fenceOS Onboarding

A guided path from scattered tools to one system.

Most companies go live in 8–12 weeks, depending on data and response speed. You run the business. We guide transition.

Named onboarding lead Weekly syncs 2-4 hours weekly from you
12-week timeline
Week 1 → Go-live
Phase 01
Intake + Access
Week 1
Phase 02
Data + Account Setup
Weeks 2–3
Phase 03
Configuration + Integrations
Weeks 3–6
Phase 04
Training + Go-Live Support
Weeks 6–12
W1
W3
W6
W12
2-4 hrs
weekly from you
1
named lead
8–12
weeks total
0
DIY migration
01
Week 1

Intake + Access

youwe
You provide
  • Complete onboarding form
  • Upload logo and brand details
  • Confirm company info, contacts, terms, locations
  • Access training portal
We handle
  • Review your intake
  • Create onboarding record
  • Send next steps
  • Prepare account setup
02
Weeks 2–3

Data + Account Setup

youwe
You provide
  • Product list CSV
  • Customer / job CSV
  • Calendar details
  • Billing / ACH if needed
We handle
  • Create your fenceOS org
  • Start Estimator and Operator setup
  • Begin A2P phone compliance
  • Review missing data
03
Weeks 3–6

Configuration + Integrations

youwe
You provide
  • Review imported data
  • Confirm workflows
  • Confirm calendar setup
  • Share preferences
We handle
  • Configure calendars
  • Set up messaging
  • Connect Google, Facebook, social
  • Tune AI and comms
  • Test workflows
04
Weeks 6–12

Training + Go-Live Support

youwe
You provide
  • Train your team
  • Use fenceOS on real jobs
  • Give feedback
  • Move away from old systems
We handle
  • Support rollout
  • Fix friction points
  • Answer questions
  • Help retire old tools
  • Refine your setup

What you can expect

  • You are not alone
  • We do the heavy lifting
  • Your speed depends on setup pace
  • You keep running the business
  • We guide the transition

Your role

Provide accurate info, respond quickly, and have your team train.

Our role

Configure the platform, migrate data, integrate tools, and support go-live.

Bottom line
You keep running the business. We guide the transition.
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