Import OS

💪 Start Strong with the Import Survey: Set Up OS Your Way

Welcome to OS. You’ve officially ditched the duct tape.
Now let’s customize your system to fit your business like a glove.

The Import Survey is your first step to building inside the OS ecosystem. It’s not busywork — it’s your shortcut to a clean install, faster setup, and zero confusion on Day 1.

Why It Matters

Most systems make you piece everything together with 15 tabs, 3 tools, and 0 support. Not here.

The Import Survey gives our team everything we need to:

• Set up your domains, calendars, funnels, and emails

• Rebuild what’s working (and ditch what’s not)

• Launch your OS account with precision

You complete the survey once. We take it from there.

✅ What We Import

We’ll bring over the essentials to get your OS system fully functional:

• Contacts – All of your existing contacts

• Calendars – Up to 5 calendars

• Funnels – Up to 10 funnels from click funnels

• Courses - Up to 5 Courses from Kajabi

• Pipelines – 1 pipeline

• Domains – Primary domain, Mailing Domain, Branded Domain

• Email Templates – Up to 3 templates

• Forms & Surveys - Up to 5 Forms & Surveys

• Contracts - Up to 3 Documents/Contracts

• Phone Number – Set up for calls & SMS

🚫 What We Don’t Import (by default)

To keep things streamlined, the following are not included unless arranged separately:

• More than 5 calendars, 10 funnels, or 1 pipeline

• Multiple domains or subdomains

• Advanced funnel logic or third-party automations

• Full website rebuilds

• Custom-coded assets or legacy software data

• CRM systems outside of ClickFunnels/Kajabi (unless scoped)

💡 Pro Tip: This Isn’t Just Setup — It’s Strategy

The Import Survey isn’t just about uploading files. It’s about aligning your system with your strategy:

• Automate where you’re wasting time

• Centralize your stack

• Position your business for scale

When you hand us the keys, we don’t just build the car — we tune the engine.

👇 Ready?

If you haven’t started yet, now’s the time: