Onboarding Guides
Live and converting in days, not months.
No developers. No weeks of setup. Our onboarding team and these guides get you up and running in under 2 hours.
The 3-Phase Onboarding
Your path to your first orbit
Phase 01 Day 1 · 30 min
Connect Your World
- Import your existing contacts from any CRM or spreadsheet
- Connect your domain, email, and phone number
- Link your social channels (Instagram, Facebook, WhatsApp)
- Set up your calendar and online booking
Phase 02 Day 2-3 · 2 hours
Automate Your Growth
- Choose from 100+ pre-built workflow templates
- Customize your first automation sequence
- Set up review request campaigns
- Configure your unified inbox channels
Phase 03 Day 4+ · Ongoing
Launch & Optimize
- Go live with your funnels and campaigns
- Monitor real-time analytics and lead flow
- A/B test headlines and email subject lines
- Scale what converts and optimize what doesn't
Resources
Onboarding resources
Free onboarding call included with every plan
Our team walks you through your first setup live — no extra cost, no upsell. Just results.
Book Your Onboarding CallReady to start your orbit?
Your 14-day free trial includes a free onboarding call and full platform access.
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