White-glove onboarding that gets you live fast.
A dedicated specialist migrates your data, configures your system, and trains your team — so you go live fast and set up right, not left to figure it out alone.
Kickoff
Meet your dedicated specialist and build your launch plan.
Migration
We migrate your data and review it with you, field by field.
Configuration
Users, phones, 10DLC, lead providers, and automations, set up for you.
Training
Hands-on admin and training calls get your whole team ready.
Go-Live
Launch with a final review — and support on call after.
Everything handled, end to end.
From the first call to go-live, a dedicated specialist sets up your system, migrates your data, and trains your team.
We add your users, configure phones and voicemail or AI, and set up email signatures and authentication.
See setup → MigrationData MigrationWe migrate and organize your database, then review it with you field by field before go-live.
How it works → ConfigureConfigurationLead providers, drip campaigns, 10DLC registration, and integrations — all configured for you.
What we configure → TrainTraining & Go-LiveAdmin, configuration, and training calls get your whole team confident before launch.
See the training →Up and running in days, not weeks.
A guided, white-glove onboarding experience that gets your team live quickly — without the complexity, confusion, or guesswork.
- ✓ Dedicated implementation specialist
- ✓ We migrate and organize your data
- ✓ Phones, 10DLC, and email set up for you
- ✓ Hands-on admin and training calls
Everything we handle for you.
Onboarding isn’t a welcome email and a login. It’s a documented, done-for-you process across your entire system.
Core onboarding
Everything needed to get your system live.
- Your team added with the right permissions
- Your customer portal connected
- Email set up and verified for your team
- Phone numbers and voicemail (or AI) configured
- Automated follow-up campaigns turned on
- Business texting registered and approved (10DLC)
- Your lead sources connected
- Initial kickoff call
- Onboarding configuration call
- User training call
Data migration
Your data, migrated and verified together.
- Your contacts reviewed for accuracy
- Your fields matched and double-checked
- Records assigned to the right people
- Your pipeline statuses mapped and approved
- Record types and dropdowns confirmed
- Consent and opt-outs reviewed
- Your lead sources reviewed
- Client sign-off and data imported
Shape Complete
The full platform, switched on.
- Shape Complete activated
- Open API enabled
- AI Insights turned on
- Your Shape database live
- Content management (CMS) enabled
- Social tools enabled for your team
- Your custom interface built
- Your website live
ShapeAI
Your AI agent, built and live.
- Your AI call and text agent built
- Tuned for your industry
- AI assistant added to your workflows
- AI telephony connected
- Follow-up and calendar triggers set
- Inbound, outbound, and booking tested
- Walkthrough video sent to your team
Lead Engine
A site built to capture leads.
- Your website designed and built
- Mobile-friendly design with SEO
- Lead forms and funnels connected
- Every page reviewed and tested
- Launched on your custom domain
Ongoing support
Help that doesn’t stop at launch.
- 24/7 AI support with instant answers
- Real product experts by phone and email
- A dedicated account manager for your account
- Live training webinars and self-paced courses
- Professional Services for expert administration
- Custom Development for tailored builds
Your launch,
handled for you.
From data migration to training, our team gets you live fast — so you can focus on selling, not setup.
Shape is very simple to use. It has so many features and useful business applications. A great way to stay organized.
Our specialist migrated everything and had our whole team trained and live in under two weeks.