Get your first recurring operating loop running.
A short, bounded setup that puts your first few recurring processes into fullyOS with clear responsibility, backup coverage, proof, and escalation.
Guided onboarding helps owner-operated businesses put the recurring work they already depend on into fullyOS. We set up your first few recurring processes together, with a responsible person, backup coverage, clear proof, and a path for missed work. Your team completes the work through fullyOS, on a phone or a shared kiosk. Guided onboarding helps you set up fullyOS. It does not replace your judgment or your leadership.
Who this is for
- Owner-operated businesses where recurring work breaks when the owner stops watching.
- Childcare, home services, salons and spas, cleaning, property operations, local services, and small multi-location operators.
- 5 to 50 staff, one to a few locations, owner on the floor or actively involved in operations.
What is included
- One setup session, 60 to 90 minutes, with your customer-success contact.
- The first few recurring processes configured live in fullyOS during the session.
- A responsible person and a backup for each process.
- A proof requirement per process (photo, count, sign-off, checklist, or note).
- An escalation path per process.
- Worker access configured: per-worker login on a phone, or KIOSK on a shared tablet or iPad.
- A written summary of everything configured, sent after the session.
- A 30-minute check-in after the first week.
- A 30-minute review after the first month.
What stays outside guided onboarding
Guided onboarding focuses on getting fullyOS running. A few things sit outside that scope on purpose, and we will be clear about each one if it comes up:
- SOP writing. We do not author SOP documents. The point of fullyOS is that the running system carries the work, not the document.
- Operations consulting. We help you put your processes into fullyOS. Decisions about how to run your business stay with you.
- Staff training as a separate service. We do not run a separate training program. We do help you leave the first processes clear enough for your team to follow, and you can use that same pattern when you introduce fullyOS to your staff.
- Custom workflows or one-off features. Guided onboarding uses the fullyOS structure that already exists: responsibility, backup, proof, escalation, and completion. If a request needs a custom build, we will flag it clearly instead of forcing it into the wrong place.
- Other business systems. Scheduling, billing, payroll, CRM, HR, accounting, and client communication usually belong in the systems you already use. fullyOS sits beside those tools to make sure recurring work actually gets completed.
- Judgment calls. fullyOS is for recurring work that has a clear expected outcome. Decisions that require judgment stay with the owner or the right leader.
- On-site visits. Guided onboarding is designed to work remotely. That keeps the process focused and makes sure the setup can be repeated without depending on an on-site visit.
What you need before the session
- The pre-onboarding intake form returned at least 6 hours before the session.
- The first few recurring processes you want to put into fullyOS.
- The names of the people who do the work and who can back them up.
- A tablet, iPad, or spare phone if you plan to use KIOSK at a shared location.
- The person on your side who will lead this in the business should attend the session.
Expected outcome
By the end of onboarding, your first recurring processes are set up in fullyOS with clear responsibility, backup coverage, proof, and escalation. Your team has a clear place to complete the work, and you have a repeatable way to keep adding more.
How the four weeks unfold
Day 1: Setup session
One 60 to 90 minute call. We set up the first few processes together. You test worker access. You add one more process on your own before we end, so you have the pattern.
Days 2 to 7: Your team runs the work
Staff complete the work in fullyOS. Missed work follows up and moves to the backup path. You see only what actually needs your judgment.
Day 7: Check-in
A 30-minute review of the first week. What worked, what confused anyone, what we can make easier.
Days 8 to 30: You expand
You add more processes on your own. You keep using the product as the rhythm settles.
Day 30: Review
A 30-minute review of the first month. Whether the work is running, where you would still like support, and what should be better in the product.
Is this consulting?
Not in the traditional sense. Guided onboarding helps you put your first recurring processes into fullyOS. We are not redesigning your business, managing your staff, or replacing your existing systems. The owner remains responsible for leading the business and handing the system to the team.