If you’d like hands-on help beyond the self-serve platform, we offer an optional Advanced Account Setup & Migration service. This service is designed to help you transition into Ovanta smoothly, with expert guidance and configuration support.

The scope and depth of setup vary by tier:

Basic Setup

Best for streamlined migrations

Migration of up to 5 external platforms into Ovanta
Ideal for moving core data and workflows from existing tools
Focused on foundational setup and organization

Not included:

Blog setup or migration
Course building or course migration

Advanced Setup

Best for automation-driven teams

Configuration of multiple automations, CRM pipelines, email templates, and forms
Structured setup to support lead flow, follow-ups, and internal workflows
Designed for teams replacing several marketing or CRM tools

Not included:

Course building or course migration

Enterprise Setup

Best for full-platform consolidation

Comprehensive setup with all external products integrated into Ovanta
Includes 1 course setup
Includes a 1–2 hour live onboarding session for your team
Designed for organizations seeking a deep, end-to-end transition

⚠️ Important Notes

Setup and migration services are separate from your Ovanta subscription
Final scope may vary based on platform complexity and data volume
Additional work outside the selected tier may require separate approval

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