Your transition to LenzVU, made simple.

The LenzVU onboarding team handles your transition personally, so switching over stays smooth and easy.

The transition, made easy

Reason why switching feels effortless.

Built quietly in the background

While we build your account behind the scenes, you keep running your business exactly as you always have.

Business owner going about their normal day during the switch

Every step is guided for you

Nothing is left for you to figure out on your own. Automations, message libraries, and integrations are all built by our team, one clear step at a time.

Business owner reviewing a guided setup step

You switch over only when ready

Your current system keeps running while we build. Everything is tested first, so you move over on your own timeline, with your old setup there as backup until then.

Business owner confidently switching over to LenzVU

The transition, step by step

A simple switch, start to finish.

Our team walks alongside you start to finish. Moving to LenzVU follows a clear, straightforward path, with each stage easy to follow, from reviewing your requirements to going live.

Onboarding stages

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Review your requirementsClientLenzVU Team

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Review your existing automationsClientLenzVU Team

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Build your branded email and SMS librariesLenzVU Team

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Build your LenzVU automationsLenzVU Team

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Activate LenzVU, deactivate the old systemClient

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Monitor and review performanceClientLenzVU Team

Bringing your number over

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Complete regulatory complianceLenzVU Team

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Install the app and test calls and textsClient

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Validate the phone number after testingClient

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Submit paperwork to port your numberLenzVU Team

Keeping your existing number

Your number transitions just as easily.

The number your customers already know comes with you. You will use a temporary LenzVU number to test everything first, and after testing, we validate that your number is fully working before the real port happens. Our team handles the compliance paperwork and the port itself, so your real number moves over without a gap in service.

We've got you covered

You won't pay full price while you transition.

Transitioning to new software already takes enough of your attention, so we ease the cost for you during this time. It's our way of making the move a little lighter, because we don't think you should be paying full price before everything is even up and running the way you want it.

After you are live

Support does not stop at go-live.

Most platforms hand you a login and wish you luck. We do not. If a workflow needs adjusting, a team member needs training, or something just is not clicking six months from now, you can always come back to us. There is no cap on how much onboarding help you can ask for.

Start your free account Book a demo