DEDICATED SUPPORT
You’re never on your own
From the moment you join Operate Fit, you are paired with a dedicated Customer Success Manager (CSM) who guides you through onboarding, your go-live date, and every milestone after. We handle the heavy lifting of technical setup so your team doesn’t have to.
A partner who knows your mission
Every Operate Fit customer—regardless of size or the number of branches they manage—is assigned one consistent point of contact. Your CSM isn’t just a support agent; they are a partner who takes the time to know your association, your specific locations, and your long-term goals.
A dedicated CSM
The same person stays with you from kickoff through go-live and beyond.
Included for everyone
This is not a premium tier or an add-on. Personalized support is the standard for every customer.
We do the building
To ensure your team isn’t overwhelmed, your CSM handles the setup, builds your site, and imports your data.
From kickoff to “Day One Ready”
Our onboarding is a guided, “done-with-you” process that typically takes six to eight weeks. We provide the structure; you provide the knowledge.
The kickoff meeting
We start with a one-hour meeting to walk through the timeline and set expectations so your team knows exactly what comes next.
Weekly check-ins
We meet for 30 minutes each week to build out your locations, programs, notification triggers, and approval workflows.
The guided build
Using a simple workbook, your CSM gathers your data—rooms, users, and permissions—and imports it into the platform for you.
Bringing your history along
Moving off paper or a “franken-system” of spreadsheets? We can migrate and import your historical records so you start with your data already in place.
Staff training
Before you go live, we host a recorded, virtual training session for your managers. This recording becomes a permanent reference for current and future staff.
Go-live
We flip the switch together. Your CSM is right there with you to ensure a seamless transition from administrative noise to digital clarity.
Good to know
Support for multi-branch success
Most associations launch all branches together for a standardized rollout, but if you prefer to bring branches on one at a time, we adjust to your needs. Every branch follows the same proven process to ensure your standards stay consistent across every location.
We move at your pace
While six to eight weeks is our typical timeline, we don’t believe in arbitrary deadlines. If your team needs more time due to a busy season or staffing changes, we adjust. Onboarding finishes only when you are genuinely ready.
Support doesn’t stop at go-live
Once you are live, your CSM remains your partner, shifting to a monthly check-in cadence to keep your system healthy and help you get the most out of our intelligent automation.