At Fostr, onboarding isn’t just account setup; it’s the process of making sure your organization’s knowledge, processes, and tools are unified into one intelligent operating system. We treat onboarding as a structured and collaborative build designed to help Fostr learn your business before automation and advanced features come into play.

The onboarding journey happens in three intentional phases, each with a clear objective and tangible outputs.

Phase 1: Foundation

Objective: Teach Fostr the fundamentals of your business structure and goals so it can accurately reflect your organization and deliver reliable context later.

Key Focus Areas

• Company Profile: Core information such as industry, business model, mission, target customers, and key performance goals.
• Org Chart: People, teams, and reporting relationships; who does what and how departments connect.
• SOPs and Processes: Departmental workflows (for example, how orders are fulfilled, how customer inquiries are resolved, how financials are reconciled).
• Assessments and Profiles: Team members create accounts and complete a simple skills or role profile to ground their data and workflows.

What You’ll See

• Your company structure and team members mirrored inside Fostr.
• Early examples of departmental SOPs uploaded and linked to relevant people or teams.
• Fostr begins referencing your core terminology (who’s who and how work happens).

Why This Phase Matters:

Without these foundational inputs, Fostr cannot deliver meaningful insight or automation. This ensures accuracy and credibility from day one.

Phase 2: Core Data and Integrations

Objective: Connect your key data sources so Fostr has full visibility into your systems and can start surfacing real insights.

Key Focus Areas