What moves
Four things.
- Contacts and their history, from whatever holds them today
- The phone number, ported, with you as the owner of record
- Existing web forms, repointed so submissions land here
- Open opportunities and quotes, so nothing in flight is lost
The number is the long pole and the only item with a lead time outside our control. Everything else is measured in days.
What usually goes wrong
Four failures, all avoidable.
- The import matched on names
- Two records for the same person because one said Bob and the other said Robert.
- The old form was left live
- A page nobody remembers, still posting to the old system. It throws no error and leaks for months.
- Both systems ran in parallel
- Which means neither did. Parallel running feels safe and guarantees half the staff never move.
- Reporting was shown first
- An empty chart in week one teaches a practice the product does not work.