Get Your Free
CRM Migration JumpStart
90-minute strategy session + personalized checklist + 25k contact cleanup
Worth $1,000 - Completely Free
Strategic Planning
Custom migration roadmap for your business
Risk Mitigation
Avoid costly migration mistakes
Quick Start
Get started immediately with clean data
Serious migration projects only
What You Get in Your JumpStart Session
Everything you need to start your migration with confidence
90-Minute Strategy Session
One-on-one session with CRM migration expert
What's Included:
- Current system audit and assessment
- Migration strategy roadmap
- Platform recommendation analysis
- Risk assessment and mitigation plan
Personalized Migration Checklist
Custom checklist based on your specific situation
What's Included:
- Step-by-step migration timeline
- Data preparation requirements
- Team training milestones
- Go-live success criteria
25k Contact Data Cleanup
Professional data cleansing and standardization
What's Included:
- Duplicate removal and merging
- Data formatting standardization
- Invalid contact identification
- Export-ready clean dataset
Total Value: $1,000
Your Investment: FREE
No credit card required • No hidden fees • No obligation
Apply for Your Free JumpStart Session
Please provide accurate information so we can determine if this program is right for you.
JumpStart Lite Application
What Happens After You Apply
Our streamlined process ensures you get maximum value from your JumpStart session
Application Review (24 hours)
We review your application to ensure we're the right fit for your project. You'll receive an email within 24 hours with our decision.
Session Scheduling (If Accepted)
If accepted, you'll receive a calendar link to book your 90-minute strategy session at a time that works for you.
Pre-Session Preparation
We'll send you a brief questionnaire and data export instructions to maximize the value of our time together.
Your JumpStart Session
90-minute deep-dive session covering strategy, roadmap, recommendations, and next steps. You'll leave with clarity and confidence.
Follow-up & Next Steps
Within 3 business days, you'll receive your personalized checklist, cleaned data, and information about our Fast-Track program (if interested).
Ready to Start Your CRM Migration Journey?
Join the businesses who've eliminated CRM chaos with a strategic approach