You're booked
Check your inbox for the calendar invite. In the meantime, here's how to make the most of our time together.
Before your scoping call
A few things worth thinking about so we can hit the ground running.
Know your approximate record counts
Tickets, contacts, KB articles — even rough numbers help us scope accurately.
Identify which custom fields matter most
Tags, statuses, and custom fields that your team relies on daily.
Think about your ideal timeline
Is there a contract renewal, go-live date, or board deadline driving this?
Check who needs to be on the call
Usually the migration owner + someone with admin access to the source system.