Migration
Thirty days from demo
to a cancelled stack.
We do the moving. Your old tools keep running while we load your book, and they get cancelled the week your team is fully in.
The thirty-day path
DAY 0
Demo and sign
Live on your numbers. Annual agreement signed.
WEEK 1
We load your book
Clients, retainers, contacts, and ad accounts migrated for you.
WEEK 2
Team live
Every role trained and working in it daily.
MONTH 1
Stack cancelled
Six subscriptions gone. Month-end close takes an afternoon.
We do the loading
Migration is included
No CSV homework and no consultant. People who have migrated 500 clients do it, not a wizard you drive alone.
No overlap you pay for
One month, then it's done
Old tools stay live while we migrate, so nothing stops. You cancel once the team is fully in — not before.
Training
Your team, not just you
Onboarding sessions per role — account managers, project managers, and whoever runs billing.
What comes across
- Clients, contacts, and history
- Retainers, scopes, and renewal dates
- Open projects and task lists
- Ad and analytics accounts, reconnected
Signed PDFs and historical invoices stay where they are — we link to them rather than pretending to re-own your archive.