Step one
Pick one client, not your whole agency
Whatever you are on now, we move one real client off it for a flat fee: their setup rebuilt, a named CSM, and a shared Slack channel with our team in it. If it works, we migrate the rest of your agency for free. Moving one account is a decision you can make this week. Moving an agency is a project you will keep postponing, which is why you are still on a platform you have outgrown.
Step two
We migrate their setup
Pipeline, contacts, custom fields, forms and automations rebuilt to match what they have now. We tell you on the first call exactly what moves cleanly and what your current platform will not let out, rather than after you have committed.
Step three
We hold your hand through the first week
A named CSM and a shared Slack channel for 30 days. You keep your numbers, the texting registration is handled before anything moves, and nothing is switched off until the new setup is answering.
MattInflowave09:14
Pipeline and custom fields are across. Your numbers stay on your existing registration, nothing switches yet.
You09:31
Checked it against the old one, stages line up. When do we point the number over?
SaraCSM09:33
Whenever you are ready. I am on for the cutover and the rest of the week.
Step four
We train your employees
On your migrated setup, with your client names and your stages in it, not on a generic product walkthrough. The fear with any switch is that the team hates it and you become the support desk. This is the part that stops that.
Step five
If you like it, we migrate the rest
After 30 days on a real client you will know. If it worked, we move the rest of your agency across for free. If it did not, you have lost one client setup and a month rather than your agency.
First client
One flat fee
Setup rebuilt, named CSM, shared Slack channel, 30 days.
Every client after that
Free
Once it has proven itself on a real account, cost is not what should be stopping you moving the rest.
Not happy by the end of week one? We refund you.
Powerful enough to run your agency. Simple enough your newest employee can use it.