C.A.T.T. Coaching Agents Through Travel

In-page checklist / migration plan

Travel CRM Migration Checklist

Plan the move, test the workflows and switch active client records in deliberate stages.

Before you move anything

A CRM migration is a change to how you keep track of client relationships, not just a file transfer. Use this checklist to make the current workflow visible, decide what needs to move, and test the new system before you rely on it for live inquiries.

There is no need to move every old record on day one. Start with active clients and open inquiries, then bring in useful history in a deliberate batch. Keep the existing system available until you have checked the new one against real work.

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More resources

  • Sales

    Client email sequences

    Welcome, nurture and follow-up sequences you can brand and load into your CRM.

    Email templatesMomentum

    Inside the membership

    Full access to this resource is included when you join.

    Join CATT Now
  • Technology

    Automation templates

    CRM and email automations mapped step by step.

    AutomationCruising

    Inside the membership

    Full access to this resource is included when you join.

    Join CATT Now
  • Technology

    The Client Systems Audit & Setup Guide

    A two-part audit and setup guide to find the gaps in your client systems and build the missing pieces in the right order.

    Audit & guideMomentum
    View the resource

Take it further inside C.A.T.T.

Bring your migration plan to a CATT session and work through the workflow and cutover questions before you switch.

Join CATT Now