Assessment Completed 🎉
Don't Leave This Page Until You've Read This!👇
Thank you for completing your assessment! This helps us make sure we don’t skip a beat in getting you set up with us. Our team has been notified and we’ll start digesting your responses.
We’re officially in the Investigate Phase. 🙌
Keep an eye out for us in your inbox. We’ll be in touch soon to collect logins and dive deeper into your current systems. If you have any questions, don’t hesitate to reach out: [email protected]
1. Assess ✅
Here, we ask you to dream big. We'll find out what you want migrated, set up, and what your wishlist is to build the perfect system for you.
Timeline: 3-7 days
Next, we'll take what we've learned and dig deep into your current tech. This helps us plan the migration so we don't miss any automations, forms, or customization your account needs.
Timeline: 5-10 days
3. Develop & Migrate
Then, we'll build your account custom to you. Once done, we'll decide on a migration date and move all your data over.
Timeline: 2-6 weeks (depending on complexity)
4. Launch & Train
Now that you're in the system and using it everyday, you'll find things you want to change or improve. You might also want additional training to improve your workflow. We're here for all of it!
Timeline: 30 days
5. Send Off
At about the 90 day mark, we'll have a send off call with all the resources and next steps you need to continuously be successful.
Start to Finish: 60-90 days