PILOT PLANNER / 01—06

A clearer route
to your first check.

Define a useful scope, understand the handover and prepare a conversation. Start with one project.

For CRM agencies and migration leads

One reviewed pilot.
Evidence you can hand over.

Check an agreed set of records before client handover or migration sign-off.

£395 indicative pilot fee

Discuss this pilot

Written quote confirms scope, availability and final total, including any applicable tax. No payment is taken here.

What is included

Two CSV exports of one object or agreed subset; up to 5,000 records per export.
Unique retained source IDs and five agreed comparison fields.
Reviewed exceptions, coverage and limitations, with CSV, HTML and JSON evidence.
A handover discussion and one scoped rerun of corrected exports.

Check the fit before committing

You need matching identifiers, authority to use the exports and a named reviewer. Direct CRM integration, migration execution, attachments, permissions and unlimited investigation are outside this pilot.

Use the free migration review checklist →

YOUR WORKING OUTLINE

Pilot workspace

Planning only

STAGE 01 / SCOPE

Make the check specific.

Start with one project, a pair of exports and the fields that matter to your migration decision.

What this stage needs

Source and destination systems, with an export from each.
Unique source identifiers retained in the destination.
Selected fields, comparison rules and a business owner.

EXPECTED DELIVERABLE

Agreed scope & rules

A defined comparison brief and scoped quote, accepted before a paid pilot starts.

A future deliverable, not created by this planner.

Mark your planning inputs

Use this as a preparation list. Checking an item records your note only.

Next useful action

Complete the project outline below. If identifiers or field mappings are uncertain, include that in your scope discussion.

DEFINE YOUR STARTING POINT

One project.
A considered scope.

Project details only. Do not enter customer records, credentials or sensitive information.

Your plan lives in this tab

This planner does not save your inputs. Download a summary before refreshing or closing this tab if you want to keep a copy. Downloads and email drafts contain the project details you entered.