From your first message to our first call
We need to switch software.
We have years of data in our current system. We’re worried about losing the history or having to enter everything again.
Tell us what you need to move and what worries you.
Understand the change.
- Which software are you leaving, and which are you moving to?
- What needs to come with you: contacts, documents, history?
- What work needs to keep running during the move?
A few questions, asked one at a time.
Keep the points that matter.
- The information and history you need to keep
- The manual work you want to avoid
- The tasks that must keep running
Review your notes and choose what to share with Keplum.
Let’s talk through the move.
- Review where your information is now
- Check what the new software supports
- Agree what to test first
Illustrative example