Template

Master CRM Migration Plan

The exact project plan we use for 8-figure contractor migrations.

This template provides a structured approach to moving your data from your legacy system (ServiceTitan, Housecall Pro, Jobber, etc.) to your new CRM. It covers the 4 critical phases of migration:

Phase 1: Audit & Clean: Defining what data actually needs to move.
Phase 2: Map & Test: matching fields between systems and running pilot tests.
Phase 3: The Big Move: Execution checklists for the cutoff weekend.
Phase 4: Validation: Post-migration integrity checks.

Download the Template

Available in Google Sheets and Excel formats.