Moving Systems

🚚 Data Migration Agent

Moves everything from your old system to your new one without losing a single record. Everything is counted before it leaves and counted again when it arrives, so you know nothing fell out of the truck.

The problem

Switching systems is the move everyone dreads. The export never quite matches the import, records go missing quietly, and nobody notices until a customer calls about an account that no longer exists. So businesses stay on tools they've outgrown, because the move feels riskier than the pain.

The outcome

We move everything, and we count it. Every record is counted before it leaves and counted again when it arrives, and anything that doesn't reconcile gets flagged and resolved instead of silently dropped. You get to the new system with everything you had, and proof of it.

Pairs well with

🗒️ + 🚚 = ✅

Notetaker + Data Migration Agent = records that fill themselves in

The Notetaker captures the commitments, the numbers, and the names. The Data Migration Agent files them into the tools you already use. Together, your client records stay complete without anyone typing a thing after the meeting.

Talk about the pair →See the Notetaker skill

Price

From $3,000

We build it, we run it, you get the outcome. Scoped honestly on a call first.

Running cost

From $50/month, usage based

Talk about a move →

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