CRM Migration Checklist
A 2–4 week checklist for migrating off Zoho, LeadSquared, HubSpot, or Salesforce cleanly — without losing pipeline.
What this checklist is.
Most CRM migrations lose a quarter of pipeline because the team skips the audit step. This checklist is a week-by-week plan: export, audit, onboard Leadkaun, parallel-run, cutover, archive.
Used by teams making the switch with 0% pipeline loss.
Everything you'll get.
- Week 1: Export + audit (what to keep, what to drop)
- Week 2: Leadkaun onboarding + ICP configuration
- Week 3: Parallel run + rep training
- Week 4: Cutover + measurement
- Day 90: Archive old CRM, cancel subscription
Run it like this.
- 01
Print the checklist.
- 02
Assign each task to an owner (admin / manager / rep).
- 03
Check off weekly at the Friday all-hands.
- 04
Day 90: make the cancellation decision based on measured ROI.
Why it matters
Migration is not the hard part; psychology is. A checklist removes the ambiguity — everyone knows what happens when. No team-wide panic at week 3.
Pair with these.
This is the product behind the page.
Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.
Skip the manual version.
Everything this resource teaches, Leadkaun automates the same day — scoring, Priority Queue, Morning Brief, ₹ at risk. No spreadsheet to maintain.