Understand the relationship
Review contact details, people and active work together. Decide who will maintain the information from the outset.
Organise follow-up
Consider customer tasks, requests and reminders together. Make it easier for a colleague to understand the background when responsibilities change.
Agree the data scope
Identify the information to be included at setup and who should have access. Real customer data is not needed in the first discussion.
Frequently asked questions
Can we bring our existing customer list?
We agree the migration scope after reviewing fields, file formats and any data preparation required.