October 18, 2027·5 min read
What to preserve when replacing your appointment software
A practical guide to preserving bookings, customer preferences, audit history, time zones, and permissions when switching appointment software.
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August 23, 2027·5 min read
How to brief a website redesign around customer tasks
A practical way to brief a redesign so customers can find services, compare options, contact you, and buy without losing URLs, analytics, or accessibility.
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June 28, 2027·5 min read
What to document before changing marketing agencies
A practical checklist for local businesses to document ownership, access, creative files, tracking, and reporting before switching marketing agencies.
Read itFebruary 22, 2027·5 min read
Move from spreadsheet leads to a CRM without losing context
A practical guide to moving lead spreadsheets into a CRM while preserving notes, consent, duplicates, and ownership during the cutover.
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November 2, 2026·5 min read
Why your CRM needs a clear source of truth
How local businesses can set one system as the source of truth for contacts, consent, appointments, and sales without breaking day-to-day work.
Read itMarch 2, 2026·7 min read
Migrating off HubSpot without losing your pipeline data: a 30-day plan
We've moved roughly 35 clients off HubSpot in the last three years. The migrations break at exactly two places — pipeline history and email deliverability. Here's the playbook for not breaking either.
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