Source profile
Coverage, field types, nulls, duplicates, format risks and assumptions that affect migration readiness.
File-based readiness before CRM cutover
Make the migration
decision-ready.
A focused sprint for teams with a migration already planned: profile the source, map the fields, surface exceptions and prepare reviewable evidence before anyone imports records.
- File-based only
- No live access
- No production changes
WHAT THIS IS
An independent preparation and assurance sprint. It supports your implementation owner’s decision; it does not execute the migration, certify an outcome or replace UAT and sign-off. Score readiness in five minutes or use the planning checklist if you are still defining the work.
01 / THE HANDOFF
What your team gets
before cutover.
Outputs are kept practical: evidence to review, questions to resolve and files or rules your delivery owner can use.
Mapping workbook
Source-to-target field decisions, transforms, defaults and unresolved questions in one reviewable file.
Issue log
Prioritized exceptions with evidence, owner questions and a recommendation to resolve, accept or exclude.
Candidate clean file or rules
A candidate CSV when the approved scope allows it, or explicit transformation rules where file generation is unsuitable.
Sample test checklist
Checks for records, required fields, relations, duplicates and totals before the implementation owner proceeds.
Reconciliation note
Pre/post comparison when a target export is available, plus a clear ready, ready-with-exceptions or not-ready recommendation.
02 / HOW THE SPRINT RUNS
One narrow lane.
No surprise access.
- 01
Confirm
Agree object type, target format, row count, fields, decision date and the question this review must answer.
- 02
Inspect
Profile the authorized files, draft the mapping and isolate exceptions before any live-system action.
- 03
Resolve
Review the issue log and document which rules, exclusions or open questions the implementation owner accepts.
- 04
Hand off
Receive a decision-ready pack. Your implementation team retains control of all imports, changes and sign-off.
03 / HARD EDGES
Clear scope.
Clear responsibility.
Included in the $900 sprint
- One CSV or XLSX source file
- One target template or export in CSV or XLSX
- Up to 10,000 combined rows
- Contacts, companies or one simple object
- Asynchronous file review and one evidence pack
Separate scope or not offered
- Live CRM access, APIs or credentials
- Imports, deletes, writes or production changes
- Complex object relationships or multi-system consolidation
- Customer-sensitive data in the first contact
- Guarantees of migration outcome, revenue or compliance
START WITH THE STRUCTURE
Is your next migration
inside this lane?
Email the source platform, target CRM, object type, approximate combined rows and cutover decision date. Field names or a synthetic sample are enough for the first check.
Request a scope check info@traceleadops.com · No customer records or credentials in the first email.