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Switching plan

For new users moving over from another tool or a spreadsheet: a plan to switch without losing anything. You learn what they switch from and what's hard to move.

An example

For a CRM for small sales teams

Moving your deals over, without losing any
Three minutes, and a plan to switch from your spreadsheet this week.

  • What to move first, and what to leave behind
  • One check that tells them it worked
  • What people usually forget to move
You learn

What new users switch from, what is hard to move over and what they're afraid to lose.

They get

A plan to switch without losing anything: what to move first, what to leave behind and how to check it works.

When it fits

New users come from another tool, a spreadsheet or doing it by hand, and moving over is what stands between them and a first result.

What it won't do

It doesn't do the move and doesn't fix bugs: it notes them. Steps inside the product only from the product docs; without them, talk about their process and their data. It's a diagnostic, not a support chat: bugs and how-tos are noted and passed to you.

How the expert thinks

Map what they use today and what they rely on in it; separate what must move now from what can wait or stay behind; one check that tells them the switch worked; name what people usually forget to move.

What you get

More diagnostics

Your growth plan in about a minute

Free, no card. Methos reads your site and picks the diagnostics that fit your product.

See my growth plan