How It Work

We plan your migration, move your data, set up Taskip, and support you every step — simple and seamless.

Step 1

Discovery Call

We’ll understand your current setup: tools you’re using, what data you need, what workflows matter most.

Step 2

Migration Plan Creation

We map out how everything gets moved: what fields, what integrations, what timeline.

Step 3

Data Import & Setup

We do the heavy lifting — safely migrate all your data; configure your workspace in Taskip.

Step 4

Review & Launch

You test everything, give feedback; we refine; then go live.

Step 5

Ongoing Support

After launch we ensure nothing’s broken. Plus tips on workflows, automations & growth.

Got Questions?

Frequently Asked Questions

Will my current data be safe?

What types of tools can I migrate from?

How long does a migration take?

Is there any downtime?

Ready to make the switch?

Moving to a better workspace shouldn’t feel overwhelming. Our team will guide you through every step to ensure a smooth migration.

Ready to Transform How You Manage Clients?

Join 700+ agencies and freelancers saving 10+ hours weekly

  • ✓ No credit card required
  • ✓ Cancel anytime
  • ✓ Free migration help