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Email Migration Onboarding

Email Migration Onboarding Workbook

Fill this out completely at least 24 hours before your scheduled migration window. The more accurate this is, the smoother your migration goes, gaps here are where things break later.

SECTION 1: THE BASICS

Business name (as it appears on contracts/invoices):

Primary contact name:

Best phone number to reach you during the migration window (via text)

Time zone:

Are there any dates in the next 30 days where email downtime would be especially bad? (launches, client deadlines, time off, etc.)