CRM Dance

Your Move to CRM Dance

What actually happens, step by step. The honest version.

TL;DR

  • The whole move takes about 6 weeks from the first meeting to go-live.
  • We copy your data. You check it before anything counts.
  • You learn the app for 4 weeks — two short meetings a week.
  • The 2 weeks after go-live feel bumpy. That's normal, and we're in the chat with you the whole time.
  • One thing we need from you: tell us directly when something is wrong.
  1. 1Meet & planWeek 1
  2. 2We copy your dataWeeks 1–2
  3. 3You look at itWeek 3
  4. 4You learn the appWeeks 3–6
  5. 5We check everythingWeek 6
  6. ★Go live!The big day

  1. 1. Meet & plan

    Week 1

    • One meeting. We agree the plan and pick a target go-live date.
    • You name the front-desk person who will be our main contact.
    • We start a group chat: your team + ours.

  2. 2. We copy your data

    Weeks 1–2

    • Students, teachers, classes, packages, payments — all of it.
    • You keep working in your current system like normal.
    • Nothing changes for you yet.

  3. 3. You look at it

    Week 3

    • We sit together for up to 2 hours and check the copy.
    • Payments match, students under the right teachers, times correct.
    • You tell us what looks wrong — we fix it.

  4. 4. You learn the app

    Weeks 3–6

    • Two short meetings a week with your front-desk person.
    • Ask anything, flag anything. Nothing is a dumb question.
    • Skipping one meeting is fine. Going quiet is not.

  5. 5. We check everything

    Week 6

    • You sign off on the data.
    • Your staff runs the everyday flows with their own hands: schedule a class, take a payment, find the money, run a report.
    • When it all works, the go-live date is locked.

  6. 6. Go live!

    The big day

    • You stop entering data in the old system. We copy the final changes.
    • We check the money down to the cent.
    • From today, everything happens in CRM Dance.

Honestly: it gets bumpy

before go-live2 weeks afterthen: calm
  • The week before go-live is a bit chaotic.
  • The 2 weeks after are really chaotic. Everyone is learning, questions pile up, something always comes up.
  • That's normal. It is not a sign the move failed.
  • We are in the chat the whole time. Then it calms down — and stays calm.

Your promise to us

Before we start, we ask everyone on your team to promise one thing (there is a short form):

  • If something is bad, say it in the chat — directly. Blunt is fine.
  • Do not save complaints for your boss. We can only fix what we hear about.
  • Meetings are recorded so nothing gets lost.

Your meetings

  • Meeting #1Plan the move together. About an hour.
  • PreviewCheck your copied data together. Up to 2 hours.
  • Learning weeksTwo short check-ins a week, for 4 weeks.
  • Final checkStaff sign-off before go-live.

Your real dates, names, and links live in your group chat and calendar invites — this page is the map, not the schedule.