Pre-migration readiness audit + phased plan for CRM platform changes. Bidirectional: HubSpot ↔ Salesforce.
Two skills bundled:
crm-migration-readiness-hs-to-sf— audit HubSpot environment for migration to Salesforce. 8-dimension scorecard, risk register, 7-phase plan with hour estimates (typical 400–800 hours).crm-migration-readiness-sf-to-hs— audit Salesforce environment for migration to HubSpot. 9-dimension scorecard (adds Apex/Lightning code burden), 8-phase plan (typical 440–860 hours), 3-year TCO projection.
Each skill takes data + metadata exports from the source CRM, then produces:
- 8/9-dimension readiness scorecard — graded 0–10 each
- Inventory snapshot — record counts, workflow counts, integration list, custom code count
- Tiered risk register — Critical / High / Medium with mitigation owners
- Field-mapping draft — source object → target object + property dispositions
- Phased migration roadmap — hour estimates per phase + critical dependencies
- Go-live readiness checklist
- Cost-savings projection (SF→HS direction) — 3-year TCO comparison
- Two distinct frameworks for two distinct migrations. SF→HS is harder than HS→SF (Apex disposition, permission complexity) and the audit explicitly accounts for it.
- Hour estimates with ranges, not false precision. Migrations are bounded by data quality and tribal knowledge — the plan reflects that.
- Risk-first, not feature-first. Identifies what breaks before it breaks.
- Reliability gate. ≥90% task completion + no-fabrication rules. If exports are incomplete, the audit is marked partial rather than guessed.
- Built on real engagements. LeanScale playbooks #43 and #44 — the canonical 400-800-hour migration playbooks.
/plugin install github:LeanScaleTeam/migration-pro
> Run a HS→SF migration readiness audit. HubSpot exports at hs-exports/.
Currently 80 users on Sales Hub Enterprise, renewal in 6 months,
using ZoomInfo + Outreach + Slack integrations.
> Run a SF→HS migration readiness audit. SF metadata at sf-metadata/.
120 users on SF Enterprise, 8 Apex triggers, 60 Flows, considering
consolidating sales+marketing on HubSpot for cost savings.
- ❌ Execute the migration (skill produces the plan; humans + LeanScale execute)
- ❌ Configure the target CRM
- ❌ Migrate data automatically — that's a separate engineering effort
- ❌ Audit Salesforce Marketing Cloud or Pardot migration to HubSpot Marketing — that's separate scope
leanscale/lifecycle-pro— Lead / Sales / Customer Lifecycle auditsleanscale/scoring-pro— Lead scoring audits (sales-led + product-led)
Free through the Claude marketplace. CRM migrations are big enough engagements that the audit's primary value is scoping correctly. If readiness < 50/90 OR critical risks are present, the audit recommends a LeanScale Sprint to scope and de-risk before full execution.
Typical migration cost via LeanScale: $50K Sprint (scoping + de-risking) → $200–500K full migration (90–180 day embedded engagement).
MIT — see LICENSE
Built by LeanScale — the agentic GTM agency.