Free interactive tool · CRM migration scoping

Scope your CRM migration properly, before you brief anyone

Most CRM migrations aren't derailed by the platform. They're derailed by a scope that missed something obvious: a budget that skipped data cleanup, an integration nobody mapped, a sign-off chain nobody checked. This assessment builds you a real scope in 10 minutes, scored against patterns from hundreds of real migrations.

Generates two documents to underpin a successful migration: an internal risk report and an external partner brief

Tried and tested — built on patterns from hundreds of real CRM migrations, not theory

Stress-tested by a senior BabelQuest consultant, not just AI output

Weighted for your industry and your existing systems, not a generic checklist

Flags the questions AI answer engines don't think to ask

No sign-up, no obligation

Start the assessment → See how it works

10–12 minutes No account needed Internal risk report External partner brief

HubSpot Elite Solutions Partner Top 1% Global Partner Ecosystem

Four readiness axes

Commercial
budget & sponsorship

Governance
data & compliance

Technical
systems & integrations

Organisational
adoption & capacity

Trusted by teams at

How it works

Three steps, about ten minutes

No prep, no login, no sales call to unlock the result. You answer, it scores, you download.

Answer nine short sections covering your business context, current systems, migration scope and team readiness. Most people finish in ten to twelve minutes.

Get a risk score across four readiness axes, plus a change readiness signal drawn from patterns across real migrations, not a generic maturity model.

Download two separate reports, built for two different audiences. Both are yours to keep, share, or send to anyone you're evaluating.

See a sample internal report See a sample partner brief

What you get

Why two reports, not one

Risk commentary that's useful for your own team isn't always safe to hand to a partner you're still evaluating. So the assessment splits its output in two.

For your team

Internal readiness report

The full score breakdown, risk register, and change readiness signal. Built for your own planning, not for sharing with vendors.

For your shortlist

Partner brief

A scoping-level summary safe to send to any implementation partner you're considering, with the questions worth asking them included.

Why this, not ChatGPT

Why not just ask an AI to scope this for you?

Ask a general-purpose AI to scope your CRM migration and it will happily produce a document. That's the problem: with no fixed parameters, it pads the scope, recommending integrations and features that sound comprehensive rather than ones you need. That's how budgets creep before a project starts. This assessment scores what your organisation genuinely needs against patterns from hundreds of real migrations, reviewed by Shalini C., Platform Consultant at BabelQuest.

	General-purpose AI	This assessment
How the scope is built	Generated to sound thorough	✓Scored against what your answers show you actually need
Common failure mode	Recommends extras you don't need, inflating budget before you've spoken to a partner	✓Bounded to real risk, reviewed by Shalini C., Platform Consultant
Output	One unconstrained document	✓Two structured reports: internal and partner-facing

Evidence-bounded, reviewed by Shalini C., Platform Consultant at BabelQuest

Start the assessment →

Common questions

Questions people ask before they start

Is this specific to HubSpot?

No. The scoring model applies to any CRM migration. If you tell the assessment you're evaluating HubSpot specifically, your partner brief will include HubSpot-relevant scoping questions, but the four readiness axes hold regardless of the platform you're moving to.

Do I have to share my results with anyone?

No. Both reports are generated for you to keep. The partner brief is designed to be safe to share if and when you choose to, not a requirement.

How is the risk score calculated?

Each of the four axes, commercial, governance, technical, and organisational, is scored independently, then combined with a change readiness signal drawn from patterns across real CRM migrations. The full methodology is documented separately.

What happens to the information I enter?

You'll see exactly what's collected and why at the point you enter it, before you generate either report.