Pete White Glove Onboarding | Done-for-you CRM migration

Pete White Glove Onboarding

Switch to Pete without losing a lead or dropping a call.

We move your leads, deals, notes and phone numbers from your old CRM into Pete, get your texting approved, and train your team until you go live. You give us access. We handle the rest.

$3,000 one-time • Typically live in about a month

Start my White Glove onboarding

Typically live in about a month

We move you from InvestorFuse · GoHighLevel · REI Simply · Podio and more

The proof

Migrations go wrong. Here's what fixing one looks like.

751

of 1,552 leads, all an earlier import brought over

1,552

leads recovered, every single one

1,388

notes recovered, each linked to the right property

On one migration, an earlier import brought over only 751 of a client's 1,552 leads. We recovered all 1,552, plus every contact and 1,388 notes, each linked to the right property.

The switch is the scary part

Switching CRMs shouldn't put your pipeline at risk.

Will we lose leads or notes?

We transfer everything, including past conversations and note history where available, and link every contact and note to the right property.

Will our phones go dark?

The number port starts early, and the cutover is timed to go-live (for example Sunday night into Monday) so calls never drop.

Will our texting get blocked?

We review your website, add or fix the privacy policy, terms and SMS opt-in, file the carrier registration, and resubmit if it's rejected.

Will the team actually use it?

Bi-weekly live training, a demo company to practice in, our video library and the mobile app, until you go live.

How it works

Two tracks. One coordinated go-live.

Your data and your phones move in parallel, so everything switches over together, typically within about a month.

Your data

Implementation callSystem accessData transferCleanup & importSequences, tasks & notes

Your phones & texting

Website complianceCarrier texting registrationNumber port (early)Lead sources & email

The process

The 7 stages, start to finish

You stay in your business while we do the heavy lifting.

Implementation call

We map your whole setup and decide what moves.

▾

We map your CRM, phone system, email, automations, website, lead providers, team roles, KPIs, desired reports, after-hours routing and preferred area codes. Together we decide what moves (dead leads, drips, tasks, notes, contract templates), how your team gets leads, and how calls are distributed. You get a full business mapping.

You do: join the callWe do: map everything

System access

You grant access. No exporting needed.

▾

You give us admin access to your old CRM, automations, website and lead providers (pay-per-lead / pay-per-click). There's no exporting on your end.

You do: give accessWe do: the rest

Data transfer

Everything your old system holds.

▾

We bring over everything, including past conversations and note history where available, so you don't lose anything.

We do: transfer it all

Cleanup & import

Matched to Pete's pipeline, linked to properties.

▾

We match your pipeline to Pete's phases and statuses, clean phones, emails, names and addresses, and link every contact and note to the right property before it goes in.

We do: clean & import

Sequences, tasks & notes

Your follow-up, rebuilt in Pete.

▾

We rebuild your existing drips and follow-ups in Pete, or set you up fresh on Pete's proven templates.

We do: rebuild it

Runs in parallelPhones & texting

Compliance, carrier registration, and a no-gap port.

▾

Website review that adds or fixes your privacy policy, terms and SMS opt-in for carriers; carrier texting registration, with resubmits on rejection; number port started early with cutover timed to go-live so calls never drop; lead sources (web forms, pay-per-lead) and email connected.

We do: all of it

Training & go-live

Real data goes in, team gets trained.

▾

You test freely during onboarding; real data replaces test data at cutover. Includes bi-weekly live training, a demo company, the video library, the mobile app, call routing to your team and Pete's AI receptionist, and the dashboards you asked for.

You do: show up to trainingWe do: set it all up

The result

What's running on day one

Fully set up, fully trained, and live from the start.

✓Your full lead and deal history in Pete, linked to properties

✓Your existing numbers ported with no gap, plus new local numbers in the area codes you choose

✓Carrier-approved texting, with a compliant privacy policy, terms and opt-in

✓Your sequences running

✓Lead sources, forms and email feeding Pete automatically

✓Call routing, AI receptionist and after-hours handling

✓KPI dashboards: talk time, calls made, double dials, appointments, offers, contracts

✓A trained team, a written summary after every call, and a weekly check-in until go-live

Your time

You give us access. We handle the rest.

What you do

Join the implementation call
Give us admin access
Show up to training
Test in Pete before go-live

What we do

Map your business
Transfer and clean your data
Rebuild your sequences
Fix website compliance
File and resubmit texting registration
Port numbers and time the cutover
Connect lead sources and email
Set up routing, AI receptionist and dashboards
Train your team
Send a written summary after every call
Check in weekly until go-live

The offer

One flat price, everything included

One-time

$3,000 one-time

Full data migration & cleanup
Sequences rebuilt
Number port with no call gap, plus new local numbers
Texting registration & website compliance
Lead sources and email connected
Live team training until go-live

Start my White Glove onboarding

1Fill a 5-minute intake form

2Book your implementation call

3We start mapping your business

The real comparison

Do it yourself vs. White Glove

The $3,000 is what it costs to not hand this to your own team.

Task	Do it yourself	White Glove
Data
Export data from old CRM	You do it	We pull it with your access
Clean phones, emails, names, addresses	You do it	We do it
Link contacts & notes to properties	You do it	We do it
Rebuild drips	You do it	We rebuild, or use proven templates
Phones & texting
Privacy policy, terms, SMS opt-in	You do it	We review and fix
Carrier texting registration & rejections	You do it	We file and resubmit
Number port timing	You do it	We time cutover to go-live
Lead sources & email	You do it	We connect them
Team
Team training	Self-serve resources	Bi-weekly live training until go-live

Questions

Frequently asked questions

What exactly do I get for $3,000?–

The full 7-stage migration plus everything running at go-live: your data in Pete linked to properties, your numbers ported, texting approved, sequences rebuilt, lead sources connected, routing and dashboards set up, and your team trained.

How long does it take?+

Your data and phones move on two parallel tracks to one coordinated go-live, typically within about a month. The main variables are carrier review timelines for texting and how quickly you can grant us access. We keep everything we control moving.

Will my phones stop working during the switch?+

No. The port starts early and the cutover is timed to go-live (for example Sunday night into Monday) so your calls never drop.

Do I have to export my data?+

No. You give us admin access to your old CRM, automations, website and lead providers. There's no exporting on your end.

Which CRMs can you move me from?+

InvestorFuse, GoHighLevel, REI Simply, Podio and others. If you're on something less common, ask us on the demo and we'll confirm we can bring it over.

Will my notes and conversation history come over?+

Everything, including past conversations and note history where available, with every contact and note linked to the right property.

What if my texting registration gets rejected?+

We resubmit. It starts with a website compliance review and our ready-made compliant privacy and terms pages. We don't promise carrier approval timing, that depends on the carriers, but we file and resubmit until it's through.

Can I keep my numbers? Can I get new local numbers?+

Yes. Your existing numbers are ported with no gap, plus new local numbers in the area codes you choose.

Can you rebuild my drips?+

Yes. We rebuild your existing drips, or start you on Pete's proven templates.

How much of my time does this take?+

Very little. The implementation call, a few minutes to grant us access, and showing up to training. We handle everything else.

How will my team be trained?+

Bi-weekly live training, a demo company, the video library and the mobile app, plus a written summary after every call and a weekly check-in until go-live.

Can we test before going live?+

Yes. You test freely during onboarding, and real data replaces test data at cutover.

Do I need a Pete subscription? Which plan?+

White Glove gets you fully set up and running on Pete, so you'll be on a Pete plan. Not sure which plan fits your team? We'll help you pick on the demo.

What if it doesn't work out?+

If you have questions about fit, bring them to the demo before you start. We'll walk you through exactly what we'll do for your setup so there are no surprises.

Is my data secure when I give you access?+

You grant access through each tool's normal admin invite, we use only the access you give us to complete your migration, and we step out once you're live.

How do I pay?+

White Glove is a one-time $3,000. We'll set up payment with you after your demo, and you can ask about options then.

Ready to switch without the scramble?

We move your data, rebuild it in Pete, port your numbers, get texting approved and train your team.

Start my White Glove onboarding

$3,000 one-timeStart onboarding