---
title: CRM Exit Audit: Build the decision in five business days
description: Receive a CRM inventory, exit business case, migration risk assessment, Shadow Mode plan, and fixed-price implementation scope.
---

# Build the CRM exit decision before authorizing the migration

The CRM Exit Audit is a fixed-scope, five-business-day engagement that tells you whether to stay, renegotiate, or exit, and what a controlled exit would require.

**Primary CTA:** Request a CRM Exit Audit

## Deliverables

- Executive recommendation.
- Source platform inventory.
- Data/export/API coverage and exception report.
- Workflow and integration dependency register.
- Security, retention, and compliance considerations.
- Three-year stay-versus-exit business case.
- Conservative/base/upside sensitivities.
- Migration risk register.
- Proposed Shadow Proof.
- Fixed-price Verified Exit proposal where scope permits.

## What we need

- Appropriate source administrator and reporting access.
- Recent contracts/invoices.
- Object/record counts.
- Current integration list.
- Workflow/automation inventory where available.
- Interviews with executive sponsor, system owner, and technical representative.
- Renewal date and decision deadline.

CRM Exit does not request production credentials through the website.

## Five-day structure

### Day 1: kickoff and evidence collection

Confirm objectives, access, stakeholders, renewal constraints, and known pain.

### Day 2: platform inventory

Inspect data, configuration, workflows, integrations, and reporting dependencies.

### Day 3: economics and target options

Build current/future TCO and compare available paths.

### Day 4: risk and delivery design

Define Shadow Proof, major mappings, exceptions, controls, and cutover approach.

### Day 5: executive readout

Present recommendation, assumptions, risks, payback, and next decision.

## The recommendation may be to stay

If the business case is weak, critical data is inaccessible, or operational requirements are not met by MBR, the Audit should recommend renegotiation, another destination, or postponement.

## Pricing

The Audit is offered at a fixed price after a short qualification confirms scope. Any credit toward a later Verified Exit is stated explicitly in the signed proposal.

## Fit

Best for organizations with meaningful current spend, nontrivial data/workflows, a renewal or control trigger, and executive sponsorship.

Not designed for trivial free/starter instances, emergency migrations without source access, or buyers unwilling to inventory dependencies.

**CTA:** Request a CRM Exit Audit