Your first 30 days on Dave: a no-fluff playbook
Migration plan from your existing SaaS stack to a single platform — without dropping a lead in the process.
Day 1–3: Sign up free. Import contacts from your old CRM as CSV. Connect your domain. Wire up your Google or Outlook calendar.
Day 4–7: Rebuild your top three opt-in forms inside Dave. Switch the embeds on your highest-traffic pages. Make sure submissions land in the CRM with the right tags.
Day 8–14: Migrate your email automations. Start with the welcome sequence — the one that fires when a new contact opts in. Send yourself test emails. Replicate your old segments. Schedule your next newsletter inside Dave.
Day 15–21: Move scheduling. Set up your booking calendars, sync them to your real calendar, and turn on automated email + SMS reminders. Watch the no-show rate drop.
Day 22–30: Cancel the old subscriptions. HubSpot, Mailchimp, Calendly, the lot. Pocket the difference. Rinse and repeat the savings every month forever.
