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Migration worksheet

Check your legacy CRM card exposure

Answer seven planning questions to produce a coarse exposure score and a pasteable handoff summary. The worksheet runs in your browser and does not ask for portal IDs, scope values, credentials, or customer data.

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Exposure checklist

Select one answer in every group. The score describes planning exposure, not implementation price or a technical diagnosis.

1. How many legacy CRM cards are in scope?

Use the best current estimate. Choose not inventoried if the count is unknown.

2. How many HubSpot portals are in scope?

Count customer or internal portals that need the migrated card surface.

3. Does the current app use serverless functions?

Choose not sure if the card implementation has not been reviewed recently.

4. Is the legacy card inventory complete?

A complete inventory maps each card to its record types and current behavior.

5. Are the current OAuth scopes known?

Do not enter scope values here; the audit intake collects them separately.

6. Is there a pilot rollout plan?

A pilot plan names the first portal or user slice and a validation checkpoint.

7. Is there a documented rollback plan?

The plan should state how the team returns users to the prior safe state.