The situation
My own firm. As Chief Operating Officer of Common Ground I own the systems its five experts run on, and the contact book is the one every deal, bid and introduction starts from.
The book sat in pieces across a raw lead list, a phone, a message history and an inbox. On 25 April I moved it into HubSpot, and for about two weeks that looked like the job was done.
A book that answers relationship questions (who we know at a company, when we last spoke, what they bid) rather than funnel questions about lead stage and score.
Move again inside the month, before history made it expensive: back up first, companies before people, every record keeping its old ID, and the old system kept until the counts matched.
From the migration log: 3,951 people, 2,934 companies and 3,469 associations between them landed in one day on 13 May 2026.
Read on
The decision and the reasoning
Why we did it this way, told first.
ReadWhat we did and what it produced
The work, decision by decision, and the result.
ReadA slice of the project list
A few related projects.
ReadPrivate side
The full report, the source files on record, the timeline and every figure with its source. Password.
Enter