The butler-managed move
You don't move in.
You get moved in.
The reason most people stay on software they've outgrown — or on a spreadsheet held together by memory — is not loyalty. It's the move. Years of clients, quotes and history sitting in the old place, and nobody with a spare weekend to carry it. So we do it — a free managed data migration, on every plan. You send us what you've got; we migrate it across, check it, and hand you the keys.
Included on every plan · No charge · No obligation to stay
Wherever you're coming from
We've unpacked worse.
Named products belong to their owners. HoneyBook export, a decade of spreadsheets, a paper diary — it all comes across. And if yours isn't listed, it almost certainly exports a CSV — and if it doesn't, tell us and we'll work out what does.
The inventory
What comes across.
- Your clients and contacts
- Names, addresses, phone numbers, the history you've built up against each of them.
- Your past proposals and quotes
- Not just filed — read. This is what teaches the butler your voice. See below.
- Invoices and what's still owed
- Issued, paid, outstanding. Nothing chased twice, nothing forgotten in the move.
- Your bookkeeping history
- Last year's ledger imported so this year's profit and loss has something to compare against.
- Your prices and the way you mark up
- Rate cards, materials, labour, supplier price lists, your own multipliers — set up the way you actually price.
- Your terms and your documents
- The terms you attach to every job, and the templates you've spent years wording properly.
- Your brand
- Logo, colours, typefaces — put on the workspace and on every proposal and invoice that leaves it, before you ever log in.
Why the move is worth more here than anywhere else
Your old proposals aren't luggage.
They're the training.
Moving into most software means carrying boxes you'll never open again. Here, the work you've already done is the thing that makes the butler sound like you. Every proposal you bring across teaches it your phrasing, your structure, the way you explain a price and the way you sign off. Ten years of writing, put to work on Monday's enquiry.
Which is why the move isn't an admin chore we tolerate — it's the first and most valuable thing we do for you.
How it goes
Four steps, and three of them are ours.
You tell us what you're on
One short message: what you use today, roughly how many clients, and what you'd hate to lose. That's the whole ask of you at this stage.
We tell you what it takes
Back comes a plan — what will come across cleanly, what needs a decision, what genuinely can't be moved, and how long it will take. Before you've paid anything.
We do the carrying
You send the exports; we bring them in, tidy them, set up your prices and dress the workspace in your brand. You keep working in the old system the entire time.
You check it, then switch when you're ready
You look through your own workspace with your own data in it and say yes or not yet. Nothing is switched off anywhere else — that's your call, in your own time.
The reassurance
What moving does not mean.
Most of the fear about switching is fear of a bad weekend and a season spent finding what went missing. None of that is on the table.
- No big-bang cutover. Nothing has to happen on a particular Sunday. Move in, look around, switch when it suits the diary.
- Nothing is turned off. We never touch your old system. Keep paying for it for a month or a season if that's what makes it comfortable.
- Nothing is deleted. Your originals stay exactly where they are. We work from copies.
- No lock-in at the far end. Your invoices and books export to CSV and the whole workspace to JSON, whenever you want, whether you're staying or going.
- No charge for the move. It's included on every plan, and you can walk away after the free trial having lost nothing but an afternoon of ours.
| Clients & contacts | Across |
| Past proposals voice learned from 32 | Across |
| Outstanding invoices | Across |
| Last year's books | Across |
| Price list & markups | With you |
| Brand — logo & colours | Across |
Ask the butler
Send us your situation. We'll send back a plan.
Not a sales call and not a demo booking — a written answer to "what would moving actually involve for me". If the answer is that you shouldn't move yet, we'll say so.
Thank you.
We'll come back to you with a plan within one business day — what comes across, what it takes from you, and how long it would take.
Before you ask
The questions that come up every time.
What does it cost?
Nothing. It's included on every plan, and it happens before you're charged anything at all — you can go through the whole move, look at your own data in your own workspace, and still walk away. We're small enough to do it properly for everyone right now, and while that's true, we do.
How long does it take?
Most moves are a matter of days rather than weeks, and the part that needs you is usually an hour: sending the exports and confirming your prices are right. Bigger or messier situations take longer, and the plan we send back will say so honestly rather than optimistically.
My data is a mess. Is that a problem?
It's the normal case. Duplicated clients, inconsistent names, three spreadsheets that disagree — that's what most businesses actually look like after a few years, and tidying it is part of the job. You'll get told what we found and what we changed.
Do I have to stop using my current system?
No, and we'd rather you didn't at first. Run both. Send one proposal through Chalmsy and see whether you like the result before anything depends on it. Nobody should switch a working business on a promise.
What if you can't move something?
Then we tell you before you commit, not after. Some systems export badly and some things simply don't have anywhere sensible to land. That goes in the plan we send back, in plain terms, along with what we'd suggest doing instead.
Who actually sees my data?
Your workspace is isolated at the database level like every other, and the exports you send us are used for the move and nothing else. The security page sets out how that's enforced, including the parts we haven't done yet.
Stay calmsy
The move is the hard part. It isn't yours.
Tell us what you're on today, and read the plan before you decide anything.