blank

Make a plan

From client segmentation to scheduling, project management to pricing – you can build the most efficient plan with Xero and the Partner Services team. Make sure you communicate with your team and clients why you’re migrating them to Xero.

You’re three steps away from a plan

1

1. Get your migration team together

2

2. Segment your client base

3

3. Set up for success

1. Get your migration team together

Xero migration projects require the involvement of different people, in different levels in the practice at different times:

PM

Project Manager(s)

Responsible for making sure the project is running on time and fielding strategic decisions.

PS

Project Sponsor

Gives credibility to the migration and has the power to allocate time and resources to its success.

XC

Xero Champions

Provide support to the Project Managers by informing them and the team of new developments and training requirements.

Outside of these key individuals it’s important to remember the rest of your colleagues. A migration project will, at some point, affect everyone within the practice.

See how to prepare your practice for migration (18 mins)

Get started

2. Identify who to migrate

To be efficient you need to know who you’re migrating and when to migrate them.

Client Segmentation gives you this information. It can be used to serve up a list of target clients to migrate each week, month or quarter allowing you to focus on the right clients at the right time.

See how to prepare clients for migration (14mins)

Watch video
PM
xero-tax-man-dog-31

3. Set up for success

Once you’ve segmented your clients and set a timeline, getting clients to adopt new software is no mean feat. They need to be able to deal with the change and this reassurance needs to come from you.

Share a co-branded Xero demonstration video so they understand the ease and benefits of Xero.

To find out more email us

View example
Quote

Xero is really good at taking away the worries of having to think about expensive hardware and all that stuff. It's in the cloud, it's all maintained and looked after for us - it updates.

Jonathan Bareham - Raedan | Xero Pacesetter

blank

Get in touch

If you’d like to know more about the aspects of Xero best suited to you and your clients, get in touch with the team at partnerservices@xero.com