In this promotional video, Mike Andes outlines the onboarding experience for new HomeWorks CRM customers, emphasizing a low‑risk, no‑fee transition. He explains that HomeWorks handles data import from the existing CRM at no extra cost, then conducts a five‑day live video onboarding series to walk teams through settings, workflows, and questions. The offer includes no setup fee, no long‑term contract, and a free‑month incentive: a 4‑digit code grants the first month free, and completing the 30‑day onboarding checklist earns a second free month. A brief testimonial from a user who switched from Service Autopilot highlights the system’s simplicity. The video ends with a call‑to‑action to claim the code and start the migration.
Chapters
If you've been using the same CRM for 5 or 10 years, I'm not going to tell you that switching software is easy. It's a pain in the neck. So here's what exactly your first 30 days with HomeWorks will look like. First, you give us the data from your existing system— customers, information, and the records we need to move you over. Our team handles the import for you at no additional cost. You're not sitting there manually recreating thousands of customers. Then we get your team into implementation. For 5 days, we have live video onboarding calls where your people can actually talk to our team. We walk through settings, we help your employees understand their workflows, and you can ask questions while you're actually getting the system set up.
I seem to like how it works pretty well. We used Service Autopilot before, so it is a little bit of a change because it's kind of still in beta, but it's working pretty well right now. And I just think it's really simple to navigate.
That matters a lot more when you're running a 7-figure company. You might have office staff, multiple crews, years of processes built around your current CRM. I understand why you don't want to blow all of that up. So we designed the offer around reducing that risk. There's no setup fee. There's no long-term contract. We do the data import. The whole point is to give you enough time to actually get HomeWorks implemented before you decide whether it's the right fit for your business. If switching has been the reason you've stayed on software you're frustrated with, click below. The landing page will give you the 4-digit code for your first month free. Get through the onboarding checklist during those first 30 days, and we'll give you your second month free as well. Click below to get the code and let us help you move the business over properly.
