Post-Migration Checklist

When to use: Immediately after go-live, then at Day 7 and Day 30. Owner: DE assigned to the migration.

Migration ID: ____________________________ Customer: ____________________________ Go-live date: ____________________________

Immediate (within 48h of go-live)

Old PSTN trunk decommissioned (customer confirmed — do NOT decommission without confirmation)
Porting tracker updated to “complete”
Migration status in Supabase set to “live”
HubSpot deal moved to “Go-Live” stage (triggers n8n 904 automated health checks)
“Migration complete” email sent to customer IT and executive contacts
Any open items from cutover night documented in HubSpot notes
Any feature gaps or workarounds documented in HubSpot notes (the customer needs to know what’s not working and what the plan is)

Day 7 Check-in

Call the customer. This is a voice call, not an email. “How’s everything going since we went live?”

Call held with: ____________________________ (name + title)
Review automated Day 7 health check score in Supabase: _______ / 100

Confirm with the customer

All users are able to make and receive calls
Voicemail-to-email is working for everyone
Auto-attendant is routing correctly
Any previously reported issues have been resolved
Training: have users been shown how to use the softphone/mobile app?

Technical checks

Review Splunk for any error events in the past 7 days: index=avaya migration_id="<uuid>" earliest=-7d
Check MOS score in health check output — if <3.8, investigate and fix
Any desk phones that were “unregistered” at cutover: now registered?
Any hunt group or auto-attendant routing complaints from the customer?

E911 — if any WFH users reported

Remote users have updated their E911 location to their home address in the platform app

Upsell flags (route to sales team if any are “yes”)

Customer mentioned contact center needs: [ ] Yes → flag to sales [ ] No
Customer mentioned recording for compliance purposes: [ ] Yes → flag to sales [ ] No
Customer mentioned a new office opening: [ ] Yes → flag to sales [ ] No
Customer mentioned SD-WAN or network upgrade interest: [ ] Yes → flag to sales [ ] No

Day 30 Review

Call the customer. Longer check-in: 20–30 minutes.

Call held with: ____________________________
Review automated Day 30 health check score in Supabase: _______ / 100

Customer satisfaction

CSAT score (if automated survey was sent): _______
NPS score (if automated survey was sent): _______
Are users actively using the softphone/mobile app? Adoption rate from health check: _______ %
Are any features not being used that were in scope? (May indicate training gap)

Technical review

Average MOS over the past 30 days (from platform analytics or health check): _______
Any recurring call quality complaints? [ ] Yes → investigate [ ] No
Voicemail-to-email: any complaints about delivery? [ ] Yes → fix [ ] No
Any hunt group complaints (calls going to voicemail too quickly, etc.)? [ ] Yes → fix [ ] No
Any analog device issues still open? [ ] Yes → fix [ ] No

Business outcomes

Did the migration complete on the committed timeline? [ ] Yes [ ] No — documented reason
Were there any unplanned downtime incidents? [ ] Yes → document [ ] No
Any compliance-related issues that arose post-go-live? [ ] Yes → document [ ] No

Upsell pipeline (route to sales)

Contact center: [ ] Active interest → create HubSpot opportunity [ ] No
Seat expansion (new hires, new office): [ ] Active interest [ ] No
Compliance recording add-on: [ ] Active interest [ ] No
Any case study / reference customer potential: [ ] Yes → flag to sales and marketing [ ] No

Migration closeout (after Day 30 review)

Migration record in Supabase updated: status = “complete”
All compliance sign-offs in Supabase confirmed present
HubSpot deal notes updated with Day 30 review summary
Any lessons learned documented in #migrations or this toolkit (add to checklists or troubleshooting guide)
Any upsell opportunities entered as new HubSpot deals and assigned to sales

Migration is closed. Day 60 automated health check will run via n8n 904.

Day 60 (automated + spot check)

n8n 904 automatically runs a health check at Day 60. Review the Splunk output.

Day 60 health check score in Supabase: _______ / 100
MOS: _______ — if <3.8, proactively reach out to customer
Adoption rate: _______ % — if <70%, reach out with training resources
Any new upsell signals from health check data? [ ] Yes → flag to sales [ ] No

Post-migration sign-off (after Day 30 review):

DE: _______________________ Date: _______________

Post Migration Checklist