Migration

Moving onto Monody is a project, not a flip.

We replace HubSpot, Mindbody, ABC Fitness, ClubReady and GymSales in phases: audited first, then one module at a time, signed off at every step. About five months from the first call to fully consolidated.

What we replace

Seven categories you stop paying for separately.

Today With Monody
HubSpot, GymSales — marketing CRM Lead capture, lifecycle CRM, email and text automation
Mindbody, ClubReady — front of house Member lifecycle, check-in, kiosk, the member portal
ABC Fitness, Mindbody — billing Recurring billing, pause and freeze, Stripe Connect for each location
Class scheduling by hand, spreadsheets Class scheduler, resource booking, waitlists
Mailchimp, Klaviyo — email Email and text campaigns, CASL by default
Spreadsheets and reports Live dashboards, segments, cohort retention
Paper, DocuSign — contracts Contracts signed on screen and kept

How migration works

One audit up front. Phased work after.

One audit, not many

One audit scopes your whole stack and designs the target. Three weeks, a fixed fee; we do not re-audit you at every step.

Each module is its own project

Audit, migrate, test, sign off. Nothing goes live until you sign off, and no module waits on another.

The order is deliberate

Lower-stakes modules first. Billing moves mid-engagement, after trust is earned in a parallel run. Analytics last, on clean data.

The phases

Three projects, one shared data layer.

1

Lead nurturing and marketing

Replaces HubSpot, GymSales and similar marketing CRMs

The entry point. The CRM holds the audience; marketing acts on it. Consent and deliverability are fixed first, so every later module benefits from the cleaned-up data.

  • Lead forms moved to Monody
  • Contacts deduplicated, consent flags audited
  • Drip automations rebuilt with explicit triggers
  • Sending domain set up, deliverability verified
2

Membership and billing

Replaces ABC Fitness, Mindbody billing

The most sensitive move — real money. Old and new billing run side by side until every charge is validated, then the cutover happens in stages. Never all at once.

  • Stripe Connect set up for each location
  • A parallel-run window for reconciliation
  • Members cut over cohort by cohort
  • Pause, freeze and cancellation flows verified
3

Scheduling and analytics

Replaces Ad-hoc scheduling tools, reports by hand

With membership data in Monody, scheduling attaches natively, and the reports finally cover the whole picture — acquisition, billing, retention, attendance — in one model.

  • Class templates, resource booking, waitlists
  • Self-serve booking in the member portal
  • Live dashboards on the unified data
  • Cohort retention and revenue reports

Timeline

What to expect, week by week.

Indicative for one business at a typical scale.

  1. Week 0

    A first conversation

    One call to understand your stack, your members and what is painful today.

  2. Weeks 1–3

    The audit

    A phased roadmap: scope, sequence and a migration plan for each module.

  3. Weeks 4–8

    Phase 1 — lead nurturing and marketing

    CRM, automations, the sending domain. Sign-off, then live.

  4. Weeks 8–16

    Phase 2 — billing

    The careful one. Parallel run, staged cutover, full reconciliation before the old billing stops.

  5. Weeks 16–20

    Phase 3 — scheduling and analytics

    Class scheduling, the member portal, dashboards. The stack is now one platform.

  6. About five months

    From the first call to fully consolidated

    Depends on your size, your data and how quickly reviews turn around.

Ready to start?

Tell us about your business and where your data lives today. The audit is scoped on the first call.