Switch from Podium only after one path proves it.

The first move is not a migration. It is a controlled pilot beside Podium, capped at 30 days or 20 real leads, with your current site, number, inbox and history left alone.

Test one lead path beside Podium →See the switch path ↓

"What if Podium already works?"

Then keep it. Pocketloom should earn the next step by showing one lead path with clearer context, faster handling or better qualified opportunities. If it cannot, staying put is the right answer.

The switch path starts small.

Each phase must pass before the next one starts. The goal is to remove risk in the order customers actually feel it.

01

Map the public path

We inspect the visible page, form, chat, review proof, mobile flow and next step. No logins are needed for the fit call.

02

Run the pilot beside Podium

One branded page and intake path handles a small traffic slice while your current site, number, Podium inbox and history stay live.

03

Compare the scorecard

We measure completion, lead quality, owner delivery, response time, next step and operational effort before recommending expansion.

04

Expand or stop cleanly

If the pilot earns it, we plan the foundation, supported exports, data mapping and cutover. If not, you export or delete the pilot data.

What can move, and what needs proof.

A responsible switch is not a magic import button. Some data can move through customer-owned exports, while live channels need their own readiness checks.

Contacts

Supported customer-owned exports can be imported and reconciled. A Podium contact CSV is the likely starting point.

Messages

Old Podium conversations may remain as an archive unless an authorized export is available. We do not scrape private history.

Phone and SMS

Primary-number porting and application-to-person SMS require separate checks and registrations before any live change.

Reviews

Review requests and replies follow your approval rules. Automatic Google publishing is not part of the first pilot.

The risk boundaries are written down.

These promises matter more than clever migration language. They keep the first project commercially useful without pretending that every Podium dependency is solved on day one.

No Podium password request
No private Podium scraping
No cancellation before the replacement path is accepted
No primary-number port during the pilot
No field-service replacement unless a later scope says so
No cash buyout claim for remaining Podium fees

Switch credits, not a blank check.

If you expand after the pilot and still have verified Podium fees remaining, Pocketloom can apply up to $5,400 in scheduled invoice credits. The monthly list price stays $699, and no invoice receives more than a 50 percent credit.

No double-payment theater.

The credit reduces Pocketloom invoices over time. It is not paid as cash, it does not cancel your Podium obligation, and unused credits expire if you leave.

See pricing →

Start with the part that can be proven.

Send one page, campaign or service path you want to test. We will map the public path and tell you if Pocketloom can run a controlled pilot beside Podium.

Test one lead path beside Podium →