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CI Tool Migration Checklist and Exec Slides

A free Google Slides template for moving off any competitive intelligence tool: the migration checklist on one slide, plus two slides for the exec decision.

This is the slide template from the guide on how to migrate off Klue, Crayon and other CI tools. The guide explains why a CI migration takes weeks, not months, how to export over API or MCP, and how to rebuild battle cards in the new tool. For Klue, the open-source Klue export tool exports your cards and battlecards in one command.

What’s inside

Three slides. The first is the checklist: before you decide, week 1 (data), weeks 2 to 3 (rebuild), and the switch. The other two make the exec case:

  1. Current against new: license, maintenance hours, what each is good at, and the gaps, side by side.
  2. The migration: the one-off cost in weeks, people, license overlap and risks.

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