Migration readiness checklist

Walk through what a Leyline cutover needs. Download the gaps.

The readiness checklist is the worksheet between “we are weighing Leyline” and “we have a cutover window on the calendar.” Five sections — network readiness, number porting, hardware, compliance, and staff training — twenty-five checks you can actually run through in a sitting. Tick what you have already covered, opt whole sections in or out of the PDF, and bring the unchecked rows to a 20-minute consultation with a Leyline engineer.

Twenty-five checks, five sections
Anchorage, AK · Pacific-Northwest & nationwide SMB
HIPAA posture on by default
Who this is for

The worksheet between researching and signing.

You have read the compare page, the FAQ, and the migration assessment. Before you book a consultation, run the readiness checklist against your current stack. Whatever is left unchecked is what a Leyline engineer will scope on the call.

  • Twenty-five checks across five sections.

    Network readiness, number porting, hardware, compliance, and staff training — the operational shape of a cloud phone cutover, distilled into a single page.

  • The PDF has only the sections you opt into.

    Toggle whole sections into / out of the download. Inside each included section, tick the items you have already covered. The PDF labels it.

  • A Leyline engineer walks the gaps with you.

    Bring the unchecked rows to a 20-minute consultation. Adam or Courtney scope the cutover from what is still missing, not from a sales deck.

The readiness checklist is a worksheet — not a contract. Toggling sections in or out of the PDF only changes what is downloaded; nothing is sent to a sales rep and no record is kept after the page closes.

Prefer a tight qualifier instead? Skip straight to the four-question migration assessment, or email [email protected] with your toll-free and we will scope over the phone.

The five sections, in order
  • Section 01Network readinessThe plumbing that lets voice traffic sail over the rest of the network without stutter or dropped calls. Confirm before the cutover window opens.
  • Section 02Number portingLetters of Authorization, TN inventory, and the port-in window on the calendar. Most cutover slippage traces back to a missing document on this list.
  • Section 03Hardware & internetOn-site kit, the upstream link, and the softphone-fallback for the staff who never sit at the same desk twice.
  • Section 04Compliance / HIPAA prepFor healthcare and adjacent regulated practices — the posture that PHI-bearing calls stay on encrypted voice, retention is in writing, and the BAA is on the desk.
  • Section 05Staff trainingThe admin who runs the console day-to-day, the end-users who take the calls, and the change-management communications that keep momentum.
Migration readiness checklist
Check what you have. Download what is missing.
Five sections, twenty-five checks across network readiness, number porting, hardware, compliance, and staff training. Submit and a PDF lands with only the sections you have ticked.
Five sections, twenty-five checks

Work through the list

Toggle whole sections into / out of the PDF. Inside each included section, tick the items you have already covered.

  • Section 01

    Network readiness

    0/5 checked

    The plumbing that lets voice traffic sail over the rest of the network without stutter or dropped calls. Confirm before the cutover window opens.

  • Section 02

    Number porting

    0/5 checked

    Letters of Authorization, TN inventory, and the port-in window on the calendar. Most cutover slippage traces back to a missing document on this list.

  • Section 03

    Hardware & internet

    0/5 checked

    On-site kit, the upstream link, and the softphone-fallback for the staff who never sit at the same desk twice.

  • Section 04

    Compliance / HIPAA prep

    0/5 checked

    For healthcare and adjacent regulated practices — the posture that PHI-bearing calls stay on encrypted voice, retention is in writing, and the BAA is on the desk.

  • Section 05

    Staff training

    0/5 checked

    The admin who runs the console day-to-day, the end-users who take the calls, and the change-management communications that keep momentum.

So we can label the PDF

Who is filling this out

Your name and email land on the cover sheet of the PDF. Business size is optional — it tells Leyline which cutovers to scope similarly.

Coarse only — helps Leyline right-size the per-user number on the follow-up.

The PDF assembles only the sections you include. Nothing is sent to a sales rep — your email is only used for the file download.

Bring the gaps to a Leyline engineer

Hand the PDF to a Leyline engineer. Twenty minutes, no procurement forms.

The unchecked rows on the readiness checklist are the rows a Leyline engineer walks you through on the call. Send the PDF's first page in with the consultation request — we will read it before the call and come back with a per-user number and a cutover window.

Open the consultation formEmail [email protected]

Adam Mohr & Courtney Moses · Founders, Leyline