RefreshBrief
Enterprise Device Migration Success

Device migrations that
employees actually embrace.

RefreshBrief gives IT leaders everything needed to communicate, coordinate, and celebrate every device refresh — personalized upgrade narratives, migration checklists, best practice playbooks, and VAR-ready delivery kits.

Built for IT Directors · End User Computing · CDW · SHI · Insight · Service Desk Leaders
78%
of employees feel unprepared for device transitions
Gartner DEX Research
3.2
average days of lost productivity per migration event
IDC Endpoint Study
40%
reduction in first-week help desk tickets with proactive comms
Industry benchmark
faster migration completion when employees are pre-briefed
Customer-reported outcomes
The platform

Everything your refresh program needs.
Nothing it doesn't.

Three integrated capabilities that turn a device migration from a support burden into a strategic win for IT and employees alike.

Core

Upgrade Narratives

AI-generated, personalized one-pagers telling each employee exactly what they're gaining — with visual bar charts, AI capability callouts, and your company branding — delivered before the laptop ever ships.

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Core

Migration Checklists

Structured, customizable pre- and post-migration checklists delivered alongside every upgrade narrative. Reduce confusion tickets before they happen and track completion rates across your fleet.

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New

Best Practices Library

Downloadable playbooks, communication templates, stakeholder briefing guides, and timing frameworks built from real enterprise refresh programs — ready to adapt, brand, and deploy.

Explore resources
Upgrade Narratives

Tell the story before your employees write it themselves.

When an employee gets a new device, the first 24 hours define how they'll feel about IT for the next three years. RefreshBrief fills that window with a compelling, visual upgrade story — personalized to their exact hardware transition, delivered before the laptop arrives.

  • Cascading model selector: manufacturer → line → model → exact specs
  • AI-generated comparison with real performance delta calculations
  • Animated bar charts showing CPU, memory, storage, and battery improvements
  • AI capability callout for Copilot+ PC and Apple Intelligence upgrades
  • Your logo, brand colors, and custom message — every single time
  • Outputs: email HTML, print-ready PDF, portal-embeddable web card
Your Upgrade Story
RefreshBrief
Welcome to your new ThinkPad T14s.
Lenovo ThinkPad T14 Gen 1 → ThinkPad T14s Gen 5 (Copilot+ PC)
Was
T14 G1 · i5 · 8GB · 256SSD
Now
T14s G5 · Core Ultra 7 · 16GB · 1TB
CPU Performance +74%
Memory +100%
Storage Read +58%
Battery Life +45%
Copilot+ PC: on-device AI, live captions, generative search
Pre-migration checklist
Sarah Chen · ThinkPad T14s G5
50%
Complete
  • Back up OneDrive working folders
  • Export Edge bookmarks & saved logins
  • Verify Microsoft Authenticator installed
  • · Inventory custom-installed apps
  • Confirm Intune enrollment readiness
  • Schedule device handoff window
Migration window Thu Jun 4 · 2:00pm PT
Migration Checklists

Fewer "what do I need to do?" tickets. Faster migrations.

The #1 driver of migration delay isn't resistance — it's confusion about what to do before the handoff. RefreshBrief delivers a structured checklist alongside every upgrade narrative, with IT-configurable tasks and completion tracking built in.

  • Pre-built templates for Windows, macOS, and cross-platform transitions
  • Customizable task blocks: backup, app inventory, credential handoff, MDM enrollment
  • IT dashboard showing completion rates by employee and cohort
  • Automated reminders: T-7, T-2, day-of, and post-migration follow-up
  • Escalation flags for employees who haven't started within 48 hours
Best Practices Library

Proven frameworks. Ready to download.

Built from real enterprise refresh programs. Every resource is ready to adapt, brand, and use — no starting from scratch.

Playbook PDF

Enterprise Laptop Refresh Communication Playbook

An 8-step communication framework covering stakeholder alignment, announcement timing, employee messaging cadences, and help desk preparation for large-scale refresh waves.

Download
Checklist Template Excel

Windows 11 Migration Readiness Checklist

Fully customizable pre- and post-migration checklist for Windows 11 transitions, including Intune enrollment, app compatibility verification, and credential migration steps.

Download
Guide PDF

Making the Case for Proactive Device Communication

An executive-ready business case quantifying the cost of reactive device migrations and the ROI of proactive communication — built for IT Directors presenting to leadership.

Download
Template Pack Templates

Device Refresh Email Communication Templates

Six customizable emails: pre-refresh announcement, T-14 reminder, upgrade narrative delivery, day-of instructions, migration completion follow-up, and feedback survey.

Download
Checklist Template Excel

macOS Transition Readiness Checklist

Purpose-built for Windows-to-Mac and Mac-to-Mac transitions including iCloud/Azure AD, Jamf enrollment, app parity mapping, and data migration verification steps.

Download
Scorecard PDF

Device Migration Health Scorecard

A before/after measurement framework tracking employee satisfaction, ticket volume, migration velocity, and first-week escalation rates across refresh programs.

Download
VAR & Reseller Program

A service that ships in every box.

VARs and resellers already touch every enterprise laptop refresh. RefreshBrief gives CDW, SHI, Insight, and regional partners a tangible, white-label service to offer alongside hardware — differentiating fulfillment without adding operational complexity.

$0.75
per device insert, generated and print-ready
0
development work required for the enterprise customer
100%
white-label — your brand or your customer's brand
5 min
average time to configure a full refresh wave
How VAR fulfillment works
  1. 01
    Enterprise signs up or VAR bundles it

    Enterprise purchases a subscription, or the VAR bundles per-device inserts as part of a hardware fulfillment package.

  2. 02
    VAR uploads the device manifest

    A CSV of employee names, outgoing models, and incoming models. RefreshBrief runs the comparison engine and generates narratives.

  3. 03
    Print-ready PDFs batch-generated

    One branded PDF per employee — ready for the VAR's print workflow in minutes.

  4. 04
    Insert ships in every laptop box

    Employee opens the box and finds a personalized "here's what you're gaining" card. IT looks great. The VAR looks great.

Pricing

Manager-level approvals. No procurement cycle.

Every plan stays within a typical IT Director's direct purchase authority. Annual and multi-year contracts available.

Starter
$1,800 /year

Ideal for a first pilot or smaller fleet. No budget approval required.

Start free trial
  • 2 refresh campaigns / year
  • Up to 1,000 employees per campaign
  • Upgrade Narratives (email + PDF)
  • Migration Checklists (3 templates)
  • Best Practices Library access
  • Logo & brand colors
Most popular
Professional
$3,600 /year

For IT teams running multiple refresh waves with full comms programs.

Start free trial
  • 5 refresh campaigns / year
  • Up to 5,000 employees per campaign
  • Email, PDF, and portal outputs
  • Unlimited custom checklists
  • Completion tracking dashboard
  • Automated reminder cadences
  • Campaign analytics
  • Priority support
Enterprise
Custom

For large programs, ITSM integration, and white-label delivery needs.

Talk to sales
  • Unlimited campaigns & employees
  • ServiceNow & Jira SM integration
  • White-label option
  • SSO / SAML authentication
  • Custom template builder
  • Dedicated CSM
  • Multi-year contract pricing
  • VAR partner portal included

Ready to change how your organization
experiences device refreshes?

Start with a free trial — no credit card, no commitment, no IT ticket required.