How to Prepare Your Business for High Level Migration

In today's digital landscape, migrating to an all-encompassing platform like Go High Level can be a game-changer for businesses. 

With its promise of streamlined operations and enhanced efficiency, the transition to Go High Level is a strategic move. 

However, a successful migration requires careful planning and execution. 

This post lays out the essential steps for preparing your business for a smooth and effective migration to Go High Level, ensuring you reap all its benefits.

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Taking A Closer Look At Your Current Software Stack

It’s a lot like moving house. You will need to take stock of what you have, what you need, what you can donate, give away, or just plain trash.

Evaluating Your Current Setup

Before transitioning to Go High Level, it's crucial to thoroughly assess your existing software tools. 

TRUTH BOMBS:

First, you have too many pieces of software. 

Second, you have way too much stuff inside that software!

Hoarding all your funnels, email lists, etc often stems from a scarcity mindset. As this mentality is rooted in the belief that resources are limited.

Who said this business stuff is only about tactics?

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Creating a Comprehensive Migration Plan

First up, we need to take stock.

Preparing To Move To High Level

Let’s talk about the time frame first.

If you are thinking you can start a Go High Level account one day and close your old accounts another day - you would be mistaken.

Migration takes time. In my experience, it is a 1 month at the minimum to 1 year for bigger businesses with a lot of moving parts… AKA sales.

It is important to take the time needed to plan and execute this move. It needs to be structured in your calendar.

A well-structured migration plan is the backbone of a smooth transition, minimizing disruptions.

Next: Organizing Your Data

Let’s get ready to move.

I want you to list all of the things…

Create a list of all software you currently have and the software you bought on that AppSumo deal that you plan to use “one day” and list it out.

Gather all the login details and the passwords for this software as well.

The Rule: If you haven’t touched it in 6 months you gotta let it go.

Domain(s):

It is important to understand where your domain(s) is and who owns it.

You need to know the domain registrar(s) for each domain you want to migrate and where the nameservers are pointing for each.

If you have traffic running to domains moving the domain(s) will be the last step we take.

Email Service Provider:

• Select & delete unsubscribes

• Select & delete bounces

• Turn off automations that you’re no longer using. 

• Rename it with the word OFF in front

• Rename the ones you are still using with the word “LIVE” in front of it

• Delete all unnecessary tags

• Optimize the tags you’re keeping with:

  • Lead - Freebie Name

  • Product - Product Name

  • Nurture To - Product Name

  • Event - Event Name

• Your Email Sequences

  • Clearly name them

  • Itemize and match emails to funnels/campaigns

  • Download into a Google doc so you can easily copy and paste them into High Level

Funnels:

• Archive all funnels not in use

• Make a list of all active funnels with links

  • Add the word “Move” to the front of the funnels that you will be bringing with you

• Make a list of all active optin forms with links

  • Add the word “Move” to the front of the forms that you will be bringing with you

• Do the same with other pieces that can be moved

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Design Assets:

Do you have the design files you need to rebuild everything? 

Sometimes we upload them and then no longer have them on our drives or on our desktops. 

Be sure you have everything you need from backgrounds to mock-ups to logos to rebuild in High Level.

Calendars:

You will have more calendars than you need as well. The same rule applies if there has not been an appointment booked on a calendar in the last 3 months - delete it.

Course Materials:

You will need to gather all the info you have put in your course.

See if you can download it & put it in your own storage.

Create a spreadsheet of the information in each course. 

I have created a template of one I use here: Course Directory Template Simply make a copy for yourself.

You will have categories, lessons, links, and downloads with videos and audio files, etc.

With the spreadsheet, you can collect everything you need and will then be able to copy and paste it all easily and quickly into the Go High Level membership area.

Once you have all this information collected….

Up next…

We Are Going To Continue This High Level Migration Series:

If you haven’t seen the first post about why migration is important and why now is the best time: You’ve Heard About Go High Level, But Haven't Made the Move…

Preview of Upcoming Migration Posts:

Next in the Series: "Data Integrity Protocols: Ensuring Your Data is Transferred Securely and Effectively"

The next post will focus on the crucial aspect of maintaining data integrity during the migration. 

We'll explore best practices for securing your data, methods for effective data transfer, and strategies to ensure that your data is not only moved safely but also enhanced in the process.

The Next Posts In Our Migration Series:

"Minimizing Downtime": Here, we'll delve into techniques to keep your business operations uninterrupted as you transition to Go High Level.

"Getting Acquainted with Go High Level": This post will provide valuable training resources and tips to help your team adapt quickly and efficiently to the new platform.

"Post-Migration Success": Discover how to maximize the full potential of Go High Level once you've successfully migrated.

Wrapping Things Up

Migrating to Go High Level is a significant step toward digital transformation and enhanced business efficiency. 

By following this strategic approach, you can ensure a smooth transition, setting your business up for success with Go High Level. 

Stay tuned for the next installment in this series, where we'll dive deeper into specific aspects of the Go High Level migration process.

FAQ Section:

Q1: How long does a typical migration to Go High Level take?

A1: The migration time can vary depending on the size and complexity of your business. Typically, it ranges from one month for smaller businesses to up to a year for larger organizations with more complex systems.

Q2: Will I experience downtime during the migration process?

A2: We aim to minimize downtime as much as possible. The upcoming post in this series will provide detailed techniques to ensure your business runs smoothly during the migration.

Q3: Is it necessary to clean up my data before migrating?

A3: Yes, it's highly recommended. Organizing and cleaning your data ensures a more efficient migration process and better integration with Go High Level.

Q4: Can I migrate my existing funnels and email sequences to Go High Level?

A4: Absolutely! Go High Level is designed to accommodate existing funnels and email sequences. We'll cover how to do this effectively in an upcoming post.

Q5: What kind of support can I expect during the migration process?

A5: If you're an affiliate, I personally assist with the migration process. Additionally, Go High Level offers robust customer support and a wealth of online resources.

Go High Level Affiliate Migration Assistance:

As part of my commitment to helping you succeed with Go High Level, I offer personalized migration assistance to my affiliates. 

This includes hands-on support, tailored advice, and practical solutions throughout your migration journey. 

If you're considering becoming an affiliate and want to learn more about this exclusive support, feel free to reach out for a detailed discussion.

Ready to start your journey to Go High Level? 

Bookmark this blog and keep coming back for more insights and tips on making the most of your migration. 

Have questions or insights about migrating to Go High Level? Send me an email to [email protected]

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