Who it is for
Businesses buying GoHighLevel for the first time and leaving another CRM behind: HubSpot, Keap or Infusionsoft, Zoho, Pipedrive, Mailchimp, Podium, Jobber, Mindbody, a spreadsheet or a system nobody has documented. If you have never run a migration and do not want your first one to be your own, this is the package.
What you get
- Export review before anything moves: we look at your source data and tell you what will map cleanly, what needs a decision and what should not come across at all
- Contacts, companies, tags, custom fields, notes and consent status migrated into GoHighLevel with a field-by-field mapping document you keep
- Open deals recreated in a pipeline that matches how you sell, with stages named in your language rather than the old system's
- First-week setup done for you: A2P 10DLC registration filed, custom values, one calendar, one pipeline, missed-call text back and one lead source wired into a working follow-up workflow
- A test migration into a sandbox first, checked against your real records, before the live run
- Old system left running until you sign off, then a written cutover checklist so nothing is answered twice
- 60-minute handoff session and a Loom walkthrough of everything that was built
What is not included
- Email and SMS conversation history from the old system (rarely exportable in a usable form; we say so up front after the export review)
- Two-way sync with the system you are leaving (that is a custom integration, quoted separately)
- Rebuilding funnels, websites or courses from the old platform
- Your GoHighLevel subscription, which you buy and own directly
Related reading: GoHighLevel Migration.