Migrating to Go High Level: A Step-by-Step Guide

Carl Taylor | August 14, 2023

In the vast realm of digital marketing platforms, Go High Level has emerged as a force to reckon with.

For agencies looking to harness its power, migration can seem daunting.

But with a clear roadmap, the transition can be smooth and hassle-free.

In this guide, we’ll provide a step-by-step overview of migrating to Go High Level.

Step # 1: Initial Assessment and Backup

Before making any moves, you have to assess your current system.

Document every tool and platform in use, understanding the functions they serve. Also, it’s crucial to back up all your data. This ensures no essential information is lost during the migration.

Step # 2: Set Up Your Go High Level Account

Visit Go High Level’s official website and choose a plan that fits your agency’s needs.

Once registered, familiarise yourself with the dashboard and settings.

Once you’ve officially set up your GHL Account, you can now set up a Sub-Account, and these are the details you’ll need:

  • Details for Sub-Account
  • Name and Email
  • Name of the Business and Address

Step # 3: Import Contacts and Leads

Go High Level has a user-friendly interface for importing contacts.

You can upload CSV files or integrate with your existing CRM to transfer contacts seamlessly.

Step # 4: Rebuild Campaigns and Funnels

Using the data from your initial assessment, start by setting up your campaigns.

Go High Level’s funnel builder is intuitive, allowing for easy replication and optimisation of your existing funnels.

Step # 5: Integrate Other Marketing Tools

One of Go High Level’s strengths is its integration capabilities.

Whether it’s email marketing tools, analytics platforms, or communication apps, ensure they’re integrated to maintain your agency’s workflow continuity.

Step # 6: Test Everything

Before going live, conduct thorough testing. This involves:

  • Sending test emails
  • Completing funnel actions
  • Reviewing automation sequences
  • Ensure that everything functions as it should.

Step # 7: Train Your Team

Even with an intuitive platform like Go High Level, there will be a learning curve. Organize training sessions to ensure your team can navigate and utilize the platform efficiently.

Step # 8: Go Live and Monitor

Once satisfied with the setup, make the switch. But the work isn’t over. Continuously monitor the platform’s performance, ensuring all campaigns and automation run smoothly.

Automation Agency: Your Migration Partner

While the above steps offer a comprehensive guide, migration can be time-consuming and, at times, intricate.

This is where Automation Agency comes in. Our team is adept at platform migrations, especially to powerhouses like Go High Level.

By having us, agencies can ensure a smoother, faster transition with minimal hiccups. And once you’re set up? We’re still here, ready to assist with optimization, further integrations, or any other digital needs.

Make your migration—and beyond—as effortless as possible with Automation Agency by your side.



About the author 

Carl Taylor

Carl Taylor is the Founder & CEO of Automation Agency. For the past 10 years Carl has been building businesses and marketing them online through the use of Sales Funnels, Email Marketing Automation, Landing Pages, and Wordpress Websites. Carl is also a #1 author and highly sought after speaker and consultant whose work has impacted thousands of businesses across various industries worldwide.

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