Migration Planner
A concrete, low-risk plan to consolidate your stack — without losing your audience or data.
Tell us the size of your move. We’ll generate a phased migration plan — audit, export, import, verify, cut over — sized to your scale, so consolidating feels like a project, not a leap of faith. Your audience, customers and history are yours; you should be able to take them anywhere.
5 weeks
Estimated timeline
6
Systems to consolidate
3
Revenue streams to unify
10,000 contacts
Audience to bring
You can consolidate without losing a thing — here’s the plan.
Consolidating 6 tools and 3 revenue streams is a ~5-week project when it’s sequenced properly. The point most people miss: your audience and data are portable — the fear of “starting over” is really a lock-in problem, not a migration one. Do it in phases, verify at each step, and cut over once, cleanly.
- 1Audit — inventory every tool, what data lives where, and which customer records are duplicated.
- 2Export — pull your 10,000 contacts + purchase history to a portable format.
- 3Import — load audience, customers and content into one system; map fields once, deduplicate on the way in.
- 4Rebuild — set up your 3 revenue streams on the unified spine (courses, coaching, community, email, payments).
- 5Verify — reconcile counts + spot-check records against the old tools before trusting the new one.
- 6Cut over — repoint sign-ups + checkout, keep the old tools read-only for one cycle, then retire them.
Email me these results + a tailored breakdown