The Markerter-M8 HighLevel Migration Service

Ready to elevate your CRM and marketing automation systems?

Say goodbye to the limitations of your existing CRM and welcome the power of HighLevel.

Here are the 10 steps we take out Marketer-M8 clients through to onboard them with HighLevel.

Step 1: Discover HighLevel Magic

Begin the journey to a seamless transition. Together we explore HighLevel's robust features, decode its language, and unlock tailored functionalities for your business.

Step 2: Your HighLevel Champion

We help your to designate a HighLevel Champion within your business and introduce them to the world of HighLevel. We ensure the key people in youe business understands the HighLevel system, making it the heartbeat of your operations.

Step 3: Evaluate and Innovate

Before the move, we assess your current CRM and marketing automation setup. Identify essential elements and redefine business processes to innovate and optimize.

Step 4: Map Out Success

Craft precise customer journeys. The Marketing Automation Plan serves as your blueprint, ensuring a smooth implementation to adapt and thrive.

Step 5: Build Your Future with HighLevel

Armed with knowledge and a plan, start implementing automated processes. Think of it as writing software – expect some bugs, but each one is a learning opportunity.

Step 6: Bid Farewell to your current CRM / marketing automation system.

Export data from your current database, decluttering and preparing for a fresh start. We'll guide you through the process, ensuring a clean and efficient transition.

Step 7: Welcome to HighLevel

Import data into HighLevel, aligning fields for data integrity. Our experts handle challenges, ensuring a flawless transition.

Step 8: Test, Test, Test

Before the final commitment, rigorously test your setup. Run campaigns, check automations, and verify data accuracy. We'll iterate until everything works seamlessly.

Step 9: Empower Your Team

Comprehensive training awaits your team. From tech enthusiasts to novices, onboard gradually to ensure everyone becomes a HighLevel pro.

Step 10: Optimize for Success

Post-transition, monitor, and optimize! Take advantage of HighLevel's advanced features, fine-tuning your marketing and sales processes for maximum efficiency.

Conclusion: Elevate Your Business

Switching to HighLevel is a journey, not a leap. With strategic planning and execution, unlock the full potential of HighLevel for your business.

Ready to make the move?

Schedule a Discovery Call today!


The Most Comprehensive AI enabled Marketing & Sales Automation System for Small Business Marketers.

© 2024 Marketer-M8. All Rights Reserved


Julian Mills Consulting Limited

27 Old Gloucester Street, London, United Kingdom, WC1N 3AX