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Are you considering moving over from HubSpot to HighLevel for your funnels, CRM and marketing automation? In this quick guide, I’ll take you through the process to migrate from HubSpot to HighLevel. So, why do you want to switch? Probably your main reason is cost - HubSpot starts out with a free level of CRM - which is appealing when you have a limited budget. BUT, as you want to add more functionality and contacts you will see the monthly costs rise to in excess of a thousand pounds per month. Hubspot is an excellent tool for constructing online sales funnels and processing ecommerce orders but it is really suited to larger businesses who can afford it. And this is where HighLevel shines. HighLevel offers so much for a fraction of the cost, especially for the smaller "bricks and mortar" type businesses. Here are our recommended steps to smoothly transition from HubSpot to HighLevel. Step One: First Acquaint Yourself with HighLevel. Take the time to familiarize yourself with the HighLevel platform. Explore all its features, get a grasp of its terminology, and identify essential functionalities that your business requires. Recognizing the strengths and weaknesses of each software is crucial before contemplating switching from HubSpot to HighLevel. Now to Step 2: Find Your in-house HighLevel Champion. It is critical to have someone within your business who is keen, willing and able to become your “HighLevel Champion”. This ensures that your CRM and Marketing Automation system doesn’t become a mysterious black box that no one understands. We cannot stress highly enough how important this is. Moving on to Step 3: Evaluate Your Current HubSpot Configuration. Before diving into the migration, assess your existing HubSpot setup. Identify critical funnels, automations, follow-up campaigns, and integrations. This evaluation helps prioritize elements that need implementing in HighLevel and prevents any unexpected surprises as you go through the switch over. On to Step 4: Outline Your Customer Journeys. Using insights from your HubSpot evaluation, map out your customer journeys. Create a Marketing Automation Plan that serves as an “architect’s blueprint” guiding the implementation of HighLevel. This living document evolves over time as your business grows and the marketing environment changes. Below this video you will find links to further resources to help you. Ok, we are halfway through. On to Step 5: Implementation in HighLevel. With your knowledge of HighLevel and your Marketing Automation Plan in hand, begin constructing your new funnels and automated processes in HighLevel. Numerous resources are available on YouTube and at HighLevel support to help you. As an aside - Highlevel is a rapidly evolving software - so be aware that any help video may already be out of date - and look different to what you see in your Highlevel settings. Step 6: Export Your Leads and Contacts from HubSpot. When ready, export your data from HubSpot as a C S V file. Take this chance to remove outdated information and start afresh with the new system. Now onto Step 7: Import Your Data into HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping to ensure accurate field alignment. Be sure to double check your contact record data is correct - because as soon as you start using it, then there is no going back. We are getting near the end now. Step 8: Testing. Before committing to going live, conduct thorough testing. Run test campaigns, check automations, and verify data accuracy. Check until you are confident that everything works seamlessly. Step 9: Train Your Team. Provide comprehensive training on HighLevel, especially for sales teams. Be sure to roll out the system when you are confident it is fully working and then roll out training in stages, starting with tech-savvy staff first - as they will then be able to assist other members of the team. And in the future only hire new staff that are willing to work with technology. And finally Step 10: Monitor and Optimize. Post-transition to HighLevel, closely monitor campaigns and customer interactions. Once the system has settled in, identify areas for optimization and leverage the advanced HighLevel features for creating advanced marketing and sales campaigns. So in conclusion: Switching from HubSpot to HighLevel may seem daunting, but with careful planning, it can lead to a more advanced and efficient marketing automation system for small businesses - at a fraction of the cost. If you would like to discuss your specific requirements, then feel free to schedule a free discovery call with the Marketer Mate team, you will find the link below.