Migration Form | HeyClients

Moving to HeyClients - How This Works

We are so excited to help you make the switch to HeyClients!

1. Complete the Migration Form Below: After completing the form we will review your request and get back to you within 2 business days.

2. Sit back and relax: After we have agreed on a quote and receive payment we will begin moving everything into HeyClients for you. We aim to complete this within 7 business days and send you a full video walkthrough.

3. Request Edits: After reviewing our work you have 3 business days to request any edits if you notice anything is different from how you imagined.

4. Scale With Ease: After submitting your requests (if you have any) our team will finish everything within 2 business days and again provide a full video training showcasing your new streamlined business set up.

During the entire process you will have a personal Client Success Manager who will keep you updated and communicate with you.

Any stress you feel of having things in multiple places, will be gone once this is complete!

Please confirm you understand.

Make sense?

Yes - Sounds Amazing!

Account Details:

Full Name *

Phone *

Email *

I agree to terms & conditions provided by the company.

Your Domain:

What will be the domain name you use on HeyClients? *

Where did you buy this domain or where is it managed? *

Website and Funnel Pages

Do you want your website and landing pages migrated? *

Yes

Where do you currently host your pages?

Please add the URL links to the pages you want migrated (If you have more than 20 please list the main ones and write a note to tell us about the other pages)

Email Marketing

Do you want your email automations migrated? *

Yes

Where do you currently send out your emails from?

How many automations do you want migrated?

Courses & Community

Do you want your courses and community migrated? *

Yes I want both

Yes but just courses

Yes but just community

Where do you currently host your courses and community?

(If answered yes to moving courses) How many courses do you want migrated?

(If answered yes to moving courses) How many videos do you have per course on average?

0-10

10-20

20+

Calendars

Do you want your calendars migrated? *

Yes

What calendar software do you or your team currently use for scheduling?

How many calendars do you want migrated?

Contracts

Do you want your contracts migrated? *

Yes

Where do you currently host your contracts?

How many contracts do you want migrated?

Your Software Set Up Overview

Ok, last step, we promise!

Almost there and once you submit this, we will take care of everything!

Please record your screen walking us through the things you want moved:

1) Current website/landing pages
2) Email marketing automations
3) Courses/community
4) The list of your contacts along with how you tag them

We would love to just get a birds eye view of what you currently have set up.

Feel free to chat to us while you record and let us know what you do need moved and what you don't. Some use this time to leave un-used automations/pages etc behind.

(Most use https://loom.com/ to do this as it's free and super easy)

Video URL