Moving to HeyClients: How This Works
1. Complete the Form Below 🤩
Tell us what you want moved and let us move it all for you!
2. Approve & Sign To Give Us the Go Ahead😍
After you submit the migration form you be will prompted to sign a contract which will tell us you are ready to rock-n-roll.
3. Let a Manager Review Everything 🧐
A HeyClients Project Manager will review your request and your Client Happiness Account Manager will reach out if we need login details or have any questions.
4. Greenlight 🚀
Once questions and any login details are cleared up our team will get moving FAST! Within 5 business days (usually quicker) you will get everything sent to you.
It will be exactly how you have it BUT... it will all be in one place aka HeyClients!
5. Revisions & Going Live 🍾
If you have any revisions let us know and we complete them in 3 business days.
Then... we roll out the red carpet! We will make sure you are comfortable with your new software home and help you GO LIVE ✨
Account Details:
Your Domain:
Website and Funnel Pages
Email Marketing
Courses & Community
Calendars
Contracts
Note: Please email the contracts you want moved over to us after submitting.
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)
*Please note - After submitting this form you will be taken to a Migration Contract for signing.
