What you get with the Migration and Setup service.

1. A Current State Analysis

I will see what is currently setup, perform a gap analysis, and plan on how to move forward using ConvertKit.

2. Account Setup

I will use best practices in setting up your new account. I want to future-proof your account so that you can focus on what you love most!

3. Deliverability Review

Depending on the size of your list, we want to be sure your subscribers get the emails directly to their inboxes.

4. Best Practices

I will provide you with a list of any changes I would consider necessary to the health of your list.

5. Migration

I will migrate your subscribers, tags, segments, forms, sequence emails, email templates, and automation!


Got Questions?
We’ve Got Answers.

Q: How long does this service take?

The migration and setup depend on how quickly you fill out the intake form and provide access to the necessary systems.

Q: What does setup include?

The account setup will include best practices around email template designs, settings, naming conventions, and more.

Q: How do I order this Migration and Setup?