This guide helps teams transition with minimal disruption.
Step 1: Define Migration Scope #
- Who is migrating (team/users)
- Which templates/scripts to keep
- Which workflows must be live on Day 1
Step 2: Set Up Core Infrastructure #
- Create/verify user accounts and roles.
- Connect integrations (Google/Microsoft/Keap).
- Install and test Chrome extension.
- Confirm camera/mic permissions.
Step 3: Rebuild Essentials #
- Recreate top templates in My Emails
- Record new videos or upload old videos in My Videos
- Set naming conventions for consistency
Step 4: Pilot Rollout #
- Select 1–3 users for pilot
- Run internal test sends
- Validate tracking, replies, and workflow fit
Step 5: Full Rollout #
- Migrate remaining users
- Train on new SOPs
- Monitor first-week KPIs (sends, views, replies)
Step 6: Decommission Old Workflow #
- Freeze old templates/tools
- Update internal docs/playbooks
- Set cutover date and communicate to team
Migration Success Metrics #
- Time to first send per user
- % users active in week 1
- Reply rate vs prior tool baseline
- Reduction in support issues after week 2
