Are you considering transitioning from HubSpot to HighLevel (also known as GoHighLevel) for your funnels, CRM, and marketing automation? In this comprehensive guide, we’ll take you through the process of seamlessly moving from HubSpot to GoHighLevel.
First and foremost, why the switch? HubSpot provides a free level of CRM which is appealing to small businesses just starting out. But soon as you want to add more functionality and contacts you will see the monthly costs rise to in excess of £1000+ per month.is an excellent tool for constructing online sales funnels and processing ecommerce orders at $700/mo on the annual plan. However, GoHighLevel offers much more, especially in the offline realm. With GoHighLevel, you can manage offline sales pipelines and opportunities, making it particularly well-suited for B2B operations rather than B2C.
Here are the steps to smoothly transition from HubSpot to HighLevel.
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Step 1: Acquaint Yourself with HighLevel. Take the time to familiarize yourself with the HighLevel platform. Explore its features, grasp its terminology, and identify essential functionalities for your business. Recognizing the pros and cons of each software is crucial before switching from HubSpot to HighLevel.
Step 2: Find Your HighLevel Champion. It’s advisable to assign someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become a mysterious black box. The lack of a champion can result in a chaotic system that no one comprehends.
Step 3: Evaluate Your Current Configuration. Before diving into the transition, assess your existing HubSpot setup. Identify critical funnels, automations, follow-up campaigns, and integrations. This evaluation helps prioritize elements that need rebuilding in HighLevel.
Step 4: Outline Your Customer Journeys. Using insights from the 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 with your business. Here is how I create Marketing Automation Plans for my clients. Learn more.
Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, begin constructing your new funnels and automated processes. Numerous resources on YouTube and HighLevel support are available for assistance.
Step 6: Export Your Leads and Contacts from HubSpot. When ready, export your data from HubSpot. Take this chance to remove outdated information and start fresh with the new system.
Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for accurate field alignment.
Step 8: Test and Iterate. Before committing, conduct thorough testing. Run test campaigns, check automations, and verify data accuracy. Iterate until confident that everything works seamlessly.
Step 9: Train Your Team. Provide comprehensive training on HighLevel, especially for sales teams. Roll out training in stages, starting with those most tech-savvy. Hire new staff that show a willingness to work with technology.
Step 10: Monitor and Optimize. Post-transition, closely monitor campaigns and customer interactions. Identify areas for optimization and leverage advanced features for enhanced marketing and sales processes.
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. Follow these steps to maximize the potential of HighLevel for your business.
If you would like to discuss your specific requirements, then feel free to schedule a Discovery Call.
