• CRM Migration Mastery: From Keap to GoHighLevel

  • By: Mike Weiss
  • Podcast

CRM Migration Mastery: From Keap to GoHighLevel

By: Mike Weiss
  • Summary

  • Welcome to CRM Migration Mastery, the go-to podcast for businesses, marketers, and CRM managers looking to confidently transition from Keap to GoHighLevel (GHL) and maximize their CRM’s potential.

    Hosted by CRM migration expert Mike Weiss—an original Keap partner, Infusionsoft Internet Marketer of the Year, and creator of two multi-million dollar businesses built on Infusionsoft—this podcast is your comprehensive resource for seamless, effective CRM conversions.

    With over five years of experience in CRM migrations, Mike offers strategies, tips, and step-by-step guidance for clients moving to new systems.

    Join us weekly to explore data migration, automation rebuilding, workflow optimization, AI, and marketing automation. Learn how to use GoHighLevel to enhance lead generation, customer engagement, and sales.

    In each episode, you’ll get actionable advice, real-world case studies, and best practices designed to make your CRM transition stress-free and results-driven.

    Whether you're a solopreneur looking to streamline operations or an agency aiming to scale client success, CRM Migration Mastery provides the roadmap to CRM excellence.

    Ready to unlock the full power of GoHighLevel? Subscribe today and transform your CRM journey with the insights of one of the industry’s leading experts, Mike Weiss.

    © 2024 © 2024 CRM Migration Mastery: From Keap to GoHighLevel
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Episodes
  • Mastering CRM Migration Go High Level Growth Trifecta with Mike Weiss - Make the Move From Keap Now
    Nov 25 2024

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    Episode Synopsis: CRM Migration Mastery Podcast


    In this episode of the CRM Migration Mastery Podcast, we dive deep into the challenges businesses face with their marketing tech stacks and how these issues can hinder growth.

    Co-host Mike Weiss shares alarming statistics, revealing that nearly 70% of businesses feel their marketing technology is more of a hindrance than a help.

    We discuss how many CRMs on the market today are merely glorified contact lists, failing to integrate effectively in our AI-driven, multi-channel world.

    We explore the concept of "Frankenstein systems," where businesses patch together various tools that don’t communicate, leading to data silos and wasted ad spend.

    Mike emphasizes that this disjointed approach can result in significant financial losses, likening it to a leaky faucet that, if ignored, can lead to a flood of expenses.

    To combat these issues, Mike introduces his three-part framework called the Go High-Level Growth Trifecta, which focuses on consolidation and automation.

    We discuss the importance of having a unified CRM as the foundation of this framework, allowing businesses to manage all their leads, contacts, and deals in one central hub. This integration eliminates data silos and missed opportunities, providing a complete view of customer interactions.

    We also delve into the power of automation within Go High Level, where users can create workflows that nurture leads and automate repetitive tasks without needing coding skills.

    The second element of the trifecta is lead generation. Mike explains how Go High Level enables users to build high-converting websites, landing pages, and sales funnels directly within the platform, eliminating the need for separate tools.

    Finally, we cover the importance of communication and community building. Go High Level offers a comprehensive suite of communication tools, including SMS, email marketing, and social media management, all in one place. This integration fosters stronger relationships with leads and customers, turning them into loyal advocates for the brand.

    Throughout the episode, we address common objections and concerns about migrating to Go High Level, emphasizing the ease of data transfer with the right migration partner. We conclude by highlighting the transformative potential of adopting an integrated approach to marketing and sales, encouraging listeners to take the first step by booking an appointment with our team for a tailored demo.

    Join us next week as we continue this journey, focusing on building high-converting sales funnels and unl

    Thank you for tuning in to this episode of the CRM Migration Mastery Podcast!

    We hope you found valuable insights on how to streamline your marketing and sales processes with Go High Level.

    Remember, the key to thriving in today’s competitive landscape is embracing an integrated approach that eliminates data silos and enhances efficiency.

    Integrating AI is mandatory, yet most businesses don't know where to start.

    If you're ready to take the next step in transforming your business, and learning how to deploy AI and automation in your business, don’t hesitate to reach out.

    Our dedicated team is here to help you navigate the migration process seamlessly and ensure you maximize your ROI.

    For more information on our services and to explore how we can assist you, visit us at https://crmmigrationmasters.com.

    Join us next week. You won’t want to miss it!

    If you liked this episode, share it with a friend.

    And if you want a specific topic covered, shoot us a message.

    Until then, keep striving for excellence and remember: the right tools can make all the difference in your business journey.

    Show More Show Less
    14 mins
  • Keap's Sale: Your 90-Day Action Plan for CRM Migration
    Nov 18 2024

    Send us a text

    Mike Weiss's Odyssey: From Keap to the Future

    Embark on a transformative journey through the turbulent seas of digital marketing as industry veteran Mike Weiss charts a course for businesses in the wake of Thryv's acquisition of Keap (formerly Infusionsoft).

    In this riveting 20-minute episode, we navigate the choppy waters of tech transitions and explore the uncharted territories of new platforms like GoHighLevel.

    🚀 Key Highlights:

    • The seismic shift in the digital landscape following Thryv's acquisition of Keap
    • Decoding the "Acquisition Death Spirals" and their impact on your business
    • Urgent strategies for adapting to the changing tides of marketing automation
    • Exploring GoHighLevel as a potential new haven for digital marketers
    • Expert guidance on auditing your current setup and planning your migration⏱️

    🧭 Why This Episode is Your Essential Guide:

    1. Insider Insights: Gain valuable perspective from Mike Weiss, a seasoned navigator of both Wall Street and digital marketing waters.
    2. Future-Proofing: Learn why staying anchored to outdated systems could leave your business adrift.
    3. Strategic Planning: Discover how to audit your current setup and identify mission-critical features for your transition.
    4. Competitive Edge: Understand the advantages of cutting-edge platforms like GoHighLevel over traditional CRM systems.
    5. Action Plan: Get a clear, step-by-step strategy to transition your business smoothly and effectively.

    🎯 Who Should Listen:

    • Keap and Infusionsoft users facing uncertainty
    • Digital marketers seeking the next big platform
    • Business owners looking to future-proof their operations
    • Entrepreneurs interested in cutting-edge marketing automation
    • Anyone navigating a major software transition

    💡 Expert Tip: "In the world of tech acquisitions, those who adapt first, thrive most. Don't let your business become a ghost ship – take action now and steer towards success!" - Mike Weiss

    🚨 Exclusive Offer for Listeners:

    Don't miss out on Mike Weiss's limited-time offer for a FREE strategy call and audit.

    This is your lifeline to navigate change, identify hidden dangers, and find the safest route to your new digital home.

    Book now to secure your spot!

    🔗 Ready to Set Sail? Here's Your Next Move:

    1. Listen to the full episode for all the expert advice and insider tips
    2. Share this episode with fellow digital marketers navigating similar waters
    3. Book your FREE strategy call and audit with Mike Weiss
    4. Subscribe to

    Thank you for tuning in to this episode of the CRM Migration Mastery Podcast!

    We hope you found valuable insights on how to streamline your marketing and sales processes with Go High Level.

    Remember, the key to thriving in today’s competitive landscape is embracing an integrated approach that eliminates data silos and enhances efficiency.

    Integrating AI is mandatory, yet most businesses don't know where to start.

    If you're ready to take the next step in transforming your business, and learning how to deploy AI and automation in your business, don’t hesitate to reach out.

    Our dedicated team is here to help you navigate the migration process seamlessly and ensure you maximize your ROI.

    For more information on our services and to explore how we can assist you, visit us at https://crmmigrationmasters.com.

    Join us next week. You won’t want to miss it!

    If you liked this episode, share it with a friend.

    And if you want a specific topic covered, shoot us a message.

    Until then, keep striving for excellence and remember: the right tools can make all the difference in your business journey.

    Show More Show Less
    20 mins
  • Navigating the Transition: Migrating from Keap (Infusionsoft) to Go High Level
    Nov 18 2024

    Send us a text

    In this episode of our podcast, we tackle a pressing issue for users of Keep (formerly known as Infusionsoft) as the platform faces significant changes due to its acquisition by a competing public company.

    Our guest, Mike Weiss, a leading expert in CRM migrations, provides invaluable insights into why this transition is not just necessary but also an opportunity for businesses to upgrade their operations.

    We begin by discussing the urgency of migrating from Keep to a new CRM, specifically Go High Level.

    Mike explains the implications of the acquisition, highlighting the potential risks for Keep users and emphasizing the importance of taking proactive steps to secure their CRM future.

    He reassures listeners that while the migration process may seem daunting, it can be managed smoothly with the right guidance and a clear plan.

    The episode delves into the advantages of Go High Level over Keep, including enhanced automation features, robust integrations, and the ability to create sophisticated workflows that can significantly streamline business operations.

    Mike outlines the migration process, breaking it down into three essential stages: preparation, migration, and validation and training.

    He stresses the importance of thorough documentation and data backup during the preparation phase, ensuring that businesses can recreate their workflows effectively in the new system.

    Listeners will learn about the meticulous approach Mike and his team take during the migration, including the manual recreation of custom fields for deeper customization.

    We also discuss the critical final stage of the process, which involves testing and validating the new system to ensure everything functions seamlessly before going live.

    Throughout the episode, we address common concerns about the transition, including the potential for bumps along the way and the importance of ongoing support post-migration.

    Mike emphasizes that this isn't just a technical shift; it's a strategic opportunity for businesses to refine their processes and enhance their customer interactions.

    As we wrap up, we highlight the concept of the "parallel universe" migration strategy, which allows businesses to run both systems simultaneously during the transition, providing peace of mind and a safety net.

    The overarching message is clear: while the change may feel forced, it presents a unique chance to upgrade and optimize business operations for future success.

    We encourage listeners who are feeling overwhelmed by the impending changes to take a deep breath and view this as an

    Thank you for tuning in to this episode of the CRM Migration Mastery Podcast!

    We hope you found valuable insights on how to streamline your marketing and sales processes with Go High Level.

    Remember, the key to thriving in today’s competitive landscape is embracing an integrated approach that eliminates data silos and enhances efficiency.

    Integrating AI is mandatory, yet most businesses don't know where to start.

    If you're ready to take the next step in transforming your business, and learning how to deploy AI and automation in your business, don’t hesitate to reach out.

    Our dedicated team is here to help you navigate the migration process seamlessly and ensure you maximize your ROI.

    For more information on our services and to explore how we can assist you, visit us at https://crmmigrationmasters.com.

    Join us next week. You won’t want to miss it!

    If you liked this episode, share it with a friend.

    And if you want a specific topic covered, shoot us a message.

    Until then, keep striving for excellence and remember: the right tools can make all the difference in your business journey.

    Show More Show Less
    15 mins

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