Episode 391: Lessons Learned When Migrating My CRM To Funnel Gorgeous

Have you ever considered changing your Customer Relationship Manager (CRM) technology? There is no perfect system out there, and some business owners swear by Keap, Active Campaign or Click Funnels. Others are so frustrated and overwhelmed with their email deliverability or functionality that like me, they are considering a move to the newest and shiniest tech, Go High Level.  

I'm going to take you behind the scenes of a major decision we made in my business early this  year, how we decided, and what we learned, that might actually help you decide if moving to this technology is the right decision for you. 

In episode 391 of the Amplify Your Success Podcast, I share the behind-the-scenes intricacies of making a pivotal shift in your business infrastructure, what you must consider and a few essential steps to take before you leap to have a smoother transition. 

I also answer one of the biggest questions my community has been asking me about: Why I migrated from Keap (formerly Infusionsoft) to Funnel Gorgeous (a white label brand of Go High Level).  

I’ll share the costs, decision making criteria and a few of the hot features of Funnel Gorgeous (GHL), as well as some of the ins and outs of my experience..

If you are looking to make any switch to Go High Level or Funnel Gorgeous, I hope this episode gives you the details you need to make an informed decision, so that your CRM, customer support and email deliverability can be improved to amplify your own business growth. 

 

Key Takeaways: 

00:00 The issues with Keap that led to looking for other options 

03:33 What we discovered about email list management and the unsolvable problem that pushed me out of Keap

06:39 Insights around Go High Level and their pricing tiers

08:10 Key features of Go High Level and the Funnel Gorgeous brand that won us over 

14:14 The difficulty of making the switch and unexpected challenges 

19:58 How very different Go High Level is from other CRMs (and a few things you must know before jumping in)

23:28 Tips to ensure a correct setup for powerful system functionality

26:11 How to evaluate the right software options based on your key factors

 

Resources Mentioned in This Episode: 

• Discover more and sign up with Funnel Gorgeous GHL here

• Matthew McGregor of 22apps.com (who did my migration)

• Kerry Taft of Taft Systems (who does my on-going workflow and automations)

• Learn about Million-Dollar Visibility Mastermind (formerly Authority Mastermind)