Pre-Migration Call 📊

Key Steps

Step 1: Determine Dataset Necessity 0:11

• Assess if you have datasets to migrate.
• If no datasets exist, you do not need to proceed with this SOP.

Step 2: Export Data from Current System 0:20

• Identify the system you are using (e.g., Google Sheets, High Level).
• Use the export option available in your system to export your data.

Step 3: Clean Up Data 0:36

• Remove unnecessary column headers and fields that are not needed.
• Keep only the fields that contain important details.

Step 4: Filter Out Dead Leads 1:00

• Identify and remove any dead leads or leads marked as D&D (Do Not Disturb).
• Retain only important prospects that may still be viable.

Step 5: Choose Relevant Fields for Export 1:26

• If your platform allows, select only the necessary fields to export.
• For example, in High Level, choose the columns that are essential for your needs.

Step 6: Review Exported File 2:01

• Open the exported CSV file and review its contents.
• Ensure that all necessary fields are included and that unnecessary fields are removed.

Step 7: Prepare for Matching Call 2:56

• Schedule a call to match your exported fields with the fields in the new system.
• Be prepared to discuss any fields that may not match or are unfamiliar.

Step 8: Discuss Field Compatibility 3:30

• During the call, discuss any fields from your export that do not exist in the new system.
• Decide whether to add new fields or keep existing ones.

Step 9: Finalize Migration Plan 3:56

• Confirm the fields to be migrated and ensure no necessary fields are deleted without prior discussion.
• Schedule the next steps for the migration process.

Cautionary Notes

• Always back up your data before making any changes.
• Do not delete any fields from the new system without consulting the team, as they may be linked to automations and workflows.

Tips for Efficiency

• Regularly clean your datasets to avoid clutter during migration.
• Use filters in your current system to quickly identify and remove dead leads.
• Prepare a checklist of necessary fields before the matching call to streamline the process.

Link to Loom

https://loom.com/share/6197d96d32184c1c9bfa3b6512aff111

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