What needed to change
Keap's outdated email builder couldn't produce mobile-responsive campaigns, integrations with modern lead capture tools were cumbersome, and automation lacked the sophistication needed to support the sales team. Slow processing times were directly impacting conversions.
The migration carried real risk: custom fields needed manual mapping, automation workflows had to be rebuilt from scratch, email templates were incompatible, and historical data — including email history, SMS, and campaign interactions — could not be exported from Keap. Duplicate contacts added further complexity.
How it was solved
Started with a thorough market analysis of CRM options against current and future requirements — evaluating scalability, integration depth, and automation capability. Presented a final recommendation to the executive team and secured approval before any migration work began.
Scoped the migration to only what mattered for launch: critical sales workflows, active lead capture paths, billing continuity, and essential reporting. Left behind outdated, irrelevant automations rather than porting technical debt into the new system.
Executed the data migration with careful attention to field mapping, deduplication, and data integrity — transferring 85% of contact data and converting all 19 lead magnets. Delivered documentation, recorded training sessions, and dedicated support during the adoption window to minimize disruption.
