As the CRM implementer for Fast Federal Resumes, we successfully integrated the company's website with the Go HighLevel (GHL) platform, ensuring a seamless flow of data, enhanced customer relationship management, opportunity creation, and lead management. This process involved migrating the client from Keap to Go HighLevel, a transition requiring meticulous planning, data migration, and system optimization to ensure no disruptions to business operations.

Step 1: Initial Assessment and Planning

Before initiating the migration, we conducted a comprehensive audit of the existing Keap setup. This included analyzing - customer data, lead sources, automation workflows, email campaigns, and form integrations. Understanding the full scope of Keap’s functionalities allowed us to map out a structured migration plan to replicate or improve these features in GHL.

• Key areas of focus included:

• Contact and lead data structure

Active and inactive automation workflows

Email marketing sequences

Forms and lead capture mechanisms

Integration points with third-party applications

Step 2: Data Extraction from Keap

Once we had a clear migration roadmap, the next step was extracting data from Keap. This involved:

Exporting contact lists with associated tags and custom fields

Exporting ongoing and past email campaigns

Documenting active automation sequences

Extracting form submission data

Collecting sales pipeline and opportunity tracking details

Identifying necessary third-party integrations (such as payment processors and scheduling tools)

To ensure data accuracy, we performed a thorough cleanup by removing duplicate or outdated records and segmenting contacts based on engagement levels.

Step 3: Data Import and Structuring in Go HighLevel

After data extraction, we imported and structured the information in GHL. Since GHL operates differently from Keap, we needed to adjust the data format and create appropriate tags, pipelines, and automation triggers.

Steps included:

Importing contacts while preserving segmentation and tagging structures

Rebuilding the sales pipeline to align with GHL’s opportunity tracking

Creating custom fields to store unique client data that was previously managed in Keap

Setting up email lists and sequences within GHL’s marketing automation module

Step 4: Website Integration and Form Migration

A critical part of the migration was ensuring that lead capture mechanisms transitioned smoothly. We:

Connected the Fast Federal Resumes website to GHL via API and webhooks

Rebuilt forms in GHL, including a multi-step form, a functionality that is not natively available in GHL but was custom-configured using workflows and conditional logic

Ensured that form submissions triggered the appropriate automation sequences, tagging, and follow-up actions

Embedded the new forms into the website, replacing Keap-based forms

Step 5: Automation and Workflow Recreation

Keap’s automation sequences had to be manually recreated in GHL. This included:

Rebuilding lead nurturing sequences with email automation

Setting up appointment booking workflows

Implementing SMS and email follow-ups

Creating pipeline automation to move leads through different sales stages

Configuring triggers for abandoned cart recovery and client re-engagement

Step 6: Testing and Optimization

Once all elements were set up, we conducted rigorous testing to ensure seamless operation. This involved:

Running test leads through forms and automation sequences

Verifying email deliverability and trigger accuracy

Checking data sync between the website and CRM

Ensuring the sales team had full visibility into lead progression

Step 7: Training and Deployment

To facilitate a smooth transition, we provided comprehensive training sessions for Fast Federal Resumes’ team. This covered:

Navigating the GHL dashboard

Managing contacts and pipelines

Executing email campaigns

Troubleshooting basic CRM functions

Leveraging reporting and analytics tools

Finally, we monitored the system post-deployment, addressing any issues and optimizing workflows for better performance. This migration from Keap to Go HighLevel significantly enhanced automation, improved lead management, and ensured a more streamlined customer engagement process for Fast Federal Resumes.