Thinking about switching from Skool to HighLevel? You’re not alone. While Skool shines in community management, HighLevel offers a powerful all-in-one platform with CRM, marketing automation, and sales funnels. Here’s how to transition smoothly.
1. Review Your Current Skool Setup
Start by auditing what you have in Skool:
- Member Lists: Export your community member details.
- Courses & Content: Note all key lessons, modules, and downloadable resources.
- Engagement Metrics: Identify key activity logs and performance reports.
2. Map Out Your HighLevel System
Plan how to set up HighLevel for maximum efficiency:
- Memberships & Communities: Use HighLevel’s Membership area for courses and communities.
- Automations & Workflows: Plan automations for onboarding, reminders, and progress tracking.
- CRM Setup: Organize member data using HighLevel’s built-in CRM.
3. Transfer Your Data
There’s no direct migration tool, so be ready for a manual process:
- Export Members: Use Skool’s export function if available.
- Import to HighLevel: Upload CSV files into HighLevel’s CRM.
- Rebuild Courses: Recreate courses in HighLevel’s Membership area.
4. Set Up Key Automations
Recreate essential automations such as:
- Welcome emails and onboarding sequences
- Course progress reminders
- Community engagement notifications
5. Test and Launch
- Internal Test Runs: Check that courses, automations, and integrations work.
- Beta Test: Invite a small group to test the platform.
- Full Launch: Introduce the platform to your entire community.
6. Onboard Your Members
Provide clear instructions, walkthrough videos, and live Q&A sessions to ease the transition.
Why Move from Skool to HighLevel?
HighLevel consolidates tools, reducing tech stack complexity. Enjoy integrated email marketing, landing pages, sales funnels, and advanced CRM features—all in one platform.
Ready to get started? Book a Discovery Call with Julian and see how HighLevel can transform your business.
