How to move from MailChimp to HighLevel

Are you considering transitioning from MailChimp to HighLevel (also recognised as GoHighLevel) for your email campaigns, CRM, and marketing automation? In this extensive guide, we’ll guide you through the process of seamlessly moving from MailChimp to GoHighLevel.

First and primarily, why the switch? MailChimp is a fantastic tool for sending out email broadcasts, especially when you are starting out and have a small list. As your list grows then the MailChimp costs start to ramp up. HighLevel offers much more marketing automation functionality, particularly in the offline realm. With GoHighLevel, you can administer offline sales pipelines and opportunities, making it especially well-suited for B2B operations rather than B2C. In addition HighLevel comes with unlimited contacts, so costs do not rise as you collect more email addresses. Interested in buying HighLevel for just £97/mo? check out the HighLevel agency, Marketer-M8.

Here are the steps to effortlessly transition from MailChimp to HighLevel.

Step 1: Familiarise Yourself with HighLevel. Take the time to acquaint yourself with the HighLevel platform. Explore its features, comprehend its terminology, and recognise essential functionalities for your business. Understanding the pros and cons of each software is vital before switching from MailChimp to HighLevel.

Step 2: Find Your HighLevel Champion. It’s recommended to designate someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become an enigmatic black box. The absence of a champion can result in a disorderly system that no one comprehends.

Step 3: Assess Your Current Configuration. Before delving into the transition, evaluate your existing MailChimp setup. Identify crucial email campaigns, automations, templates, and integrations. This assessment helps prioritise elements that need reconstruction in HighLevel.

Step 4: Outline Your Customer Journeys. Using insights from the MailChimp evaluation, map out your customer journeys. Develop a Marketing Automation Plan that acts as an “architect’s blueprint” guiding the implementation of HighLevel. This living document evolves with your business. Here is how I formulate Marketing Automation Plans for my clients. Learn more.

Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, commence constructing your new email campaigns and automated processes. Various resources on YouTube and HighLevel support are accessible for assistance.

Step 6: Export Your Leads and Contacts from MailChimp. When ready, export your data from MailChimp. Seize this opportunity to eliminate outdated information and commence anew with the new system.

Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for precise field alignment.

Step 8: Test and Iterate. Before committing, conduct thorough testing. Execute trial campaigns, inspect automations, and verify data accuracy. Iterate until confident that everything operates seamlessly.

Step 9: Educate Your Team. Offer comprehensive training on HighLevel, particularly for sales teams. Roll out training in stages, starting with those most tech-savvy. Employ new staff that exhibit a willingness to work with technology.

Step 10: Observe and Optimise. Post-transition, closely observe campaigns and customer interactions. Identify areas for optimisation and leverage advanced features for enhanced marketing and sales processes.

Conclusion: Transitioning from MailChimp to HighLevel may appear daunting, but with meticulous planning, it can result in a more advanced and efficient marketing automation system. Follow these steps to maximise the potential of HighLevel for your business.

If you’d like to discuss your specific requirements, feel free to schedule a Discovery Call.