ARTICLE CONTENT:
Complete Guide: Leaving AccessAlly – Planning Your Migration
📊 Important Note
This is a general guide for leaving AccessAlly. The complexity, cost, and timeline vary significantly based on your destination platform. Read the entire guide before making decisions.
This is a general guide for leaving AccessAlly. The complexity, cost, and timeline vary significantly based on your destination platform. Read the entire guide before making decisions.
Before You Decide to Leave
Leaving AccessAlly is a significant decision that affects your members, content, business operations, and revenue. Before proceeding, carefully evaluate your reasons and alternatives.
Common Reasons People Consider Leaving
- Cost concerns: AccessAlly license ($997-$1,997/year) + CRM subscription ($29-$299/month) may exceed budget
- CRM complexity: Managing a separate CRM platform feels too technical or time-consuming
- All-in-one platform appeal: Desire for a single platform (Kajabi, ThriveCart Learn, Teachable, Thinkific)
- WordPress maintenance burden: Don’t want to manage WordPress hosting, updates, security, backups
- Limited technical skills: Finding AccessAlly’s power overwhelming rather than helpful
- Moving away from WordPress entirely: Consolidating business onto SaaS platforms
- CRM switching required: Current CRM doesn’t integrate with AccessAlly (GoHighLevel, HubSpot, etc.)
- Feature gaps: Need features AccessAlly doesn’t offer (mobile app, community features, live streaming)
- Business model change: Shifting from courses/memberships to different business model
- Simplification: Reducing number of tools and platforms in tech stack
Questions to Ask Before Migrating
💡 Critical Questions – Answer These Honestly
- Do you actually need to leave, or can the issue be solved another way?
- Cost concerns → Could you negotiate pricing or downgrade plan?
- CRM complexity → Would AccessAlly Managed CRM (simpler) solve this?
- Technical overwhelm → Have you utilized AccessAlly’s support and training?
- Will the destination platform truly meet your needs better?
- Have you tried the destination platform thoroughly (not just watched demos)?
- Does it handle your specific automation, drip content, and access rules?
- Can you recreate your member experience there?
- Have you calculated the TRUE total cost of ownership?
- Destination platform fees (often higher than you think)
- Transaction fees (many platforms charge 3-5% + payment processing)
- Migration cost (time or professional help)
- Rebuilding cost (courses, automations, integrations)
- Potential revenue loss during migration
- What will you lose in the migration?
- Advanced automation capabilities
- Deep CRM integration and data control
- Flexible content protection
- WordPress SEO benefits
- Custom integrations you’ve built
- How will this affect your current members?
- Will they need to create new accounts?
- Will progress tracking carry over?
- Will subscriptions continue seamlessly?
- How many support issues will this create?
- Do you have the technical skills (or budget to hire help)?
- Migrations are complex – especially to all-in-one platforms
- Professional help costs $2,000-$10,000+ depending on complexity
- DIY attempts often fail or cause member disruption
- What’s your timeline tolerance?
- Expect 4-12 weeks for planning and execution
- Can your business afford this focus and potential disruption?
- Do you have upcoming launches that would be affected?
Cost/Benefit Analysis Framework
Before proceeding, complete this analysis:
| Current Cost (AccessAlly + CRM) | Destination Platform Cost |
|---|---|
|
Annual Costs: – AccessAlly license: $997-$1,997/year – CRM: $29-$299/month ($348-$3,588/year) – WordPress hosting: $10-$100/month ($120-$1,200/year) – Total: ~$1,465-$6,785/year |
Consider ALL costs: – Platform subscription: $___/month – Transaction fees: ___% of revenue – Payment processing: 2.9% + $0.30 – Migration cost: $___ – Rebuild time: ___ hours × $___/hour – Total Year 1: $___ – Total Year 2+: $___ |
⚠️ Hidden Costs to Consider:
- Transaction fees: Kajabi, Teachable, Thinkific charge 3-10% on top of payment processing
- Rebuilding automations: CRM-based automations must be recreated in new platform’s limited automation
- Lost functionality: Features you use in AccessAlly may not exist or cost extra elsewhere
- SEO restart: Leaving WordPress means losing SEO value (unless keeping WordPress for content)
- Integration limitations: All-in-one platforms have fewer integrations than WordPress ecosystem
Alternative Solutions (Consider These First)
Before leaving, explore these alternatives:
| If Your Issue Is… | Consider This Instead |
|---|---|
| CRM too complex | Switch to AccessAlly Managed CRM – much simpler, included with Pro plan, no CRM learning curve |
| WordPress maintenance burden | Use managed WordPress hosting (Kinsta, WP Engine, Cloudways) – handles updates, security, backups automatically |
| Cost too high | Reevaluate platform ROI vs revenue – if AccessAlly powers $50K+/year in memberships, $3K/year cost is 6% of revenue |
| Technical overwhelm | Invest in training or hire AccessAlly specialist – one-time cost vs. full platform migration |
| Need mobile app | Use a white-label app that connects to WordPress (MemberPress app, others) – keep AccessAlly backend |
| Need community features | Add BuddyPress, MemberPress Social, or Circle.so – integrate with AccessAlly instead of migrating |
| Current CRM doesn’t integrate | Switch to a supported CRM (AC, Keap, Ontraport, Drip, Kit, Managed) – easier than full platform migration |
💡 Recommended Decision Process:
1. Try the alternative solution for 30 days
2. If that solves the problem → Stay with AccessAlly (cheaper, less risky)
3. If alternative doesn’t work → Proceed with migration research
4. Trial destination platform for at least 14 days before committing to migration
5. Calculate TOTAL cost (including hidden costs) before deciding
What to Export from AccessAlly
If you decide to proceed with leaving, you need to export ALL your data before migrating. This section covers what data exists, where it lives, and how to export it.
Complete Export Checklist
✅ WordPress Content Export
What to export:
- Pages (course lessons, sales pages, member dashboard, login pages)
- Posts (blog content, lessons structured as posts)
- Custom post types (if used for courses or resources)
- Media library (images, PDFs, videos, downloadable resources)
- Menus and navigation
- Theme customizations (CSS, layouts)
How to export:
- Go to WordPress Admin → Tools → Export
- Select “All content” (includes pages, posts, custom post types, media)
- Click Download Export File
- Save the .xml file (this is your WordPress export)
- For media files:
- Use FTP/SFTP to download
/wp-content/uploads/folder - Or use a plugin like “All-in-One WP Migration” for complete site backup
- Use FTP/SFTP to download
⚠️ Important: WordPress export includes content and structure but NOT:
- Page builder layouts (Elementor, Divi, Beaver Builder) – export separately
- AccessAlly-specific modules and course structure
- Access rules and protection settings
- Order forms or payment integrations
You’ll need to rebuild these in your destination platform.
✅ Member List Export
What to export:
- WordPress users (usernames, emails, registration dates)
- User roles (if you use WordPress roles in addition to tags)
- User metadata (profile information, custom fields)
How to export WordPress users:
- Go to WordPress Admin → Users
- Use a plugin like “Export Users to CSV” or “Import and Export Users and Customers”
- Export with these fields:
- Username
- First Name
- Last Name
- Registration Date
- User Role
- Any custom user meta fields
- Save as CSV
💡 Pro Tip: WordPress users are NOT the same as your full member data. The real member intelligence lives in your CRM (tags, purchase history, engagement). Export CRM data separately (see below).
✅ CRM Data Export
What to export (CRITICAL – this is your real member data):
- Contact list (all contacts with full field data)
- Tags (which tags each contact has)
- Custom fields (profile data, membership dates, custom member info)
- Contact engagement history (email opens, clicks, form submissions)
- Automation enrollment status (which automations they’re in)
- Purchase history (if stored in CRM)
How to export from your CRM:
ActiveCampaign:
- Go to Contacts → Export
- Select “All contacts” or filter by tags
- Include: Email, First Name, Last Name, Tags, Custom Fields, Created Date
- Export as CSV
- Tags are exported as comma-separated list in “Tags” column
Keap:
- Go to Contacts → Reports → Contact List
- Configure columns: Email, Name, Tags, Custom Fields, Date Created
- Export as CSV
- Tags exported as separate tag columns (Tag 1, Tag 2, etc.) – you’ll need to consolidate
Ontraport:
- Go to Contacts → Export
- Select fields: Email, First Name, Last Name, Tags, Custom Fields, Date Added
- Export as CSV
- Tags exported in “Tag Names” column
Drip:
- Go to Subscribers → Export
- Select all subscribers
- Include: Email, Name, Tags, Custom Fields, Subscribed Date
- Export as CSV
Kit (ConvertKit):
- Go to Subscribers → Export
- Choose export format: “Subscribers with tags and custom fields”
- Export as CSV
AccessAlly Managed CRM:
- Go to AccessAlly → Contacts → Export
- Select all contacts
- Include all fields and tags
- Export as CSV
🚨 CRITICAL: Tag Structure Documentation
Your CRM tags control member access in AccessAlly. You MUST document:
- Which tags grant access to which content/courses
- Which tags represent active vs expired memberships
- Which tags trigger automations or drip content
- Any hierarchical tag logic (e.g., “Gold Member” includes “Silver Member” access)
Create a mapping spreadsheet before leaving. Most destination platforms don’t have tag-based access – you’ll need to recreate this logic differently.
✅ Order/Subscription Data from Payment Gateway
What to export:
- All orders (completed, refunded, failed)
- Active subscriptions (payment plan details, next billing date)
- Subscription history (upgrades, downgrades, cancellations)
- Customer payment methods (to minimize re-entry burden)
From Stripe:
- Log into Stripe Dashboard
- Go to Payments
- Click “Export” → Select date range → Download CSV
- Go to Subscriptions
- Click “Export” → Select “All subscriptions” or “Active only” → Download CSV
- CRITICAL: Note which subscriptions are active – these need to continue
- Go to Customers
- Export customer list with saved payment methods
From PayPal:
- Log into PayPal
- Go to Reports → Statements
- Select date range covering all your membership history
- Download as CSV
- For subscriptions: Settings → Payments → Manage pre-approved payments (difficult to export – document manually)
🚨 ACTIVE SUBSCRIPTIONS ARE CRITICAL
Your active subscribers expect seamless service. You must either:
- Option A: Migrate subscriptions to new platform (complex, often requires customer re-entry of payment info)
- Option B: Let subscriptions continue in Stripe/PayPal, use webhooks to grant access in new platform
- Option C: Cancel all subscriptions, offer migration discount for manual renewal in new system (risky – expect 20-40% not to renew)
Most destination platforms can’t import existing Stripe subscriptions – you’ll need a strategy for this.
✅ Access Rules Documentation
Document your current access control structure:
- Which tags grant access to which pages/modules
- Which tags are required together (AND logic) vs. any tag (OR logic)
- Hierarchical access (e.g., Gold includes everything Silver includes)
- Time-based access (expiring memberships, limited-time bonuses)
- Sequential access (Module 2 requires completing Module 1)
Create an access mapping spreadsheet:
| Content/Module | Required Tag(s) | Logic | Additional Rules |
|---|---|---|---|
| Course 1 – Module 1 | Bronze Member | Has tag | Available immediately |
| Course 1 – Module 2 | Bronze Member | Has tag | Drips 7 days after tag added |
| VIP Bonus Resources | Gold Member, VIP Access | OR (any tag) | Immediate access |
💡 Why This Matters: AccessAlly’s tag-based access is incredibly flexible. Most destination platforms use rigid “course enrollment” or “membership level” models. You’ll need to translate your sophisticated access logic into their simpler system – this mapping helps you understand what functionality you’ll lose.
✅ Course Structure Documentation
Document your course organization:
- List of all courses/programs
- Modules within each course
- Lessons within each module
- Drip schedule (when content unlocks)
- Prerequisites (lesson/module dependencies)
- Quizzes and assessments (if any)
- Completion certificates (if any)
- Progress tracking setup
Create a course structure spreadsheet:
| Course | Module | Lesson | Content Type | Drip Rule |
|---|---|---|---|---|
| Beginner Course | Module 1: Foundations | Lesson 1.1: Welcome | Video + text | Immediate |
| Beginner Course | Module 1: Foundations | Lesson 1.2: Core Concepts | Video + PDF | 3 days after enrollment |
| Beginner Course | Module 1: Foundations | Quiz 1 | Quiz (5 questions) | After Lesson 1.2 |
⚠️ Content Recreation: You’ll need to rebuild your course structure in the destination platform. This is often the most time-consuming part of migration (20-50 hours for a complex course setup). Factor this into your decision timeline.
Platform Selection Guide
Where you migrate to matters immensely. Each platform has different strengths, costs, complexity, and limitations.
Platform Comparison Overview
| Platform | Best For | Starting Price | Migration Complexity |
|---|---|---|---|
| MemberPress | Staying on WordPress, want simpler tool | $179/year | 🟢 LOW (both WordPress) |
| Kajabi | All-in-one, marketing-focused, premium brand | $149/month | 🔴 HIGH (different platform) |
| ThriveCart Learn | Already use ThriveCart for checkout, simple courses | $195/year (add-on) | 🟡 MEDIUM (content migration) |
| Teachable | Simple course delivery, established marketplace | $59/month | 🟡 MEDIUM (straightforward import) |
| Thinkific | Course-focused, good automation, flexible | $49/month | 🟡 MEDIUM (manual rebuild) |
| Podia | Simple, affordable, courses + memberships | $39/month | 🟡 MEDIUM (manual rebuild) |
| Kartra | All-in-one, heavy marketing automation | $119/month | 🔴 HIGH (complex rebuild) |
Feature Matrix
| Feature | MemberPress | Kajabi | ThriveCart Learn | Teachable | Thinkific |
|---|---|---|---|---|---|
| Drip Content | ✅ | ✅ | ✅ | ✅ | ✅ |
| Email Marketing | ❌ (integrate) | ✅ Built-in | ❌ (integrate) | ❌ (integrate) | ❌ (integrate) |
| Advanced Automations | 🟡 Basic | ✅ Strong | ❌ Limited | 🟡 Basic | 🟡 Basic |
| Transaction Fees | ❌ None | ❌ None | ❌ None | 🟡 5% (basic plan) | ❌ None |
| Certificates | ✅ | ✅ | ✅ | ✅ | ✅ |
| Custom Branding | ✅ Full (WordPress) | ✅ Good | 🟡 Limited | 🟡 Limited | ✅ Good |
| Mobile App | ✅ (add-on) | ✅ Included | ❌ | ❌ | ❌ |
| Quizzes | ✅ (add-on) | ✅ | ✅ | ✅ | ✅ |
| Affiliate Program | ✅ (integrate) | ✅ Built-in | ❌ | ❌ (integrate) | ✅ (add-on) |
| Your Own Domain | ✅ | ✅ | ✅ | ✅ (paid plans) | ✅ |
Cost Comparison (Annual)
| Platform | Base Plan | Mid Plan | Transaction Fees | Annual Cost (Mid Plan) |
|---|---|---|---|---|
| AccessAlly + CRM | $997/year + CRM | $1,497/year + CRM | None | ~$2,500-$5,000 |
| MemberPress | $179/year | $299/year | None | $299 + hosting ($120-$600) |
| Kajabi | $149/month | $199/month | None | $2,388 |
| ThriveCart Learn | $195/year | N/A | None | $195 + ThriveCart ($495-$690 one-time) |
| Teachable | $59/month | $159/month | 5% (basic), 0% (pro+) | $1,908 + 0-5% of revenue |
| Thinkific | $49/month | $99/month | None | $1,188 |
| Podia | $39/month | $89/month | None | $1,068 |
⚠️ Hidden Costs Beyond Subscription:
- Migration cost: Professional help $2,000-$10,000 or your time (40-100+ hours)
- Email marketing: If platform doesn’t include it, add $20-$300/month
- Transaction fees: Can add 5-10% to total cost on some platforms
- Payment processing: ~2.9% + $0.30 per transaction (all platforms)
- Lost WordPress SEO: Rebuilding SEO authority on new domain/platform
- Learning curve: Time investment to master new platform
When to Use Each Platform
Choose MemberPress if:
- You want to stay on WordPress (keep SEO, hosting, content)
- You want something simpler than AccessAlly but still powerful
- You don’t need deep CRM integration
- You want to save money ($179-$299/year vs $2,500+/year for AccessAlly+CRM)
- You’re comfortable managing WordPress
Choose Kajabi if:
- You want true all-in-one (courses, email, marketing, sales funnels, CRM)
- Budget isn’t a primary concern ($2,388/year+)
- You want to leave WordPress entirely
- You value premium branding and professional templates
- You need strong marketing automation without separate CRM
- You want a mobile app for members
Choose ThriveCart Learn if:
- You already use ThriveCart for checkout
- You have simple course needs (videos + resources)
- You want lowest cost option with one-time pricing
- You don’t need advanced automation or email marketing
- You’re okay with limited customization
Choose Teachable if:
- You primarily sell courses (not complex memberships)
- You want established platform with proven track record
- You want marketplace discoverability potential
- Simple is better than powerful for your needs
- You’re willing to pay transaction fees (basic plan) or upgrade to avoid them
Choose Thinkific if:
- You want balance of features and affordability
- You need good automation without full CRM complexity
- Customization matters but you don’t need WordPress-level control
- You value strong student experience and learning tools
- You want flexibility to grow
Choose Podia if:
- Simplicity is your top priority
- Budget is tight ($39-$89/month)
- You want courses, memberships, and digital downloads in one place
- You don’t need complex automations
- You value clean, simple interface over advanced features
💡 Migration Difficulty Rankings:
Easiest: MemberPress (same WordPress, lowest learning curve)
Medium: Thinkific, Podia, Teachable (straightforward imports, simpler rebuilds)
Hardest: Kajabi, Kartra (complex all-in-one platforms, steep learning curves, extensive rebuilds)
General Migration Strategy
Regardless of which platform you choose, follow this strategic approach to minimize disruption and maximize success.
Timeline Planning
Realistic timeline for AccessAlly to another platform:
| Phase | Duration | Key Activities |
|---|---|---|
| Research & Decision | 1-2 weeks | Platform research, cost analysis, free trials, final decision |
| Data Export & Documentation | 3-5 days | Export all data, document access rules, map course structure |
| Platform Setup | 1-2 weeks | Account setup, branding, payment configuration, learn platform |
| Content Migration | 2-4 weeks | Rebuild courses, upload content, recreate access rules, configure drip |
| Member Import & Testing | 1 week | Import members, test access, verify subscriptions, quality assurance |
| Soft Launch & Fixes | 1 week | Beta testers, identify issues, make adjustments |
| Full Migration & Monitoring | 1 week | Member communication, go live, intensive support period |
Total: 6-10 weeks minimum
🚨 Don’t Rush This: Rushing a migration leads to member confusion, access issues, revenue loss, and support overwhelm. Block calendar time appropriately or hire professional help.
Testing Approach
Before going live with members, thoroughly test:
✅ Content & Access Testing
- Create test accounts for each membership level/course access
- Verify correct content is visible for each level
- Test that restricted content is properly hidden
- Check all media (videos, PDFs, images) load correctly
- Test on desktop and mobile devices
- Verify navigation makes sense
✅ Drip Content Testing
- Create test member and enroll in course
- Verify only appropriate content is accessible
- Manually adjust test account dates to trigger drip unlocks
- Confirm drip content unlocks as scheduled
- Test prerequisite logic (if lesson 2 requires completing lesson 1)
✅ Purchase & Enrollment Testing
- Process test purchase end-to-end
- Verify course/membership access granted immediately
- Test that welcome emails send correctly
- For subscriptions: test signup, cancellation, failed payment
- Verify refunds remove access appropriately
✅ Member Experience Testing
- Test registration/account creation flow
- Test login process
- Test password reset
- Verify member dashboard displays correctly
- Test progress tracking and completion markers
- Test certificates (if applicable)
- Check email notifications (enrollment, completion, etc.)
💡 Pro Tip: Recruit 3-5 current members as beta testers. Give them free extended access in exchange for thorough feedback. They’ll catch issues you’ll miss and provide member perspective.
Minimizing Disruption to Members
Strategies to protect member experience during migration:
- Keep AccessAlly running during build: Build new platform completely before switching members over
- Grandfather existing members: Consider letting current members finish on AccessAlly, migrate only new members
- Communicate early and often: Announce migration 3-4 weeks in advance, send regular updates
- Offer migration incentive: Small bonus or extended access for members who migrate smoothly
- Provide detailed migration guide: Step-by-step instructions for members (how to access new platform, reset password, etc.)
- Increase support capacity: Block calendar for intensive support during migration week
- Have rollback plan: If migration fails, you can revert to AccessAlly quickly
Communication Strategy
Timeline for member communication:
3-4 weeks before migration:
- Email: “Exciting platform upgrade coming”
- Explain why you’re migrating (benefits to them)
- General timeline (week of migration)
- Reassure access won’t be interrupted
1 week before migration:
- Email: “Migration happening [specific date]”
- Exact date and time
- What they need to do (usually: check email for new login info)
- FAQ addressing common concerns
- Support contact info
Day before migration:
- Reminder email: “Migration tomorrow”
- Final instructions
- Timeline (when site will be down, when new access available)
Migration day:
- Email: “Migration in progress” (when you start)
- Email: “Migration complete – here’s how to log in” (when done)
- Include step-by-step login instructions
- Link to video walkthrough of new platform
- Emphasize support availability
1 week after migration:
- Email: “How’s the new platform working for you?”
- Request feedback
- Highlight new features they can use
- Reminder of support resources
⚠️ Expect Support Volume to Spike: Even with perfect communication, expect 10-30% of members to need help during migration week. Block time appropriately or bring in temporary support help.
After You Leave
Canceling Services
Once migration is successful and stable (30+ days), cancel old services:
Cancel AccessAlly License
- Log into your AccessAlly account
- Go to account settings
- Cancel subscription (no refunds for unused time)
- Download final copy of license for records
- Keep plugin files for 60 more days just in case
Cancel CRM Subscription (if no longer needed)
- WAIT 60 days after migration before canceling CRM
- Export one final copy of all contact data
- Cancel subscription through CRM provider
- Download all historical data for records
🚨 Don’t Cancel Too Early: Keep AccessAlly and CRM active for 60 days post-migration. If critical issues emerge, you need the ability to roll back or reference old setup.
WordPress Hosting (if moving to SaaS)
If migrating to Kajabi, Teachable, Thinkific (SaaS platforms):
- Option A: Keep WordPress site as blog/marketing site
- Remove AccessAlly plugin
- Keep WordPress for SEO, content marketing, blog
- Use SaaS platform only for courses/membership
- Link between them
- Option B: Shut down WordPress entirely
- Export final backup of entire site
- Set up 301 redirects (old URLs → new platform URLs)
- Keep redirects active for 6-12 months minimum (SEO)
- Cancel hosting after redirects no longer needed
⚠️ SEO Impact: Shutting down WordPress site loses ALL your SEO value unless you maintain 301 redirects for 12+ months. Many people keep WordPress as marketing site and use SaaS only for course delivery.
Domain & Email Considerations
Domain strategy post-migration:
- If staying on same domain:
- Point domain to new platform
- Update DNS records as required by new platform
- Set up 301 redirects from old course URLs to new ones
- If using new domain:
- Set up 301 redirects from old domain to new
- Keep redirects active for 12+ months (SEO and member bookmarks)
- Update all marketing materials with new domain
- Consider keeping old domain indefinitely for redirects
Email considerations:
- If you used CRM for email marketing, export email lists
- Import to new platform’s email tool (if built-in) or separate ESP
- Update email sender domain if changing platforms
- Reconfigure SPF, DKIM, DMARC records for new sending domain
- Warm up new sending domain slowly to maintain deliverability
Member Communication Post-Migration
30 days after migration:
- Survey members about new platform experience
- Highlight features they may not have discovered
- Address any lingering issues
- Thank them for patience during transition
60 days after migration:
- Final check-in: “Any issues with new platform?”
- Announce any new features/improvements you’ve added
- Close out migration officially
Need Help?
Migration Support Options:
- Professional migration services: Many agencies specialize in course platform migrations ($2,000-$10,000 depending on complexity)
- Platform-specific support: Most destination platforms offer migration assistance (varying levels)
- Freelance help: Hire specialists on Upwork, Fiverr (vet carefully, ask for references)
- AccessAlly support: Can help with data export and understanding current setup
Questions to ask migration professionals:
- How many AccessAlly → [destination] migrations have you completed?
- Can you provide references from past clients?
- What’s included in your service? (data export, import, testing, support?)
- How do you handle active subscriptions?
- What’s your rollback plan if migration fails?
- How long will migration take?
- What do YOU need to do vs. what do THEY do?
- What happens if members report issues post-launch?
💡 Final Thought: Leaving AccessAlly is a major decision with significant time, cost, and risk. Many customers who leave discover the grass isn’t greener – they lose powerful features they didn’t realize they were using. Before migrating, seriously explore whether the alternative solutions (AccessAlly Managed CRM, managed WordPress hosting, additional integrations) would solve your issue at lower cost and risk.
✅ Migration Success Checklist:
- ✅ Thoroughly evaluated alternatives to leaving
- ✅ Calculated TOTAL cost of new platform (including hidden costs)
- ✅ Trialed destination platform for at least 14 days
- ✅ Exported all WordPress content
- ✅ Exported all member data from WordPress
- ✅ Exported all contact/tag data from CRM
- ✅ Exported all order/subscription data from payment gateway
- ✅ Documented all access rules and course structure
- ✅ Selected destination platform that truly meets needs
- ✅ Rebuilt entire course/membership in new platform
- ✅ Imported all members to new platform
- ✅ Tested access for all membership levels
- ✅ Tested purchase and enrollment flows
- ✅ Verified drip content works correctly
- ✅ Handled active subscriptions (migration or continuation strategy)
- ✅ Recruited beta testers and incorporated feedback
- ✅ Communicated migration plan to all members
- ✅ Provided detailed member instructions for new platform
- ✅ Increased support capacity for migration week
- ✅ Successfully migrated with minimal member disruption
- ✅ Monitored closely for 30 days post-migration
- ✅ Canceled old services only after 60+ days of stability
Remember: This is a complex, high-stakes migration. Take your time, plan thoroughly, test extensively, and don’t hesitate to hire professional help if needed. Your members’ experience and your business revenue depend on getting this right.
