🚀 Case Study: All-in-One Platform Migration from MemberVault, Keap, Leadpages to GHL

📝Client Details

Client Type: Digital Business (Courses + Lead Gen) in the Health and Wellness Space
Role: Lead Tech (under Agency)
Timeline: 2 months
Tools Involved: GHL (GoHighLevel), MemberVault, Keap, Leadpages, Squarespace, Multiple WordPress sites, Stripe (direct checkout), Samcart


🔎 The Challenge

The client was running a multi-platform tech stack that had grown increasingly complex and difficult to manage:

    • MemberVault for main course delivery and digital product hosting
    • Keap (Infusionsoft) for CRM, automations, and email
    • Leadpages for opt-ins, landing pages, and sales pages
    • Multiple payment processors
    • Squarespace for a membership (website, checkout, content delivery)
    • WordPress for podcast and several program-specific websites
    • Thrive Quiz (wordpress) for weighted quiz

This setup led to:

    • High monthly software costs
    • Fragmented customer data
    • Inconsistent user experience
    • Limited automation and reporting capabilities

The goal was to consolidate everything into a single streamlined platform using GoHighLevel (GHL) without losing existing data, functionality, or customer experience.


🛠️ The Solution

As the Lead Tech and Implementor, I led a comprehensive migration and system rebuild across platforms:

✅ 1. Custom Weighted Quiz

  • Recreated a custom weighted quiz funnel (35 questions, 12 archetypes involving different weight per question, 5-point grading per question) inside GHL (total of 11 workflows for the questions and computations alone), previously hosted on WordPress using Thrive Quiz
  • Ensured accurate scoring logic and seamless CRM tagging (moved out of Keap to GHL)
  • Connected quiz results to segmented email automation
 

✅2. Data & CRM Migration

  • Migrated 30,000+ contacts from Keap to GHL
  • Recreated, mapped and cleaned up automations, workflows, tags, and email sequences
  • Warmed up a new custom sending domain to preserve deliverability and reputation

✅ 3. Course & Membership Rebuild

  • Rebuilt all courses and membership areas inside GHL, including their corresponding checkout and/or opt-in pages
  • Recreated custom onboarding and drip sequences
  • Ensured access levels and user roles were properly mapped from MemberVault

✅ 4. Funnels & Sales Systems

  • Recreated multiple high-converting lead magnets and sales pages from Leadpages inside GHL
  • Rebuilt checkout flows with upsells, downsells, and order bumps
  • Integrated payment gateways, confirmation pages, and email receipts

✅ 5. Domains & Deliverability

  • Set up and warmed a dedicated sending domain
  • Configured DKIM, SPF, DMARC records for improved email deliverability
  • Built automated list hygiene flows to segment and maintain list health


🧱 Upcoming Phase

    • Migration of Squarespace Membership
    • Possibly moving over multiple WordPress websites, including several program-specific websites and a podcast
    • SEO audit and redirect strategy to preserve traffic
    • Full analytics and tracking system rebuild using GHL + GA4


📈 Results So Far

    • 36% email open rate (overall, across all published workflows and campaigns) with newly warmed-up GHL sending domain
    • Unified client view and automation system = faster campaign execution
    • Reduced platform costs from $998 to $97 monthly
    • Increased engagement from better-segmented workflows
    • Smooth student/course migration with no login issues or data loss


💡 Tech Highlights

    • Custom field mapping + tag syncing and clean-up
    • Dynamic quiz logic using GHL forms
    • Migration QA process (checklist, cross-platform testing, rollback plans)
    • Deliverability ramp-up strategy over 8 weeks

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