Table of Contents

• Preparation for Migration
• Data Migration
• Rebuilding Community and Courses
• Rebuilding Events and Automations
• Testing and Validation
• Team Training and Transition
• Decommissioning Skool

Preparation for Migration

Step 1: Review Current Skool Setup

• Identify Key Assets: Catalog all essential elements, including community members, courses, content, events, and automation workflows currently used within Skool.
• Assess Data Volume: Determine the size and complexity of the data to be migrated, including the number of courses, members, and community posts.

Step 2: Define Migration Objectives

• Set Clear Goals: Define the primary reasons for migrating to HighLevel, such as better CRM integration, advanced marketing automation, or a more unified platform.
• Prioritize Features: Identify the critical components for migration, focusing on community engagement, course content, and member management.

Step 3: Prepare Backup

• Export Data from Skool: Export all relevant data (members list, courses, community content) from Skool as CSV files or other applicable formats.
• Backup Documentation: Securely store all exported files and related documentation to ensure data safety before starting the migration process.

Data Migration

Step 1: Export Data from Skool

• Export Members: Export the member list as a CSV file, including names, emails, and any custom fields.
• Export Courses: Download course content including video links, descriptions, and resources.
• Export Community Content: Manually copy or export key community posts and pinned content.

Step 2: Import Data into HighLevel

• Import Members: Upload the CSV in HighLevel’s Contacts > Import Contacts section, mapping fields correctly.
• Recreate Courses: Set up new courses with the exported content, including videos and resources.
• Rebuild Community Content: Use HighLevel’s community tools to recreate posts and discussions, and use Featured Posts to highlight key content.

Rebuilding Community and Courses

Step 1: Set Up Community Channels in HighLevel

• Create Channels: Set up new channels to mirror those in Skool, customizing privacy and access settings.
• Invite Members: Use email or invite links to onboard community members through HighLevel’s Contacts section.

Step 2: Recreate and Organize Courses

• Set Up Course Structure: Use sections and modules in HighLevel to mirror Skool’s structure and upload course content.
• Assign Course Access: Restrict access based on user permissions to replicate Skool’s course access settings.

Step 3: Manage Member Roles and Permissions

• Assign Roles: Set Admin, Moderator, or Contributor roles for members to preserve community hierarchy.
• Set Up Member Permissions: Define channel and course access according to roles assigned.

Rebuilding Events and Automations

Step 1: Recreate Events in HighLevel

• Set Up Event Calendar: Use HighLevel’s calendar to re-add events and invite relevant members.
• Configure Event Notifications: Set up automated reminders via email/SMS using HighLevel’s tools.

Step 2: Rebuild Automation Workflows

• Create Automation Flows: Rebuild workflows like welcome messages and reminders in HighLevel’s Automation > Workflows section.
• Test Automations: Run tests to verify functionality and adjust as needed.

Testing and Validation

Step 1: Test Community and Course Functionality

• Perform End-to-End Testing: Simulate typical user actions to ensure everything works smoothly.
• Validate Data Integrity: Double-check all imported data for accuracy and completeness.

Step 2: Validate Event and Automation Setups

• Run Test Scenarios: Confirm correct behavior of each event and automation.
• Verify Communication Channels: Ensure emails and SMS messages trigger and send properly.

Team Training and Transition

Step 1: Train Team Members

• HighLevel Training: Conduct onboarding sessions to train the team on managing community, courses, and automations.
• Provide Documentation: Share SOPs and user guides tailored to HighLevel’s platform.

Step 2: Monitor and Optimize

• Monitor System Performance: Review engagement and automation performance metrics.
• Optimize Workflows: Refine based on team feedback and user interaction trends.

Decommissioning Skool

Step 1: Transition Period

• Run Systems in Parallel: Use both platforms temporarily for a smooth changeover.
• Phase Out Skool: Gradually reduce usage as members fully adopt HighLevel.

Step 2: Cancel Skool Subscription

• Final Backup: Ensure all essential data is backed up before cancellation.
• Official Cancellation: Follow Skool’s procedures to cancel the subscription.

Step 3: Post-Migration Review

• Review Success: Evaluate the migration, noting any challenges for future planning.
• Ongoing Monitoring: Continue refining the HighLevel setup post-migration.

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