Marketing Automation Platform Migrations.

67% of marketing automation migrations fail due to poor planning, dirty data, or rushed execution. We make sure yours isn’t one of them

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Planning & Strategy

Some see migrations as just swapping software, but it's a business critical project, and we treat it that way

  • Migration strategy aligned to business objectives
  • Stakeholder alignment across Marketing, Sales, and IT
  • Risk assessment & phased migration planning

Data & Process Preparation

If you migrate poor data, you get poor results. We fix the foundation before we move anything.

  • Data audits, cleansing, deduplication, and compliance checks (GDPR, CASL, CCPA)
  • Data schema mapping across MAP and CRM
  • Process redesign to eliminate inefficiencies before cutover
  • Sales & marketing handoff alignment so nothing slips through

Migration Execution

Meticulous execution that protects your campaigns, customers, and reputation.

  • Asset migration (emails, landing pages, workflows, templates)
  • CRM & system integrations rebuilt and tested
  • Phased cutovers and parallel run periods to prevent downtime
  • Validation and QA at every step

Optimization & Adoption

We don’t just move you over — we make the new platform your growth engine.

  • Lead Scoring frameworks & Lead Lifecycle modeling
  • Multi-touch attribution & ROI reporting setups
  • Re-architected nurture programs and segmentation
  • Training, documentation, and change management for smooth adoption
  • ABM enablement