● Keap → GoHighLevel

Let's set up your migration

This form takes about 10 minutes. Your answers let us migrate your data with zero loss and no surprises. All information is kept confidential.

Section 01

Business Information

This helps us configure your GoHighLevel sub-account correctly from day one.

Business / trading name *

Please enter your business name.

Industry / niche *

Please enter your industry.

Country & timezone *

Please enter your country and timezone.

Primary currency

Website URL

Primary contact email *

Please enter a valid email address.

Primary contact phone

Section 02

Your Contact Database

Tell us the size and current state of your Keap database.

Approximate total contacts in Keap *

Please select a range.

How many would you consider active / current?

Have you already exported contacts from Keap? *

Yes — already done In progress Not yet — you will handle it

Please select an option.

Do you have contacts who have opted out / unsubscribed?

Yes No Not sure

Are you aware of any duplicate contacts?

Yes, there are definitely some Possibly No, the list is clean

Any other notes about your contact database?

Section 03

Tags & Segments

Tags are your most important segmentation tool. List your key tags and what each one means so we can map them correctly in GoHighLevel.

💡 Find your full tag list in Keap under Admin → Tags. Focus on tags that are still active — skip old campaign tags you no longer use.

Tag name (in Keap) What it means / who gets it

Any tags that are outdated or no longer in use? (so we can exclude them)

Section 04

Custom Fields

Custom fields are extra data points you store on contacts beyond name, email, and phone. List every custom field in your Keap account.

💡 Find these in Keap under Admin → Custom Fields. Include the field name, data type, and an example of what it holds.

Field name Type Example value

Section 05

Active Campaigns & Automations

We need to know exactly which campaigns are currently running so no contacts fall through the cracks during migration.

⚠️ Important: Do not pause or cancel any active Keap campaigns until we confirm your GoHighLevel workflows are ready to replace them.

Campaign name What triggers it Approx. contacts Active?

Any campaigns you want to keep exactly as-is vs. ones we can improve?

Section 06

Pipelines & Sales Stages

List your current pipeline(s) in Keap and all the stages within each. We will recreate these exactly in GoHighLevel.

Pipeline name Stages in order (comma-separated)

Do you have active deals / opportunities in Keap you need migrated?

Yes — migrate all active deals Yes — only recent deals (last 90 days) No — we will start fresh in GHL

Section 07

Integrations & Third-Party Tools

List any tools currently connected to Keap. We will identify GoHighLevel-native replacements for each.

Tool / integration What it does Priority

How will you give us access to your Keap account?

Add us as a staff user with admin access (recommended) Share login credentials securely I will do the export myself and send you the files

Do you have two-factor authentication (2FA) enabled on Keap?

Yes No Not sure

Section 08

Priorities & Go-Live

The last few questions — then you are done.

What matters most to you in this migration? (select all that apply)

No loss of contact data No disruption to active email sequences SMS automation working from day one Pipeline and deal data transferred Email templates matching exactly Training on how to use GoHighLevel after migration

Is there anything specific you are worried about losing or breaking?

What is your ideal go-live date?

Anything else we should know before starting?

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You're all set!

Your intake form has been received. We'll review your answers and send you a migration plan within 1 business day.