Scoping call
Book your scoping call.
A 30-minute call with Christopher. We look at what you run, and set your price once we've seen it.
30 minutes. You leave with a written plan, a fixed price and a timeline built around your calendar, whether or not you hire us.
We take on two or three migrations a month.
Christopher HarrisFounder, Simple Automations. You work with him directly.
Book your scoping call
Your name and email, then pick a time.
1 · Name and email2 · Pick a time3 · A few questions
30 minutes. You leave with a written plan, a fixed price and a timeline built around your calendar, whether or not you hire us.
Calls are 30 minutes and start on the hour.
We take on two or three migrations a month.
What you leave the call with
A written plan, yours to keep.
30 minutes. You leave with a written plan, a fixed price and a timeline built around your calendar, whether or not you hire us.
Use it to hold every other quote up against.
Your written planSample
The first move
- Your Client Experience Canvas
- Every contact, tags and unsubscribes included
- Your email templates
- Every sign-up form, everywhere
- A bridge while both systems run
Next pieces, each its own small project
- How you get leads
- How you follow up
- How you sell
Not included
- Saved cards and payment plans already running
- Old conversation history, unless priced in
- New strategy or new copy · platform fees
Your priceFixed, before you commit
A sample of the layout, not a client's plan. Yours is written after your scoping call.
Questions
Questions owners ask.
What does it cost?
Migrations start at $5,000. Each module after the first move is $4,250, and a typical full move runs $10,000 to $15,000. Every business runs on something different, so we set your price after a scoping call, once we've seen what you run.
Will my business go down during the move?
No. Both systems run side by side. Your old system keeps working while new sign-ups bridge over, and nothing switches until it's tested.
What if something breaks?
Nothing switches until it's tested. Each piece is tested before your business runs on it. Think of it as new construction next to the old building: you keep working in the old one until the new one is ready.
How long does it take?
The first move gets you working on HighLevel fast, with everything set up the way it works today. After that, each piece is its own small project. What moves first, and what can wait, is set on the scoping call.
What do I have to do?
Book a scoping call and answer a few questions about your setup. Together we map how a person moves through your business, from first sign-up to paying client. Then you hand it over and let us do it, and your team learns HighLevel as it arrives.
What isn't included?
Saved card details and payment plans already running, your old conversation history and attachments (unless we price them in), new strategy or new copy, and the platforms' own fees, including HighLevel's. We go through all of it on the scoping call, so nothing is a surprise.