Keap CRM Cleanup Audit
Audit Keap tags, fields, lists, campaigns, and cleanup risks with a prioritized action plan.
CRM cleanup guide
CRM Tag Cleanup Before Migration
Clean up CRM tags and custom fields before migration so old automation clutter does not become new GoHighLevel clutter.
Do not delete tags first
- Start by documenting what each tag controls.
- Check campaigns, reports, access rules, payments, forms, and integrations before cleanup.
- Mark tags as keep, merge, archive, or investigate.
Group tags by business meaning
- Separate source, interest, purchase, access, lifecycle, campaign, support, and legacy tags.
- Identify duplicate names that mean different things.
- Find tags that are still used by live workflows.
Create a migration-safe map
- Map every required tag and field to its future system location.
- Keep owner notes for uncertain or risky fields.
- Use a spreadsheet before importing into a new CRM.
Choose the next gig
- Use KEAP-021 for Keap CRM cleanup audit.
- Use KEAP-022 for tag and custom field mapping.
- Use MIG-041 for migration spreadsheet work.
- Use MIG-045 for post-migration launch audit.
Fixed-scope next steps
Related gigs for this problem.
Keap Tag And Custom Field Map
Create a tag and custom-field map for cleanup, migration, reporting, or campaign repair.
CRM Tag And Field Migration Spreadsheet
Create a migration spreadsheet mapping tags, custom fields, segments, and notes between two systems.
Post-Migration Launch Audit
Audit a recently migrated CRM/funnel/course path for broken forms, tags, workflows, access, and follow-up.