Problem-specific checks
The checklist focuses on the real handoff behind this topic so you can inspect what should happen, what happens now, and where the path breaks.
Migration map
Use this map before moving from Keap or Infusionsoft to GoHighLevel so contacts, fields, tags, campaigns, forms, offers, and access paths do not break.
What You Receive
The checklist focuses on the real handoff behind this topic so you can inspect what should happen, what happens now, and where the path breaks.
The form asks for your tools and one plain-language issue. Do not send passwords, API keys, payment details, private exports, or customer records.
The notes help separate a self-check from a deeper audit need, especially when leads, payments, access, reporting, ads, or client delivery are at risk.
Each checklist connects to the related service page, Learning Cave guide, and Systems Audit path so the next step matches the actual problem.
Checklist preview
Request-Fit Decision
LM-KEAP-001
Use this request when Keap or Infusionsoft tags, fields, campaigns, forms, products, payments, access rules, reports, or integrations need to move without breaking customer paths.
Arif maps the old Keap dependency structure into a staged GHL path before import, so active campaigns, access rules, payment logic, and reports are protected.
The buyer learns what must not break, what should migrate, what should retire, what needs testing, and where rollback or phased launch notes are required.
Escalate to a migration plan when live customers, launch deadlines, active campaigns, payments, membership access, reporting, or integrations still depend on Keap.
This is not a fit for a one-time contact export, blind import, or migration request with no automation, access, payment, reporting, or customer-path dependency.
Get the checklist
Share what you are moving from Keap or Infusionsoft into GHL and what must not break. I will route the request to the migration follow-up sequence.
Do not include passwords, API keys, payment details, private contact exports, customer records, or customer lists. A source-system summary and one sanitized risk example is enough.
Checklist FAQ
No. The checklist helps you inspect one problem path yourself. Use the Systems Audit when the issue touches live leads, payments, access, reporting, migration, ads, or more than one tool.
Share the tools involved, what should happen, what happens now, and whether there is a launch, ad spend, client delivery, payment, access, or reporting risk. Do not send passwords, API keys, payment details, private exports, or customer records.
Use the related service page when the checklist shows that the problem is active, customer-facing, or hard to isolate. The service page explains the audit, repair, migration, tracking, or support path for the same issue.
The request is routed by topic so the right checklist and follow-up notes can be sent. If your message shows audit intent, the next reply should point to the relevant audit path or ask one clarifying question.