ConvertKit Migration If you haven’t already signed up for ConvertKit, you may sign up for a free 30-day trial via my affiliate link. If you’d like to chat first before filling out the form, you may contact me here. Name* First Last Email Address*If you signed up for CK through my affiliate link, be sure to enter that email so I can properly provide a discount on your invoice.Website* Primary website ConvertKit forms need to be installed onHow many subscribers are you migrating?*Just a rough estimateForms / Landing Pages / IntegratrionsEnter each form, landing page, or other integration that will need to be migrated to use ConvertKit. URLs can be helpful too. Example: Footer form (all pages) Sidebar form (blog pages) Contact Form optional subscribe Forms/Landing Pages/Integrations and URLS*One form/URL per line. Do you have any custom/conditional forms?Please provide details here if you have any forms that require a dropdown select or additional fields beyond first name and email address. Lists / Tags / Groups / SegementsTerminology: In MailChimp and Aweber you have lists. In Infusionsoft and Ontraport you have tags, groups, or saved searches. Let me know what doesn''t need to be brought over to ConvertKit. It could be a duplicate of something or anything outdated (old event, old webinar). List what isn't needed here:Sequences and Auto-respondersDo you have sequences or automated emails? Example: Welcome Series How to Print Digital Download How Sequences Connect to Forms: I need to know which forms connect to which sequences. Example: [Welcome Series] connects to [Footer form] and [Sidebar form] [How to Print Digital Download] connects to [Purchase] [Contact Form] optionally allows user to subscribe to [Welcome series] List your existing email sequences and which forms they connect to*one per lineAccount AccessIn order to successfully create the migrate, I will need access to #allthethings. Common Logins: Current Email Marketing Service (MailChimp/Infusionsoft/Aweber) ConvertKit Website (WordPress) LeadPages Form Plugins (SumoMe, Bloom) Please create me an administrator account for your WordPress website. All other logins should be shared with me via LastPass. Feel free to wait until after contract signing to share passwords. I understand how to provide account access If you don't understand, please email me and we'll get everything sorted out 🙂Current Email Service Provider Billing Date MM DD YYYY When is the next billing cycle for your current email provider? I will do my best to complete the migration prior to your next billing cycle, but you should except one month of overlap (which isn't a big deal with my 30-day free trial link above, right? ;). An estimated completion date will be provided to you after you complete this form if one hasn't been already. Anything else I should know about?If there's anything you feel isn't covered in the above questions, please detail that information above. Would you like the latest updates about Melisa Thorpe directly in your mailbox? Yes! I'd like to sign up for Melissa's mailing list!