ConvertKit Migration

Let’s take that beautiful blank slate and make the most of it.

I’ll work with you to figure out how best to move your existing funnels, automations, rules, email sequences, and integrations with other platforms over to ConvertKit.

We’ll assess your current client experience and optimize your systems as we move everything over (didn’t have naming conventions before? Prepare for bliss.)

Included in my standard migration package: ​

  • A review of your current setup to determine how best to optimize and structure your ConvertKit automations and rules
  • Set-up of automations and rules (aka workflows)
  • Set-up of sequences— I’ll make sure your subscribers pick up where they left off in their current email sequences (it only takes a little magic)
  • Transfer of tags and segments
  • Standardized naming conventions
  • Integration with 3rd party platforms (more on that here)
  • Transfer of opt-ins and forms you may already have with your current ESP
  • Complete subscriber import (up to 5,000 subscribers)
  • A recorded video walkthrough of your ConvertKit setup
  • An archive of all of your reports and metrics from your previous ESP, including archives of your emails
  • 2 weeks of follow-up support

Migrations start at $1800, with custom quotes provided after scope of project has been determined.

If you’re ready to make it all shiny and brand new, click the button below to let me know a little more about your business and book a session with me.


Already on ConvertKit, but the engine isn’t exactly purring?

Whether you’re new to setting up automations in general, have some automations that don’t seem to trigger quite right, or just don’t have the time to set them up, I’ve got my wrench handy.

Abandoned cart? New member signed up for your subscription based community? Someone opted-in to download a worksheet? Got subscribers stuck in your funnels with nowhere to go? Got tons of different apps running around all over the place? 

Feel like you’re running around all over the place trying to reign it all in?

Included in my automation package: ​

  • A 60 minute consultation session to hone in on your goals and vision in order to optimize your subscribers’ experience (and your own experience with ConvertKit)
  • A review of your current setup to see what’s working (and what’s not)
  • Integration with 3rd party platforms (more on that here)
  • Automation and funnel strategization and set-up
  • Tagging and segmentation set-up
  • Standardized naming conventions
  • A recorded video walkthrough of your ConvertKit setup
  • 1 week of follow-up support

Automation services start at $300, with custom quotes provided after scope of project has been determined.

Ready to Make It Work? Get in touch using the button below and tell me about what you’re working on.

Just a little help

If you’ve mostly figured things out but need some help finishing up, need an extra pair of eyes on an automation, some cleaning up, or some troubleshooting, book a one-on-one consultation with me and we’ll Make It Work!

Available services:

  • Troubleshooting automations or rules that aren’t quite triggering the way you’d hoped they would
  • Liquid code implementation
  • Integrating other apps with ConvertKit (more on that here)
  • Account cleanup + standardization of naming conventions for existing tags, automations, and sequences
  • How-to session via Zoom + a recording 

$40 per hour


If you run an online community, teach online courses, run a blog or an online business, you know that there’s a lot to wrangle out here in the wild web.

When someone buys your course or opts in for a freebie, you want to know that you’ll be able to deliver it seamlessly. You want to generate leads, get them into the right funnel, and let your products sell themselves. By integrating and automating services you already use, you’ll be able to spend more time creating (and less time focusing on email marketing).

Here's a nonexhaustive list of tools I can help you integrate:








Deadline Funnel





For a complete list of integrations that ConvertKit offersclick here.