GoHighLevel's Sub-Account Transfer Feature

GoHighLevel has introduced a feature that allows agencies to transfer sub-accounts. This is particularly useful when an agency like Progreda acquires another GoHighLevel agency and needs to migrate all the sub-accounts from the acquired agency into Progreda.

Progreda's Sub-Account Transfer Policy

Acquisitions and Mergers: Progreda will only perform sub-account transfers in the context of an acquisition or merger. This means that all or an agreed-upon number of sub-accounts will be transferred to Progreda when Progreda is the acquiring agency. Such transfers will only take place when Progreda has reached an agreement with another GoHighLevel agency for a full or partial acquisition of their agency, making Progreda the receiving agency of the sub-account transfer.

No One-Time Transfers: To ensure the highest level of service and functionality for our customers, Progreda does not process one-time sub-account transfer requests out of Progreda. The complexity involved in transferring elements such as phone numbers and conversation histories often results in disruptions and potential malfunctions. Although many customers may be willing to take on the risks associated with such transfers, Progreda does not offer transfers out of Progreda under any circumstances. Therefore, if customers choose to leave Progreda, they will need to rebuild all assets in the new agency's environment to maintain optimal performance and service continuity. This policy is in place to protect our customers from the issues that can arise during such complex transfers.

Steps to Transition out of Progreda: To assist in your transition, here are some steps you can take to simplify your transfer: Start by thoroughly documenting your existing assets, and taking detailed notes on the structure and functionality of your websites, funnels, automations, and workflows. Use screenshots, flowcharts, and written descriptions to capture all important details. Utilize any available export features within Account Admin Permissions in Progreda to save your data, including contact lists and any other data that can be manually exported. Look for templates in your new platform that closely match your current setups, as many platforms offer pre-built templates that can save you time and effort during the transition. Recreate your assets step-by-step in the new environment, beginning with the most critical elements and building out from there to ensure everything functions correctly. Utilize the support resources available on your new platform, such as tutorials, user guides, and customer support services, to assist you with the transition. Consider hiring a professional or consultant who specializes in the new platform, as their expertise can streamline the transition and help ensure your new setup is optimized. Thoroughly test all recreated assets to ensure they work as intended in the new environment, running through all automations, checking website functionality, and verifying workflows. Keep backups of your recreated assets and any important data during the transition period to provide a safety net in case you need to revert to an earlier version. Finally, ensure your team is trained on the new platform to help them adapt quickly and maintain productivity.

Commitment to Customer Satisfaction and Retention

At Progreda, we are committed to providing exceptional service and support to our customers. However, if transferring out of Progreda is the only option for you, we want to express our sincere appreciation for your trust and business during the time we were able to serve you. Your satisfaction and feedback is important to us, and we value the opportunity to have been a part of your success.

If you decide to stay at Progeda, we are committed to your continued success and dedicated to ensuring your satisfaction. We are dedicated to delivering exceptional service and support to our customers. If there is anything we can do to have you stay at Progreda, please let us know by emailing [email protected], and we will make every effort to accommodate your needs and support your continued partnership with us.