Amy Porterfield's team moved from Keap to HubSpot with Lynton

The Customer

Amy Porterfield teaches online marketing and sells digital courses, among them List Builders Society and Digital Course Academy. Her team ran its marketing on Keap, formerly Infusionsoft, with a full list of 586,671 contacts, of which 236,039 were marketable by email. Around Keap sat the tools that run a course business: EasyWebinar, Spiffy for purchases, Kajabi, Searchie, Vimeo, Sakari and a WordPress site.

In January 2023 the team engaged Lynton for a custom HubSpot onboarding and a migration of contacts, tags, custom properties and campaign automations out of Keap.

The Challenge

The team’s questions at the start set the brief. They wanted to know what “complete” meant for the sync, how to time the switch so no contact, action or order was dropped between the two systems, and how to be sure nobody received the same email twice. They asked how HubSpot would treat engagement status on a list that size, what the rules were for sending to the full list, and how to start sending from a dedicated IP.

Behind those questions was a set of course funnels, built up in Keap, that had to keep working after the move.

The Solution

The onboarding ran as a kickoff and eight training calls, from migration planning and segmentation through email marketing, lead scoring and paid traffic to user training, ending with a handoff to HubSpot’s customer success team.

The Keap migration carried every contact, every contact custom property and a chosen list of tags into HubSpot Marketing Hub. We audited HubSpot against Keap, and audited the Keap workflows, before rebuilding the campaign automations as HubSpot workflows in three parts. One campaign alone, Surveys and Testimonials, ran to roughly 45 emails.

For lead management we built a deal pipeline for each offer: Book, Subscribed, List Builders Society, Systems That Scale, Digital Course Academy, The Entrepreneur Experience and Momentum. Each has Lead, MQL, Opportunity and Customer stages, with automations that create and move deals as a contact progresses. Purchase automation ties into the Spiffy integration, so a List Builders Society purchase can move that deal to Customer without anyone touching it. The team chose to build out lead scoring themselves after a strategy call with us.

We built a re-engagement campaign for the migrated list and set up the Online Business Starter Suite: four lead-magnet forms, each wired to a thank-you page, a list of submissions and an auto-response email that delivers the guide. A small workflow turns EasyWebinar’s text dates into a webinar date timestamp the follow-up can branch on.

Reporting dashboards cover forms, Keap email status, registrations, Spiffy order amounts and pay mode, new versus existing customers, and ads versus organic. We finished with SOP documentation, a data import video, the Keap tag list, and an index of every recording from the engagement.

What They Got

The team now has its list, its funnels and its purchase automation in HubSpot. Each offer has a pipeline that shows where every contact stands, purchases move deals forward without manual work, and the dashboards put forms, registrations and orders in one place. The work is documented in writing and on video for the people who run it day to day.

Wrapping Up

The standard on this job was that a migration carries the automations as well as the records. A course business leaving Keap keeps its funnels, and the people running them get trained on the new platform before the handoff.

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