I have a prospect that inquired about our white label account. Come to find out they are currently on another white label account that they are not happy with the customer service and they want to move. How would we help them with this? Would they have to ask their current vendor to create a snapshot? Or can they do that?
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The original post in the GoHighLevel Official Facebook group expresses a concern about a prospect who is currently on another white label account and is unhappy with the customer service. The individual seeks guidance on how to assist this prospect in migrating their account to GoHighLevel. They inquire about the possibility of the prospect's current vendor creating a snapshot or if the prospect can handle this process themselves.
In relation to GoHighLevel software, assisting clients with migrating from their current white label account is indeed possible. However, the specific steps and requirements may vary depending on the prospect's current vendor and their platform capabilities. While GoHighLevel does not provide a standardized method for migrating accounts, there are general procedures that can be followed.
It is typically recommended that the prospect asks their current vendor to create a snapshot of their account, including relevant data such as contacts and campaigns. This snapshot can then be imported into GoHighLevel's platform to ensure a smooth transition. However, it's important to note that the feasibility of this process heavily relies on the cooperation and capabilities of the prospect's current vendor.
For further insights and up-to-date responses on this specific topic, it is recommended to read the comments below this article or check the source link provided. This will provide valuable information from other GoHighLevel users who may have experienced similar situations and can offer additional guidance and solutions.
Source
They should read the TOS of the current provider to see what the policy on leaving is
https://help.gohighlevel.com/support/solutions/articles/48001207259-sub-account-transfer-faqs