Understand the system before touching the system.

Years of growth had created a migration problem that could not be solved by exporting everything.

Contacts, offers, products, and onboarding automations had accumulated across three Kajabi accounts. Some records existed in more than one account. Others were unsubscribed, bounced, inactive, or tied to customer access that needed to be preserved.

A direct migration would have carried old complexity into the new setup—and could have created compliance, access, and deliverability risks.

I separated what was known from what still needed verification.

Audit coverage

• Contact overlap and subscriber status
• Offer inventory and offer-level triggers
• Welcome sequences and external onboarding dependencies
• Deprecated segments and legacy audiences
• Migration eligibility and verification requirements

The main risk was not volume. It was mixed intent.

The system contained contacts with different relationships to the business: active subscribers, former subscribers, customers requiring access, bounced addresses, legacy imports, and people who existed in more than one account.

I also found duplicate onboarding logic and a high-maintenance architecture built around many offer-level triggers. That meant migration and simplification needed to be treated as separate phases.

Reduce risk first, then reduce complexity.

• Segment records before migration instead of moving the full database
• Verify only contacts who meet the agreed eligibility criteria
• Preserve customer access and required onboarding dependencies
• Keep legacy audiences out of active campaign groups
• Simplify automation entry points only after the migrated system is validated

The result: the client received a prioritized, evidence-based migration path rather than a risky “move everything and clean it later” approach.