Service
ESP Migrations
An ESP migration is a production change, not a vendor switch. I move the logic that actually matters, preserve the sends that drive revenue, and cut over in phases so the team does not lose visibility or control.
01 What this fixes
The pain teams call about.
The new ESP contract is signed, but nobody owns migration detail.
Old flows are undocumented and risky to recreate from screenshots.
List hygiene, consent, suppression, and deliverability rules live in too many places.
Teams underestimate QA and discover broken triggers after launch.
02 Deliverables
What gets shipped.
- 01Current-state inventory of workflows, lists, segments, tags, templates, and integrations.
- 02Migration plan with cutover phases, risk flags, and owner map.
- 03Rebuilt automations, templates, suppression logic, and reports in the destination ESP.
- 04QA checklist, launch watch, and rollback notes.
03 Methodology
How I approach this work.
I inventory behavior before rebuilding assets. Pretty templates do not matter if triggers are wrong.
The migration is split into low-risk cutovers, usually starting with dormant or low-volume sends.
When revenue programs move, I run launch watch until the system proves itself.
Most fit a Standard Build or Platform Build engagement, with a 6-12 weeks build window depending on account complexity and team access. Start with the related tool if you want a quick read on whether the problem is worth scoping.
04 FAQ
Common questions.
Do you migrate templates too?
Yes, if they matter to the migration. I usually simplify the template system while moving it.
How do you avoid broken sends?
By inventorying triggers, rebuilding with test users, staging cutovers, and watching production after launch.
Can you help pick the destination ESP?
Yes. I can help evaluate fit, but the real value is making sure the chosen platform is configured correctly.
What is the biggest migration risk?
Undocumented logic. The fix is not guessing. The fix is tracing what fires today before rebuilding it.
Think your lifecycle is leaking?
Book a 30-minute call. One-page scope inside a week if there’s a fit. Clear no if there isn’t.