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Free download: ‘Marketing Automation & CRM Platform Migration Checklist’

by | Last Updated: Dec 5, 2024 | Data management, HubSpot, Pardot | MCAE | Marketing Cloud Account Engagement, Resources, Salesforce

Download our free 'Marketing Automation & CRM Platform Migration Checklist' Google Sheet!

Download our free 'Marketing Automation & CRM Platform Migration Checklist' Google Sheet as a valuable resource to give you some things to consider before making the jump, and a simple way to manage your progress during migration.

Feel free to "Make a copy" to make it your own to help you through your next platform migration.

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Ask about access to our Migration Asset Tracker that greatly helps platform migrations!

(available in Airtable and Google Sheets)

Airtable version

Google Sheets version

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Jeff Kemp
Author | Certified Consultant | Owner

Technology Consultant | Marketing Automation & CRM Consultant

hire Jeff Kemp | Marketing Automation & CRM Consultant

Working as an independent consultant under my company Optimal Business Consulting, I can advise on your tech stack selection and optimize your processes and platforms for improved marketing & sales effectiveness, operations, and ROI.

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Brief intro about Jeff Kemp (Owner) - Watch Video:

I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.

With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation & CRM optimization for over 10 years, eight of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional high profile roles in sales and marketing management.

I've led over 50 client consulting engagements in various industries (sometimes working through other Salesforce Partners), and with each organization and project that I'm involved with I work hard to identify and solve sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems, and architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.

I also love dogs :0)

Optimal Business Consulting is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC

My superpowers:

⚡Operational Efficiency ⚡Knowledge ⚡Experience ⚡Business Acumen ⚡Versatility ⚡ Perseverance

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