Migration Guide

Transition from manual sequence enrollment to fully automated workflows with AutoSeq.

Pre-Migration Preparation

1. Audit Current Process

Document your current manual enrollment process:

  • Which sequences are you manually enrolling to?
  • What triggers enrollment? (form submission, deal stage, etc.)
  • Who does the manual enrollment?
  • How many enrollments per week?

2. Identify Automation Opportunities

Best candidates for automation:

  • High-volume (>10 per week)
  • Consistent trigger (same form, same deal stage)
  • Time-sensitive (need fast follow-up)

Migration Steps

Step 1: Connect AutoSeq

  1. Sign up for AutoSeq
  2. Connect HubSpot
  3. Sync data (sequences and users)

Step 2: Start with One Workflow

Don't migrate everything at once. Pick your highest-volume use case:

  1. Create workflow in HubSpot
  2. Add AutoSeq action
  3. Configure with existing sequence
  4. Test with yourself
  5. Activate for real traffic

Step 3: Run in Parallel

For first 2 weeks:

  • Let AutoSeq handle new enrollments
  • Monitor execution analytics daily
  • Keep manual backup process just in case
  • Compare volume: manual vs automated

Step 4: Migrate Additional Workflows

Once confident with first workflow:

  1. Add next highest-volume use case
  2. Repeat testing process
  3. Gradually migrate all manual processes

Step 5: Deprecate Manual Process

After 30 days of successful automation:

  • Document all workflows in AutoSeq
  • Train team on monitoring analytics
  • Disable manual enrollment processes

Recommended Migration Timeline

  • Week 1: Setup and first workflow
  • Week 2-3: Monitor and optimize
  • Week 4-6: Add remaining workflows
  • Week 7-8: Full automation, deprecate manual

Common Migration Challenges

Team Resistance to Automation

Solution: Show time saved. Track hours spent on manual enrollment before/after.

Handling Edge Cases

Solution: Keep manual process for VIP/complex cases. Automate the 80% high-volume use cases.

Measuring Migration Success

Track these metrics:

  • Time saved per week (hours no longer spent manually enrolling)
  • Enrollment speed improvement (minutes to enroll vs instant)
  • Volume increase (can now handle more leads)
  • Error reduction (fewer missed enrollments)