Bye Bye GHL - Hello Vega Command

Purpose: Identify only what should move into Vega Command — active assets, useful history, important media, current client data, and anything Sheryl wants preserved.

Do not migrate clutter by default. Mark old tests, duplicate funnels, outdated offers, broken automations, and unnecessary tags so they can be archived or discarded instead of copied into the new system.

MIGRATE
Must exist in Vega Command

ARCHIVE
Keep for reference only

DISCARD
Do not move

REVIEW WITH COLIN
Needs a decision

1. Website & Funnels

Current scope: 1 website / ~54 funnels

For each funnel mark: MIGRATE / ARCHIVE / DISCARD / REVIEW WITH COLIN

Website & Funnel Notes / Special Instructions

2. Products, Offers & Payments

Current scope: ~9 products

Products & Offer Notes / Special Instructions

3. Contacts & Complete Client History

Preserve useful history — not junk records

Suggested contact classifications: Active Client / Past Client / Current Lead / Past Lead / Prospect / Partner / Referral Source / Vendor / Do Not Contact / Duplicate / Delete

Client History Notes / Special Instructions

4. Clean Vega Command Tagging System

Do not blindly import GHL tags

Review current GHL tags and decide what they actually mean. Arslan should map useful tags into a standardized Vega Command naming structure before import.

Category	Examples	Sheryl Review
Lifecycle	Lifecycle - Lead Lifecycle - Client Lifecycle - Past Client	Keep only meaningful lifecycle states.
Service / Program	Service - Coaching Service - Nutrition Service - Fitness	Match current offers.
Lead Source	Source - Website Source - Referral Source - Facebook	Preserve source attribution when known.
Engagement	Engagement - Booked Call Engagement - Form Submitted Engagement - Purchased	Use for meaningful actions only.
Client Status	Client - Active Client - Paused Client - Completed	Keep operationally useful statuses.
Consent	Consent - Email Consent - SMS Consent - Do Not Contact	Preserve compliance status.

Avoid carrying forward messy tags such as vague temporary labels, test tags, old promo tags, or duplicate tags unless there is a clear operational reason.

Tag Mapping Notes / Special Instructions

5. Custom Fields, Forms & Intake

Only fields that support current operations

Forms & Custom Field Notes / Special Instructions

6. Automations & Workflows

Hidden dependencies matter

Automation Notes / Special Instructions

7. Calendars & Booking

Review current client-facing booking paths

Calendar & Booking Notes / Special Instructions

8. Media Library & Files

Preserve originals before GHL access ends

Recommended folders: Brand Media / Marketing Media / Course Media / Client Files / Archive

Media & File Notes / Special Instructions

9. Testimonials, Reviews & Social Proof

Confirm what can still be used publicly

Testimonials & Social Proof Notes

10. Pipelines & Opportunities

Preserve active sales/client movement

Review all pipelines Identify active opportunities Preserve stage/status Preserve opportunity value Preserve owner/assigned person Preserve last activity Preserve next action Merge/remove obsolete pipeline stages

Pipeline Notes / Special Instructions

11. Courses, Memberships & Client Portal

Review delivery content and access

Course / Portal Notes / Special Instructions

12. Email & SMS Templates

Keep reusable communication assets

Email & SMS Notes / Special Instructions

13. Final Review Before Arslan

Sheryl's sign-off

14. Special Instructions / Anything We Missed

Use this section freely