Hi, everyone. So this is the second part of HubSpot to market market to migration, where we discuss, like what specific questions like needs to be addressed once you are like up approaching this migration or you are like executing that. What are some questions which you can take in considerations? What are like some of the tracking process aspects that you can take into consideration and can navigate this migration smoothly? Yeah. If you haven't checked the first part of the migration, in that part, I specifically discussed with regards to, like, how do I set up the tone and what are, like, some of the important factors to, like, take into consideration before even starting this migration. So I call that as, again, more like a pre discovery phase. In this particular video, we will be focusing more the discovery phase. So let's discuss that. So I will be sharing like a Miro board where I have listed like these other discovery steps, and then I'll be sharing some of the graphical images based on that. And I will tell you like how I approach this migration. Okay. So I have a Miro board over here. So inside this Miro board, I have listed out like all those process and like how to list out, but I will be like specifically talking about like a discovery process over here. If I have to break down discovery process, there has to be like four, like a major process. So the first and the foremost is confirm which process needs to be migrated. So if I am like like in approaching this as like a consultant and I have like a client in front of me, this is the very fundamental question which I need to ask them. Which process needs to be migrated? Which are these are the processes that this needs to be migrated? Some partners comes and say to me, like, we need all those process. We need, like, an entire platform migration. Okay. That's a good thing. That is like an in core requirement. And, like, our partners, we accept that requirement. But the way we approach it is like a little different. If if a client comes in and say to me, okay, these are the specific process we need to migrate, that's good. But if some, like, request is like a random, we need to, like, structure that. Next step is, like, confirm one on one process mapping. In my previous video, I talked about HubSpot and migration are like, HubSpot and Marketo are very different platform. So the way, like, a Marketo works, HubSpot doesn't work in that way, but, like, functionality of Marketo can be configured inside HubSpot, but, like, those are very different functionality. And the way of that configurations are like and now once I've done that, like, what I need to do is I need to, like, align with the partner and say, okay. So this is, like, how we are going to approach it. These are how the configuration step needs to be completed. And then the last and foremost step would be like a timeline configuration. Migration is like a type timelines kind of a thing because we are we plan to shut down this platform and then start with them running on another platform. So the timelines are, like, like, a really important thing, and I can share you briefly how you can confirm, like, plan those timelines. So let's start with, like, the process to be migrated. Okay. So, again, like, very general kind of request. So this is how I approach it. So if I have to talk about, like, a marketing operations process, there are, like, three categories or, like, three pillars, uh, where I can just, like, replace something like that, or I can just categorize those. So let's talk about the technology and data map. What does it, like, contain? It contains how my marketing operation is like an architect right now and how I that want like, how my marketer is architected and how I want my HubSpot to be architected. Specifically, about GDPRs and cookies management, very important thing for us, like, marketers. We cannot there can be some serious legal consequences. So always take needs to be taken into consideration. And then in regards to the data management, how my properties are mapped out, how my objects are, like, mapped out, those type of consideration. And then talking about, like, in campaigns operations, again, this is, like, one of the bread and butter of, like, in Marketo. And, like, how we, like, plan inside that, how we manage our assets, how we manage the campaign channels, how we do, like, in campaign report insights, and how this needs to be done inside HubSpot. So there's a better way of doing that inside HubSpot, and then it can be aligned with those business goals. Now the third thing is, it might not be, like, applicable to all of you which are, like, like, migrating from marketer, but, like a lot of like marketers, what they do is like they manage the leads. They like to take those incoming leads. They maybe nurture those or score those and then they can hand off to the sales team. And then there's a most probably a chance like a Marketo is integrated with Salesforce or maybe like an HubSpot, like a Microsoft Dynamics. So considering those factors will be like taken into consideration. Okay. So client says, okay, I need to now I can come up with this very specific questions. Okay. These are the these are like in categories of process. Let's ask like those specific questions. Now what you can do is there are, like, processes. Let's divide those into, like, sub process. So we are, like, talking about campaign operations. What are the various, like, campaign channels which you manage? How do you manage your email strategy? How do you manage your webinars, like, through management? So I don't know that. But, like, my partner knows that they have been, like, working on those aspects for a long term. So they can help me answer those questions, but if I want their help, I should be able to answer at least ask those questions, and then I can, like, get the answers. And then I can, like, subsequently designs that. It's, like, an option. That is, like, the whole purpose of this kind of, like, an exercise. Now let's see, like, how this is structured inside, like, a Google Sheets. Okay. So I have all those questions. How are your marketing campaigns currently planned, scheduled, and approved? This is this was happening inside HubSpot. Now how is it supposed to happen inside, like, HubSpot? This was happening inside marketer, like, how it's supposed to be inside HubSpot. So, like, HubSpot, again, we have specifically getting campaign features and we can do that in the end of the month. But first, we need to understand how they were working and how they want it. This will help you to understand the clear feature. Okay. So this was, again, a high level overview of the first step which we discussed. Now let's come to the second step. So the second step is, okay, we have discussed all those process. Now let's confirm the one on one process mapping. So I have, like, a basic process mapping, which is basically okay. So these two platforms are, like, like, very different, but there are, like, some specificity or, like, the way the feature was managed over here, that's what we'll manage differently. Okay. So we have inside campaign operations. We manage those inside, like, a program. And the program has, like, a various program types or we can say, if I want to navigate inside, like, Makutov, how would I find that? So I need to look into specific program names and find that. And then once I've done that, the one on one mapping would be those can be like used inside campaigns. So there has been like a very specific discussion. So I won't go into details. It's like the programs and campaigns don't map one on one. You need like custom objects. But yes, very simple in a very simple way if we have to like configure that. Yes. They're, like, in programs can be, like, mapped one on one through the campaigns. But, yes, there are, like, some limitations. And if there are, like, limitations, that can be, like, addressed, like, in custom object, but that would be, like, a very separate video. Uh, I will not cover in this video. So that is how I would do. So I have, like, in those categories in the various process, like, in campaign operations or, like, cookies management. So if I'm talking about, like, in cookies management, there's, like, a separate program which kind of, like, denotes for the cookie. But if I have to talk with that about insights, apps, so that settings are, like, available inside, like, a privacy in the content sections, and I can, like, simply edit that already. Okay. Now this is done. You can understand you have aligned with your partner. This is, like, how this will be done. So this is, like, what we did. We confirm, like, what process needs to be migrated. We confirm the process mapping. And then I exactly showed this to the partner. Okay. This is, like, how it was, and this is how it will be inside, like, in HubSpot, which I've turned, like, an element. The next important thing, bang, is, like, what, like, in timeline confirmations. So how do I, like, approach with, like, a timeline confirmations is okay. So this is something like a field. What I would do is so these are the pro like in programs, which is, like, in migrating. And then, like, inside, like, in each of those programs, we have a program type. We have an asset type. We have an asset name. And then we have a one on one mapping. Okay. These campaigns will, like, I can use and then what I can do, I can make that a campaign and then I can, like, add those assets in there, like, HubSpot campus. So it will, like, work in functionality. So if you would see, each program has, like, a specific asset type, like, landing pages, workflows, like an email. So what I need to do is, if I need to find like a timelines based on that, I need to like use like a simple calculation which would say, okay, so here's like an example. What I need to do is one program contains one email template, one landing page template, one form. And I can just summarize that and I I can just keep like a total of that. And then based on that total, let's suppose say, like in one email template take two hours to migrate. And then there are like six of those, so that will be like a twelve hours. And then similarly with like a landing pages, so there are like 100 landing pages, it would take three hours to convert those. That is how I can just like have a total estimate of the hours. Okay? So this is like how many hours this will take. And then depending upon how much time you can commit to that particular timelines. So let's suppose, say, if it's like taking six hundred hours to complete that, this is how fifteen plus hour I can like dedicate to this particular client, and then I can complete that in forty five weeks. So this is how you can plan your migration timelines when this, like, in your marketing platform shuts down, and then you need to, like, start your application inside, like, Upstate.