Free Migration

Offer users to migrate data for them


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ConvertKit

Switching to a new service can be a daunting task for many customers, especially when it involves migrating important data. This is where the free migration tactic comes into play, offering a powerful solution to overcome one of the biggest hurdles in customer acquisition. By removing the pain of transition, businesses can significantly boost their conversion rates and grow their user base.

The concept is simple: instead of leaving customers to figure out the migration process on their own, the company offers to handle it for them, free of charge. This approach not only eliminates a major objection to switching but also demonstrates exceptional customer service right from the start. It's a way of saying, "We value your business so much that we're willing to invest our time and resources to make your transition as smooth as possible."

While implementing a free migration service requires significant effort and resources, the potential impact on business growth can be substantial. By reducing friction in the onboarding process, companies can attract customers who might otherwise stick with their current provider due to the perceived hassle of switching. This tactic can be particularly effective in competitive markets where product features alone may not be enough to win over new users.

The success story of ConvertKit, an email marketing platform, illustrates the power of this approach. By offering concierge migrations, they were able to overcome a major objection from potential customers and achieve impressive growth in just six months. This example shows that sometimes, the key to unlocking rapid business growth lies not in the product itself, but in removing the barriers that prevent customers from giving it a try.

Why this works

The free migration tactic works so effectively because it addresses several key psychological and practical factors that influence customer decision-making:

  1. Reduces friction. By eliminating the hassle of migration, you're removing a significant barrier to entry for potential customers. This makes it easier for them to say "yes" to your product or service.

  2. Alleviates fear of change. Many customers stick with suboptimal solutions because they fear the unknown. Free migration provides a safety net, reassuring customers that the transition will be smooth and risk-free.

  3. Demonstrates value upfront. By offering this service for free, you're showcasing your commitment to customer success before they've even become a paying customer. This builds trust and goodwill.

  4. Leverages the reciprocity principle. When you do something valuable for someone, they're more likely to want to reciprocate. In this case, customers may feel more inclined to choose and stick with your service.

  5. Provides a competitive edge. In crowded markets, free migration can be a key differentiator that sets you apart from competitors who don't offer this service.

  6. Increases perceived switching benefits. When the cost (in time and effort) of switching decreases, the perceived benefits of your product or service become more prominent in the customer's mind.

  7. Targets high-value customers. Those with complex data to migrate are often power users or businesses with substantial needs, making them valuable long-term customers.

  8. Creates a personalized onboarding experience. The migration process allows you to interact directly with new customers, creating opportunities for relationship-building and customized onboarding.

  9. Gathers valuable insights. During the migration process, you can learn about your customers' needs, pain points, and usage patterns, which can inform product development and marketing strategies.

  10. Boosts word-of-mouth marketing. A smooth, hassle-free migration experience is likely to impress customers, encouraging them to share their positive experience with others.

  11. Increases customer lifetime value. By removing the initial hurdle, you're more likely to retain customers long-term, as they've already invested in the migration process and experienced your excellent service.

To implement this tactic effectively:

  • Create a streamlined process. Develop a systematic approach to handle migrations efficiently, ensuring a consistent experience for all customers.

  • Train your team. Ensure your staff is well-equipped to handle various migration scenarios and can provide excellent customer service throughout the process.

  • Set clear expectations. Communicate clearly what the migration process entails and how long it typically takes to manage customer expectations.

  • Follow up post-migration. Check in with customers after the migration to ensure everything is working smoothly and address any issues promptly.

  • Highlight the offer in your marketing. Make sure potential customers are aware of this valuable service through your website, ads, and sales conversations.

By implementing a free migration service, you're not just acquiring customers; you're setting the stage for long-term relationships built on trust and exceptional service.

How you can steal this

Here's how you can implement the free migration tactic for your internet business:

  1. Identify your target customers. Focus on users who are likely to have significant data or content to migrate. For a SaaS company, this might be businesses with large customer databases or complex workflows.

  2. Assess the migration process. Thoroughly understand what's involved in moving from competitors' platforms to yours. This might include data transfer, account setup, and feature mapping.

  3. Develop a migration toolkit. Create scripts, tools, or processes to automate as much of the migration as possible. This could include data conversion tools or API integrations with common competitor platforms.

  4. Train a dedicated migration team. Assemble and train a group of specialists who understand both your platform and common competitor platforms. They should be able to handle technical aspects and provide excellent customer service.

  5. Create clear documentation. Develop step-by-step guides for your team and customers, outlining the migration process, timelines, and what to expect.

  6. Offer multiple migration options. Provide choices such as self-service migration with guidance, assisted migration where your team helps at key points, or full-service migration where you handle everything.

  7. Highlight the offer in your marketing. Promote your free migration service prominently on your website, in ads, and during sales calls. Use it as a key differentiator from competitors.

  8. Set up a smooth onboarding process. Design a welcoming experience for newly migrated customers, including personalized walk-throughs of your platform's features.

  9. Implement a follow-up system. Check in with migrated customers after 1 day, 1 week, and 1 month to ensure they're adapting well and to address any issues.

  10. Gather and analyze data. Keep track of migration success rates, common issues, and customer feedback to continuously improve your process.

  11. Showcase success stories. Create case studies of successful migrations, highlighting the ease of transition and benefits realized by customers who switched.

  12. Consider strategic partnerships. Partner with complementary services to offer comprehensive migration packages, expanding your reach and value proposition.

  13. Offer migration guarantees. Provide assurances such as "no data loss" or "seamless transition" to build trust and reduce perceived risk for potential customers.

  14. Create a migration calculator. Develop a tool that allows potential customers to estimate the time and cost savings of having you handle their migration.

  15. Leverage social proof. Display testimonials from customers who have gone through your migration process, emphasizing the ease and benefits they experienced.

Remember, while free migration can be a powerful tactic, it's resource-intensive. Ensure you have the capacity to deliver on your promises and that the lifetime value of acquired customers justifies the investment in migration services.

Examples of free migration

Here are several examples of companies successfully implementing free migration tactics:

  • Email marketing platform. ConvertKit, founded by Nathan Barry, faced a common objection from potential customers: switching email providers seemed like too much work. To overcome this, Barry personally offered to handle migrations for new users. This "concierge migration" service helped ConvertKit grow from $1,300 to $5,000 in monthly recurring revenue within just 6 months.

  • Cloud storage provider. Dropbox implemented a "Dropbox Transfer" feature, allowing new users to easily move large files from competitors like Google Drive or OneDrive. This seamless migration tool helped Dropbox acquire users who were hesitant to switch due to their existing file storage setups.

  • Project management software. Asana created a dedicated migration team and custom import tools to help new customers transition from competitors like Trello or Basecamp. They offered both self-service and assisted migration options, significantly reducing onboarding friction for larger teams.

  • CRM platform. HubSpot developed an extensive library of migration guides and tools for popular CRM systems. They also offer free migration services for qualified customers, helping them overcome the fear of losing valuable customer data during the switch.

  • Website builder. Wix introduced an AI-powered tool that can recreate existing websites on their platform. This innovative approach to migration allowed users to easily switch from other website builders without starting from scratch.

  • Ecommerce platform. Shopify offers free data migration for stores switching from platforms like Magento or WooCommerce. Their dedicated migration team handles product data, customer information, and order history transfers, making it easier for established online stores to make the switch.

  • Accounting software. Xero provides a free conversion service for businesses moving from QuickBooks. They offer both self-service tools and expert assistance to ensure a smooth transition of financial data, reducing a major barrier for potential customers.

  • Team communication tool. Slack created import tools for popular competitors like HipChat and Flowdock. They also offer guidance on recreating channel structures and migrating message history, easing the transition for entire teams.

  • Password manager. LastPass offers import tools for users switching from other password managers or browser-saved passwords. This feature addresses the common concern of losing access to important login information when switching services.

  • Learning management system. Canvas LMS provides free course migration services for educational institutions switching from other platforms. This helps schools overcome the daunting task of transferring large amounts of course content and student data.

  • Video hosting platform. Vimeo offers assisted migration services for businesses moving from YouTube or other video platforms. Their team helps transfer video content, metadata, and analytics, making it easier for content creators to switch without losing their audience or video history.

  • Customer support software. Zendesk provides both self-service import tools and assisted migrations for companies switching from other helpdesk solutions. This includes transferring ticket history, customer data, and knowledge base articles.

  • Digital asset management platform. Bynder offers a "switch with ease" program, providing free migration services for enterprises moving from other DAM systems. This includes metadata mapping, asset transfer, and user permission setup.

  • Virtual event platform. Hopin created migration tools and services to help event organizers easily switch from physical event management software to their virtual platform. This became particularly valuable during the global shift to online events.

These examples demonstrate how free migration can be a powerful tactic across various software categories and digital businesses. By removing the pain of transition, these companies effectively lower the barrier to entry for new customers, driving growth and user acquisition.