Welcome to Progreda
Switching to Progreda is one of the most impactful decisions you can make for your business. Whether you are moving a single client account, migrating an entire agency, or simply transferring your own sub-account, this guide will walk you through every available path so you can choose the right one and move forward with confidence.
Progreda operates on the GoHighLevel (GHL) platform. This means your existing GHL sub-account can, in most cases, be transferred directly to Progreda without rebuilding your funnels, contacts, automations, or data from scratch.
What Is a Sub-Account Transfer?
A sub-account transfer is the process of moving an entire GoHighLevel sub-account from one agency to another. Think of your sub-account like a fully furnished office: transferring it moves the whole office—contacts, funnels, automations, calendars, memberships, and more—from your current agency's building into Progreda's.
A transfer is NOT a merger or a copy. It is a full relocation. The account leaves its current agency and arrives at Progreda intact.
Important: Transfers vs. Rebuilds If your current agency owns your sub-account and will not cooperate with a transfer, or if your account exists outside of GoHighLevel entirely, a direct transfer may not be available.
In these situations, Progreda's onboarding team can discuss alternative migration approaches. Please contact us before assuming a transfer is impossible. |
Three Paths Into Progreda
Depending on who owns your account and how many sub-accounts are involved, one of the following transfer paths will apply to you:
Transfer Path | Who Uses This | Guide to Follow |
Path 1 — Sub-Account Owner Transfer | You operate under another GHL agency and want to bring your account to Progreda. Your current agency must initiate the transfer. | Sub-Account Owner Guide |
Path 2 — Agency Single or Multi Transfer | You are an agency owner and want to move one or a few specific sub-accounts into Progreda. | Agency Owner Guide (Scenarios A & B) |
Path 3 — Agency-Wide Migration | You are an agency owner moving your entire operation to Progreda, or closing down your agency and migrating all sub-accounts. | Agency Owner Guide (Scenario C) |
Choosing the Right Path
Not sure which path applies to you? Use these questions to find out:
Are you a sub-account user (not the agency owner)? → Use Path 1. You will need to ask your current agency to initiate the transfer to Progreda on your behalf. → See the Sub-Account Owner Guide for step-by-step instructions and a template message to send your current agency. |
Are you an agency owner moving 1–10 sub-accounts? → Use Path 2 (Scenario A for one sub-account, Scenario B for multiple). → See the Agency Owner Guide, Scenarios A and B. |
Are you an agency owner migrating everything to Progreda? → Use Path 3 (Scenario C). This may involve a combination of bulk transfers and ejections. → See the Agency Owner Guide, Scenario C. |
Key Concepts to Understand Before You Transfer
Transfer vs. Ejection
There are two mechanisms for moving a sub-account out of an agency:
Mechanism | What It Does | Best Used When |
Transfer | Moves a sub-account from your agency to another existing agency (like Progreda). The receiving agency must accept the request. | Moving clients to Progreda while Progreda already exists as the receiving agency. |
Ejection | Converts a sub-account into a brand-new, independent agency account. The nominated user must sign up and pay for a new GHL plan. | A client wants to operate as their own agency, or you are offboarding an existing client into their own plan. |
For most moves to Progreda, the Transfer mechanism is used. Ejection is typically reserved for clients who want full independence rather than moving under Progreda's umbrella.
Ownership Determines Options
The single most important factor in any transfer is who owns the sub-account. In GoHighLevel, the agency that created the sub-account is its owner. This means:
If your current agency owns your sub-account, only the agency can initiate the transfer—not you as the sub-account user.
If you are the agency owner, you have full control and can initiate transfers directly.
Progreda's team acts as the receiving agency and approves incoming transfer requests.
What Moves With Your Account
When a sub-account is transferred to Progreda, the following data and assets come with it:
Contacts, conversations, appointments, and opportunity history
Funnels and websites
Calendars (note: external calendar integrations like Google Calendar will need to be reconnected)
Automations and workflows — arrive in Live state for agency-to-agency transfers (Draft state for ejections). Contacts remain enrolled in workflows and all workflow enrollment data transfers intact.
Memberships, courses, community channels, events, leaderboard data, and Stripe accounts linked to member payments.
Sub-account-level API keys
Users with account-level access assigned only to that sub-account
What Does NOT Move Automatically
Some settings and integrations must be reconfigured after the transfer completes:
Third-party auth connections (Google, Facebook, Instagram, QuickBooks, Clio, etc.)
Facebook and Google advertising integrations
Stripe payment settings at the sub-account level
Email service configuration: agency-assigned dedicated LC Email domains are removed during transfer; sub-account-owned dedicated domains transfer automatically — however, if the domain has a Dedicated IP assigned, the IP will be unassigned and its subscription cancelled during the transfer. Email verification status (ON/OFF) is preserved. If Progreda uses LC Email, the sub-account remains on LC Email; otherwise email provider settings will need to be reconfigured.
Mailgun and SMTP configurations — these must be reconfigured after the transfer.
Phone numbers if either agency uses Twilio instead of LC Phone
Custom domains and subdomains — review after transfer; re-verification or reconnection may be required depending on domain ownership and configuration.
SaaS mode configurations
Active add-on subscriptions (WordPress hosting, Yext, WhatsApp, Dedicated IP)
💡 Progreda Onboarding Support After your transfer is approved, Progreda's onboarding team will help you reconnect integrations and validate your account setup. You will not be left to figure this out on your own. |
What to Expect: Timeline Overview
Stage | Who Acts | Typical Timeframe |
Transfer request submitted | Current agency (or you, if you are the agency) | Day 1 |
Progreda reviews and approves the request | Progreda | Progreda's internal target: 1–2 business days |
Sub-account appears in Progreda | Automatic upon approval | Immediate after approval |
Post-transfer setup (integrations, domains, etc.) | You + Progreda onboarding | 1–5 business days |
Where to Go From Here
Choose your guide based on your situation:
I am a sub-account user (not the agency owner) → Read the Sub-Account Owner Guide
I am an agency owner → Read the Agency Owner Guide
If you have questions before starting, contact Progreda support or reach out to your dedicated onboarding contact. We are here to make this process as smooth as possible.
Quick Reference Glossary
Term | Meaning |
Sub-account | A client workspace within a GoHighLevel agency. Contains contacts, funnels, automations, and all client data. |
Agency | The top-level GoHighLevel account that manages one or more sub-accounts. Progreda is an agency. |
Releasing Agency | The agency that currently holds the sub-account and is sending it to Progreda. |
Receiving Agency | The agency that accepts the incoming sub-account. In your case, this is Progreda. |
Ejection | Converting a sub-account into a new, independent agency account. |
Relationship Number | A unique identifier assigned to every GHL agency. Required for all agency-to-agency transfers — without the correct number, the transfer cannot be routed to the intended receiving agency. Relationship Numbers are unique to each agency. Contact Progreda directly to obtain ours before initiating any transfer. |
LC Phone / LeadConnector Phone | GoHighLevel's native phone system. Phone numbers transfer automatically when both agencies use it. |
Twilio | A third-party phone provider. Phone numbers must be migrated manually if either agency uses Twilio. |
A2P DLC | Application-to-Person 10-Digit Long Code registration. Preserved automatically during LC Phone transfers. |
Transfer Into Progreda
Sub-Account Owner Guide
Who Is This Guide For? This guide is for individuals who currently operate under a GoHighLevel agency — meaning another company or freelancer manages your account — and who want to move that account to Progreda. If you own your own agency account, please refer to the Agency Owner Guide instead. |
Understanding Your Role in the Transfer Process
Here is the most important thing to understand upfront: as a sub-account user, you cannot initiate a transfer yourself. In GoHighLevel, the agency that holds your account is the one with the technical ability to move it. This means you will need your current agency's cooperation.
Your role is to:
Confirm you are eligible for a transfer (see below).
Contact your current agency and request that they transfer your account to Progreda.
Provide Progreda with any required information so we can prepare to receive your account.
After the transfer, complete any post-transfer setup steps.
Progreda's role is to provide you with everything you need to make this request clearly, and to approve and receive your account as quickly as possible once the transfer is initiated.
Eligibility Requirements
Before you begin, confirm the following:
Requirement | Why It Matters |
Your account is currently hosted on GoHighLevel | Progreda operates on the GHL platform. Accounts from other platforms cannot be directly transferred. |
Your current agency has an active GHL account (not cancelled or suspended) | Transfers can only be initiated from active agency accounts. |
Your sub-account does not have active add-on subscriptions | Subscriptions like WordPress hosting, Yext, WhatsApp Business, or Dedicated IP must be cancelled before a transfer can proceed. |
Your sub-account does not have SaaS mode enabled | SaaS configuration must be disabled before transfer. It can be re-enabled after the move. |
You want to move the entire account — not just selected data | Transfers move the whole sub-account. Partial transfers are not supported. |
HIPAA-Enabled Accounts If your sub-account has HIPAA compliance enabled, the transfer can still proceed — but only if Progreda also has HIPAA compliance enabled on our account. Please contact Progreda before initiating your transfer request if your account is HIPAA-enabled. We will confirm compatibility. |
Step-by-Step Transfer Process
Step 1 — Notify Progreda You Want to Transfer
Before contacting your current agency, reach out to Progreda first. This allows us to:
Confirm we can receive your account.
Provide you with Progreda's Relationship Number, which your current agency will need to send the transfer request.
Prepare your onboarding experience.
Step 2 — Contact Your Current Agency
Once you have confirmed with Progreda, contact your current agency and ask them to transfer your sub-account. Below are two ready-to-use templates you can copy and personalise.
Email Template — Standard Transfer Request Subject: Request to Transfer My Sub-Account to Progreda
Hi [Agency Name/Contact],
I hope you are doing well. I am writing to formally request that my sub-account ([your account name or ID]) be transferred to a new agency called Progreda.
To complete this transfer, you will need Progreda's Relationship Number: [INSERT PROGREDA RELATIONSHIP NUMBER].
Here is what needs to happen on your end: 1. Go to Agency Level > Sub-Accounts. 2. Find my sub-account and select Actions > Transfer Sub-Account. 3. Choose 'Transfer to an Existing Agency' and enter Progreda's Relationship Number. 4. Confirm the transfer request.
Please let me know if you need anything else from me to complete this process. I would appreciate it if this could be actioned within the next [X] business days.
Thank you for your help. [Your Name] |
Message Template — Shorter / Informal Version Hi [Name], I'd like to transfer my GHL sub-account ([account name]) to a new agency called Progreda.
Their Relationship Number is: [INSERT PROGREDA RELATIONSHIP NUMBER]
You can do this from Agency Level > Sub-Accounts > Actions > Transfer Sub-Account.
Can you please action this soon? Happy to answer any questions. Thanks! |
Step 3 — Pre-Transfer Checklist
Before your agency can initiate the transfer, a few things may need to be cleared. Your agency is responsible for most of these, but you should be aware of them so you can follow up if there are delays.
Task | Who Does This | Status |
Cancel any active add-on subscriptions (WordPress, Yext, WhatsApp, Dedicated IP) | Current Agency | □ To Do |
Disable SaaS mode on the sub-account (if applicable) | Current Agency | □ To Do |
Ensure you have User Type 'Account' and are only assigned to this sub-account | You + Current Agency | □ To Do |
Note down any integrations that will need to be reconnected after transfer | You | □ To Do |
Confirm Progreda's Relationship Number with Progreda | You (via Progreda intake form) | □ To Do |
Step 4 — Transfer is Initiated and Progreda Approves
Once your current agency sends the transfer request, Progreda will receive a notification to review and approve it. Progreda's internal review target is 1–2 business days. Transfers complete instantly on the GoHighLevel platform as soon as Progreda approves.
You will know the transfer is complete when:
Your current agency confirms they submitted the request.
Progreda notifies you that the transfer has been approved and your account is live.
You can log in to your account via Progreda's platform.
Step 5 — Post-Transfer Setup
Once your account is with Progreda, a few things will need to be reconnected. Progreda's onboarding team will guide you through this, but here is what to expect:
What Needs Reconnecting | Details |
Google, Facebook, Instagram integrations | Re-authenticate each connection within your sub-account settings. |
Google Ads and Facebook Ads | Reconnect your ad accounts and verify pixel settings. |
Stripe | Re-enter your Stripe account credentials at the sub-account level. |
Email (LC Email / Mailgun / SMTP) | Progreda will assign an email domain or you can connect your own. Email verification ON/OFF status is preserved during transfer. Agency-assigned dedicated email domains are removed; sub-account-owned dedicated domains transfer with the account. Important: if a sub-account-owned domain has a Dedicated IP, the IP will be unassigned and its subscription cancelled during transfer. |
Phone numbers (if using Twilio) | Work with Progreda and your previous agency to port numbers. LC Phone numbers transfer automatically. |
Custom domains and subdomains | Review domain configuration after transfer. Re-verification or DNS reconnection may be required depending on how the domain is owned and configured. |
Workflows and automations | Confirm they are set to Live state (they should transfer as Live, but verify). |
What Happens to Your Data
What Comes With You
The following data transfers with your account and requires no action on your part:
All contacts, including their conversation history, appointments, tasks, and opportunity records
All funnels and websites
Calendars (internal GHL calendars; external integrations like Google Calendar need reconnecting)
Workflows and automations in their current state
Memberships, courses, community channels, events, leaderboard data, and Stripe accounts linked to member payments.
Sub-account API keys
Users who have account-level access to only your sub-account
What Does Not Transfer
These settings are cleared during the transfer and must be reconfigured in Progreda:
Third-party auth connections (Google, Facebook, Instagram, QuickBooks, Clio, DrChrono, Yext, Listings)
Facebook and Google advertising configurations
Stripe at the sub-account level
Email service configuration (domain assignments, Mailgun, or SMTP settings)
Phone numbers if either agency is on Twilio
Custom domains and subdomains — review after transfer, as re-verification may be required depending on configuration.
SaaS mode settings
Smart lists
Deleted workflows (these are not visible after transfer)
Troubleshooting
My Current Agency Is Not Responding or Refusing to Transfer
Unfortunately, if your current agency refuses to initiate the transfer, GoHighLevel's platform does not provide a mechanism for you to bypass this. A few options to consider:
Review your service agreement with the agency — it may contain clauses about account ownership and data portability.
Contact GoHighLevel support to understand your options.
Contact Progreda. Our team may be able to advise on alternative migration approaches, such as manually recreating key assets in a new sub-account under Progreda.
The Transfer Has Been Pending for Several Days
Transfer requests do not expire immediately, but delays are usually caused by one of the following:
Your current agency has not yet approved or actioned the request.
The sub-account has active subscriptions or SaaS mode that have not been cleared.
A technical issue occurred during submission.
Contact your current agency to confirm they have submitted the request, and reach out to Progreda support if you believe there is an issue on the receiving end.
My Account Had Integrations That Are Now Missing
This is expected. Third-party integrations (Google, Facebook, Stripe, etc.) are cleared during all sub-account transfers. This is a GoHighLevel platform requirement, not something Progreda can override. Progreda's onboarding team will help you reconnect everything after the transfer.
Frequently Asked Questions
Can I transfer only part of my account (some contacts, some funnels)?
No. Sub-account transfers move the entire account as a unit. It is not possible to select specific records or assets to transfer while leaving others behind. If you need a partial migration, Progreda's team can discuss manual import options.
Will my automations keep running during the transfer?
GoHighLevel transfers workflows in their existing Live state for agency-to-agency transfers. Progreda recommends verifying all workflow statuses after transfer completion to confirm everything is running as expected.
What happens to my phone numbers?
If both your current agency and Progreda use LeadConnector (LC) Phone, your phone numbers transfer automatically and your A2P DLC registration is preserved. If either agency uses Twilio, phone numbers must be moved manually. Progreda will walk you through this process.
How long will the transfer take?
Once your current agency submits the request, Progreda's internal review target is 1–2 business days. The actual data transfer happens instantly upon approval on the GoHighLevel platform. Post-transfer setup (reconnecting integrations) typically takes 1–5 business days depending on complexity.
Will my contacts notice anything?
The transfer happens at the platform level and is invisible to your contacts. Their data, conversation history, and any active workflows continue uninterrupted. The only potential disruption would be if an automation relies on an integration (like Facebook or Google) that needs to be reconnected — which is another reason to complete post-transfer setup promptly.
Do I need to notify my clients or contacts about the transfer?
There is no technical requirement to do so, but Progreda recommends informing key clients that your account is moving to a new platform provider. This is especially relevant if they interact with branded domains or email addresses that may have a brief configuration window.
What if I am also an agency owner?
If you have both a sub-account and an agency-level account, this guide covers only the sub-account portion. For moving sub-accounts that your agency manages, refer to the Agency Owner Guide.
Transfer Into Progreda
Agency Owner Guide
Who Is This Guide For?
This guide is for agency owners who want to transfer one or more of their GoHighLevel sub-accounts into Progreda.
If you are a sub-account user (not the agency owner), please refer to the Sub-Account Owner Guide.
Note: Agency Admins who have been granted sub-account transfer permission can also initiate transfers — this is not restricted to the Agency Owner role. |
Overview: Three Scenarios for Agency Owners
As an agency owner — or an Agency Admin with sub-account transfer permission — you have direct technical control over your sub-accounts in GoHighLevel. This means you can initiate transfers yourself without requiring permission from another party. The process varies slightly depending on how many sub-accounts you are moving and whether your clients are coming to Progreda or becoming independent.
Scenario | Description | Section |
Scenario A — Single Sub-Account Transfer | Transfer one sub-account to Progreda. Standard, straightforward process. | See Section A |
Scenario B — Multiple Sub-Account Transfer (Bulk) | Transfer several sub-accounts to Progreda in a single batch request. | See Section B |
Scenario C — Agency-Wide Migration to Progreda | Moving your entire agency operation to Progreda, including all sub-accounts. May use a combination of bulk transfers and ejections. | See Section C |
Before You Begin: Universal Preparation Checklist
Regardless of which scenario applies to you, complete the following checklist before initiating any transfer. Skipping these steps is the most common cause of failed or delayed transfers.
Pre-Transfer Task | Details | Status |
Audit active subscriptions on each sub-account | WordPress hosting, Yext listings, WhatsApp Business, Dedicated IP, and similar add-ons must be cancelled before transfer. The transfer will fail or be blocked if these are active. | □ |
Disable SaaS mode on any SaaS sub-accounts | SaaS mode is automatically turned off during transfer, but it is best practice to disable it manually first to avoid unexpected behaviour. | □ |
Set user types to 'Account' for users you want to transfer | Only users with User Type 'Account' who are assigned solely to the sub-account being transferred will move. Users shared across multiple sub-accounts will not transfer. | □ |
Document all active integrations | List every third-party connection in each sub-account (Google, Facebook, Stripe, Mailgun, domains, etc.) so you can reconnect them efficiently after the move. | □ |
Obtain Progreda's Relationship Number | Required for all agency-to-agency transfers. Each agency has a unique Relationship Number — an incorrect number will route the transfer to the wrong agency. Contact Progreda directly to obtain and confirm ours. | □ |
Confirm HIPAA status | If any sub-account has HIPAA compliance enabled, contact Progreda first to confirm compatibility. | □ |
Back up or note any Smart Lists | Smart Lists do not transfer. If you use them, recreate them after the move. | □ |
Review active workflows | Workflows transfer in Live state. Review any time-sensitive automations to ensure they will function correctly immediately after transfer. | □ |
SCENARIO A |
Scenario A: Transferring a Single Sub-Account to Progreda
Who Performs Each Step
Step | Performed By |
Initiate the transfer request in GHL | You (the releasing agency) |
Enter Progreda's Relationship Number | You (the releasing agency) |
Review and approve the incoming request | Progreda |
Sub-account lands in Progreda | Automatic (GoHighLevel platform) |
Post-transfer setup and reconnection of integrations | You and your client, with Progreda onboarding support |
Step-by-Step: Sending a Single Sub-Account Transfer
Before You Start This Step Ensure the pre-transfer checklist above is complete for this sub-account. Have Progreda's Relationship Number ready. |
Log in to your GoHighLevel agency account.
Navigate to Agency Level > Sub-Accounts.
Locate the sub-account you are transferring. Click the three-dot menu or the Manage Client option next to it.
Select Actions > Transfer Sub-Account.
When prompted, choose Transfer to an Existing Agency.
Enter Progreda's Relationship Number in the field provided.
Review the transfer summary and confirm. You may be asked to re-enter your password.
A transfer request is now sent to Progreda. You can track its status under Agency Level > Sub-Accounts > Sub-Account Transfers > Send tab.
After You Submit: What Progreda Does
Once you submit the request, Progreda receives an email notification and an in-app alert. Our internal review target is 1–2 business days. Upon approval, the sub-account moves to Progreda instantly and disappears from your agency's sub-account list.
You will receive a confirmation notification when the transfer is complete.
Cancelling a Pending Request
If you need to cancel the transfer before Progreda approves it, go to Agency Level > Sub-Accounts > Sub-Account Transfers > Send tab and select the three-dot menu next to the pending request. Choose Cancel Request.
Post-Transfer: What Needs to Be Reconfigured
The client (or you, on their behalf) will need to reconfigure the following in the sub-account now that it is under Progreda:
Item to Reconfigure | Who Does This |
Google and Facebook auth connections | Client / you with Progreda guidance |
Facebook Ads and Google Ads integrations | Client / you with Progreda guidance |
Stripe at sub-account level | Client |
Email (LC Email, Mailgun, or SMTP) | Progreda assigns default; client customises. Email verification status is preserved. Agency-assigned dedicated email domains are removed during transfer; sub-account-owned dedicated domains transfer automatically. Note: if a sub-account-owned domain has a Dedicated IP assigned, the IP will be unassigned and its subscription cancelled during the transfer. |
Phone numbers (if Twilio-based) | Coordinate port with previous account and Progreda support |
Domains and subdomains | Client reviews domain setup post-transfer; re-verification or reconnection may be required depending on ownership and configuration. |
Workflow statuses (verify Live) | Client / you |
SaaS mode (if applicable) | Re-enable via Progreda |
Validation Steps — Single Transfer
After the transfer is confirmed, run through the following to ensure everything arrived correctly:
Log into the sub-account via Progreda and verify contact count matches expectations.
Open a sample funnel and confirm pages load correctly.
Check the workflow list — confirm workflows are present and set to Live.
Verify that calendars are present and appointment data is intact.
Review the Conversations tab for a few contacts to confirm message history is visible.
Confirm membership areas and courses are accessible.
SCENARIO B |
Scenario B: Transferring Multiple Sub-Accounts to Progreda (Bulk Transfer)
The bulk transfer feature lets you move up to 1,000 sub-accounts in a single request. This is the most efficient option when you have multiple clients to move and want to save time compared to processing transfers one-by-one.
Important Bulk Transfer Limitation
Progreda can only accept or reject a bulk transfer as a whole — partial approvals are not supported.
If any sub-account in the batch has blocking conditions (e.g., active SaaS mode, restricted status, or active add-on subscriptions), that individual account may fail or require separate handling. Verify this behaviour in your GoHighLevel account before submitting large batches.
Best practice: Ensure all sub-accounts in your batch are clean and ready before submitting. |
Step-by-Step: Initiating a Bulk Transfer
Log in to your GoHighLevel agency account.
Go to Agency Level > Sub-Accounts > Sub-Account Transfers.
Click the Bulk Transfer Sub-Accounts button.
Click Proceed to move to the selection screen.
Select the sub-accounts you want to transfer using one of two methods:
Selection Method 1 — Choose from List Search for and check individual sub-accounts. Or use Select All to choose every sub-account (maximum of 1,000 at a time). |
Selection Method 2 — Enter Location IDs Manually type the Location IDs of the sub-accounts you want to transfer. Enter them as a comma-separated list (e.g., 12345,67890,54321). Useful if you already have a prepared list from a spreadsheet or CRM. |
Enter Progreda's Relationship Number in the receiving agency field.
Double-check the Relationship Number — an incorrect number will send the batch to the wrong agency.
Review the transfer summary, enter your password, and click Confirm.
The request is now submitted. Progreda will receive an email and in-app notification.
Tracking Your Bulk Transfer Request
To monitor the status of your bulk request:
Go to Agency Level > Sub-Accounts > Sub-Account Transfers > Sent tab.
Switch to the Bulk Request sub-tab.
Click View Details next to your request to see the individual status of each sub-account.
Status | Meaning |
Pending | Progreda has not yet acted on the request. |
Completed | Progreda approved the transfer and the sub-account has moved. |
Rejected | Progreda declined the transfer request. |
Failed | The sub-account could not be transferred due to a restriction (e.g., HIPAA or SaaS settings). |
Bulk Transfer: Validation Steps
After Progreda approves the batch, spot-check a representative sample of sub-accounts:
Confirm each sub-account appears in Progreda and no longer appears in your agency.
Open 2–3 accounts and verify contact data, funnels, and workflows are present.
Check for any Failed status accounts and address those individually.
Communicate with affected clients that their accounts have moved and post-transfer reconnection steps are needed.
Bulk Transfer: Risk Mitigation Recommendations
Risk | Mitigation |
One account in the batch has an active subscription or SaaS mode, causing failure | Audit all sub-accounts before submitting. Use GHL filters to identify accounts with active subscriptions. |
Wrong Relationship Number entered | Confirm Progreda's number directly from Progreda before submitting. Keep a record of it. |
Client disruption during transfer | Schedule bulk transfers during off-peak hours and notify clients in advance. |
Partial failure in a large batch | Keep batch sizes manageable (50–100 at a time) to isolate and resolve issues quickly. |
Integrations break immediately after transfer | Prepare a reconnection checklist per client and have Progreda's onboarding team on standby. |
SCENARIO C |
Scenario C: Agency-Wide Migration to Progreda
An agency-wide migration to Progreda is the most comprehensive scenario. It involves moving all or substantially all of your sub-accounts and potentially your agency structure itself. This section covers both the technical process and the strategic planning required for a successful migration at scale.
Start With a Discovery Call Before initiating a migration of this scale, Progreda strongly recommends scheduling a discovery and planning call with our team.
We will review your account structure, identify any sub-accounts that may need special handling, and design a phased migration plan that minimises client disruption.
Contact Progreda to schedule your migration planning session. |
Understanding Your Options in an Agency-Wide Migration
When migrating an entire agency, you have two core mechanisms available, and most large migrations use both:
Mechanism | What It Does | When to Use It |
Bulk Transfer to Progreda | Moves sub-accounts directly into Progreda as client sub-accounts. Progreda becomes the managing agency. | For clients who will continue to be served by Progreda or whom you manage as part of your Progreda setup. |
Bulk Ejection to New Agencies | Converts sub-accounts into independent agency accounts. Each nominated user signs up for their own GHL plan. | For clients who want full independence from any agency, or who are taking over their own accounts. |
Choosing the Right Mix
Review your client list and categorise each sub-account as either:
Transfer to Progreda — the client will continue to be managed under Progreda's agency umbrella.
Eject to New Agency — the client is taking ownership of their account and going independent.
Neither (needs special handling) — HIPAA accounts, accounts with complex subscriptions, or clients choosing a different provider.
Phase 1: Audit and Categorise
Create a migration inventory of all your sub-accounts. For each one, document:
Data Point | Why You Need It |
Sub-Account Name and Location ID | Required for bulk transfer submission. |
Active add-on subscriptions | Must be cancelled before transfer. Note which ones so they can be re-added if needed. |
SaaS mode status | Must be disabled before transfer. |
Phone system (LC Phone or Twilio) | Determines whether numbers transfer automatically or need manual porting. |
Key integrations in use | Google, Facebook, Stripe, etc. — to be reconnected post-transfer. |
HIPAA status | Requires Progreda confirmation before proceeding. |
Nominated owner for ejections (if applicable) | The user who will become the new agency owner. |
Migration category (Transfer / Eject / Special) | Drives which process you use for each account. |
Phase 2: Client Communication
Before initiating any transfers, communicate with your clients. An agency-wide migration can create uncertainty for clients who do not understand what is happening. Progreda recommends a clear communication plan:
Announce the migration and what it means for them (their data is safe, their account is moving to a stronger platform partner).
Set a clear timeline for when their account will move.
Explain what they will need to do after the transfer (reconnect integrations, re-verify domains, etc.).
Provide a contact person at Progreda for questions after the move.
Phase 3: Pre-Migration Cleanup
For each sub-account identified for transfer, complete the pre-transfer checklist from the beginning of this guide. For accounts being ejected:
Identify the nominated owner (the person who will become the new agency owner).
Confirm they have a GoHighLevel user account in the sub-account.
Ensure the sub-account has no active add-ons that will block ejection.
Communicate to the nominee that they will receive an email with the subject line 'Location Eject request from – [your agency name]' containing a link to set up their new agency. They will need to subscribe to a GoHighLevel plan during signup — see GoHighLevel's current pricing page for up-to-date plan costs.
Phase 4: Execute the Migration
4a — Bulk Transfer Sub-Accounts to Progreda
For all sub-accounts in the Transfer category, follow Scenario B (Bulk Transfer) instructions. Consider batching large volumes into groups of 50–200 accounts to make tracking and troubleshooting manageable.
Recommended Batch Strategy for Large Migrations Batch 1: Low-risk, straightforward accounts with no active integrations to reconnect. Batch 2: Standard accounts with typical integrations. Batch 3: Complex accounts (HIPAA, heavy integrations, key clients) — handled with extra care and Progreda support on standby. |
4b — Bulk Eject Sub-Accounts to New Agencies
For all sub-accounts in the Eject category, follow these steps:
Go to Agency Level > Sub-Accounts > Sub-Account Transfers.
Click Bulk Transfer Sub-Accounts > Eject to a New Agency.
Select the sub-accounts to eject — manually from the list, or upload a CSV file containing Location IDs and nominee email mappings for large-scale ejections.
For each sub-account, assign the nominated owner (the user who will become the new agency owner).
Review and confirm. Each nominee will receive an email invitation to set up their new agency.
HIPAA Note for Ejections HIPAA-enabled sub-accounts can be ejected. The nominee will be automatically prompted to purchase the HIPAA Add-on during their new agency setup — it will appear in their order summary at checkout. Ensure HIPAA clients are aware of this requirement before you initiate the ejection. |
What the Nominee Experiences The nominated user receives an email with the subject line 'Location Eject request from – [your agency name].' They click the link inside to be redirected to the GoHighLevel signup and agency setup process.
They click the link and are guided to set up their new GoHighLevel agency account.
They fill in their company details, select a plan, and complete payment (see GoHighLevel's current pricing page for up-to-date plan costs). Upon signup, their new agency inherits the ejected sub-account. All workflows arrive in Draft state (not Live) — they must be re-activated. |
Tracking Ejection Status
Monitor ejections under Agency Level > Sub-Accounts > Sub-Account Transfers > Eject tab. Status categories match those of bulk transfers: Pending, Completed, Rejected, and Failed.
Phase 5: Post-Migration Validation
After all batches have been processed, conduct a systematic validation:
Validation Check | How to Verify |
All transferred sub-accounts appear in Progreda | Review Progreda's sub-account list against your migration inventory. |
No sub-accounts are stuck in Pending | Check the Sent tab for each bulk batch. Follow up on any Pending items. |
Ejected accounts have been accepted by nominees | Check Eject tab for Completed status. Follow up with nominees who have not yet signed up. |
Contact data is intact | Sample-check 5–10 accounts for contact count and record accuracy. |
Workflows are active | Verify at least 2–3 workflows per account are running correctly. |
Client integrations are reconnected | Confirm clients have reconnected Google, Facebook, Stripe, and domain settings. |
Phone numbers are operational | Test outbound and inbound calls on key accounts. |
Email deliverability | Send a test email from each key sub-account to confirm LC Email or SMTP is correctly configured. |
Timeline Expectations — Agency-Wide Migration
Phase | Estimated Duration |
Discovery call and migration planning with Progreda | 1–3 days |
Account audit and categorisation | 2–7 days (depends on agency size) |
Client communication | 3–5 days (allow time for client responses) |
Pre-migration cleanup (cancellations, SaaS, users) | 3–10 days (varies by complexity) |
Batch transfer execution | 1–5 days per batch (Progreda's internal review target: 1–2 business days per batch) |
Post-transfer reconnection of integrations | 3–10 days (varies by client) |
Final validation and sign-off | 1–3 days |
Total (approximate) | 2–6 weeks for a full agency migration |
Troubleshooting: Agency Owner Scenarios
A Sub-Account Fails to Transfer
The most common causes of transfer failure are:
Active add-on subscriptions (WordPress, Yext, WhatsApp, Dedicated IP) — cancel these before retrying.
SaaS mode is still enabled — disable it at the agency level for that sub-account.
The sub-account has HIPAA enabled and Progreda has not confirmed compatibility — contact Progreda support.
The Relationship Number was entered incorrectly — verify with Progreda and resubmit.
A Nominee Has Not Accepted Their Ejection Invitation
Ejection invitations do not have an indefinite validity window. If a nominee has not acted on their invitation:
Ask them to check their spam or junk folder.
Confirm you used the correct email address when nominating them.
If the invitation has expired, you may need to cancel the ejection request and re-initiate it.
Bulk Transfer Was Rejected by Progreda
If Progreda rejects a bulk transfer, you will receive a notification. Contact Progreda support to understand the reason. Common reasons include accounts in the batch that are flagged (HIPAA, SaaS, or subscription issues) that were not caught during pre-transfer cleanup. Resolve these and resubmit.
Phone Numbers Are Not Working After Transfer
If both your agency and Progreda are on LC Phone, numbers should have transferred automatically. If there is an issue, contact Progreda support with the sub-account name and phone numbers in question. If either agency uses Twilio, manual porting is required — work with your Twilio account and Progreda's support team to initiate a port request.
Frequently Asked Questions — Agency Owners
Can I transfer a sub-account back out of Progreda if I change my mind?
Yes, GoHighLevel supports transfers between agencies in both directions. However, reversing a transfer requires the cooperation of both Progreda (as the releasing agency) and your new receiving agency. Contact Progreda support if this situation arises.
Will my clients experience any downtime during the transfer?
The transfer itself is very fast and happens automatically once approved. Contacts, funnels, and most data remain intact and accessible. The main disruption risk comes from integrations (Google, Facebook, email, phone) that need to be reconnected. To minimise client impact, schedule transfers at low-traffic times and complete integration reconnections promptly.
What if I have more than 1,000 sub-accounts?
The bulk transfer system supports up to 1,000 sub-accounts per batch. For agencies with more than 1,000 sub-accounts, you will need to run multiple batch requests. Progreda recommends working with our team to schedule these batches in a coordinated sequence.
Can I transfer a sub-account to Progreda while I am still on a $97 GHL plan?
You can receive sub-account transfers from Progreda's side, but as the sending agency, your GHL plan needs to support the number of sub-accounts you manage. Check your current GHL plan limits and refer to GoHighLevel's current pricing page for up-to-date plan tiers and costs.
What happens to deleted workflows after the transfer?
Deleted workflows are not visible in the new sub-account after transfer — this is documented GoHighLevel platform behaviour. Only deletions performed after the transfer appear in the Deleted tab. Recovering a pre-transfer deleted workflow is not possible through the standard transfer process.
Can I still earn affiliate commissions on ejected sub-accounts?
Yes. When you eject a sub-account and the nominee signs up for a new GoHighLevel agency, you automatically become their affiliate and receive 40% recurring commissions on their subscription. This applies to both single ejections and bulk ejections. You can track these commissions in your GHL affiliate portal.
Can I merge two sub-accounts into one during the transfer?
No. GoHighLevel does not support merging sub-accounts. A transfer moves an entire sub-account as a unit from one agency to another. Data from two separate sub-accounts cannot be combined into a single account through this process.
After the Migration: Progreda Onboarding Support
Moving to Progreda is not just a technical migration — it is the beginning of a new partnership. After your transfer is complete, Progreda's onboarding team will:
Confirm all transferred sub-accounts are correctly configured and visible in your Progreda dashboard.
Guide you through reconnecting key integrations.
Assist with any domain configuration issues.
Provide a walkthrough of Progreda's platform features and how they differ from your previous setup.
Remain available during your first 30 days to answer questions and resolve any post-migration issues.
Welcome to Progreda. We are glad you are here.