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skill Marketing

Platform Migration

platform-migration

Plans social media platform migrations with audience notification sequences, content transfer strategies, and timeline. Use when moving your audience from one platform to another.

Add this skill
  1. This skill, packaged and ready to upload. platform-migration.zip
  2. In claude.ai or Claude desktop: Customize → Skills (+) → Create skill → Upload a skill, select the zip and toggle it on. Greyed out? Enable code execution under Settings → Capabilities.
  3. It’s live in your chats — no code, no setup. Want every Marketing skill at once? Add the whole plugin from the Marketing page (Customize → Personal plugins → Create plugin → Upload plugin).

When to Use This Skill

Use this skill when you need to:

  • Migrate your audience from one social platform to another
  • Plan a content and follower transition strategy
  • Create a notification sequence to bring your audience along
  • Manage the risks of platform changes without losing your community

DO NOT use this skill for launching on a new platform from scratch (use social-media-strategy). This is for migrating an existing audience.


Core Principle

PLATFORM MIGRATIONS SUCCEED WHEN YOU OVER-COMMUNICATE AND GIVE YOUR AUDIENCE A COMPELLING REASON TO FOLLOW — NOT JUST A NEW LINK.


Phase 1: Brief

Required Inputs

Input What to Ask Default
Current platform "Where is your audience now?" No default — must be provided
New platform "Where are you moving to?" No default — must be provided
Reason for migration "Why are you moving?" No default — must be provided
Audience size "How many followers/members are you migrating?" No default — must be provided
Timeline "When do you need to complete the migration?" 30-60 days
Keep old platform? "Will you maintain a presence on the old platform or shut it down?" Maintain minimal presence

GATE: Confirm brief before building migration plan.


Phase 2: Outline

1. Migration Strategy — approach and realistic expectations
2. Audience Notification Sequence — multi-touch communication plan
3. Content Transfer Plan — what to move, archive, or recreate
4. Incentive Strategy — reasons to follow on the new platform
5. Timeline — week-by-week migration schedule
6. Risk Mitigation — what could go wrong and how to handle it

GATE: Approve outline before full plan.


Phase 3: Write

1. Migration Strategy

## Migration Approach

**Realistic retention target:** [20-40% of current audience — set expectations]
**Migration type:**
- [ ] Full migration (leaving old platform entirely)
- [ ] Partial migration (primary presence shifts, old platform maintained at reduced activity)
- [ ] Bridge migration (run both platforms at full effort for 30-60 days, then reduce old)

**Key principle:** Start building on the new platform BEFORE announcing the migration. Have content and value waiting when people arrive.

2. Notification Sequence

## Audience Notification Plan (6-touch minimum)

### Touch 1: Soft Announcement (Day 1)
"Exciting news — I'm expanding to [new platform]. Here's why and what to expect. [Link to new profile]."
- Platform: current platform
- Format: standard post

### Touch 2: Value Preview (Day 3-5)
Share a piece of content that is ONLY on the new platform. Tease it on the old platform.
"Posted an exclusive [type of content] on [new platform] today — [brief description]. Join me there: [link]"

### Touch 3: Direct Ask (Day 7-10)
"If you get value from my content here, follow me on [new platform] — I'm sharing [specific exclusive content] there. [Link]"

### Touch 4: Testimonial or Proof (Day 14)
Share engagement or feedback from the new platform. "The community on [new platform] is already [specific positive result]. Come join: [link]"

### Touch 5: Urgency (Day 21)
If shutting down old platform: "I'll be winding down posts here over the next [timeframe]. Make sure you're following me on [new platform] so you don't miss anything. [Link]"

### Touch 6: Final Call (Day 30)
"Last reminder — I'm now primarily posting on [new platform]. Follow me there for [value proposition]. [Link]"

**Channels to use:** Post on old platform, email list, Stories, DMs to top engagers, website banner

3. Content Transfer Plan

## Content Transfer Strategy

| Content Type | Action | Detail |
|-------------|--------|--------|
| Top-performing posts | Recreate natively on new platform | Adapt format to platform norms |
| Evergreen content | Repost over 30-60 days | Space out, do not dump all at once |
| Community discussions | Start fresh on new platform | Seed with discussion prompts |
| Pinned / featured content | Recreate immediately | Have it ready before the migration announcement |
| Archive / old content | Leave on old platform or download | Do not delete — it may still drive traffic |

4. Incentive Strategy

## Give People a Reason to Follow

**Exclusive content:** Share something on the new platform that is not available on the old one
**Early access:** Give new platform followers first access to launches or content
**Community perks:** If it is a community platform, offer a welcome bonus for joining
**Direct engagement:** Promise more direct interaction on the new platform
**Migration bonus:** Offer a discount, template, or resource as a thank-you for following on the new platform

5. Migration Timeline

## Week-by-Week Timeline

| Week | Action |
|------|--------|
| Week -2 | Set up new platform profile. Start posting content. Build a small foundation. |
| Week -1 | Invite 10-20 top fans/supporters to join early and provide feedback. |
| Week 1 | Announce migration (Touch 1). Continue posting on both platforms. |
| Week 2 | Share exclusive content on new platform. Touch 2-3. |
| Week 3 | Ramp up new platform posting. Begin reducing old platform cadence. Touch 4. |
| Week 4 | Touch 5 (urgency). Old platform posts reduced to 50% cadence. |
| Week 5-6 | Touch 6 (final call). Old platform on minimal maintenance. |
| Week 8+ | New platform is primary. Old platform gets occasional redirect posts. |

Phase 4: Polish

1. Migration Checklist

## Platform Migration Checklist

- [ ] New platform profile is optimized and active before announcement
- [ ] 6-touch notification sequence is drafted
- [ ] Email list has been notified (do not rely solely on platform posts)
- [ ] Content transfer plan identifies what to recreate, repost, and archive
- [ ] Incentive for following on new platform is defined
- [ ] Timeline is realistic (30-60 days minimum)
- [ ] Retention target is set (20-40% is realistic)
- [ ] Old platform strategy is defined (maintain, reduce, or shut down)
- [ ] Top engagers have been personally invited

2. Risk Mitigation

## What Could Go Wrong

| Risk | Mitigation |
|------|-----------|
| Low migration rate | Increase incentives. Extend timeline. Use email list as backup channel. |
| New platform is not a good fit | Run both for 60 days before committing. Be willing to pivot back. |
| Loss of momentum during transition | Pre-schedule content on both platforms during the migration window. |
| Old platform deletes/restricts your migration posts | Use email and other channels as the primary migration communication tool. |

Example: Migrating from Facebook Group to Skool

Audience: 800 Facebook Group members
New platform: Skool community
Timeline: 45 days
Retention target: 200 members (25%)
Incentive: Free exclusive workshop only on Skool
Notification: 6-touch sequence on Facebook + 3 email blasts
Content: Top 20 FB posts recreated as Skool discussions

Anti-Patterns

  • Announcing without preparation — do not announce a migration before the new platform is set up and populated.
  • One announcement and done — a single "follow me on X" post migrates almost nobody. You need 6+ touches.
  • Deleting old platform immediately — keep the old platform alive as a redirect for at least 90 days.
  • Expecting 100% migration — 20-40% retention is a success. Set realistic expectations.
  • Ignoring email — your email list is platform-independent. Use it as the primary migration communication channel.
  • Not providing a reason — "I'm moving" is not compelling. "I'm moving because [better experience, exclusive content, stronger community]" is.

Recovery

  • Migration rate is under 10%: Increase communication frequency. DM your top 50 engagers personally. Offer a limited-time incentive.
  • New platform is not working: Honestly assess whether the platform serves your audience. It is better to return than to force a bad fit.
  • Audience is frustrated: Acknowledge the disruption, restate the benefits, and thank them for their patience.
  • Lost engagement on both platforms: Focus all energy on the new platform. Reduce old platform to weekly redirect posts only.

View source on GitHub →