ESP Migration Checklist
Move to a new email platform without losing subscribers or deliverability.
- Pre-migration documentation checklist
- New ESP configuration steps
- Domain warming schedule
- Post-migration monitoring plan
- Delivery
- Instant download
What happens after you order
Two steps. That is the whole process.
- 1
Enter your email
No credit card, no trial, nothing to cancel.
- 2
The PDF lands in your inbox
Delivered instantly as an attachment, check spam or Promotions if it is not there in a minute.
What It Is
Migrating email platforms is one of the riskiest things you can do to your email program: done wrong, it can tank your sender reputation and cost you subscribers you'll never get back.
This checklist covers every step: a 9-item pre-migration checklist, a new platform configuration checklist, a 4-week IP warming schedule, and a post-migration checklist to confirm everything transferred correctly.
A performance comparison guide is included too, so you can confirm your new platform is actually performing at least as well as the one you left, not just assume it is.
Who It's For
- You're planning to move ESPs and want a structured process instead of winging it
- You're concerned about deliverability or sender reputation dropping during migration
- You've never done an IP warming schedule and aren't sure how it works
- You want to verify your new platform's performance against your old one after the move
Probably not for you if
- You want the migration actually executed for you. See List Migration to New ESP in the Setup category
- You're not migrating platforms, just cleaning your list, a list hygiene process is covered in the free Email Deliverability Troubleshooting Guide instead
What's Included
How It Works
Enter your email
No card, no call required, just your email address.
Get instant delivery
The checklist arrives as a PDF in your inbox within seconds.
Migrate step by step
Work through the pre-migration, setup, IP warming, and post-migration checklists in order to complete the move without damaging deliverability.
Typical delivery: Instant download
What We Need From You to Get Started
Have these ready and we can kick off immediately. No back-and-forth delays.
- Just your email address: that's it
- No credit card required
- Admin access to both your old and new ESP accounts
- A rough timeline for the migration, since the IP warming schedule spans 4 weeks
Frequently Asked Questions
Yes, the ESP Migration Checklist is completely free with no credit card required. Enter your email and it arrives instantly.
A PDF, emailed instantly, with a 9-item pre-migration checklist, a new ESP setup checklist, a 4-week IP warming schedule, a post-migration checklist, and a performance comparison guide.
Plan for at least 4 weeks primarily due to IP warming, which needs to ramp gradually to protect deliverability, rushing this step is the single biggest cause of post-migration deliverability problems.
You shouldn't, if the checklist is followed correctly, the pre-migration and setup steps are specifically designed to preserve subscriber data, consent records, and segment structure during the move.
This checklist is a self-serve guide. For the migration actually executed, including IP warming and cutover. See List Migration to New ESP in the Setup category.
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WHO BUILDS THIS
Delivered by Ravinderpal Singh's team
Ravinder founded Excelohunt. For 7+ years he has worked on one thing: making email the channel that earns the most for online stores. He wrote Customer Retention Strategies. His Klaviyo Partner team builds every order placed here.
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