ESP Migration Matrix™

Migrate without mayhem.

A readiness assessment that inventories your legacy ESP, maps data/fields, flags risks,
confirms deliverability pre‑flight, and outlines a phased mini migration plan.

Outcomes:

• Risk surfaced early: avoid surprises with data, consent, or reputation.
• Faster approvals & budgeting: clear phases and RACI.
• Deliverability preserved: domain, IP, and reputation hygiene pre‑flight.
• Smoother handoff: documentation your team or partner can execute.

Who It's For:

• Enterprise & mid‑market planning an ESP switch (Mailchimp, SFMC, Adobe Campaign, Zeta, etc.).
• Ops leaders who want zero surprises and airtight documentation before committing budget.
• Marketing teams that need to focus on the day to day operations.

What's Included:

• Legacy ESP Inventory: lists, segments, automations, templates, webhooks, APIs, custom objects.
• Data/Field Map: profile vs. event fields, types, owners, transformations.
• Consent & Compliance Review: opt‑in sources, permission flags, retention windows.
• Risk Register: categorized risks (data, process, tech, deliverability) with mitigation.
• Deliverability Checklist: domain strategy, DNS (SPF/DKIM/DMARC), IP/warmup, suppression hygiene.
• Mini Migration Plan: pilot cohorts, phased cutover, measurement, rollback plan.
• RACI & Timeline Outline: who does what; non‑binding effort estimates.

Process:

1. Discovery — stakeholders, goals, constraints.
2. Inventory & Mapping — exports + interviews.
3. Risk & Deliverability Review — issues and mitigation.
4. Plan & Readout — phased approach and handoff.

Deliverables:

• Assessment Deck
• Field & Object Map
• Risk Register + Mitigations
• Deliverability Pre‑Flight
• Phased Mini Migration Plan

*No migration work performed. **Partial sample below