Your team’s plug-and-play game plan for platform migrations—without the chaos.

Migrating from one platform to another can feel like you’re juggling moving pieces with no safety net.


The exports pile up. The copy gets scattered.

The “where did that file go?” questions start flying.

It’s a lot—and without a clear system, it’s easy for things to slip through the cracks.


That’s why I created PlatformPivot: the exact step-by-step playbook I use with clients to make migrations organized, seamless, and stress-free.

It’s built so your team can handle the process confidently
while you stay focused on leading your business.
Inside, your team will get:

  • 2 Spreadsheet Templates (for both email + course platform migrations)
  • A ClickUp Project Plan Template (so they know exactly what to do, in what order)
  • A Video Walkthrough (to take all the guesswork out of setup)


Just hand it over to your team, let them follow the playbook, and watch your backend get the upgrade it deserves—without dragging the process out for months.

Think of PlatformPivot as your safety net during a migration.

Instead of scrambling to keep track of exports, trying to remember what tags or automations you already set up, or crossing your fingers that nothing important gets lost, you’ll have everything neatly organized from the start.

Your team won’t be left guessing what to do next or wasting hours recreating things from memory. With the toolkit, they’ll have a clear path to follow—one that’s proven to cut the migration process down dramatically, while keeping everything clean and documented for future reference.

This means fewer “urgent” questions coming your way, less stress about whether things are slipping through the cracks, and more confidence that your backend is being set up the right way the first time.

Instead of dragging on for weeks (or months), your migration becomes a straightforward project your team can actually enjoy checking off.
Perfect for CEOs who want to:

  • Stay out of the day-to-day but still know it’s done right
  • Avoid the chaos and costly mistakes of a messy migration
  • Give their team a proven process instead of starting from scratch


Normally $97, but free for a limited time.

When your business is growing, the last thing you need is to get pulled into the weeds of a platform migration. What should be a simple upgrade often turns into a string of late nights, duplicate tasks, and endless back-and-forth.

PlatformPivot takes the overwhelm out of the equation.


Instead of feeling like you’re rebuilding your backend from scratch, your team will have a system that shows them exactly how to capture what matters, where to store it, and how to rebuild it in your new platformwithout losing momentum along the way.


The real benefit? You get to stay in the role of CEO.
No more micromanaging the details or wondering if something got left behind.

With this toolkit, your team can handle the heavy lifting while you stay focused on leading, growing, and making decisions that actually move the business forward.

Hey, I’m Brooke Scott, MBA!

I’m a COO & Integrator who helps entrepreneurs simplify their operations, upgrade their systems, and get out of the weeds of the day-to-day.

After managing countless migrations, I know how quickly the process can spiral into overwhelm if there isn’t a solid plan. That’s why I created PlatformPivot—to give your team the exact tools I use behind the scenes with my clients.

Because you’ve got bigger things to focus on than babysitting a migration. With this toolkit, you can delegate confidently, knowing the details are handled and your backend is set up for success.

Frequently Asked Questions

About PlatformPivot:

  • Do I need tech experience to use this? Nope! This toolkit was designed for your team—VA, OBM, tech support—so they can run with it. All the steps are broken down clearly and don’t require “tech genius” status.


  • Will it work for any platform migration? Yes! The process works across any migration. I’ve included specific templates for email + course platforms, but they can easily be customized to fit the tools you’re moving between.


  • Can my team actually do this without me? That’s the whole point. Hand them the toolkit and they’ll have everything they need to organize, track, and execute the migration—without constant check-ins from you.


  • How fast can we implement it? Most teams can set up their project folder + plan in under a day. From there, it depends on how much content you’re moving—but this toolkit saves you weeks of trial-and-error.


  • What if we’ve already started? No problem. You can use PlatformPivot to clean up what’s already in motion and make sure nothing slips through the cracks.

Bottom line: PlatformPivot makes your next migration simple, stress-free, and team-friendly—so you can focus on actually running your business.


$97 value, free for a limited time.

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Please note: The PlatformPivot Toolkit is designed to help you organize, document, and manage your platform migration as you go. The effectiveness of the toolkit depends on the accuracy and completeness of the data you input. While the templates and project plan can be tailored to any platform, it’s up to you and your team to adapt them to your specific systems, terminology, and workflows. These tools provide the structure—you provide the details. If you have questions about customizing the toolkit for your unique platform, feel free to reach out to our team at hello@projectgrowthmode.com and we’ll be happy to point you in the right direction.