Chapter 1
Inventory the source before touching it
Part of How to Migrate From Stan Store, Linktree or Gumroad to Tapmy Without Losing Customers.
Finish this chapter with a migration inventory workbook you can use immediately to inventory the source before touching it, while avoiding switching the public link before customer access and tracking are verified.
What you’ll get
- A completed migration inventory workbook, not a list of abstract ideas.
- One explicit decision rule for inventory the source before touching it.
- A 45-minute execution sequence you can repeat yourself or hand to a teammate.
- A quality gate that tells you whether to move forward, run one small test, or revise the input.
Use this chapter as a working session
Open the document, spreadsheet, or Tapmy workspace where this decision will live. Replace sample language with the exact offer, buyer, channel, price, and evidence you have today. If a fact is missing, label it as an assumption and assign the smallest test that can resolve it.
| Time | Work | Concrete output |
|---|---|---|
| 0–10 min | Collect buyer words, traffic data, sales conversations, support questions, and current page copy. | A short evidence list with source and date. |
| 10–20 min | Make the single decision this chapter is designed to resolve. | A one-sentence decision and reason. |
| 20–35 min | Build the migration inventory workbook with real names, numbers, links, and owners. | A usable operating asset. |
| 35–45 min | Review it from the buyer’s point of view and run the quality gate. | A keep, test, or revise decision. |
Create a migration workbook
Use one row per asset or workflow:
| Source asset | Current URL/ID | Owner | Data/export location | Tapmy destination | Test status | Cutover action | Rollback |
|---|---|---|---|---|---|---|---|
| Main profile/store | Existing public link | Creator | Page/settings | New Tapmy store | Not tested | Update bio links | Restore old link |
| Product A | Existing product URL | Creator | Product editor | Tapmy Product A | Not tested | Replace campaign links | Revert links |
| Buyer records | Source dashboard | Business | Approved export | Secure archive/import plan | Not checked | Preserve access/support | Use source records |
| Lead list | Source audience area | Business | Consent-bearing export | Approved email system | Not checked | Segment and validate | Pause sends |
| Analytics | Source insights | Business | CSV/screenshot/export | Baseline archive | Not checked | Start new baseline | Reference archive |
Inventory more than visible links
Include:
- product titles, descriptions, covers, files, prices, currencies, variants, and discounts;
- checkout questions and buyer instructions;
- order and subscriber records available to you;
- memberships, subscriptions, bookings, or service commitments;
- emails, workflows, integrations, pixels, campaign tags, and analytics;
- custom domains or subdomains you control;
- social bios, pinned posts, video descriptions, link stickers, email footers, QR codes, partner pages, ad destinations, and affiliates;
- policies, tax settings, invoices/receipts, and support history;
- customer access links and license/usage rights.
Do not treat a successful CSV download as proof that Tapmy can import the file or recreate historical entitlements. Export capability, import capability, and access migration are separate questions.
Decision gates
| Evidence state | What it means | What to do next |
|---|---|---|
| The input is specific, current, and tied to a real buyer action | The migration inventory workbook is ready to use. | Put it into the Tapmy journey and measure the next observable behavior. |
| One important input is assumed | The direction is testable, not yet proven. | Run the smallest test that can confirm or reject that assumption. |
| The asset serves several audiences, offers, or goals | The scope is too broad. | Narrow to one buyer, one job, one offer, and one reporting window. |
| The result depends on a claim you cannot show or deliver | Trust and delivery risk are higher than the upside. | Rewrite the promise around a supportable outcome. |
Quality standard
- The migration inventory workbook names one buyer and one job.
- Every number has a timeframe, currency, or denominator where needed.
- Every link and handoff has an owner.
- The next action is visible without rereading the chapter.
- The decision can be measured through customer behavior.
- No claim is stronger than the evidence.
