Chapter 7
Reconcile and retire safely
Part of How to Migrate From Stan Store, Linktree or Gumroad to Tapmy Without Losing Customers.
Finish this chapter with a reconciliation and safe-retirement checklist you can use immediately to reconcile and retire safely, while avoiding switching the public link before customer access and tracking are verified.
What you’ll get
- A completed reconciliation and safe-retirement checklist, not a list of abstract ideas.
- One explicit decision rule for reconcile and retire safely.
- 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 reconciliation and safe-retirement checklist 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. |
Work through the chapter
During the rollback window, compare:
- source and Tapmy orders;
- duplicate or missing charges;
- product access and download/support issues;
- active subscription/member status;
- refunds, disputes, and failed payments;
- traffic by updated and old links;
- customer messages and unresolved commitments;
- affiliate or partner attribution;
- files and policies shown to buyers.
Retire a source offer only when new sales can stop safely, existing buyers retain required access/support, records are archived appropriately, integrations are disconnected deliberately, and a rollback is no longer needed.
Keep a migration log: date, action, owner, result, issue, fix, and evidence. It will matter when a forgotten QR code produces an old-platform sale two weeks later.
Decision gates
| Evidence state | What it means | What to do next |
|---|---|---|
| The input is specific, current, and tied to a real buyer action | The reconciliation and safe-retirement checklist 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 reconciliation and safe-retirement checklist 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.
