Classic Productions — CRM Transfer Walkthrough

Diamond Watson · transfer his sub-account to his new agency · updated June 23, 2026
Status: fully go. Go-ahead received, tech lead looped in, and the Vercel side verified clear (no API keys, forms-only). Pre-flight is complete. Destination relationship number: 0-682-421. The transfer is one-way, so confirm the number before you submit.
PRE-FLIGHT — complete  (done)
✓
Sent Diamond the follow-up reply
Done. Your reply asking for the go-ahead, the tech lead, and any pending website work went out.
✓
Written go-ahead received
Done. Diamond sent his written go-ahead to proceed with the transfer. Paper trail secured.
✓
New team tech lead in hand
Done. You have the receiving agency's tech-lead contact and already sent them the details.
✓
Vercel credentials — verified clear
Done. Checked all three Vercel projects (website, funnel, funnel backup): zero environment variables, no API keys or GoHighLevel tokens anywhere. It is embedded forms only, and those forms belong to the sub-account, so they travel with the transfer. Nothing breaks. Verified 2026-06-23.
THE TRANSFER — you are here  YOU ARE HERE
1
Open Sub-Accounts
In your GoHighLevel agency dashboard, go to Sub-Accounts.
2
Manage Classic Productions
Find Classic Productions in the list and open Manage Client.
3
Actions → Transfer Sub-account
Click Actions, then choose Transfer Sub-account.
4
Enter the relationship number
Type the destination agency relationship number exactly: 0-682-421. Double-check it before you submit. This is the one-way step.
5
Submit
Submit the transfer request. Processing can take up to 72 hours after both agencies submit their forms.
6
New agency approves
The receiving agency must click Approve on their Review Request email. The transfer does not complete until they do. Nudge your tech-lead contact to approve.
AFTER THE TRANSFER
7
Coordinate the email rebuild
The CRM email setup (Mailgun and the built-in email) breaks on transfer by design. Hand the new agency the punch list so they rebuild it on their side.
8
Confirm the website still serves
You are keeping the website hosted on your Vercel (his confirmed choice). Verify both subdomains still load and still talk to the now-transferred CRM.
9
Ask for the testimonial
During the cutover call, ask Diamond for a testimonial. He thanked you for making this easy, the goodwill is there.
MetAiBlock · Green = done · Purple = do now · Saved in the Classic Productions client folder. Updated from Charles's latest status, 2026-06-23.