Get your agency owner to transfer your account while maintaining all your data, leads, and conversation history
Approach your current marketer or agency owner with a collaborative mindset. Here's what to communicate:
Key Message: "I want you to continue helping me with management, but I need to be in my own agency so I have control of my data and leads. I've started setting up my own agency to ensure I maintain control of my business assets."
You're not abandoning them—you're taking ownership of your business while keeping the door open for continued support. This shows maturity and business acumen.
Start your new HighLevel agency through this exclusive link to get access to award-winning snapshots, courses, and weekly group support:
Once your new agency is set up, you'll need to locate your relationship number:
Provide your relationship number to your current agency owner and request the account transfer.
What You'll Keep: All conversation history, phone setup, and data remain intact. You'll only need to reconnect calendars and Facebook integrations—everything else transfers seamlessly.
Share this official HighLevel transfer guide with your agency:
Book a call with me to confirm your affiliation and receive a free system tune-up. I'll also introduce you to all the exclusive resources now available to you:
If necessary, let your current agency know that you'll leave a positive review only after they've successfully released your account. This ensures a smooth transition while maintaining professional relationships.
If you're already in a HighLevel agency (not as a sub-account), you'll need to follow a different migration process.
View Agency Migration Guide →Copyright 2026 Massmarket AI. All rights reserved