Pre-migration and Discovery

Before any actual migration work begins, there’s always a premigration phase. This is where you set up your development environment, configure staging and production infrastructure, take backups, and align your teams on workflows, tools, and access.

A big part of this early phase is discovery: auditing your existing HubSpot setup in detail (frontend, backend, content, and performance benchmarks) and planning exactly how you’ll approach each part on WordPress.

Ideally, this discovery happens before you start your HubSpot to WordPress conversion. In fact, at rtCamp, we offer a dedicated CMS migration discovery service that gives you an implementable end-to-end blueprint. You can execute this plan in-house with your own team or have us handle it for you end-to-end or engage your preferred WordPress agency.

In this handbook, though, we’re covering discovery steps within each dedicated chapter, so you can see exactly how discovery ties into the frontend, backend, and content migrations that follow.