Path 01
AI-Native Website Migration
A modern, fast website your team can run, with the essentials connected.
- Modern, responsive website
- Content migration
- Forms and enquiry flows
- Analytics
- Scheduling
- CRM connections
WordPress migration
Your WordPress site shouldn't require a developer every time your business changes.
FormulatedBy migrates outdated WordPress websites into secure, AI-native growth systems that are easier to operate, faster to evolve and connected to how your business generates revenue. We handle the strategy, migration, design and ongoing optimization.
Sound familiar?
Signs your site is holding the business back
WordPress powers a lot of good websites. The issue is the operational burden that builds up around hosting, plugins, themes, updates, backups and disconnected marketing tools.
01
Hard to update
Simple changes wait in a queue or break the layout.
02
Plugin pile-up
Dozens of plugins, each with its own updates and compatibility risks.
03
Developer bottleneck
Every new page, form or campaign needs outside help.
04
Uneven maintenance
Hosting, backups, themes and security updates are handled inconsistently.
05
Poor lead tracking
You cannot see clearly which pages and campaigns produce enquiries.
06
Disconnected tools
Forms, scheduling and CRM do not talk to each other.
07
Slow on mobile
Heavy themes and scripts make the phone experience sluggish.
08
Out of date
The site no longer reflects the business you run today.
Two paths
Choose the scope that fits your next stage
Start with a modern website, or move straight to a full growth system. Final scope is agreed after the audit.
Path 02
AI-Native Growth System
Everything in the website migration, plus the systems that serve clients and members after they arrive.
- Everything in AI-Native Website Migration
- Customer or member accounts
- Portals
- Payments
- Automated workflows
- Approved AI experiences
Migration scope
What we migrate
After the audit, we preserve and redirect the URLs, metadata and content that matter.
- Pages and site structure
- Approved posts and content
- Images and media
- Forms and enquiry flows
- Analytics
- Scheduling
- CRM connections
- Resource libraries
- Locations
- Team bios
- SEO metadata
- Redirects for important URLs
Growth layer
What we can add
- AI assistant
- Answers visitor questions from your approved content.
- Lead qualification
- Routes the right enquiries to the right people.
- Client or member portal
- A signed-in space for clients, members or partners.
- Payments and subscriptions
- Checkout, invoices or recurring plans through your provider.
- Dashboards
- A clear view of leads, pipeline and activity.
- Automated workflows
- Follow-ups, reminders and handoffs without manual steps.
- Resource publishing
- Guides, updates and downloads your team can publish.
- Referral tracking
- See which partners and referrers send business.
- Analytics
- Privacy-conscious measurement tied to real outcomes.
Not every WordPress site moves the same way. Complex WooCommerce stores, large publishing archives, custom plugins, regulated data and heavily integrated systems start with scoped discovery.
Process
How the migration works
01
Audit and map
Review your current site, content, URLs, plugins, integrations and analytics, then map what moves, what is retired and what is rebuilt.
02
Design and rebuild
Design the new experience around how clients find and choose you, and rebuild it in a private staging environment.
03
Connect and test
Connect forms, scheduling, CRM and analytics, then run responsive QA, accessibility basics and a security review.
04
Launch and hand over
Apply redirects, check analytics after cutover, train your team and hand over a simple maintenance guide.
Ideal fit
Built for firms that win business through trust
- Accounting and bookkeeping firms
- Consultancies and agencies
- Associations and training companies
- Recruiting firms
- Law firms and professional-services firms
- Architecture and engineering firms
- Commercial real estate
- Multi-location service businesses
For accounting firms
A modern front door for your practice
We build the client-facing experience and hand off securely to the systems you already trust. We do not replace TaxDome, Canopy, QuickBooks or your other approved systems.
- Modern marketing site that reflects your services and team
- Local and service-page SEO structure
- Consultation scheduling
- Prospect qualification before the first call
- Secure handoff to TaxDome, Canopy, QuickBooks or other approved systems
For accounting, legal and other regulated firms, sensitive client records stay in your approved practice-management and document systems. We integrate the customer-facing experience rather than storing tax, legal, medical or financial documents on the website.
FAQ
Questions about WordPress migration
Will our website go down during the migration?
The new site is built in a private staging environment while your current WordPress site stays live. We plan the cutover with you to keep any interruption as short as possible, and confirm the timing in the migration plan.
Will we lose our search rankings?
We audit your current site, then preserve and redirect important URLs, page titles, descriptions and content so search engines can follow the move. No one can guarantee rankings, and some movement after any migration is normal, but careful redirects and metadata reduce the risk.
What content can you migrate?
Pages, approved posts, images, team bios, locations, resources and SEO metadata are typical candidates. We agree the content scope during the audit, so you can also use the move to retire outdated pages.
Can our team update the site without a developer?
That is the goal. We hand over a system your team can update for everyday changes, with a walkthrough and a simple guide. Larger new features can be scoped as the business evolves.
Who owns the finished site?
After payment, you control your brand, content, domain, data and the project-specific deliverables we create for you. Third-party services such as hosting, email, scheduling or payments remain subject to their own terms, and FormulatedBy keeps its reusable methods and know-how.
Can you migrate complex WordPress sites?
Often, yes, but they need scoped discovery first. Complex WooCommerce stores, large publishing archives, custom plugins, regulated data and heavily integrated systems are assessed individually before we commit to a plan or timeline.
Which tools can you integrate?
Common connections include CRMs, scheduling tools, email platforms, analytics, payments and approved practice-management or client systems. What connects, and how, depends on each tool's APIs and permissions, which we confirm during the audit.
Do you offer ongoing support after launch?
Yes. Launch includes a support window for in-scope issues, and our monthly care plan covers ongoing health checks, form and analytics QA, small improvements and optimization.
Give your business a website that keeps up with it.
Tell us about your current site, the tools around it and where you want to grow. We will recommend the right path after a short conversation.
WordPress, WooCommerce, TaxDome, Canopy and QuickBooks are trademarks of their respective owners. FormulatedBy is not affiliated with or endorsed by these companies.