Justyn Message

OS Response 4 - Transfer

Hey Justyn,
We appreciate your messages and the way you’ve shown up through this — and we want to be just as straightforward in return.
We gave your request a full look. That said, OS accounts — no matter how simple they seem — can’t be transferred. Even the basics are connected to our infrastructure, automations, and permissions. Once an account is inside OS, it’s part of the system, and we don’t allow movement between platforms.
That said, out of respect for the way you’ve handled this and the relationship we’ve built, we’re The Jupiter Barbershop.
While we don’t offer transfers beyond that, we still want to support your next chapter. If the goal is to gain more control and make sure your clients are set up strong, what did you think of the support options within OS we shared earlier — like DFY Bundles, Strategic Setups, or the additional month?
We respect the direction you’re heading. If there’s anything else in the offboarding checklist you need help with, just let us know.
—Team OS
 

OS Response 4 - No Transfer

 
Hey Justyn,
We appreciate your messages and the way you’ve shown up through this — and we want to be just as straightforward in return.
We gave your request a full look. That said, OS accounts—regardless of how simple they may seem—can’t be transferred. Even the basics are tied into our system’s infrastructure, automations, and permissions. Once an account is inside OS, it’s fully integrated, and transferring it just isn’t something we allow.
That said, we want to find a way to support you. If the goal is to have more access to accounts and make sure your clients are set up strong for the next chapter, what did you think of the support options within OS we shared earlier? (DFY Bundles, Strategic Set Ups, Additional Month)
We respect the move you’re making, while we do not execute transfers, if there’s anything else listed in the off boarding checklist you need support with, let us know.
—Team OS
 

Justyn Response 4

To be honest, this response is pretty disheartening. After dedicating myself to OS for over a year, and consistently paying $300/month, I would've hoped for a different approach.
As a family man with four kids, I'm working incredibly hard to build something meaningful, and I really thought I'd have more support in this transition.
While I understand the terms and conditions, it's tough to see how facilitating this very limited transfer would create such a harsh experience. We're not talking about a massive exodus of clients here; it's a small number, and the effort to make this possible seems minimal in the grand scheme.
It's truly sad that this is how our relationship will likely end.
Either way, I do appreciate everything up to this point.
Look, if a full transfer is absolutely out of the question, could you please, at the very least, do me the small favor of transferring just one sub-account?
"The Jupiter Barbershop."
Can we at least make that happen? It would make a huge difference for them and honestly, it would mean a lot to me.
 

OS Follow Up Response

Hey Justyn,
First off, thank you for the thoughtful follow-up—and for how clearly you articulated your position. That level of respect doesn’t go unnoticed, and it’s a big reason we’re always willing to lean in and help however we can.
That said, I want to be clear and consistent here:
Even standard-feature sub-account transfers are not permitted through Team OS.
We know GoHighLevel supports agency-to-agency transfers. But OS isn’t just a white-labeled shell—it’s a customized, secured, and deeply integrated ecosystem that operates on top of GHL’s infrastructure. Every sub-account in OS, even those using "basic" tools, runs through our permissions, compliance (HIPAA), data protocols, and automation layers.
So while we hear you—and we fully understand the distinction you’re trying to make—we don’t draw lines based on feature usage. We draw them based on environment. Once an account is created inside OS, it becomes part of our system, and we have to protect the integrity of that system for every user.
That said, we’re not blocking progress—we’re here to support it.
Here’s how we can help you recreate the essentials without skipping a beat:
Use This Offboarding Checklist - It outlines exactly what can be exported from OS accounts:
OS Offboarding Checklist
We want you to win, Justyn. We believe in the brand you’re building—and we’ll do everything we can to support you within the guardrails that keep OS strong.
Let us know how you’d like to proceed, and were open to connecting further
—Team OS
 
 

Justyn Response 3

Hey Team,
This transition is a critical step for me as I launch my agency, and ensuring a smooth handoff for these clients is my top priority. I'm confident that a solution can be found that respects OS's system integrity while also allowing my clients to maintain business continuity.
Would it be possible to schedule a brief call to discuss this in more detail? I'm very open to exploring any alternative approaches or workarounds that might help facilitate this process.
Thank you again for your understanding and support.

Justyn’s Response 2:

Link to response:
app.intercom.comapp.intercom.com
 
Hey OS Team,
Thank you so much for the incredibly quick and thoughtful response! I really appreciate you acknowledging my excitement and efforts in taking this next big step.
 
I totally understand your point about OS being a self-contained and highly-optimized ecosystem, and the Tesla analogy makes perfect sense for the custom experience you've built – I respect that a lot.
 
However, I wanted to clarify something regarding the accounts I'm hoping to transition. While I completely understand the policy against transferring the unique elements of OS, the majority of what I've built and used within those sub-accounts actually relies on the standard, out-of-the-box features that GoHighLevel itself offers. I haven't utilized any of the custom OS snapshots, funnels, websites, automations, or pipelines.
 
So, what I'm really asking for is the transfer of the very basic information within those sub-accounts – things like the contacts, calendars, the raw funnels and websites I built from scratch using standard GHL tools, and the basic automations I created using GHL's native features. This is the kind of fundamental data that GoHighLevel's own documentation (like the article I found here: https://help.gohighlevel.com/support/solutions/articles/155000002031-sub-account-transfers-transfer-sub-account-to-an-existing-agency) suggests is typically transferable between agencies.
 
My goal isn't to take anything that's part of the special OS magic – I truly respect your intellectual property. It's really just about ensuring my clients can continue their operations smoothly with their foundational data intact as I build my own brand on the GHL platform. For example, for The Jupiter Barbershop, everything was built from the ground up using the standard features you'd find in a regular $97 GHL plan. It's absolutely crucial that their basic funnel transfers over without a hitch, as even a short downtime would significantly impact their business.
 
So, while I appreciate the analogy, it feels more like trading in one car for another and just wanting to take my personal belongings and license plate to put on the new one. I really hope this clarifies my request. Your support in this basic data transfer would mean the world to me and my clients as I embark on this new journey. I'm more than happy to explore any ways I can support OS during this transition to make it as seamless as possible for everyone. I truly believe there's a win-win here, so please let me know your thoughts.
 
Thanks again for your understanding and willingness to help!

OS Response 1

Hey Justyn,
First off, I just want to say how genuinely excited I am for you stepping into this next chapter. Building your own SaaS agency is a massive move, and the fact that you’re taking the reins is something I truly respect. That’s what Team OS is all about—empowering people to build something remarkable.
That said, I know you reached out with a list of accounts you'd like to transition:
Lyfework
EG Tutoring
James Aftosmes
Josh Hernandez
Justyfied Health
Katrina Howard
The Jupiter Barbershop
And you’re absolutely right—those accounts are packed with everything that keeps your business flowing: funnels, websites, workflows, contacts—the full ecosystem. I completely understand why you'd want to carry that momentum forward.
Here’s where it gets tricky…
Team OS doesn’t allow account transfers.
It’s not a hard-nosed policy just for the sake of it. It’s because we’ve designed OS to be a fully self-contained, highly-optimized ecosystem. Our automations, workflows, and data configurations are deeply wired into the infrastructure. Moving it out is like trying to pull the engine out of a Tesla and put it in a gas car—it just wouldn’t run right.
That said, I want to find a way to support you. If the goal is to make sure your clients have a seamless experience and you can build your agency with strength, I’ve got some options that might be even better:
🚀 Done-For-You (DFY) Bundles:
We can build out fully branded systems, custom automations, and optimized workflows specifically for your new setup. You get all the power of OS without the transfer headache.
🤝 Consulting & Strategic Setup:
We can work 1:1 to map out your new agency build and ensure you’re scaling with the same systems that power OS.
🎁 Bonus Month of OS Access:
I’ll throw in an extra month at no charge to make sure you’re set up, optimized, and ready to crush it.
I want you to win. Let me know if one of these options makes sense—I’m here to make this as smooth as possible.
Looking forward to seeing you absolutely crush it.
Team OS

Justyn Initial Message

Dear OS Team,
 
I hope this email finds you all well.
 
Following some thoughtful discussions with Brian about the exciting next chapter for my business, I wanted to reach out to you all with a request. As Brian knows, I'm embarking on the journey of establishing my own SaaS agency through GoHighLevel, a step I feel will allow me to truly blossom in serving my clients.
 
Brian has kindly suggested I connect with you directly to facilitate a smooth transition for some of the clients I've been working with. To make this happen, I would be incredibly grateful if you could assist in transferring the following sub-accounts over to my agency, under the relationship number: 0-480-855
 
The sub-accounts I'm hoping to move are:
Lyfework
EG Tutoring
James Aftosmes
Josh Hernandez
Justyfied Health
Katrina Howard
The Jupiter Barbershop
 
These accounts hold all the important details – the funnels, websites, workflows, contacts, and everything else that keeps their businesses running. Your help in ensuring a seamless transfer of this information would mean the world to me and my clients.
 
Also, with this transition to my own agency, I would be so grateful if you could confirm that I will no longer be billed by OS moving forward.
 
I truly want to take a moment to express my sincere appreciation to each and every one of you at OS, and especially to Brian. The opportunities and support you've provided have been invaluable, and I will always cherish the relationship we've built. OS has played a significant role in my journey, and for that, I am deeply thankful.
 
To make this as easy as possible on your end, please let me know if there's anything at all I can do or provide to ensure a smooth and happy transition. Your kindness and cooperation would be so incredibly helpful.
 
Warmly and with sincere gratitude,
 
Here’s a breakdown of the tone, sentiment, and requests in the email you shared:

✨ Tone

The tone is:
  • Warm and appreciative – Uses phrases like “I hope this email finds you well,” “sincere gratitude,” and “deeply thankful.”
  • Respectful and professional – Clearly structured, polite, and acknowledges the OS team and Brian’s support.
  • Humble yet confident – The sender expresses excitement about their new SaaS agency while being deferential in requesting support.

😊 Sentiment

The sentiment is:
  • Positive and grateful – Emphasizes appreciation for the relationship with OS and expresses heartfelt thanks.
  • Hopeful and forward-looking – Focuses on a fresh chapter with optimism and excitement.
  • Collaborative – Encourages cooperation and aims for a “smooth and happy transition.”

✅ Requests

There are two primary requests in the email:
  1. Transfer of Sub-Accounts
      2. The sender requests that the following accounts be transferred to their new SaaS agency under relationship number 0-480-855:
      • Lyfework
      • EG Tutoring
      • James Aftosmes
      • Josh Hernandez
      • Justyfied Health
      • Katrina Howard
      • The Jupiter Barbershop
      The transfer includes funnels, websites, workflows, contacts, and all operational assets.
  1. Billing Cancellation Confirmation
      2. The sender requests confirmation that OS will no longer bill them after the transition is complete.

🧭 Summary

This is a clear, respectful offboarding and transition request driven by a strategic move into independent agency ownership. The sender is making the handoff easier by:
  • Listing sub-accounts
  • Providing the relationship number
  • Offering further cooperation if needed
Would you like help drafting the OS team’s response or processing these requests inside your system?
 
Yes — while the sender doesn’t explicitly list “reasons” in bullet form, the email communicates three clear motivations for the transfer:

💼 1. Starting Their Own SaaS Agency

“I'm embarking on the journey of establishing my own SaaS agency through GoHighLevel...”
This is the main driver: the sender is transitioning from being part of someone else’s structure (likely Brian’s or OS’s) to owning and managing their own client-facing SaaS agency.

🚀 2. Business Growth and Independence

“…a step I feel will allow me to truly blossom in serving my clients.”
The wording suggests the sender is seeking more freedom, control, and growth potential — signaling that the current setup may be limiting their ability to scale or deliver fully on their vision.

🤝 3. Continuity and Care for Existing Clients

“These accounts hold all the important details... your help in ensuring a seamless transfer... would mean the world to me and my clients.”
This shows they want to maintain service continuity and ownership of the tools and workflows already in place — which can only happen with account ownership transferred to their agency.
So while they don't say, "Here are my reasons," the message makes them evident through context and tone.
Would you like to translate this into a client success note or internal ticket summary?