Preparation
Confirm number(s) and type (local or toll-free). Keep the IntelliKid account active until the port completes. Gather account number, account holder name and billing address, service address (exact match), authorized contact, PIN if any, and a recent bill showing the number(s).
Contact IntelliKid
Request written confirmation of account number, PIN, and CSR. Ask about contractual or technical porting restrictions.
Submit in GoHighLevel
Settings → Phone Numbers → Port Number. Upload LOA and recent bill, list numbers, submit.
During the Port
Watch GHL/Twilio email updates. Do not cancel IntelliKid until FOC confirmation. Plan a quiet transition day. After completion, test inbound, outbound, and SMS/MMS.
After Completion
Verify GHL routing and workflows, update voicemail branding, archive IntelliKid logs if needed, notify team/clients, then cancel IntelliKid only after successful testing.
Optional Enhancements
Sub-account or routing trees per client line; 10DLC registration for SMS; reuse this checklist as a template SOP for future ports.