Ask what survives a move

Before choosing a platform for a paid AI skill, check whether you can recover your source material, identify the readers you still owe access to, and recreate the essential experience elsewhere. An export button answers only part of that question.

You may be able to download a list of customers without transferring their access. You may have every source file without preserving the questions, examples, or settings that made the skill useful. Treat those as separate parts of an exit plan.

This worksheet is a planning resource, not a report of a completed migration. No customer records were exported, subscriptions transferred, or Skillfully export capabilities tested for this article.

The question begins before you need to leave

In a January 2026 discussion about choosing a course platform, Reddit user u/digitalhobbit asked:

“How feasible is it to migrate courses (and ideally also mailing lists, landing pages, etc.) between different online learning platforms?”

The poster was exploring tools before launching courses. Their question captures the useful time to investigate portability: while you can still choose how to organize the product. The discussion is a creator's concern, not authoritative documentation of any vendor's export features. Original discussion

For an author with a book companion, an exit plan can be a single page. Its job is to expose dependencies before they become reader promises.

Separate files, records, and continued access

Teachable's documentation provides a concrete example of why the distinction matters. It describes downloading individual content items rather than exporting an entire course as one native unit, alongside separate data exports. That is documentation about Teachable, not a general claim about AI skill platforms. Teachable's export documentation

Its user documentation describes a CSV containing identity and account fields, including marketing opt-out status. Its import documentation separately notes that adding someone to a school does not automatically enroll them in a product. A list of people and permission to use a particular product are different things. User export fields, user import and enrollment

Apply that distinction when asking any prospective skill platform about an exit. Request evidence for each category instead of accepting a broad assurance that your data is portable.

Fill out the exit worksheet

What you needEvidence to request or retainWhat to record if unavailable
Source instructions and reference filesAn independently readable copy of the current material and its revisionWhich pieces exist only inside the platform
Reader-facing examples and setup guidanceFiles or pages you can recover and editPages you would have to recreate
Reader recordsAvailable fields, export format, permissions, and applicable communication preferencesMissing identifiers or preferences that prevent safe reconciliation
Purchase and access recordsProduct, access basis, relevant term dates, and exceptions where availableWhich obligations cannot be reconstructed from the export
Billing continuityWritten confirmation of whether and how the payment arrangement can moveWhether readers must take a new action and how duplicate charges would be avoided
Feedback and revision historyAvailable exports and a way to interpret their identifiersHistory you will lose or need to retain separately
Product linksA list of places readers reach the offer, including your own websiteLinks you cannot redirect or update

Add four columns to your working copy: owner, last checked, evidence location, next action. Do not put customer data into a public planning document. A record of where the evidence lives is enough for the checklist.

Mark each row as verified, documented but untested, unavailable, or unknown. Unknown is useful information. It tells you where a platform demonstration or support answer is needed.

A fictional exit plan for a book companion

Suppose Arthur has a book about cataloguing a small collection of objects. His proposed skill helps a reader produce a consistent catalogue entry from their own notes. The example below is invented and has not been run on a platform.

Arthur's source folder contains his method instructions, a glossary, three fictional object examples, and the description of a satisfactory catalogue entry. He can read these files independently of the delivery service. That addresses the method's source, but it says nothing yet about moving the customer relationship.

His worksheet records these decisions:

  • Keep: editable source files, example inputs, expected output criteria, and the offer wording readers saw.
  • Verify before selling: which records show a reader's product and remaining access, and whether those records can be exported in a useful form.
  • Resolve before promising continuity: how the billing arrangement and access would work on a replacement service.
  • Rebuild if necessary: setup instructions, platform-specific screens, and links embedded in his newsletter archive.
  • Do not assume transferable: conversations, saved work, usage history, or subscriptions without explicit evidence.

The first rehearsal would use fictional records and an empty destination. Could Arthur reconstruct the catalogue exercise, interpret an access record, and explain the move to a reader? Until that rehearsal happens, the worksheet remains a plan rather than proof of portability.

Preserve the method's behavior as well as its text

A recovered instruction file is valuable, but it does not establish that another AI environment will follow it in the same way. Keep a few representative inputs and the criteria you use to judge the resulting work. Include a missing-information case so you can see whether the replacement asks a necessary question rather than inventing an answer.

For Arthur, the check might require the companion to distinguish an object's observed condition from an owner's uncertain recollection. That behavior matters more than reproducing the previous wording exactly.

The guide to measuring agent skill quality can help you define those checks. Run them in the actual destination before describing a replacement as equivalent.

Put reader continuity ahead of closing the old account

Before a real move, identify outstanding access promises, preserve the records you need under your applicable obligations, and agree on the transition with the relevant providers. Do not assume that importing an email address restarts a subscription or authorizes a new charge.

Prepare a reader notice only when the plan is concrete. It should explain what changes, what action is needed, whether existing work is affected, and where to get help. If a part of the old experience cannot move, say which part.

Choose a platform whose current value and exit requirements you understand. You do not need a frictionless escape route for every feature. You do need to know which dependencies you are accepting before readers depend on them too.

If you have an established method you want to publish as a skill, visit Skillfully and choose Book onboarding. Bring your source material and this worksheet so portability questions can be answered for your actual offer.