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 need | Evidence to request or retain | What to record if unavailable |
|---|---|---|
| Source instructions and reference files | An independently readable copy of the current material and its revision | Which pieces exist only inside the platform |
| Reader-facing examples and setup guidance | Files or pages you can recover and edit | Pages you would have to recreate |
| Reader records | Available fields, export format, permissions, and applicable communication preferences | Missing identifiers or preferences that prevent safe reconciliation |
| Purchase and access records | Product, access basis, relevant term dates, and exceptions where available | Which obligations cannot be reconstructed from the export |
| Billing continuity | Written confirmation of whether and how the payment arrangement can move | Whether readers must take a new action and how duplicate charges would be avoided |
| Feedback and revision history | Available exports and a way to interpret their identifiers | History you will lose or need to retain separately |
| Product links | A list of places readers reach the offer, including your own website | Links 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.