Migrating from Pickaxe to FormWise: A Practical Guide for Creators & Marketers

Overview

If you’ve validated an idea or gained early traction using Pickaxe, congratulations—you've experienced firsthand the power of AI. Moving to FormWise is your next strategic step when you're ready for a fully branded experience, richer workflows, deeper integration options, and scalable revenue models.

This guide reveals why over 8,000 course creators, agencies, and coaches have chosen FormWise, explains the reasons for creators are migrating from Pickaxe, and provides a clear, step-by-step blueprint for making the switch.

Why Teams Migrate from Pickaxe to FormWise

Your 6-Step Migration Roadmap

1. Inventory Your Current Pickaxe Tools

Create a spreadsheet detailing:

• Tool name and primary use-case
• Input fields collected from users
• Current prompt(s) used
• Ideal output formats (Chat or Form based tool)

If several tools target a specific audience (real estate agents, coaches, marketers), group them together for bundling into a Toolset—a format pioneered by FormWise. Unlike Pickaxe’s Studios, which require users to leave your site and aren’t embeddable, Toolsets keep your tools seamlessly integrated within your platform, maintaining a consistent, branded experience.

2. Rebuild Your Tools as FormWise SmartForms

Using FormWise:

• Select New → SmartForm (or CoPilot for chat-first tools).
• Enter title, description, and define input fields clearly.
• Copy your Pickaxe prompts and insert @Question_ID placeholders for user input.
• Optionally chain multiple prompts for richer outputs.
• Test, refine, and publish your SmartForms.

Want to learn more? Follow along with our guided buildout.

SmartForms improve user experience by managing complexity behind the scenes, giving end-users clean, intuitive interactions.

3. Organize and Personalize with Toolsets

Toolsets operate as embeddable, customizable mini-apps:

• Bundle SmartForms and CoPilots together
• Offer free or paid access seamlessly
• Easily embed within Webflow, Kajabi, GoHighLevel, Squarespace, WordPress, or any site supporting <iframe> or script embeds

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4. Enhance Interactivity with CoPilots

For engaging conversational AI helpers (e.g., brand voice guides, copywriting assistants, client onboarding bots), configure CoPilots with:

• Tailored system prompts and communication styles
• Uploaded custom PDFs, brand guidelines, or training materials
• Integration with reusable data collected from SmartForms

Want to learn more? Follow along with our guided buildout.

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5. Embed Tools or Launch Your Own Toolset

Choose your preferred launch method based on your business needs:

• Embed individual tools directly into existing websites or funnels
• Launch white-label dashboards hosted on your custom subdomain
• Utilize built-in GoHighLevel integration (included in FormWise Agency Pro) for rapid deployment tailored to niches like Real Estate, Life Coaching, or Marketing Agencies

6. Launch with Expert Support and Resources

FormWise offers free comprehensive onboarding:

• One-on-one migration sessions to clone your first SmartForm or Toolset
• Access to our Resource Center filled with proven prompt templates, marketing funnels, and instructional videos
• Regular Office Hours for strategic guidance, troubleshooting, and best practices
• Real-world case studies, including successful migrations by fitness coaches, real estate agencies, and marketing teams
• The AI Monetization Playbook with instructions on how to turn prompts into products.

Quick FAQ

Will Embedding a Toolset hurt my SEO?

No—embedded Toolsets live directly on your domain, maintaining your site's SEO value.

Can I still keep using Pickaxe for experiments?

Absolutely. Many creators continue using Pickaxe for rapid testing and transfer validated tools to FormWise when ready for scale.

I already have a GoHighLevel account. Is there any extra cost?

No extra cost, you'll receive a tailored FormWise starter pack ready to deploy directly into your existing GoHighLevel account.

Can FormWise build my tools for me?

Of course! FormWise has a dedicated prompt engineering team whose focus is making sure your ideas convert into high value Tools that your users will pay for. If you are interested in learning more, book a free consultation!

Ready to Get Started?

• Begin your 7-day free trial with FormWise.
• Book your complimentary migration call, we'll help you build your first FormWise tool together (You can do this during your onboarding).
• Check out our Starter Packs and load them right into your account, for free!
• Launch confidently under your own brand, with FormWise infrastructure and support built for growth.