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What is included in the HubSpot implementation or website transfer?

Overview: Clients often ask what exactly they’re getting with their HubSpot onboarding or CMS migration. This article defines the scope of 1vision’s implementation package.

Details to include:

  • A breakdown of the deliverables:

    • HubSpot portal setup (CRM, pipelines, users)

    • CMS setup or full website transfer (design, copy migration)

    • Form and CTA setup

    • Email template setup

    • Domain connection and go-live

    • Reporting dashboard setup

  • Timelines: average duration (e.g., 2–4 weeks depending on scope)

  • What’s not included unless requested (e.g., full custom modules, API integrations)