What should I expect during the onboarding process with 1Vision?
Overview: This article outlines the standard onboarding process clients go through when working with 1vision. It sets clear expectations and timelines.
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A welcome call or kickoff meeting with a project manager or strategist.
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Review of goals, tools, existing assets (website, CRM, emails).
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Access and permissions setup for HubSpot and any relevant tools.
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Project milestones and estimated timelines.
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Slack/email/project tools you’ll use to collaborate.
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What you’ll receive by the end of onboarding (e.g., configured HubSpot portal, migrated website, lead capture setup).