---
title: Prepare for your onboarding meeting with Infinity3
description: "Help your onboarding meeting focus on your goals, priorities and the information needed to move forward. #### Before you start Review your agreed services and any meeting instructions. You don’t need to prepare everything below if it isn’t relevant to…"
url: "https://www.infinity3.co.uk/help/prepare-for-your-onboarding-meeting-with-infinity3/"
updated: "2026-10-08"
category: Getting Started
---

# Prepare for your onboarding meeting with Infinity3

Help your onboarding meeting focus on your goals, priorities and the information needed to move forward.

#### Before you start

Review your agreed services and any meeting instructions. You don’t need to prepare everything below if it isn’t relevant to your work.

#### Prepare the key information

1. Write down your main business goals and the results you want from the service.
2. Identify your target customers and the products or services you want to prioritise.
3. List your current website, tools and service providers.
4. Note any known problems or limitations in your existing setup.
5. Identify the people who will supply information, provide access and approve work.
6. Bring any important deadlines and questions.

For a website project, useful examples include pages you need, content that needs updating and websites whose style you like. Explain what you like about each example.

#### During the meeting

Agree the immediate actions, who owns each one and what information is still needed. Check how you should send materials and provide feedback.

If another person controls your domain, website or business accounts, let Infinity3 know so access can be arranged with them.

#### Things to know

- Clear priorities help the team identify what should happen first.
- Mention fixed deadlines early; confirm feasibility with your contact.
- Keep passwords and verification codes out of meeting notes.
- If you cannot attend, contact the organiser to rearrange.

If you’re unsure whether something is relevant, bring a short summary and discuss it during the meeting.