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ASSET CARE & OFFBOARDING

Use this page to request updates to the items One Wheel Marketing currently has under care.

Use this form to request an update to one Item under Care.

This may include removing an item from care, pausing care, keeping the item under care, requesting more review time, or identifying transition work that needs to be scoped.

Before completing this form, please review your Items under Care on your portal.

Please submit one form for each item you want updated. This keeps the record clear, helps us route the request correctly, and makes it easier to update your portal, support coverage, access, and billing.

Important: Please do not send asset details by email. Use this form so the request stays organized and secure.

Step 1

Review Your Portal


Start by reviewing your Items under Care in the portal.

This helps you see what One Wheel currently has listed for your account before you request a status update.

Open Portal

Having trouble with your portal? Submit a help ticket.

Step 2

Choose a Status In The Form Below

Each item needs one requested status.

Before choosing, review the status definitions below so you can tell us whether this item is ready to remove from care, should stay under care, or if transition help is needed.

Step 3

Submit One Form Per Item

Submit one form for each Item under Care.

This keeps the record clean and helps us update your portal, access, support coverage, and billing without mixing multiple assets into one request.


Need a Bigger Handoff?

If several items need review, vendor coordination, migration help, documentation, DNS or hosting support, or a broader transition plan, book a Formal Handoff Appointment.

Book Formal Handoff

Start With One Item Under Care

Your job right now is simple:

Review your Items under Care in the portal.
Choose one item that needs a status update.

Complete this form for that item only.

That is it. We will follow up with secure access requests where needed.

IMPORTANT: Do not enter passwords on this form. Use the Onboarding Checklist for adding new items under care.

Asset Care Status Update

Important:

You will only see the secure form below if you are signed in. 

Log In or Create a User

Before choosing a Status, review what each option means:

Keep Under Care

Keep this item under One Wheel support, maintenance, hosting, monitoring, or another approved support path.

Service/billing impact: This item remains under care and may continue to be included in your support coverage and billing.

Pause Under Care

Keep this item under One Wheel care for now, but pause active work unless separately approved.


Service/billing impact: This item remains under care and may continue to be included in billing because One Wheel is still responsible for stewardship, hosting, monitoring, access, or support readiness where applicable.

Client Review Needed

Your team needs more time to review before choosing a final status.

Service/billing impact: This item remains under care while your team reviews it and may continue to be included in billing until a different status is confirmed and completed.

Ready to Remove From Care

Use only when your team or vendor has tested access, confirmed ownership, identified who will manage the item going forward, and confirmed One Wheel can stop supporting or remove access where applicable.
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Service/billing impact: This item may be removed from care once One Wheel confirms the request is complete. Removal-only requests may have no cost, but any support, access work, transition work, migration help, documentation, vendor coordination, or troubleshooting may require billing or a separate quote.

Needs Transition Work

Use this when the item needs migration, documentation, cleanup, reconstruction, vendor coordination, access testing, ownership confirmation, or another handoff step.

Some items can be transferred. Some need to be recreated in a new system. Some can only be disconnected or removed from One Wheel care. If you are not sure which applies, choose this status so One Wheel can review the transition path.

Service/billing impact: This item remains under care until transition work is completed or another status is confirmed. Transition work is not included automatically and may require a separate quote, BuildCredits, approved overage, or paid planning.

Copy the item name "Supported Unit" from your Items under Care portal. Please submit one form per item.

Who should One Wheel coordinate with about this item going forward?

Do you need One Wheel to update notes, contacts, billing details, access details, or care instructions for this item?

Acknowledgement

I understand this item will remain under One Wheel care and may continue to be included in support coverage and billing.

What active work, changes, requests, or follow-up should pause for now?

Should One Wheel continue hosting, monitoring, access stewardship, maintenance, support readiness, or other care responsibilities where applicable?

Date or timing note.

Acknowledgement

I understand this item remains under One Wheel care while paused and may continue to be included in support coverage and billing.

Explain what you still need to confirm before choosing a final status.

Name the internal person, team, or vendor responsible for reviewing.

Date or timing note.

Acknowledgement

I understand this item remains under One Wheel care while under review and may continue to be included in support coverage and billing until a different status is confirmed and completed.

To safely remove this item from care, all confirmations below must be true. If you cannot select every item, this is not ready for removal yet. Please choose Client Review Needed or Needs Transition Work instead.

Name the person, team, or vendor responsible for this item after it leaves One Wheel care.

Describe what your team or vendor will be responsible for after this item leaves One Wheel care.

Examples: hosting, renewals, plugin updates, domain/DNS management, form monitoring, user access, vendor communication, analytics, reporting, or ongoing support.

Be specific about the requested action. Examples: remove One Wheel user access, stop monitoring, stop hosting support, disconnect reporting, remove from care list, or decommission related support assets where applicable.

Choose the action One Wheel should take before this item is removed from care. If you are not sure what access action is needed, this item may not be ready for removal yet. Choose  Client Review Needed or Needs Transition Work instead.

Describe the access action One Wheel should take, including the person, team, or vendor involved.

Examples: remove One Wheel user access, add a vendor user, confirm admin access, update recovery access, coordinate a secure credential handoff, or remove support-related access after ownership is confirmed.

List any connected items that may be affected by this removal.

Examples: domain, DNS, hosting, website forms, plugins, analytics, CRM, email, listings, ads, files, integrations, vendor accounts, or connected tools.

Invoice timing acknowledgement

I understand that billing changes are based on when the item is fully removed from care, not simply when this form is submitted.

If this item is fully removed from care within the first 15 days of the billing cycle, the change should be reflected in the next applicable billing update.

If this item is not fully removed from care within the first 15 days of the billing cycle, it may continue under the current approved support, hosting, monitoring, maintenance, or 360 Command Center path for that billing cycle.

Final Acknowledgements

Transition Work Acknowledgement

I understand that access handoff is different from transition work. Migration, documentation, cleanup, reconstruction, training, vendor coordination, troubleshooting with a new provider, DNS or hosting support, rebuilding systems, or other handoff work may require a separate quote, BuildCredits, approved overage, or paid planning.

Billing Acknowledgement

I understand that items marked Keep Under Care, Pause Under Care, Client Review Needed, or Needs Transition Work remain under care for now and may continue to be included in support coverage and billing.

I understand that only Ready to Remove From Care requests removal from care, and that removal is not complete until One Wheel confirms the item has been fully removed from care.

Secure Submission Acknowledgement

I understand that asset details should not be sent by email and should be submitted through this form or the One Wheel portal.

If you want One Wheel to take action, this needs to become a help desk ticket, approved support request, paid handoff appointment, or separately scoped project.

For help desk support, go to:

https://onewheel.app/helpdesk

For a paid Formal Handoff Appointment, go to:

https://onewheel.app/book/handoff

Submitting this form does not automatically include migration, documentation, cleanup, reconstruction, vendor coordination, troubleshooting, DNS or hosting support, rebuilding systems, or other transition work unless that work is included in your service level or separately approved.

List the internal person, team, vendor, or outside provider involved.

Include names, companies, roles, and emails where helpful.

Describe what your team, internal owner, or vendor will take responsibility for.

Describe the transition help you are requesting from One Wheel.

Examples: coordinate with a vendor, review access, help with DNS or hosting, prepare documentation, support migration planning, test access, identify connected items, or scope the next step.

List any connected items that may be affected by this transition work.

Examples: domain, DNS, hosting, website forms, plugins, analytics, CRM, email, listings, ads, files, integrations, vendor accounts, or connected tools.

When would you like this transition work reviewed or started?

Requested timing is not guaranteed until One Wheel reviews the request and confirms whether the work is included, should become a help desk ticket, or requires a quote, BuildCredits, approved overage, paid planning, or a Formal Handoff Appointment.

When would you like this transition work reviewed or started?

Requested timing is not guaranteed until One Wheel reviews the request and confirms whether the work is included, should become a help desk ticket, or requires a quote, BuildCredits, approved overage, paid planning, or a Formal Handoff Appointment.

Acknowledgement

Required checkbox:

I understand this item remains under One Wheel care while transition work is reviewed, scoped, approved, or completed.

I understand transition work is not included automatically. Migration, documentation, cleanup, reconstruction, training, vendor coordination, troubleshooting with a new provider, DNS or hosting support, rebuilding systems, or other handoff work may require a help desk ticket, separate quote, BuildCredits, approved overage, paid planning, or a Formal Handoff Appointment.


Agree & Send



What Happens Next


One Wheel Reviews the Request

We review the item, requested status, ownership notes, access instructions, and any transition needs.


We Confirm the Next Step

Depending on the status selected, we may update the item, keep it under care, pause active work, request more information, create a help desk ticket, recommend a Formal Handoff Appointment, or prepare a separate quote.


Your Portal and Billing Are Updated Where Applicable

If an item is fully removed from care, we update the portal and service coverage. Billing changes are based on when removal is completed, not simply when the form is submitted.

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Hi, I’m Mark Zubert, founder of One Wheel Marketing – 

Thanks for taking the time to handle this carefully.

One of the things we believe deeply at One Wheel is that you should own your marketing. It should not feel like a mystery box that only one vendor understands.

That is why we want this process handled well.

Whether an item stays with One Wheel, moves to your team, transitions to another vendor, gets rebuilt somewhere else, or simply needs to be disconnected, we want it to land safely.

The goal is simple: you own what is yours, nothing important gets dropped, and every asset has a clear person, vendor, or support path responsible for it.

Mark Zubert