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DELIVERY MODULE Within 1 week

Deal Tag Essentials Pack

Set up five rule-based deal tags that flag deals with overdue tasks, no owner, no next step, no recent stage movement or no contact yet.

Delivery module

AU$240

Within 1 week

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What this module actually does

Included

Client has five colour-coded deal tags that flag risky or neglected deals on the deal board.
Tags apply and clear automatically as deals change.
Sales managers can see at a glance which deals need follow-up without building filters or reports.

Not included

Tags beyond the five in the pack
Tags on objects other than deals
Workflows, tasks or notifications triggered by the tags
Reports or dashboards
Cleaning up the deals the tags flag

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Deal Tag Build
A Sales Hub or Service Hub Starter, Professional or Enterprise subscription, or Smart CRM Professional or Enterprise, needed before Deal Tag Build
Which pipelines the tags should apply to, and any changes to the standard rules (for example 21 days instead of 14 for Stuck in Stage), needed before Tag Rules Confirmation

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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