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DELIVERY MODULE About 2 weeks

Discovery & Journey Mapping

Map your end-to-end business processes in a structured workshop format so every pipeline, workflow, and handoff is documented before any HubSpot configuration begins.

Delivery module

AU$960

About 2 weeks

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What this module actually does

Included

Client has a complete, visual journey map in Miro showing all intake sources, pipeline stages, and workflows.
Every workflow is mapped individually with enrollment criteria, actions, and connections to other workflows.
Pipeline stages are defined with clear entry and exit criteria and handoff points.
The delivery team has a scoped task breakdown ready to begin the build phase.

Not included

Pipeline or workflow builds in HubSpot
Automation setup, sequences, or workflow configuration
Data migration, imports, or data cleaning
Custom object creation or property setup
Solution design or technical architecture decisions
Copywriting for emails, notifications, or templates
Ongoing support or training
Changes to processes outside the agreed journey map scope
Third-party integration mapping (covered by integration-specific modules)

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

Access to the right stakeholders for both workshop sessions, needed before Workshop Preparation & Scheduling
View access to your HubSpot portal, if you already have one, needed before Workshop Preparation & Scheduling
Confirmation of which pipelines or processes are in scope, needed before Workshop Preparation & Scheduling
Overview of current processes, even if informal (spreadsheets, documents or a verbal walkthrough), needed before Journey Mapping Workshop #1
List of intake sources (forms, emails, manual entry, integrations), needed before or during Journey Mapping Workshop #1
Confirmation of team roles and handoff responsibilities, needed before or during Journey Mapping Workshop #2
Attendance at the review session to confirm the map, needed before Client Review Session

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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