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DELIVERY MODULE 1 to 2 weeks

Lead Capture & Source Tracking

Build HubSpot forms for key lead capture points with UTM source tracking, submission notifications, and deal creation from high-intent leads.

Delivery module

AU$720

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has HubSpot forms deployed for all key lead capture points, ready to embed on their website.
UTM parameters are tracked on every form submission so the client knows where leads come from at a campaign level.
The right team members are notified immediately when a form is submitted.
Deals are created automatically from high-intent form submissions (where configured).

Not included

Attribution reporting or dashboard builds
Website design, development, or landing page creation
Lead scoring configuration
Advanced form logic (progressive profiling, smart fields, conditional fields, multi-step forms)
Paid ad platform integration or tracking setup (Google Ads, Meta, LinkedIn)
UTM strategy or campaign naming convention design
Form content writing or copywriting
Embedding forms on the client's website (embed instructions provided)
More than 5 forms
More than 2 deal creation workflows
Lead assignment, round-robin routing, or territory-based assignment

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 Lead Capture Requirements and Form Planning
List of forms required and what each is for (enquiry, contact, demo request and so on), needed before Lead Capture Requirements and Form Planning
Fields to collect on each form, needed before HubSpot Form Builds
Thank-you message text or redirect URL for each form, needed before HubSpot Form Builds
Brand colours and any form styling preferences, needed before HubSpot Form Builds
Who should be notified for each form, needed before Form Submission Notification Workflows
Which forms should create deals, with the pipeline, stage and owner for each, needed before Deal Creation from Form Submissions
An introduction to your website developer, needed before End-to-End Testing and Handover
The HubSpot tracking code on every page of your website, needed before End-to-End Testing and Handover

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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