Not Sure Your HubSpot Is Working as Well as It Should?

Get a free 30-minute HubSpot review with honest insights and practical next steps.

DELIVERY MODULE About 2 weeks

Sales Automation Build

Build all sales-related automations as HubSpot workflows based on the journey map, so deal management, follow-ups, and internal notifications run automatically.

Delivery module

AU$1,280

About 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has all sales automations from the journey map built as HubSpot workflows, tested and ready to go live.
Deal stage transitions trigger the right tasks, notifications, and property updates automatically.
Lead follow-up is enforced with automated task creation and escalation for missed SLAs.
Lifecycle stages update automatically based on sales pipeline activity, maintaining accurate reporting data.

Not included

Enabling workflows in production (client confirms go-live timing)
Marketing automation (email sequences, nurture campaigns, lead scoring)
Post-sale or onboarding pipeline automation (separate module)
Slack, Teams, or external notification channel integrations
Custom coded workflow actions or Operations Hub custom code
Sequence enrolment automation (requires Sales Hub Professional or Enterprise)
Quote or payment automation
Workflow reporting or analytics dashboards
Ongoing workflow maintenance or monitoring
Redesigning automations that were specified in the solution design

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 on a Professional or Enterprise subscription (workflows need it), needed before Workflow Audit and Build Plan
Completed journey map with all automations specified, needed before Workflow Audit and Build Plan
Solution design document with workflow specifications (triggers, conditions, actions), needed before Workflow Audit and Build Plan
Lead follow-up SLAs (how quickly leads must be contacted, escalation timeframes), needed before Lead Follow-Up Workflows
Confirmation of lifecycle stage mapping (which pipeline actions trigger which lifecycle stage changes), needed before Lifecycle Stage Automation
Confirmation of which team members receive each notification, needed before Internal Notification Workflows

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.

Let's Talk Let's Talk

SEND A MESSAGE

Got a question?
Ask away.

Got a question, an idea, or something in HubSpot that isn’t behaving? Send us a note and we’ll give you a straight answer even if the answer isn’t us.

A HubSpot Studio.

We diagnose, build, and run HubSpot for businesses that need it done properly.

Get In Touch Get In Touch

Diagnose

Launch

Improve

Apps

Resources

Company