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DELIVERY MODULE About 1 week

Sales / Intake Pipeline Build

Build and configure a sales pipeline in HubSpot based on the agreed pipeline design, with enforced data quality at every stage.

Delivery module

AU$480

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a fully configured sales pipeline in HubSpot with defined stages that match their sales process.
Deal stages enforce required fields at each step, so reps cannot skip critical information.
The pipeline board view shows the most relevant deal information at a glance.
The team has pre-built filtered views to manage their daily pipeline work from day one.

Not included

Post-sale or onboarding pipelines (separate module)
Pipeline stage automation or workflows (separate Automation module)
Custom property creation (separate CRM & Data Model module)
Record sidebar or detail view customisation
Reporting dashboards
Sales methodology or process consulting
Data migration or importing existing deals into the pipeline
Multiple pipelines (this module covers 1 pipeline; additional pipelines are additional units)

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

Confirmed pipeline design (pipeline name, stage names and order, and what has to be true for a deal to enter and leave each stage), needed before Pipeline Setup
Partner Admin access to HubSpot for King Henry, needed before Pipeline Setup
List of fields to require at each stage, needed before Conditional Stage Properties
Your HubSpot Sales Hub subscription tier (customising board cards needs Professional or Enterprise), needed before Deal Card Customisation
The 4 or 5 fields reps need to see on a deal card at a glance, needed before Deal Card Customisation
The lists of deals your team checks most often, needed before Default Saved Views

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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