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DELIVERY MODULE Within 1 week

Segmentation & List Build

Build targeted active lists in HubSpot so the right contacts are segmented for marketing, automation, and reporting.

Delivery module

AU$80

Within 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a live active list in HubSpot that automatically segments contacts based on agreed criteria.
List membership has been verified against real data to confirm accuracy.
List purpose and filter logic are documented for future reference.

Not included

Static list imports or manual list uploads
Contact or company property creation (separate module)
Workflow or automation builds that use the list as a trigger
Email sends or nurture sequences triggered by the list
Ongoing list maintenance, monitoring, or periodic review
Data cleansing or deduplication of list members
Custom object lists

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

A description of who should be in the segment and what it is for, needed before Criteria Confirmation and Active Segment Build
Which contact or company properties define the audience, needed before Criteria Confirmation and Active Segment Build
How the segment will be used (workflow trigger, email send, reporting or ads), needed before Membership Check and Documentation

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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