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DELIVERY MODULE 1 to 2 weeks

Segmentation & Smart Lists

Builds lifecycle, behavioural and operational smart lists in HubSpot so the right records are grouped automatically for reporting, automation and day-to-day work.

Delivery module

AU$675

1 to 2 weeks

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What this module actually does

Included

Client has live lifecycle, behavioural, and operational smart lists in HubSpot.
Records are grouped automatically, ready for reporting, automation, and day-to-day work.

Not included

Campaign execution

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

Description of the audiences and queues needed, and how each list will be used, needed before List Criteria Confirmation

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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