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DELIVERY MODULE About 2 weeks

Solution Design & CRM Architecture

Translate discovery outputs into a complete CRM architecture document covering objects, pipelines, properties, automations, and reporting, so the build team works from a reviewed and approved blueprint.

Delivery module

AU$1,280

About 2 weeks

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What this module actually does

Included

Client has a complete CRM architecture document covering objects, pipelines, properties, automations, and reporting.
Every element in the architecture traces back to a business requirement identified during discovery.
The delivery team has a detailed technical blueprint to build from without needing to make design decisions during the build.
The client has reviewed and approved the architecture before any build work begins.

Not included

Any portal build work (pipelines, properties, workflows, dashboards)
Data migration or data cleanup
Property creation in HubSpot
Workflow building or automation configuration
Dashboard or report creation
Custom object creation
Ongoing support after handover
Copywriting or content creation
Training or enablement sessions
Custom coded actions or integrations 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

Completed Discovery and Journey Mapping outputs (journey map, pipeline definitions, workflow maps), needed before Discovery Output Review
View access to your HubSpot portal, if you already have one, needed before Discovery Output Review
List of all teams and roles that will use HubSpot, needed before Object Model and Relationship Mapping
List of any other systems that will send or receive data from HubSpot, needed before Object Model and Relationship Mapping
Any existing HubSpot property list or data dictionary, needed before Property Schema Design
Confirmation of your HubSpot subscriptions and tiers, needed before Automation Specification
Reporting priorities and the KPIs your leadership team tracks, needed before Reporting Requirements Definition
One named decision maker who can sign off the architecture document, needed before Architecture Document Compilation 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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