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DIAGNOSTIC MODULE About 2 weeks

Lifecycle Stages Diagnostic

Reviews lifecycle stage definitions, alignment across teams, and where stages are being misused. The outcome is an aligned lifecycle model.

Read-only review

Lifecycle Stages Diagnostic

AU$960
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About 2 weeks
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What this diagnostic actually does

Included

  • Client has a written assessment of their lifecycle definitions, how well teams align on them and where stages are misused.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Configuration or fixes to your lifecycle stage setup
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • Partner Admin access to HubSpot for King Henry, so every settings page in the review can be opened (we look but change nothing), needed before the access and export task
  • A named contact for the kickoff call and the findings presentation, needed before the kickoff call
  • Any written lifecycle stage definitions your teams already use, needed before the kickoff call
  • Someone from marketing and someone from sales (and service, if they use lifecycle stages) on the kickoff call, needed before the kickoff call

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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