Sunday, 21 June 2026 In delivery, go-live targeted next week
Cronulla Pools × Neighbourhood
Documents and resources for your engagement.
Your signed agreements, every session recap, and plain-English references for how the HubSpot build works. Read the guides here, no download needed; the recaps and agreements open in their own page.
Start here
Orientation guide
How your Neighbourhood engagement runs
A 5 minute read on who does what (Alex on delivery, Kate, Matt and Scott on your side), where to find things, and how the build runs from here to go-live next week. The best place to begin.
When new scope comes up mid-build, it is written up here with its impact shown before you sign. Read it, type your name to sign, and it moves to your signed agreements. The example below shows how that works.
Example variation
How a scope change gets signed
Illustrative, varies SOW, Cronulla Pools
An example so you can see how new scope is handled. Take the Plaud call-notes integration: it was discussed on a sprint, not a signed line in the project. If you decided to formalise it, it would appear here as a variation with its impact set out, ready for you to read and sign. Nothing is charged until you do.
Cronulla Pools and Neighbourhood Illustrative, nothing to action
Example only
Example, drafted by Alex
What you would be signing
Example
A plain-English summary of the new scope. For example, formalising the Plaud call-notes integration that pulls Scott's on-site recordings into the deal.
Its impact, cost and any timeline change, shown up front, so there are no surprises on the invoice.
All other MSA and SOW terms stay the same. You sign only if you want the change.
Typing your name here is your electronic signature. The signed copy is timestamped and locked.
Signed by you, Signed copy locked
New scope is agreed here before any work starts, so nothing slips through and there are no surprises on the invoice.
Signed agreements
Signed brief
Cronulla Pools: HubSpot Support v2
solutions.nbh.co/briefs/cronulla-pools-v2
The signed brief that set the direction for this project: fix the post-quote drop-off, give Matt's licensed quoting step a clear handover, and make the quote itself land as one brand. The detailed scope and cost then flowed into the Statement of Work.
Cronulla Pools and Neighbourhood
Direction agreed
E-signed by Kate Lainson, Owner, Thu 16 Apr 2026, 9:35amView signed copy
The umbrella that governs how we work together: confidentiality, who owns what we build, how we handle data inside your HubSpot, and notice terms. It carries no fee of its own, the cost lives in the Statement of Work. Signed, with the first invoice out.
Cronulla Pools and Neighbourhood
Governing terms
Signed, first invoice outSigned copy locked
SOW
Statement of Work (SOW): HubSpot Support
solutions.nbh.co/sow/cronulla-pools, prepared by Alex Bailey
The fixed-scope project now in delivery: the simplified 8-stage sales pipeline and deal hygiene, Plaud call notes into HubSpot, the branded quote page on swim.cronullapools.com.au, the nurture sequences and objection handling, and lead scoring with the newsletter setup. Acceptance is per deliverable, signed off at each stage with Alex.
Cronulla Pools and Neighbourhood Started 28 Apr, target completion 20 Jun 2026
Fixed-scope project$30,0483 monthly invoices of about $10,016
You read each document in the portal and sign by typing your full name. Neighbourhood countersigns, then the signed copy is locked, timestamped, and kept here for the life of the project.
Signing here is not delivery sign-off
Agreements are the commercial terms and cost. Accepting a finished build piece is a separate step, you do that under Progress when each deliverable is ready.
A short orientation to your HubSpot build with Neighbourhood. It covers who you talk to, where things live in this portal, and the shape of the project, which is now on its final stretch to go-live.
Who you talk to
Alex Bailey is your project manager and your single point of contact. Anything you need, from a quick question to a new idea, starts with Alex. Behind Alex sits the build team, including Trav, who sits in on the sprints, but you never have to chase them directly. On your side, Kate is the decision-maker, Scott drives leads through the pipeline, and Matt owns the licensed quoting step.
Where things live
Home shows where the build is up to: the five build pieces, what needs your sign-off, and the go-live we are working toward.
Agreements holds your signed Master Services Agreement, the signed brief and the statement of work.
Documents, this page, holds your session recaps and references like this one.
Work holds the build deliverables waiting for your Accept or Request changes.
The shape of the project
We rebuilt your pipeline and cleaned up your deals and contacts. Done.
We wired your Plaud site-visit recordings straight into HubSpot, and built the nurture sequences and lead scoring. Done.
We finish the branded quote page at swim.cronullapools.com.au, the last piece in flight, then switch the whole thing live next week. You are here now.
If anything here is unclear, the fastest answer is a quick call. Use Book a time in the sidebar.
The shape of the work
This is a fixed-scope project, five build pieces, not a retainer. We build in the open: as each piece is configured we show it to you on your Home and Work pages in plain English, so you always know exactly where the project stands. No jargon, no activity logs for their own sake. Four of the five are shipped; the branded quote page is the last in flight, and go-live is targeted next week.
What we expect from each other
From us: each build piece shipped and explained, with a recap after every working session (you will find them all on this page).
From you: a decision when we flag one, and access to the parts of HubSpot we need to change.
How decisions get made
When a choice needs you, Alex brings it to you framed by its consequence, cost, speed, or who can see it, not by technical detail. You decide the what. We handle the how. We agreed sign-off at every stage at kick off, so nothing goes live without your nod.
When something is wrong
Tell Alex early. A small course-correction mid-build is far cheaper than a big one at sign-off. We would always rather hear it.
Enquiry to quote, end to end
This is the path a Cronulla Pools enquiry now takes through your rebuilt pipeline, from the moment someone fills in a form to the moment Matt is ready to quote. We stripped the old messy multi-pipeline setup back to one simple flow, with a clear handover so Scott drives everything up to the quote and Matt only does the licensed quoting step.
1
New LeadForm or call creates the deal. Intake fields fill in from the form: council, budget, access, design or approval, swim or ready date, and sentiment.
2
Scott qualifiesScott works the lead, books and runs the site visit, and records it on Plaud. The recording lands back in the deal as a structured note, no manual typing.
3
Prepare QuoteScott gathers the detail Matt needs, then flags it. The request fires to Matt by email and a ping in your #Quotes Slack channel that tags him, so it never sits unseen, and Matt prices the job.
4
Quote ReadyThe handover back to Scott. Matt's licensed quote is done, so it returns to Scott to send out. No deal moves on until the quote is ready.
5
Quote SentThe branded quote page goes out, and a nurture sequence steps in if the lead goes quiet. No deal reaches Quote Sent without a meeting booked.
6
BackburnerLeads that stall do not vanish into a black hole like the old Follow-up stage. They sit on Backburner and resurface automatically.
The two steps that stay with your team are Scott running the site visit, and Matt doing the licensed pricing before the deal reaches Quote Ready. Everything around them, the intake, the Plaud notes, the Slack ping and the follow-ups, is handled for you.
Your new pipeline at a glance
Everything now runs through one pipeline, "NBH, Sales Pipeline", with eight stages: New Lead, Prepare Quote, Quote Ready, Quote Sent, Site Inspection Booked, Backburner and the close stages. Quote Ready is the line where Matt's finished quote passes back to Scott to send.
The five things you will reach for most
Find a deal: use the search bar at the top of HubSpot and type the customer name or suburb.
Check the intake: open the deal and the sidebar shows only the fields that matter at that stage, council, budget, access, design or approval, swim date, sentiment.
Read a site visit: Scott's Plaud recording lands in the deal as a structured note, so the context is there without scrolling a transcript.
Move a stage: drag the deal card across the board, the automations react to the new stage. Dragging to Quote Ready pings Matt in #Quotes.
See what is stalling: the Backburner stage holds leads that have gone quiet, and resurfaces them automatically.
What not to touch
Leave the deal stages named as they are, the quote handover and the #Quotes Slack ping depend on them. If a stage name still feels off, that is one of the open items, tell Alex rather than renaming it.
Stuck
If a view looks off or a number does not add up, it is almost always a sync question, not a you question. Send Alex a screenshot and we will trace it.
Our weekly check-in, and the go-live review
Through the build we meet every Wednesday at about 1:45pm for a 30 minute Q and A, organised by Micah. It is a quick "here is where we are, here is what needs you" rather than a status report for its own sake. As we approach go-live, one of those check-ins becomes the review where you green-light switching the pipeline live.
Come with three things
The brand collateral for the quote page, the logo, the azure blue and a few images, so Trav can lock the quote-page branding.
A decision with Matt on "Accept" versus "Sign" wording (a signature here is quote acceptance into the design phase, not a full contract).
The new pipeline name, whenever you and Scott land on one. Genuinely not urgent.
What we bring
A plain read on where each build piece is up to, anything outstanding from the last session, and a short recommendation for what to switch on next. Every session is followed by a written recap, which you will find at the top of this page.
After go-live
Once the pipeline, quote page and nurtures are live, the weekly check-in keeps running so the new way of working beds in, and we confirm anything agreed in writing on your Home page.