Sunday, 21 June 2026 In delivery, go-live 12 Sep 2026
Cronulla Pools × Neighbourhood
Guides and resources for your engagement.
Plain-English explainers, process maps and quick references for how we work together. Read any of them here, no download needed.
Start here
Onboarding guide
How your Neighbourhood engagement runs
A 5 minute read on who does what, where to find things, and how the build runs from here to go-live. The best place to begin.
All resources
Guides and resources 5
What this is
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 from here 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, but you never have to chase them directly.
Where things live
Home shows where the build is up to: the five phases, what needs your sign-off, and the date we are building toward.
Agreements holds your signed MSA and statement of work.
Documents, this page, holds guides and references like this one.
Work holds the build deliverables waiting for your Accept or Request changes.
The shape of the project
We build and configure your pipeline, forms, automation and dashboards in HubSpot. You are here now.
You sign off the build deliverables, which locks the agreed scope before we touch your data.
We migrate your contacts, deals and history, switch on the automation, train your team, and go live on 12 Sep.
If anything here is unclear, the fastest answer is a 15 minute call. Use Book a time in the sidebar.
The shape of the work
This is a fixed-scope build, delivered in five phases toward your go-live on 12 Sep. 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.
What we expect from each other
From us: each build deliverable shipped and explained, and a clear line from that work to how your business runs.
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.
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, from the moment someone fills in a form to the moment a quote lands in their inbox. Each step is automated unless it is marked as a human decision.
1
Enquiry landsWebsite form or call creates a deal in HubSpot, tagged by source.
2
Instant acknowledgementAuto-reply within minutes, so the lead never sits cold. Avg now 38 minutes to a real human.
3
Qualify and routeDeal is scored and assigned to the right estimator automatically.
4
Site detail capturedA short structured form gathers pool size, access and finish before the call.
5
Quote draftedThe rebuilt HubSpot quote template pre-fills from the deal, saving roughly 6 hours a month.
6
Quote sent and trackedQuote goes out, and a follow-up sequence starts if it goes quiet.
The two steps still owned by your team are the estimator call at step 4 and the final pricing sign-off at step 5. Everything around them is handled for you.
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.
See a lead source: open the deal and check the Source property, set automatically on every enquiry.
Read a conversation: the Activity tab on any contact shows every email, call and form in order.
Move a stage: drag the deal card across the board, the automations react to the new stage.
Pull a quick number: the saved views in the deal board cover quote-stage, won this month, and gone quiet.
What not to touch
Leave deal stages named as they are, the attribution figures on your Home page depend on them. If a stage feels wrong, 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.
What a QBR is for
Your quarterly business review is 45 minutes where we step back from the sprint-by-sprint work and look at the whole quarter, then agree the one number we chase next.
Come with three answers
What felt different in the business this quarter, good or bad.
Any change coming up your end, a new product, a busy season, a hire.
The outcome you would most like to see by the next QBR.
What we bring
A graded read on last quarter's goal, the pipeline and channel numbers, and a short recommendation for where the engine points next. You will see a pre-survey from us a few days before, which shapes the agenda.
After the QBR
We confirm the single Q3 number in writing and reflect it on your Home page, so progress against it is visible every time you log in.