Every session,
read back to you.

Recap

Discovery session. Kate framed the brief: about five years on HubSpot, all self-configured or set up by consultants, and she wants efficiencies as revenue grows. The core problem is price perception. Concrete pools start at roughly $100k to $120k, and as Kate put it, Cronulla is "transparent to our detriment" while competitors hide costs then hit clients with variations later. Kate wants Facebook ads to do the cost-education lift so leads arrive pre-qualified.

Recap

The engagement starts here. We set the governance: a weekly check-in, a sign-off at every stage, and a recap after each session, with a rule that small in-flight tweaks get done inline while bigger asks go to a side pot. The headline build decision is to optimise the pipeline so it tracks in stages, not in properties. The primary bottleneck is the post-quote stall, leads ghost once Matt's licensed quote goes out, so the build is shaped around relieving that.

Recap

We reviewed and refined the new pipeline and the proposal tool. The big addition was a "Quote Ready" stage as the clear handover point from Matt back to Scott. We also worked through pulling Plaud call recordings into the deal as a transcript note and auto-summarising the call into the quote-request email to Matt. Scott confirmed the structured property fields plus notes are "more than enough for an accurate quote", with the call summary a nice-to-have on top.