Cronulla Pools × Neighbourhood
Your build is
in the final stretch, heading for go-live.
HubSpot Support Project. Four of the five build pieces are shipped, the branded quote page is the last one in flight, and we are switching the new pipeline live from Monday. We started 28 Apr.
Weekly update, W/C Mon 16 Jun 2026
Hey Kate, hey Scott. Good one this week, we got through everything in the sprint on Wednesday and the new pipeline is basically there.
Last week
- Ran the full pipeline dry run live with you both and walked the rebuilt residential deal pipeline end to end. Stripped the deal sidebar back so it only shows the fields that matter at each stage, no more empty boxes.
- New-lead intake fields are in: council, budget, access, design/approval, swim/ready date, sentiment. These auto-fill from the form and Scott can edit off the back of a call.
- Quote-handoff automation demoed: when Scott flags a lead needs a quote, it now fires straight to Matt over email plus a Slack ping in #Quotes that Matt is tagged in.
- Cleaned up your marketing contacts and freed 1,052, dropping you from ~75% to ~60% of your 7,000 limit, so you dodge the next pricing tier.
This week
- Building Matt's "Preparing Quote" worklist view, oldest quote first, all the context in one table.
- Adding the "Manually Approve" button to the quote page plus the click-to-approve flow for nurture, so the team stays in control without extra clicks.
- Getting swim.cronullapools.com.au pointed at the proposal tool, waiting on JCR for the DNS details.
- Trav is going to grab you for a quick 20-min call to lock the quote-page branding, then turn it around same day.
- Goal: have the whole thing (pipeline, quote-page approval, nurtures) up and running next week.
What we need from you
- Kate: send Trav the brand collateral (logo, the azure blue, images) for the quote page, and run "Accept" vs "Sign" past Matt so we can lock the wording. That is the one that matters, because a signature is not a contract here, it is quote acceptance into the design phase.
- Kate + Scott: settle on the new pipeline name when you get a sec, genuinely not urgent.
Project plan, five build pieces
Four shipped, one in flight. Your sign-off is the last thing between here and go-live.
Recent work All
Next meeting
- Confirm the pipeline migration went clean
- Walk the live quote-page branding
- Lock "Accept" vs "Sign" and switch nurtures on
Learn
The "Quote Ready" handover
A 4 minute walkthrough of the new 8-stage pipeline and how the "Quote Ready" stage hands the finished quote cleanly from Matt back to Scott to send.
Watch the walkthrough 4 minInvoices
Three monthly invoices of about $10,016 (illustrative split of the $30,048 engagement). Issue with an invoice? Contact accounts before it is due.
