Sunday, 21 June 2026 In delivery, go-live targeted next week

Cronulla Pools × Neighbourhood

Five build pieces, four shipped,
one last sign-off before go-live.

This is the build, in full. Four of the five pieces are shipped and the branded quote page is the last one in flight. Sign off the deliverables below to green-light switching the new pipeline live next week.

Sign-off

The five build pieces, sign off as you go.

Each piece is a stage gate. Accept it, or send a note back to Alex. 2 of 5 signed off

Four pieces are built, two formally signed off so far. Anything new becomes a variation, its own small sign-off with its own cost and timeline.

1

Pipeline restructure and deal hygiene

Accepted

One simplified 8-stage pipeline, New Lead to Quote Ready to Quote Sent, with a Backburner stage that resurfaces idle deals. Cleared the 54-deal follow-up pileup and audited all 352 deal properties, 5 net-new.

Accept when

The stages match how Cronulla actually sells, and Quote Ready is the clean handover from Matt to Scott.

What needs to change?
Nothing is locked until you accept.
Accepted by you, 18 Jun 2026, 1:58pm AEST
2

Plaud call notes into HubSpot

Accepted

Scott's on-site Plaud recordings now flow straight into the deal, auto-structured into notes and property suggestions, so site context lands in HubSpot with zero manual typing.

Accept when

A site-visit recording lands on the right deal as a structured note you can read at a glance.

What needs to change?
Nothing is locked until you accept.
Accepted by you, 18 Jun 2026, 2:10pm AEST
3

Branded quote front-end

With Neighbourhood

Scott uploads the Buildertrend PDF, we extract the cost groups for him to review, and it publishes as a branded quote page at swim.cronullapools.com.au with an Accept CTA. The fix for "Buildertrend PDFs are hideous and land in junk."

Accept when

The page wears your brand and the "Accept" wording is locked with Matt.

What needs to change?
Nothing is locked until you accept.

Your note to Alex: "Looking good. Sending Trav the logo, the azure blue and our images this week, and I'll run Accept vs Sign past Matt before we lock the page. Hold this one for me until then."

Changes requested, with Neighbourhood Sent 19 Jun 2026, 4:15pm AEST
4

Nurture sequences and objection handling

Awaiting you

Pre-quote education plus post-quote objection paths (Price/Value, Timeline/Council, Multi-Decision-Maker, Site Access, External Builder). Single-sender with per-person sign-offs. All the copy is drafted in your brand voice and loaded into HubSpot for you to edit.

Accept when

You have read through the drafted copy and the sequence timing feels right.

What needs to change?
Nothing is locked until you accept.
Accepted by you, just now
5

Newsletter, lead scoring and Facebook Lead Ads

Awaiting you

Lead scoring is live (Hot 75+, Warm 40 to 74, Cold under 40), tuned to your hot-spot suburbs. Facebook Lead Ads sync into nurture and retargeting, and the monthly newsletter template is ready for your team to write into.

Accept when

The scoring thresholds look right and the newsletter template suits your brand.

What needs to change?
Nothing is locked until you accept.
Accepted by you, just now

The build, narrated

The same five pieces, told as a running log of what actually shipped.

Shipped

4 done

Done and in your portal. Four of the five build pieces above are shipped.

Simplified 8-stage pipeline stood up in HubSpot

Deliverable 1 Pipeline and hygiene
Shipped 18 Jun

New Lead to Quote Ready to Quote Sent, with a Backburner stage that resurfaces idle deals. We cleared the 54-deal follow-up pileup and audited all 352 deal properties along the way.

Every deal now sits in the right stage, and Quote Ready is the clean handover from Matt to Scott, so the pipeline reads like your real sales process.

Plaud call notes wired into HubSpot

Deliverable 2 PR #41
Shipped, PR #41

Scott's on-site Plaud recordings auto-structure into the matching deal as a note, with property suggestions. Unmatched recordings go to a review queue.

Site context flows in with zero manual typing. Hosted on NBH-managed infra at $85/mo, billed separately from the project fee.

Marketing contacts cleaned up, back under the limit

Deliverable 1 Deal hygiene
Shipped 9 Jun

Converted 998 old competition entrants and 54 long-idle contacts to non-marketing, freeing 1,052 contacts. Kate approved the list.

You dropped from about 75% to 60% of the 7,000 limit, dodging the next pricing tier (about A$390/mo).

Lead scoring model live and published

Deliverable 5 Lead scoring
Shipped 16 Jun

Scores email engagement, web behaviour, form submissions and proposal engagement, calibrated against your closed-won deals. Hot 75+, Warm 40 to 74, Cold under 40.

Scott can see at a glance which enquiries are worth a call first, with your hot-spot suburbs weighted up.

In progress

1 piece, 2 tasks

Being built right now. This is the last build piece, the branded quote page, plus the quote worklist that supports it.

Branded quote page at swim.cronullapools.com.au

Deliverable 3 Branded quote front-end
With you

Scott uploads the Buildertrend PDF, we extract the cost groups for review, and it publishes as a branded page with an Accept CTA. Waiting on your brand collateral, the Accept vs Sign wording with Matt, and the swim. DNS from JCR.

Replaces the "Buildertrend PDFs are hideous and land in junk" problem with one branded page. Trav will grab Kate for a 20-min branding call, then turn it around same day.

Matt's "Preparing Quote" worklist and approve flow

Deliverable 3 Quote handover
In build

A single table for Matt (council, budget, access, design/approval, size, notes, oldest first), plus a "Manually Approve" button on the quote page and a click-to-approve step for nurture, so the team stays in control without extra clicks.

The licensed quoting step that backs up on Matt gets all its context in one place, so quotes do not sit unseen.

A note from Alex

Hey Kate, we are in the home stretch. Four of the five pieces are shipped and the branded quote page is the only one left to lock. The two things I need from you: send Trav the brand collateral (logo, the azure blue, your images) for the quote page, and run "Accept" vs "Sign" past Matt so we can settle the wording, since on the page a signature is quote acceptance into the design phase, not the full contract. Once the quote page is branded and you give the go-ahead, we migrate the residential pipeline and switch the lot live next week.

Alex Bailey
Alex BaileyYour project manager at Neighbourhood
Design mockup, illustrative data