Cronulla Pools × Neighbourhood
This is the build, in full. Sign off the five deliverables below to lock scope, then watch the work move from shipped to next up.
Deliverables awaiting your sign-off
1 of 5 signed offSigning off locks the agreed scope. Anything new becomes a variation, its own small sign-off with its own cost and timeline.
Your sales pipeline rebuilt in HubSpot with five stages: enquiry, quote, deposit, build, handover.
The stages match how Cronulla actually sells, start to finish.
Your website enquiry forms create a deal automatically and assign the right owner the moment a lead comes in.
A test enquiry lands in HubSpot and routes to the correct owner.
Automatic follow-ups and reminders that run from the moment a quote is sent until the deposit is paid.
The sequence timing and the copy are approved.
Your note to Alex: "Drop the day-2 reminder, it is too soon after the quote. Otherwise the copy is spot on."
Live dashboards for pipeline, lead source, and sales velocity.
The dashboards show the numbers Cronulla cares about.
Your enquiry nurture and quote follow-up emails, templated and ready to send.
Tone and content sign-off.
The build, narrated
Done and in your portal. These three are part of what you are signing off above.
Enquiry to handover, mapped stage by stage to how you actually sell a pool. Ready for your eyes in the sign-off above.
A new enquiry now creates a deal and assigns an owner on its own, the moment the form is submitted.
Pipeline, lead source and sales velocity, drafted and ready for your eyes at sign-off.
Being built right now, in Phase 2. These complete the sign-off set above.
Reworking the sequence after your note. Dropping the day-2 reminder and re-spacing the follow-ups, copy stays as approved.
Enquiry nurture and quote follow-up emails, in your tone, going through a last copy pass before they reach the sign-off above.
Scoped, not started. These begin once you sign off the five build pieces and scope is locked.
Your existing records moved into the new structure, mapped to the five stages above. We start this the day scope is locked.
Sequences go live and your team is trained on the new system, ahead of the 12 Sep go-live.
A note from Alex
The build is the easy part for us, the sign-off is the important part for you. Take each of the five as slowly as you need. Accept the ones that are right, request changes on the ones that are not, and the moment all five are signed off we lock scope and start migrating your data. Anything you think of after that is not lost, it just becomes a small variation with its own sign-off, so your go-live date stays safe.
