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02

SCOPE:

  • Phase begins post-discovery.

  • Pro CRM Solutions identifies required HubSpot features and tools.

  • Documents integration points and data migrations.

  • Lists out necessary customisations.

  • Ensures a clear roadmap to project completion.

  • Identifies a HubSpot 'Champion' within client business.

  • Agrees Champion allocates resources, e.g., half a day weekly, to co-manage project with Pro CRM Solutions.

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HERE

02

SCOPE

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