Deliverables
What you receive
7 in progress · 1 not started
Architecture & Discovery Phase
Architecture Blueprint
In ProgressDescription
A complete technical architecture describing how every core business system should interact — including data flows, integration points, and automation logic.
Business Outcome
A shared technical blueprint that eliminates ambiguity about how systems should interact, preventing costly mistakes during implementation.
Owner
SMB Ops
Completion Criteria
All architecture layers documented with integration points, data flows, and decision rationale. Reviewed and approved by Alan.
Workflow Maps
In ProgressDescription
Current state and future state process documentation across all five core workflows, including triggers, systems, human steps, and automation opportunities.
Business Outcome
Clear before-and-after documentation of every core process, enabling implementation teams to build precisely what the business needs.
Owner
SMB Ops
Completion Criteria
Current and future state documented for all five core workflows. Triggers, systems, human steps, and automation opportunities identified for each.
Technology Landscape Assessment
In ProgressDescription
Evaluation of every business system currently in use, including integration health, known issues, and recommended future roles within the Revenue Operations stack.
Business Outcome
A clear picture of which tools to keep, consolidate, or replace — reducing wasted spend and ensuring the right foundation for automation.
Owner
SMB Ops
Completion Criteria
All active systems assessed with current role, future role, health score, automation readiness, and known issues documented.
Opportunity Backlog
In ProgressDescription
A prioritized catalog of twenty automation and operational improvement opportunities identified during discovery, organized by phase and business impact.
Business Outcome
A shared backlog that enables DBA and SMB Ops to align on priorities and sequence implementation work for maximum business value.
Owner
SMB Ops
Completion Criteria
All 20 opportunities documented with effort, impact, dependencies, and discovery confidence. Reviewed and prioritized with Alan and Anggay.
30-Day Priority Matrix
In ProgressDescription
A scored prioritization framework identifying the five highest-ROI initiatives to pursue immediately, with rationale for each recommendation.
Business Outcome
Immediate alignment on where to start, eliminating analysis paralysis and ensuring the first 30 days of implementation generate visible business value.
Owner
SMB Ops
Completion Criteria
Top 5 priorities identified with scoring rationale. Why-now, expected outcome, and dependencies documented for each.
Implementation Roadmap
In ProgressDescription
A phased six-phase implementation plan from CRM Foundation through Portfolio Company Playbook, with objectives, exit criteria, and expected business outcomes for each phase.
Business Outcome
A multi-phase roadmap that gives leadership visibility into the full implementation journey and enables confident decision-making about phase timing and investment.
Owner
SMB Ops
Completion Criteria
All six phases documented with objectives, deliverables, exit criteria, expected outcomes, and estimated durations.
Discovery Session Record
In ProgressDescription
Complete documentation of all discovery sessions including discussion summaries, key decisions, open questions, and action items.
Business Outcome
A permanent record of decisions made and context captured during discovery — ensuring nothing is lost and future team members can understand the rationale behind every implementation choice.
Owner
SMB Ops
Completion Criteria
All three discovery sessions documented with attendees, discussion points, decisions, and action items. Reviewed and confirmed accurate by attendees.
Phase 1 Scope of Work
Not StartedDescription
A formal scope of work document defining the deliverables, timeline, and investment for the first implementation phase.
Business Outcome
A clear agreement on Phase 1 scope that enables implementation to begin immediately after Architecture & Discovery approval.
Owner
SMB Ops
Completion Criteria
Scope, deliverables, timeline, and investment documented. Signed and approved by Alan.
Implementation Phases
Delivered as part of future engagement phases upon completion of Architecture & Discovery.
HubSpot Configuration
Not StartedDescription
Complete HubSpot setup including lifecycle stages, deal pipelines, contact segmentation, sequences, and dashboard configuration.
Business Outcome
A fully operational CRM that supports reliable reporting, automated follow-up, and pipeline management — replacing the current manual, inconsistent state.
Owner
SMB Ops
Completion Criteria
Lifecycle stages configured. Deal pipelines separated. Contact segmentation live. Sequences activated. Dashboard showing real-time pipeline health.
Automation Workflows
Not StartedDescription
Built and tested automation workflows covering referral partner cadence, meeting intelligence, and outbound infrastructure.
Business Outcome
Consistent, reliable automation that eliminates manual handoffs and ensures no relationship interaction or follow-up is ever dropped.
Owner
SMB Ops
Completion Criteria
All Phase 2 automation workflows live and error-monitored. Documentation complete. Team trained.
AI Processing Templates
Not StartedDescription
Engineered prompts and processing templates for AI-powered meeting intelligence, follow-up drafting, and lead qualification.
Business Outcome
AI that produces consistently useful outputs — not generic summaries but structured, actionable intelligence tailored to DBA's context and relationships.
Owner
SMB Ops
Completion Criteria
Meeting intelligence, follow-up drafting, and qualification templates live and integrated with HubSpot. Output quality reviewed and approved.
Executive Dashboard
Not StartedDescription
A real-time KPI dashboard providing leadership with automated visibility into pipeline health, outreach performance, and referral activity.
Business Outcome
Leadership has full pipeline visibility without pulling reports manually — enabling faster decisions and earlier intervention on at-risk opportunities.
Owner
SMB Ops
Completion Criteria
Dashboard live with 5–7 agreed KPIs. Weekly automated summary delivered. No manual refresh required.
SOPs and Documentation
Not StartedDescription
Standard operating procedures for every implemented workflow, enabling repeatable execution and team knowledge transfer.
Business Outcome
Operations that can survive personnel changes — and that can be packaged for deployment to portfolio company acquisitions.
Owner
SMB Ops
Completion Criteria
SOPs documented for all active workflows. Team trained. Stored in accessible shared drive location.
Portfolio Company Playbook
Not StartedDescription
A repeatable implementation guide for deploying the Revenue Operations stack across future portfolio company acquisitions.
Business Outcome
The ability to compress time-to-operational-efficiency for every future acquisition — turning Revenue Operations into a competitive advantage across the entire portfolio.
Owner
SMB Ops
Completion Criteria
Playbook documented with templates, configuration guides, and implementation sequence. Validated through at least one portfolio company deployment.