Essential
Focused delivery
One pipeline design and one form specification.
Price confirmed after discovery
Discuss EssentialAutomation, AI & Systems Integration
CRM, Lead Forms & Reporting Automation
Connect lead intake, ownership and next actions in one consistent pipeline.
Technical readiness review required · Quotation-based
Who this is for
A defined brief. A usable output.
Sales teams with a defined qualification process and CRM owner.
Included in the agreed delivery
- Pipeline stage definitions and field mapping
- Lead form and routing rules
- Follow-up reminders and summary report specification
- Duplicate, consent and exception checks; administrator guide
Scope options
Start with the right level of work.
These are starting scope configurations, not instant purchases. The selected option is checked against your requirements and confirmed in a statement of work.
Professional
Broader business scope
One pipeline with up to 6 stages, 2 forms and 3 automation rules.
Price confirmed after discovery
Discuss ProfessionalExtended
Expanded requirements
Up to 2 pipelines, 5 automation rules and one management dashboard.
Price confirmed after discovery
Discuss ExtendedWhat we need from you
- Qualification criteria and sales ownership
- Approved contact fields and communication policy
- CRM license and integration access
Nominate one approver and provide consolidated feedback. Delays in content, access or decisions can change the schedule. Share credentials only through an approved secure process.
Outside the baseline scope
- Purchased prospect lists and unsolicited outreach campaigns
- Revenue guarantees
- CRM subscription and unlimited data migration
Any additional work, subscription, licensed asset or third-party service must be itemized and approved before commitment.
From first brief to handover
01
Discover
Confirm the audience, purpose, source material, platform, owner and desired outcome. Identify anything that requires further capability or risk review.
02
Agree
Select a scope option and issue a written proposal covering quantities, exclusions, schedule, fees, dependencies, ownership and acceptance.
03
Create
Prepare the first agreed output in a controlled workspace. Keep approved content and creative or technical decisions traceable.
04
Review
Collect one consolidated feedback list from the nominated approver. Complete the agreed correction rounds and log any new scope.
05
Accept & hand over
Review the acceptance checklist, deliver the contracted formats, explain how to use or maintain them and record sign-off.
Acceptance criteria
Know what completion means.
- Each lead has an owner, stage and next step
- Required fields and duplicate scenarios reviewed
- Report totals reconcile with sample records
- Communication permissions retained
Files, ownership & aftercare
Your proposal identifies final exports, editable source files, repositories, account ownership and any licensed components. Third-party assets remain subject to their licenses. Agree ownership and usage rights in writing before work begins.
Handover includes the contracted outputs and relevant operating notes. A defect-correction window, maintenance allowance, support hours and response targets are specified in the agreement; ongoing support is included only when expressly scoped.
See the work
HarborLead Studio • Opportunity Pipeline
An interactive local pipeline based on three synthetic opportunities. Amounts and organizations are fictional.
VSPO-authored demonstration based on VSPA-SIM-019. Fictional organization and synthetic data; not client work or an assessed learner submission. The sample is representative, not every deliverable in the package.