What You Receive
A Configured CRM and a Clear Handover
Deliverables are tied to the plan you select and the scope confirmed before work starts.
Configured CRM StructureAgreed pipelines, stages, key fields, views and related setup elements.
Scoped AutomationsThe workflows included in your selected package, configured and checked.
Migration OutputImported and reviewed records when data migration is included in the plan.
Integration ConnectionThe standard connection included in the agreed plan, where applicable.
Starter Reporting ViewsBasic views or dashboards included in the relevant package.
Handover MaterialChecklist, handover session or training guide according to the selected plan.