Statement of Work · Phase 1

AllianceCorp Property Expert

A complete HubSpot platform for AllianceCorp — bringing the full lead-to-settlement journey, the Property Stock Module, and a branded Broker Portal into one connected system.

Reference

CA00814C

Date

30 April 2026

Valid until

30 May 2026

Prepared for

Chierag Mattoo

Engagement summary

Component	Ex GST
Translate · StandardDiscovery, documentation, and rule-setting for each selected Outcome Engine.
CRM Foundation — CRM Platform	$2,100
Lead-to-Pipeline Engine — Marketing Hub	$1,875
Pipeline-to-Revenue System — Sales Hub	$1,875
Translate subtotal	$5,850
Production · Complete — 12 monthsUnlimited builds — configuration, integration, and deployment of everything defined in Translate. 3 engines × $1,750/mo × 12 months.
12 months unlimited builds 10% saving applied — $2,100 off $21,000	$21,000$18,900
Production subtotal	$18,900
Custom WorkCustom work and additional services.
Property Stock Module	$2,750
Phase 1 Broker Portal	$10,980
Custom Work subtotal	$13,730
Total engagement	$38,480

All prices in AUD, excluding GST.

Payment options

Project plan and key milestones

Indicative timeline assuming a kick-off in the week of 11 May 2026. Dates are working targets — each milestone has a 2–3 day tolerance built in.

Milestone	Target
Discovery complete	Week 2 — Fri 22 May
Design complete	Week 4 — Fri 5 June
Build complete in sandbox	Week 6 — Fri 19 June
Data migration — pilot	Week 6 — Fri 19 June
Testing complete	Week 7 — Fri 26 June
UAT window (2 weeks)	Weeks 8–9 — Mon 29 June to Fri 10 July
Training complete	Week 10 — Fri 17 July
Data migration — full	Week 12 — at cutover
Cutover and deployment to production	Week 12 — Fri 31 July

Cutover lands shortly after EOFY (30 June), giving a clean data start in the new financial year.

Stakeholder commitments

The plan above depends on AllianceCorp stakeholders being available for the following sessions. We'll book the full series in advance during week 1 so calendars are locked.

Discovery — weeks 1–2

• 4 × 50-minute sessions covering sales process, marketing process, data architecture and integrations, and reporting and governance
• Attendees: process owners from each function plus the executive sponsor
• Pre-read material issued 2–3 working days before each session — sessions run on the assumption that pre-reads have been reviewed

Design — weeks 3–4

• 4 × 50-minute working sessions presenting recommendations and confirming decisions
• Attendees: executive sponsor and the function leads for the area being discussed
• Decisions ratified at the end of each session — no decisions revisited without a formal change request

User Acceptance Testing — weeks 8–9

• 2-week window, structured as: week 1 guided testing (Kongo runs scripted scenarios with each function), week 2 free-form testing (AllianceCorp drives real-world scenarios)
• Sign-off meeting at the end of week 9 confirms readiness for cutover
• UAT works best with key people from each GTM team — a couple from sales, a couple from marketing, the future system owner, and the executive sponsor for sign-off. We'll work with you to confirm the right faces once we're into discovery

Training — week 10

• Super admin: 1 × 50-minute session covering user and permission management, schema and workflow administration, integration monitoring, and ongoing governance
• Marketing: 2 × 50-minute sessions covering day-to-day operation, campaign workflows, and reporting
• Sales: 2 × 50-minute sessions covering pipeline management, deal workflows, and reporting
• All sessions recorded for later reference and for staff who join after go-live
• Training runs after UAT so the system trained on matches the system at go-live

Cutover and hypercare

• Cutover dress rehearsal in week 11 — full migration into a parallel sandbox to validate timing and data integrity
• Production cutover in week 12, scheduled for Friday 31 July to give the weekend for any final cleanup before Monday operations
• Two weeks of hypercare immediately after go-live: daily check-ins, priority response on any issues raised, and a fortnight-end retrospective

General & data migration

• Field rationalisation across Contact, Account and Deal — moving from a sprawling field set to a clean, prioritised structure that's easier to use and easier to report on
• Custom objects: Property Stock (~4,000 records) and Valuation (~2,000 records)
• WOM Prospecting (~1,000 records) migrated into HubSpot Leads
• Master Opp deals (~7,500 since 2020), with associated accounts, contacts, activities and Property Stock
• Settlement Opp deals (~3,500 since January 2020)
• Pilot migration with sign-off, followed by Delta cutover

Telesales / PECs / Contact Centre

• Lead List Prioritisation — automated daily call list ordered by create date, new lead form date, scheduled call back date and lead scoring
• ~30 validation rules ported from Salesforce
• Lead allocation workflow, removing the manual assignment step currently handled by the PEC manager
• Booking call cadence — reminder 3 days pre-session and 8-call max-call rule
• SMS triggers via Pendula, using their new HubSpot-standard connector (continuing AllianceCorp's existing Pendula relationship). First booked session and day-before reminder triggers
• Aircall CTI integration (call and text)
• Gong integration for call analytics
• Discovery meeting booking via HubSpot meeting scheduler
• Audit, recommend and rebuild email templates

Discovery

• Audit, recommend and rebuild reports
• Audit, recommend and rebuild email templates
• ~30 validation rules ported
• WP allocation list — supporting Peter's manual triangulation through report and property logic
• Lead-to-Master-Opp conversion on Strategy Session booking, with Stripe payment dependency
• Fact Find generated natively in HubSpot, replacing the existing Google Sheet workflow
• Stripe registration payment integration
• Customer Touchpoints Matrix — alignment with the existing HubSpot workflows
• Broker handoff via Calendly (each broker has their own link) — Calendly used for external broker scheduling; HubSpot Scheduler retained for internal CRM-seated teams
• Strategy Session confirmation flow and tuck-in call logging
• HubSpot meeting scheduler for strategy sessions

PWP — Property Stock Module

UI extension on Master Opp deal record

• Filter strip — borrowing capacity, target state(s), purchase type (SMSF / personal), DD complete, SMSF eligibility
• Stock table with reservation states (available / reserved with countdown / queued / sold)
• Sidebar card with countdown timer and queue position
• 3-day reservation hold and 3-hour EOI window after appointment
• Auto-release if EOI, ID or requirements are not submitted in time
• Queue auto-promotion to the next PWP when a reservation lapses
• APM override controls (force release, manually assign, mark sold externally)

Deals › Master Opp › Smith Family — Strategy Session Held

Property Stock Module

12 properties match this opportunity · borrowing $650k · VIC

Refresh stock

Your active reservation

47 Henley Way, Werribee VIC 3030

H&L · $612,000 · PP scheduled Tue 5 May, 2:00pm · Queue: 2 PWPs behind you

3-day hold remaining

2d 14h 32m

Generate EOI Release

Filter Borrowing capacity: $650k ▾ State: VIC ✕ Purchase type: Personal ▾ DD complete ▾ SMSF eligible ▾ Clear all

Property	Price	Type	Status	Action
12 Marlboro St, Caroline Springs	$589,000	H&L	Available	Reserve
47 Henley Way, Werribee · You	$612,000	H&L	Reserved 2d 14h	Held by you
8 Cardinia Cres, Pakenham	$625,000	OTP	Queued · #2	Leave queue
14 Eucalyptus Way, Wollert	$635,000	OTP	EOI window · 1h 47m	W. Chen
91 Riverwalk Bvd, Tarneit	$645,000	H&L	Available	Reserve
22 Gleneagles Dr, Mernda	$598,000	H&L	Sold by AC	View

A

APM override · Acquisitions & Partner Manager only

Force release Manually assign Mark sold externally

EOI process

• DocuSign EOI generation directly inside HubSpot, pre-populated from Master Opp data
• Auto-notify the Contracts team on customer sign-off
• Master Opp stage automation to "Property Presentation Converted"
• Stock automatically marked "Sold by AC" and locked from other PWPs

Other PWP scope

• Audit, recommend and rebuild reports
• Strategy Session — email notification to PWP, Property Wealth Plan deck workflow
• PP Session booking via HubSpot meeting scheduler
• Property allocation logic — 3 properties per viable purchase per client
• Email template — property details to client

FinAlliance

• Audit, recommend and rebuild reports
• Internal broker team operating on Deal (Master Opp), replacing the Salesforce Partner Community
• DC-led broker allocation via HubSpot meeting scheduler
• Finance Session capture — client info, opportunity info, fact find, borrowing power
• Finance tab on Master Opp, broker-edited
• Finance Option Summary PDF flow
• Customer document upload, replacing the existing member portal
• EOI-triggered loan application capture for FinAlliance metrics
• Aircall integration for the team

Mercury, Quickli and Thrive AI integrations are scoped for Phase 2.

Acquisitions

• Audit, recommend and rebuild email templates
• Audit, recommend and rebuild reports
• Stock lifecycle stages: Acquisition → Available → PP Allocated → EOI Received → Sold
• Partner (builder / land supplier) onboarding records
• Property report fields (floor plans, pricing, DD research) on the Property Stock object
• Stock visibility logic — hidden in Acquisition status, visible to PWPs in Available
• PWP allocation cap — 3 properties per viable purchase
• First-in-best-dressed allocation priority on PP Allocated
• Stock volume monitoring dashboard for APMs
• Lost stock notification email to all PWPs when a supplier sells externally
• Conflict resolution view — list of PWPs reserving the same stock with their appointment dates

Accounts

• Audit, recommend and rebuild email templates and supporting workflows
• Audit, recommend and rebuild reports
• Client invoice flow — Membership Fees and Post Purchase Fees on Master Opp
• Builder invoice flow — builder terms dashboard, commission capture
• Settlement Opp deposit section at Sales Won
• Stripe fee refund tracking with weekly reporting
• Xero native integration via HubSpot data sync — contacts, companies, invoices and products kept in sync between HubSpot and Xero

PP Contracts

• Audit, recommend and rebuild email templates
• Audit, recommend and rebuild reports
• DocuSign visible inside the deal record
• Manual email send and stage move from the deal record for major milestones
• Pipeline stages: EOI Received → Contracts Ordered → Contracts Sent → Contracts Signed → Contracts Executed
• Settlement Opp creation at EOI Received with Google Drive folder, welcome email and EOI payment
• SMSF entity name handling on Contracts Ordered
• 3-day signing follow-up logic with signed date capture
• Vendor execution chase and deposit coordination
• Contract chasing logic with a Contracts Updates field for vendor notes

Settlement

• Audit, recommend and rebuild email templates
• Audit, recommend and rebuild reports
• Settlement Opp pipelines for H&L and OTP
• Stage automation driven by field changes rather than manual stage moves
• Settlement Opp checklist card (~10 items) at the start of an opportunity
• Grouped properties in a custom view on Settlement Opp: Deposit / Finance, Construction, Communication, Issue / Red Flag, Contracts (CC-owned)
• Stages: Pending Replacement → Contract Ordered → Contract Sent → Contract Signed → Sales Won → H&L Land Settled → Closed Won
• KPI tracking aligned to the 14-day target
• Email comms logged automatically against the Settlement Opp

Membership Management

• WOM Prospecting records moved into HubSpot Leads
• Membership team allocation flow led by Travis
• Broker call booking — Master Opp (PR type) creation by Membership
• HubSpot meeting scheduler for broker booking
• Google Calendar integration for PWP booking
• Portfolio Review pipeline

Broker Channel — Phase 1 portal

• Login page — gated and AllianceCorp branded
• Dashboard with KPI tiles — Active Deals, Pending Finance, Settled This Quarter, Commission YTD
• My Deals — filterable table with Firm View toggle
• Brokers see only their assigned deals, or full firm view if enabled
• Valuations — Valuation custom object surfaced in the portal; brokers add or update valuations directly against a deal, with changes syncing back to HubSpot automatically
• Valuation visibility follows the associated deal — brokers only see valuations on deals they can access
• Brokers can edit designated sections on the deal record directly from the portal — changes sync back to HubSpot
• Aircall available inside the portal session — click-to-call works for brokers already using Aircall
• AllianceCorp brand tokens applied throughout

Deal Detail, Finance tab edit, Stock Pipeline view and Resources library are scoped for Phase 2.

Out of Phase 1

• Custom AWS integrations: Mercury, Quickli, PIA Pro, Thrive AI
• Broker portal expansion — Deal Detail, Finance tab edit, Stock Pipeline view, Resources library
• Google Workspace integration (Drive folder structure, field mapping) — handled by AllianceCorp's independent contractor as a parallel workstream; Kongo to align delivery milestones at Discovery