AllianceCorp — Phase 1 Scope

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	$9,100
Custom Work subtotal	$11,850

Total engagement	$36,600

All prices in AUD, excluding GST.

Payment options

Monthly

6 monthly payments

$6,710 inc GST

Credit card via Stripe.

Upfront · 7.5% discount

Single payment

$37,240.50 inc GST

Pay by invoice, 7-day terms.

Ready to proceed

Review and sign the engagement

View contract for sign-off →

Opens the full engagement proposal — review terms, choose a payment method, and sign electronically.

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 Sinch Message Media — chosen for the deepest HubSpot integration, with rich personalisation and automation. 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 HubSpot meeting scheduler (each broker has their own link)
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)

Indicative UI — Property Stock Module on a Master Opp deal record

Deals › Master Opp › Smith Family — Strategy Session Held

Property Stock Module

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

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

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

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
AllianceCorp brand tokens applied throughout

Broker Portal mockup showing the My Deals pipeline view with search, stage filters, finance status, settlement timing, and a list of deals across stages. — Indicative UI — Broker Portal: My Deals view

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 Sheets integration