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Blueprint

Professional Services

A pipeline and a document flow, inside obligations that constrain both.

At a Glance

Layers
7
Install Steps
5
Setup Pages
2

What This Is

The Stack, and Why

The work is a pipeline, an intake that qualifies properly, and documents that stop living in email. The constraint is privilege and confidentiality, which govern what may be stored, where, and who may see it.

Scope is agreed with counsel before configuration.

System of Record
HubSpot
Pipeline, lifecycle stages and reporting configured to how the practice actually works.
Intake
Typeform
Qualification before a consultation is booked, scoped to what may be collected.
Documents
PandaDoc
Engagement letters and proposals out of email and into a tracked flow with signature.
Phone
Aircall
Calls attached to the record, with the retention position agreed in advance.
Payments
Stripe
Retainers, deposits and instalments, with bank transfer default on larger sums.
Automation
Make or Zapier
The handoffs between intake, pipeline and documents.
Admin
Google Workspace
One domain and a mailbox structure that survives someone leaving.

Install Order

Sequence Matters

  1. Agree the confidentiality and retention scope with counsel.
  2. Pipeline stages that describe real decisions.
  3. Intake that qualifies before it books.
  4. Documents into a tracked flow with signature.
  5. Payments, then the automation between them.

What It Replaces

Before This

A pipeline held in one partner's head, engagement letters in a sent-items folder, and no way to say where work came from.

Professional services is one of six verticals reasoned from the pattern. Privilege and confidentiality scope is agreed with your counsel before any build.

On CRM selection. Where your industry platform already holds the customer, it is the CRM and we configure it. HubSpot comes in for what it does not do. Every stack is chosen against written requirements, with live demos, before anything is bought.

Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with any platform named here.

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