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Project Delivery Workflows

1. Project Initiation (The "Handoff")​

Trigger: Deal = Closed Won in System 03.

  1. Sales Handoff:
    • Sales Rep fills out "Project Intake Form" (HubSpot).
    • Details: Client Success metrics, Login credentials, Scope limitations.
  2. Internal Setup:
    • Fulfillment Manager creates MS PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. Board from template (e.g., "Template: CRM Implementation").
    • "Client Onboarding" email automation triggers (Welcome Packet).
  3. Kickoff Call:
    • Agenda: Validate Scope, Set Timeline, Define "Done".
    • Output: Signed Project Charter.

2. Execution Phase (The "Build")​

We work in Weekly Sprints.

  • Monday: Sprint Planning. Assign PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. tasks for the week.
  • Wednesday: Mid-week check-in (Internal). Blockers raised.
  • Friday: Client Update Email. "What we did / What's next / What we need from you."

Documentation Rule: Every task marked "Complete" in PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. must link to the specific asset created (e.g., a Word Doc, a Config snapshot, a Loom video).

3. Review & QA Phase​

Before showing the client, we check our work.

  1. Peer Review: Another team member runs the QA Checklist.
  2. UAT (User Acceptance Testing):
    • Client is given access to the "Staging" or "Draft" environment.
    • Client logs issues via a dedicated Form (Not email).
  3. Remediation: Fix UAT findings.

4. Closure & Handover​

Goal: Safe transition to Maintenance.

  1. Training: Deliver "Admin Training" session to Client POC.
  2. Documentation Handover: Provide "Client Operations Manual" (PDF export from System 05).
  3. Sign-Off: Client signs "Project Completion Certificate."
  4. Invoicing: Notify System 07 for final bill.
  5. Support Intro: Introduce Client to System 09 (Support) for ongoing help.

5. Course Delivery Workflow (Product)​

  • Enrollment: Auto-triggered via Stripe/HubSpot integration.
  • Access: User receives unique login to LMS.
  • Nurture: 6-week email sequence guides them through modules.
  • Completion: Upon 100% progress -> Auto-issue Certificate -> Ask for Review.

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