Whole project specification
Scope, verified baseline, target CRM, integrations, migration, security, delivery gates, governance, and open decisions.
Project controls
Source-of-truth project objective, boundaries, owners, assumptions, and working-document index.
Progress register
Discovery, governance, specification, evidence, dependencies, and acceptance status.
Decision log
Approved decisions, proposed authority boundaries, unresolved gates, and approval records.
Workflow catalogue
Read-only live HubSpot workflow findings and replacement implications.
Email template management
Implementation-ready requirements for creating, amending, testing, approving, publishing, auditing, and rolling back templates.
Live HubSpot audit
Verified read-only snapshot of current HubSpot objects, workflows, forms, users, dashboards, and reports.
Current-state usage map
Current operating model, system boundaries, source authority, and replacement mapping.