Project plan
06 / 09
Project Priorities.
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A proven way of delivering successful implementations
Every engagement runs through nine connected workstreams, a single approach to improving how the business operates, not just how the platform is configured.
Project Kick-off, Discovery & Implementation Blueprint
Kick-off, focused discovery and an agreed Implementation Blueprint.
Objective
Confirm Airquee's commercial requirements, agree the future operating model and establish a clear plan for the HubSpot implementation.
Outcomes
- Approved Implementation Blueprint documenting the proposed solution architecture, agreed MVP requirements and delivery approach.
- Stakeholders aligned on the future operating model before configuration begins.
- The implementation addresses Airquee's operational challenges and reduces unnecessary configuration or rework.
- Clear delivery scope, responsibilities, dependencies and acceptance criteria agreed.
What we'll cover
- Project kick-off and stakeholder alignment, plus focused discovery capped at three hours in total across up to two sessions.
- Review of existing sales, marketing, reporting and data management processes.
- Confirmation of the relationship between Syrinx, HubSpot, Shopify and Klaviyo.
- Definition of CRM architecture, sales processes, automation, migration requirements and reporting priorities, producing the Implementation Blueprint for review.
- Delivery scope, responsibilities, dependencies and acceptance criteria agreed — Airquee to provide timely decisions and access to existing systems and process information; extensive additional workshops, alternative solution designs and repeated scope revisions are excluded.
Implementation journey
From day one to live and adopted.
A structured journey across 10 weeks, paced to keep momentum without overwhelming the business.
Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption
Ensuring a smooth project
Forbidden Customer Portal
All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.
- Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
- Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
- Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
- Files, All shared files will be stored here. You can also upload any files you want to share with us.
- Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
