Client Portal · Burgess Media

Your HubSpot build, in one place.

The plan we are working to, the decisions still open, and the documents behind them. Updated as we go, so there is never a question about where things stand.

Project
HubSpot CRM Core SetupSix workstreams, seven sessions
The build
Working plan · 21 August 2026

CRM Plan

The whole picture: how candidates, brokers, brands and deals relate to each other, the terminology mapping table so we are all describing the same record the same way, the sixteen automations and who builds each one.

Open the plan
Action needed · before build

Open Decisions

Thirteen questions to close in the discovery sessions. Everything downstream is built on these, and a few of them are far cheaper to answer now than to unpick later. Tick them off as we go.

Open the list
Where the work happens
External · ClickUp

Burgess Media × GNG Project Board

The shared checklist. What is in progress, what is next, what is parked, and the split between what we are building and what Monique is building. Updated live as we work through the build.

Open in ClickUp
External · Google Drive

Shared Drive Folder

Exports, mapping tables, the property specification sheet and the import files. Anything we pass back and forth through the build lives here.

Open in Drive
Anything missing, or want to walk through a section? Reach out anytime, alyssa@gatherngrow.com