How do I review and approve my HubSpot blueprint?
Review your proposed HubSpot solution and give clear, coordinated approval.
Your HubSpot blueprint describes how the agreed solution is intended to work. Where a blueprint forms part of your project, it gives your team and Forbidden a shared reference before implementation progresses.
What to look for
Depending on your scope, the blueprint may describe:
- Your business objectives and processes.
- How records and information will be organised.
- Pipelines, stages and ownership.
- Automation and handovers.
- Data migration or integration requirements.
- Reporting, access and training considerations.
- Assumptions, dependencies and exclusions.
Read it alongside your agreed scope.
How to review it
Ask the colleagues responsible for each process to review the relevant sections.
Check whether:
- The proposed process reflects how your team needs to work.
- Responsibilities and handovers are clear.
- Essential information and reporting needs are captured.
- Exceptions and dependencies have been identified.
- Any assumptions need correcting.
Use practical examples to explain a concern. “A customer can have several sites with different contacts” is more useful than “the structure looks wrong”.
Submit one coordinated response
Combine your team’s comments and identify anything that needs a decision.
Raise questions before approving the blueprint. If an item remains unresolved, ask your project lead to record how it will be handled.
What approval means
Approval confirms that the blueprint reflects the agreed direction for delivery, subject to any explicitly recorded outstanding items.
New requests after approval may affect scope, cost or timing. Forbidden will review their impact before confirming how they can be accommodated.
What can Forbidden help with?
We can walk you through the blueprint, explain design choices and help resolve questions.
Your team is responsible for confirming that the proposed processes meet your business needs and obtaining internal approval.
Further information
- Forbidden Customer Portal
- Refer to the current blueprint, your agreement and the associated approval task.