Custom Deliveries Automations

Validating

Ops Confirms Non Billable Status

Ops Checks quality of data

Operations

Estimating

Create Clickup Task for Non Billable Estimation
Update Hubspot Deal when Clickup task Estimation is Complete

• If Estimation is valid, Ticket is moved to Delivering

• If Estimation has “make billable” tag, Ticket Subtype is updated and Ticket is moved back to Client Support → Elevating

• If Estimation is invalid, Clickup task is reopened with a comment

PM estimates (and logs in ClickUp task):

• Effort (in hours)

• Start Date

• Delivery Date

Project Manager

Waiting

Custom Deliveries — Move Waiting to Delivering on Estimated Start Date
Create Clickup Task for Work Execution with set Start and End dates

PM has task on clickup for team capacity estimation

Delivering

Communicate to Client

Update Hubspot Ticket when Clickup status changes

• Updates Pipeline Stage, Priority, Estimated Delivery Date

Tech builds the functionality to satisfy the request and creates a Pull Request

Verifying

Update Hubspot Ticket when Clickup status changes

• Updates Pipeline Stage, Priority, Estimated Delivery Date

QA Verifies the built satisfies the Acceptance Criteria and merges the Pull Request

QA writes resolution notes

Closed (Resolved)

Update Hubspot Ticket when Clickup status changes

• Updates Pipeline Stage, Resolution Notes, Time Tracked

Communicate to Client

If Billabe - Send invoice for 50% final fee

Closed (Unresolved)

Communicate to Client