Custom Requests Automations

Validating Request

Send Email to Client to confirm Billable Status

Confirm Billable Status

Ensure all required data is gathered

Operations

Estimating

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

Estimate (and log in ClickUp task):

• Effort (in hours)

• Delivery Date

• Date Confirmation is required by

• Priority

Project Manager

Preparing Proposal

Create SOW Draft (and move ticket to Reviewing Proposal)

Reviewing Proposal

Create Clickup Task for SOW Review
Updates Hubspot Deal. Depending on ‘Approved by Tech’ moves it to ‘Signing Contract’ or back to ‘Preparing Proposal’

Sense check SOW:

• Amount

• Delivery dates

Tech

Signing Contract

Send SOW to Client via Docusign

Get Signed SOW

Wait for client to sign the proposal

Closed Won

Update Client Support Ticket and moves it to Custom Deliveries → Delivering

Send invoice for initial 50%

Closed Lost

Update Client Support Ticket and set it to Close