Technical Evaluation (Soluroc)
The technical evaluation analyzes Soluroc’s current operations and provides recommendations for building a unified, scalable data and CRM ecosystem. It includes architecture guidance, cost analysis, risk assessments, success metrics, and an implementation roadmap.

HubSpot User Email Address Update
SOP outlines the steps required to update a user's HubSpot email address, including connected inboxes, calendars, meeting links, and email settings. It also includes verification checks to help prevent communication and scheduling issues.

HubSpot Integrations {WhatsApp Business} Client Brief v1.0
This guide outlines how to use WhatsApp Business with HubSpot, including setup, messaging best practices, and customer communication strategies. It helps organizations create a compliant and effective WhatsApp experience for leads, prospects, and customers.

HubSpot Integrations {WhatsApp Business} Internal Brief v1.0
This document is an internal framework for integrating HubSpot with WhatsApp Business, covering opt-ins, CRM setup, workflows, and messaging rules to enable scalable, compliant, and automated communication across teams.

Hubspot - QuickBooks Online Configuration:1 One-way Sync
This document outlines the HubSpot–QuickBooks configuration where QuickBooks is the system of record for invoices and payments, and HubSpot provides read-only financial visibility. It defines the data flow, governance rules, and workflows to ensure compliant, one-way syncing and clear reporting across teams.

Retro and Prevention Plan for Pipeline Cloning and Deal-Movement Actions
This document analyzes an unintended HubSpot workflow incident and defines the standards, controls, and best practices required to prevent similar automation issues in future implementations.