Document library
Every deliverable produced for this engagement so far, organized by stage. Click the download icon to save a copy.
Discovery & audit 7 files
Discovery Plan
Agenda and goals for the July 8 discovery sessions
Discovery Recap
Session recap and immediate next steps
Discovery Debrief
Internal-style debrief distilled for the team
Discovery Summary
One-page summary of findings across all sessions
Discovery Breakdown
Detailed breakdown by workstream and owner
Phase 1 Comparison
Options considered for the Phase 1 build plan
Audit Workbook
The working workbook — also live at Google Sheets
Tools & enablement 5 files · delivered July 15
Tech Stack Review Deck
Review of 9 tools currently in the JustiFi RevOps stack
Sales Navigator + HubSpot Playbook
Full SOP for connecting Sales Navigator lists into HubSpot
Sales Navigator Quick-Start
One-page version for a fast reference on the floor
Account Upload Template
Ready-to-fill CSV for Sales Navigator account lists
Email Sequence Reporting Template
T1–T4 sequence performance tracking template