EWB-007: Sales Enablement Setup (HubSpot Pipeline)

[jlynshue]

Sales Enablement Setup — HubSpot Pipeline

Ticket: docs/strategy/.../tickets/backlog/EWB-007.md
Priority: High | Phase: 1 / Week 2–3 | Assignee: Jon + Goose
Dependencies: EWB-001 (HubSpot account)

Requirements

• R1: Create HubSpot pipeline with 10 deal stages
• R2: Create 5 custom deal properties (workflow_type, engagement_source, lead_asset, attribution_source, attribution_campaign)
• R3: Build diagnostic proposal template
• R4: Build sprint proposal template
• R5: Create one-page offer summary PDF

Acceptance Criteria

• Pipeline visible in HubSpot with 10 stages
• Custom properties exist and are usable on deal records
• Diagnostic proposal template ready to send
• Sprint proposal template ready to send
• Offer summary PDF created

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Synced from EWB markdown ticket system on 2026-04-20