| Digital presence | Focused website or landing scope | Existing or scoped web presence | Website or portal integration by scope | Focused landing assets by channel | Prioritised improvements |
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| Customer / sales workflow | Not included | One practical customer pipeline | Connected sales and service stages | Readiness workflow; CRM optional | Continuous optimisation where in scope |
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| Team and data handling | Not applicable · No database migration | Small-team access by scope · Controlled import of client-provided data | Team roles and permissions by scope · Controlled migration after data review | Core decision team · Research and prospect lists only when approved | Named client stakeholders · Data work only within approved priorities |
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| Automation | Form routing only | Reminders and selected notifications | Selected acknowledgements, reminders and routing | Selected channel follow-up when scoped | Incremental, tested improvements |
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| Campaign and market readiness | Profile consistency guidance · Not included | Lead-source recording · Not included | Lead-source and campaign attribution foundation · Available when specifically scoped | Channel-readiness planning · Initial structure when approved | Coordinated by approved priority · Only when scheduled in the roadmap |
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| Capability assets | Business-profile consistency review; capability statement is a separate scope. | Customer-data and follow-up assets; capability statement is separate. | Capability assets can be included when relevant to the sales process. | Capability statement or focused company profile when relevant. | Capability assets are maintained when prioritised in the roadmap. |
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| Review and stabilization | Defined website review sequence and post-launch correction period. | Workflow review, team confirmation and configured correction period. | Implementation milestones followed by a defined stabilization period. | Research and asset-review milestones with correction by approved scope. | Regular review cadence managed within the agreed support terms. |
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| Ongoing improvement | Available separately | Support available separately | Improvement support available separately | Testing support available separately | Core purpose of the plan |
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