A real, lightly-trimmed snapshot of Source Club's current project queue (May 2026). Team member names have been replaced with role labels; priority and status markers are kept as-is. This is the queue referenced in Assignment 3.

Category 1 — Infrastructure & Data Systems

• 1.1 Stripe ↔ HubSpot Name Matching — company and subscription names in Stripe must match HubSpot records exactly; complex because of multi-location companies; foundational for billing reporting, dashboards, and health scoring. Status: Next.
• 1.2 ZenOne Data Integration — ZenOne is the platform members order through; pull all ordering and pricing data into one place to see what each customer orders. Data backbone for the customer health score and lifecycle outreach. Status: Idea.
• 1.3 Unified Business Data Dashboard — pull HubSpot, Google Analytics, Google Ads, and Facebook Ads into one dashboard; full funnel from marketing spend to closed revenue. Status: Idea.
• 1.4 Notion Project Management System — build a Notion PM system with automated project, task, and weekly reporting rolled up automatically. Status: Idea.

Category 2 — Sales Pipeline

• 2.1 Automate Savings Analysis — HIGHEST PRIORITY — ~10 min per analysis × 20–40/month of manual work; take a prospect's purchase history, compare against Source Club pricing, generate the savings report. Status: Not started.
• 2.2 Sales Pipeline Automation (HubSpot) — automate 2–3 pipeline stages; verify purchase-history request emails; automate post-close document creation. Status: Partially started.
• 2.3 Communication Tools Integration — install phone/SMS capability into HubSpot for sales; evaluate texting and calling tools. Status: Not started.
• 2.4 Automate PandaDoc Creation, Signing & Payment — agreements are prepared and sent manually today; automate generation and sending and make member payment entry frictionless. Status: Not started.
• 2.5 Improve Sales Presentations — rework the discovery-call and savings-analysis-call decks; refine messaging and objection handling. Status: Not started.

Category 3 — Customer Success

• 3.1 Consolidate Customer Service into HubSpot — HIGHEST PRIORITY — service requests arrive scattered across email, phone, and text with no ticketing system or queue; move it all into HubSpot with a proper ticket system. Status: Not started.
• 3.2 Onboarding Automation — rework the HubSpot onboarding pipeline; increase automation including scheduler integration; date properties for metrics. Status: Phase 1 complete.
• 3.3 HubSpot Onboarding Calendar Integration — connect the onboarding-call calendar to HubSpot Meetings so reminders fire and dates auto-populate. Status: Idea.
• 3.4 CS KPI & Dashboard — one HubSpot dashboard for a full daily read on customer-success performance. Status: Idea.
• 3.5 Customer Health Score — score each customer on behavior and engagement after onboarding; depends heavily on the ZenOne data integration (1.3). Status: Discussion.
• 3.6 45/90-Day Check-in & Lifecycle Engagement — structured 45- and 90-day touchpoints; flag "missed savings" opportunities; AI-assisted to keep it low-lift. Status: Discussion.
• 3.7 Customer Referral & Advocacy Program — systematized referral ask at ~day 60–90; needs a referral landing page built. Status: Draft for review.