Prove one stage-to-email path before any live customer send.

Map one HubSpot deal stage to the associated contact, required fields, date rule, and an existing template. Test the decision path with sanitized inputs and one buyer-approved test recipient.

Written fit approval firstOne deal stageOne test recipientTwo-business-day target

Request the free fit check See the evidence format

Do not pay before the exact pilot boundary is approved in writing. The private payment link is issued only for that approved scope. The pilot does not send live customer email or change production settings.

01 / What the $99 pilot covers

One observable rule from deal stage to test outcome.

Map

Stage, contact, and date fields

Document the association and the sanitized property names for email, name, date, stage, and the buyer's existing template.

Control

Trigger and replay rules

Define timing, time zone, re-enrollment, duplicate protection, suppression, and the conditions that must stop the send.

Prove

Positive and negative-path evidence

Show what would send, wait, skip, or fail with a fake record and one buyer-approved test recipient.

02 / Fixed boundary

Use the native HubSpot route when it is sufficient.

The fit check first determines whether the buyer's current HubSpot subscription exposes the required workflow and email actions. Make is proposed only for routing or control that HubSpot cannot provide safely within the approved scope.

Delivery includes the field map, decision rules, test evidence, native-HubSpot-versus-Make recommendation, and a short handoff note. Work begins after payment and complete sanitized inputs.

NOT INCLUDED

No production send or customer-data access.

The pilot excludes credentials, customer records, template writing, list imports, marketing campaigns, legal review, subscription costs, live activation, and unrelated systems.

03 / Acceptance checks

A green path is not enough.

Valid record

The expected template, timing, recipient, and field values are shown for the test case.

Missing or ineligible input

Missing association, date, email eligibility, or required field stops safely with a visible reason.

Duplicate or replay

Re-entry cannot create an accidental second send; any deliberate retest is explicit and controlled.

Start with sanitized structure

Confirm the one-stage boundary before paying $99.

Share property names and redacted screenshots, never credentials or live customer data.

Request the fit check