3rd lever: Digitize project communication – avoid addendums and delays

Set up status workflows:Automate customer updates Digitize project communication (e.g., “Roof is on,” “Sampling planned”) directly from HubSpot – personalized and time-controlled.Use project tickets:reate internal tickets for 3rd lever: Digitize each request or project phase to clearly assign responsibilities and track progress.

• Provide centralized documents:
  Use HubSpot and cloud integrations so that building owners have access to construction plans, change requests, or acceptance reports at any time.
• Establish form-based feedback:
  Systematically record queries, requests, and changes using forms that feed directly into the CRM.