QA

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  • Deferred / Phase 2
    Medium

    GI connects to the same Workbooks account as IR Impact

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm that GI connects to the same Workbooks account as IR Impact.

    • No, it’s a new database for GI
    • Note, change of CRM projected for 2026. Therefore phase 1 of GI website to be built without CRM integration, reducing visibility of data mapping for identifiable user activity

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • In scope
    High

    Confirm how GI-originated records are distinguished from IR records within Workbooks

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm how GI-originated records are distinguished from IR records within Workbooks.

    • Separate databases

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • In scope
    High

    Confirm how custom fields and picklists are isolated between organisations

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm how custom fields and picklists are isolated between organisations.

    • Separate databases

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • In scope
    High

    Confirm which profile fields are conceptually shared but stored separately per site

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm which profile fields are conceptually shared but stored separately per site.

    • Separate databases

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • In scope
    High

    Confirm which profile fields are GI-only

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm which profile fields are GI-only.

    • Separate databases

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • In scope
    High

    Confirm which user actions trigger Workbooks updates, including registration, profile updates and subscription changes

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm which user actions trigger Workbooks updates, including registration, profile updates and subscription changes.

    • Correct. Same as IR

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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  • Deferred / Phase 2
    Medium

    Decision: any GI-specific campaigns, automations or reporting requirements are planned

    Section: Workbooks CRM integration

    Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

    Agreed item: Confirm whether any GI-specific campaigns, automations or reporting requirements are planned.

    • Separate databases. See later notes on reporting requirements.
    • Moving to Hubspot CRM. In April. Looks like approx 8 months to get Hubspot live/
    • What do we suggest? > a more basic CRM integration placeholder
      • Andy would need to see the completed Hubspot schema to know how to build GI to connect. We cannot hypothesise cost.
      • Could build the whole website without a CRM connection. In July, when HubSpot is ready, then it can be scoped, quoted and then connected
    • Two quotes
      • 1 without the CRM integration
      • 1 for a CRM based on working similar to Workbooks

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

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Andy White, Freelance WordPress Developer London