Section 7
Project Scope
Visually protected scope boundaries — what Phil is delivering, and what falls outside this engagement.
Included
- CRM strategy
- Ecosystem architecture
- ActiveCampaign setup
- Zoho setup
- Airtable structure
- Automation setup
- Segmentation strategy
- Tagging structure
- Duplicate management planning
- QA support
- Implementation guidance
Excluded
- Website development
- Social media execution
- Reporting dashboards
- Graphic design
- Ongoing campaign management
- Advanced training
- Advanced analytics
- Full operational management
- Ongoing CRM maintenance
Scope Boundaries
Phil owns CRM / system logic — not every executional layer.
Web Developer owns WordPress UX and form build.
Social team owns social execution & assets unless separately scoped.
Internal team owns finalist QA and approval.
Reporting is a future / additional phase.
Ongoing maintenance is separate from setup.