FIRST AMERICAN
Operational
Core Build
Your current spreadsheet-driven model is hitting its scaling limit. We are replacing fragmentation with a unified HubSpot architecture that natively maps Tribal relationships to field-level logistics and fulfillment.
Prepared_For
Mimi Goh
First American Petroleum
System_Architect
Nicholas Padula
Co-Operate Inc.
Enterprise Outcomes
Translating Architecture to Business Value
Risk Mitigation
Eliminate the risk of missed renewals. Automated alerts trigger at 90, 60, and 30-day intervals prior to contract expiry, securing continuity and compliance.
Operational Velocity
Decrease deal-to-dispatch latency by 40%. Centralized document storage ensures logistics teams never hunt for signed NDAs or tax-exempt certificates again.
Demand Visibility
Transition from reactive to predictive. Aggregated station data rolls up into real-time executive dashboards, detailing macro fuel volume demand metrics.
Architecture Spec
Object-Relational Mapping & Platform Stack
Data Structure Definition
Standard CRM setups fail petroleum businesses because they lack "Relational Depth." We will configure HubSpot to handle three specific, interconnected tiers:
Tribal Entity
High-level umbrella account. Stores Master Service Agreements (MSAs), tax-exempt status, and global contract terms.
Station Asset
Geographic child-object. Stores physical tank capacities, co-branding levels, and specific fulfillment requirements.
Supply Terminal
Supply nodes. Automatically linked to Stations via customized terminal lookup and association protocols.
Technology Stack
Process & Timeline
7-Week Execution Schedule to Launch
Immersion & Mapping
Deep dive into existing Tribal MSAs and Supply Agreements to define exact field mapping and custom object requirements.
Development & Migration
Active configuration of pipelines, automated handoffs, and Service Hub ticketing. Bulk migration of normalized spreadsheet data into the new architecture.
Gate
Hyper-Care & Launch
Live system testing with real data. Team training sessions and building real-time dashboards for management oversight. Final handoff.
The Investment
Fixed-Fee Architecture Schedule
| Phase_ID | Service_Description | Value_USD |
|---|---|---|
| 01_IMM |
Immersion & Architecture
Blueprinting
Data modeling, field mapping, API
scoping.
|
$2,800.00 |
| 02_DEV |
HubSpot Configuration & Data
Migration
Pipeline building, workflow logic,
spreadsheet import.
|
$6,000.00 |
| 03_OPS |
Enablement Training & Deployment
Dashboard creation, team training,
hyper-care window.
|
$2,800.00 |
| TOTAL | Total System Build | $11,600.00 |
Payment Milestones
- Kickoff Invoice (Retainer) 50%
- Phase 3 Initiation 30%
- Final Project Close-out 20%
Partnership Parameters
Software Licensing: Co-Operate Inc. does not include HubSpot SaaS licensing costs. First American is responsible for direct procurement prior to Phase 2.
Timeline Dependencies: The 7-week timeline assumes a commitment of ~1 hour per week from key First American stakeholders for discovery and review sessions.
Authorize
System Build
By authorizing this statement of work, you initiate the 7-week operational transformation. Upon execution, we will generate the final MSA and calendar links for the Immersion Phase kickoff.