Execution — Charter Impact
3 active projects · 5 open risks · 2 change items pending
Active Projects
3
Open Risks
5
Change Items
3
Aligned Stakeholders
1/3
HubSpot CRM Implementationin-progresscritical
Full HubSpot setup: pipeline configuration, contact import, BD workflow, client health tracking.
Ben Marshall Target: 2026-06-03Milestones: 2/62 open risks
45%
Complete
HubSpot account provisioned + team access2026-04-10
Pipeline stages defined + deal properties configured2026-04-18
Contact data import + deduplication2026-04-25
BD workflow automations live2026-05-09
Client health score setup2026-05-23
Team training + go-live2026-06-03
Automated Reporting Pipeline — Phase 1planninghigh
Build QuickBooks → data pipeline → AI report generation → email delivery for monthly client reports.
Ben Marshall Target: 2026-06-12Milestones: 0/52 open risks
10%
Complete
Compliance Calendar Systemplanninghigh
Replace the single-owner compliance spreadsheet with a shared, automated tracking and alert system.
Ben Marshall Target: 2026-05-16Milestones: 0/51 open risks
5%
Complete