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Overview

Background

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List project goals and the metrics we’ll use to judge success

Goal

Metric

Reports of recommended ADs Recommended AD list provided to CCH end-users based on account industry information.

Percentage of users who view recommended ADs list.

Reports of recommended ADs Recommended AD list provided to CCH end-users based on account affiliation information.

Percentage of users who view recommended ADs list.

Reports of recommended ADs Recommended AD list provided to CCH end-users based on account state-agency information.

Percentage of users who view recommended ADs list.

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As per the requirements below, the HubSpot data regarding Industry must be up to date for all customers in order to provide an accurate recommendation for a customer in the same industry.

Assumptions

Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0

Milestones and Phases

List the project milestones along with how that milestone can be successfully measured.

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