Forbidden
Book a meeting

Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Senior Ownership, Not Junior Hand-offs

Your project will be led by a seasoned consultant with an average of nine years of HubSpot experience. We ensure consistent senior-level engagement, avoiding the common pitfall of initial senior contact followed by junior hand-offs, which often leads to project delays and misalignment.

02 · Operations

Controlled Implementation, Not Disruptive Rollout

We prioritise a phased approach, ensuring your critical operations, like the sales team's current workflows, remain undisturbed. Our focus is on a smooth transition from NetSuite to HubSpot Service Hub, mitigating risks associated with data migration and new system adoption.

03 · RevOps

Data Integrity and Strategic Segregation

We will meticulously manage data migration, addressing historical 'mess' from NetSuite integrations. Our strategy includes robust data segregation for clinical contacts, preventing unwanted overlap with sales and marketing funnels, and maintaining a clean, effective Single Source of Truth.

04 · Operations

Empowering Self-Service and Clear Processes

Success means your clinical team can confidently manage study data and contacts within HubSpot without technical intervention. We'll establish clear, intuitive processes for tasks like contact uploads and reporting, fostering self-sufficiency and reducing reliance on technical support.

Your implementation and protection engagement

One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.

£7,823+ VAT

Total first-year commitment

Fixed implementation
£5,999
12-month Bronze Protection Plan (£152 per month)
£1,824

This includes a 20% introductory saving on the initial 12-month Protection Plan term.

01

Implementation and launch

Strategy, configuration, integration, enablement and go-live.

£5,999 + VAT

02

12-month protection

Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.

£152 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £2,999.50
  • 02

    Day 30

    14 day payment terms

    £2,999.50
  • 03

    From go-live

    Bronze Protection Plan, monthly subscription across the initial 12-month term

    £152 per month

VAT is applied at the point of invoice.

Continuity after go-live

Bronze Protection Plan

Your Bronze Protection Plan begins at go-live and provides one hour of senior HubSpot support each month. It covers troubleshooting, fixes, guidance and prioritised platform improvements, helping protect the quality and continued adoption of your implementation.

Initial term
12 months from go-live
First-year investment
£1,824 + VAT across 12 months
Monthly subscription
£152 + VAT per month

What happens after 12 months?

We will hold your monthly subscription pricing from the first phase until you cancel. If you later resume beyond this, it would revert to our rate card pricing. Following the initial 12-month term, the Bronze Protection Plan automatically continues on a rolling monthly basis at £190 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Service Hub Professional configuration
  • 02Clinical trial and site data architecture
  • 03Multi-table data migration from NetSuite
  • 04CRM audit and deduplication
  • 05Team enablement and training

Assumptions

  • · Client provides clean data exports from NetSuite
  • · HubSpot Professional licenses are active
  • · No custom API middleware development is included

Out of scope

  • · Third-party software licensing fees
  • · Extensive Monday.com integration (available as add-on)
  • · Content creation for Knowledge Base

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Cambridge Cognition is investing to reach.

Operations01

Clinical data is centralised.

All clinical study data, including trials, sites, and contacts, is now stored and managed within HubSpot, providing a Single Source of Truth for operations.

Service02

Customer support is streamlined.

Support workflows have been successfully migrated to HubSpot Service Hub, enabling centralised ticketing and improved visibility of customer interactions.

Operations03

Clinical teams are self-sufficient.

Clinical project management teams can now independently manage and report on study data, reducing reliance on technical assistance for routine tasks.

RevOps04

Data integrity is maintained.

Clear segregation of clinical and commercial contacts ensures that sales and marketing efforts are not impacted by operational data, preventing 'data mess'.

Leadership05

NetSuite is fully retired.

Cambridge Cognition has successfully transitioned all critical functions from NetSuite to HubSpot, meeting the hard deadline for system retirement.

Agree next steps

A short working session locks in dates and confirms the architecture.