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Project plan

06 / 09

Project Priorities.

No priorities surfaced for this product in the discovery conversation yet.

A phased approach

How the work unfolds

A clear shape to the engagement before the week-by-week journey, each phase is a commitment, not a checkpoint.

01Phase 01

Discovery & Solution Design

Confirm data structures, permissions, support processes, migration requirements and reporting needs, creating a clear implementation blueprint that protects sales usability and supports the NetSuite retirement deadline.

02Phase 02

Service Hub Implementation

Configure customer support pipelines, ticket routing, SLAs, team access, surveys and reporting so support teams can manage requests consistently with greater visibility and less manual administration.

03Phase 03

Clinical Data & Migration

Build the study, site, contact and training data model, then clean, map and migrate agreed NetSuite records while keeping operational contacts clearly separated from sales and marketing activity.

04Phase 04

Testing, Training & Optimisation

Test workflows and reporting, train clinical and support users, support go-live and provide recommendations for improving the wider Sales and Marketing Hub setup once the core migration is secure.

You're in safe hands

A proven way of delivering successful implementations

Every engagement runs through twelve connected workstreams, a single approach to improving how the business operates, not just how the platform is configured.

01 / 08

Detailed Discovery

Sessions to lock in objectives, surface gaps and shape the roadmap.

Objective

Translate the business context into a clear, prioritised operational roadmap, so every downstream decision is anchored to commercial outcomes rather than platform features.

Outcomes

  • Shared clarity across leadership on what HubSpot must achieve commercially.
  • A prioritised roadmap aligned to growth, not technical activity.
  • Reduced delivery risk through early alignment on scope and success.
  • Confident decision-making from week one.

What we'll cover

  • Business understanding, key challenges, objectives and what success looks like.
  • Process review, current CRM, sales and marketing workflows assessed end-to-end.
  • Goal setting, short- and long-term priorities for HubSpot, automation and reporting.
  • Identifying gaps, inefficiencies, integration needs and streamlining opportunities.
  • Implementation planning, a clear roadmap that aligns with commercial goals.

Implementation journey

From day one to live and adopted.

A structured journey across 8 weeks, paced to keep momentum without overwhelming the business.

Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption

Phase
W1
W2
W3
W4
W5
W6
W7
W8

Discovery & Alignment

W1

Foundation Build

W2–3

Data, Configuration & Core Setup

W4–5

Service at Scale

W6

Testing & Refinement

W7

Training & Go Live

Ensuring a smooth project

Forbidden Customer Portal

All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.

  • Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
  • Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
  • Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
  • Files, All shared files will be stored here. You can also upload any files you want to share with us.
  • Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
Forbidden customer portal, Plan and Tasks view