Forbidden
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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Controlled implementation, not disruptive rollout

The implementation is structured to reduce operational disruption while creating clear progress throughout delivery. Core foundations are established first so reporting, automation and operational processes are built on stable, scalable architecture from day one.

02 · RevOps

Experience removes expensive mistakes

CRM implementations rarely fail because of software. They fail through unclear ownership, poor process design, inconsistent data structures and low adoption. Senior consultants lead every workstream to reduce these risks before they become operational problems.

03 · Leadership

Protecting the business from CRM debt

The implementation is designed to prevent the operational debt that builds when systems evolve without governance. Reporting drift, duplicate processes, spreadsheet dependency and inconsistent customer journeys become increasingly expensive as the business scales.

04 · Operations

What successful implementation actually looks like

A successful implementation is not simply a live portal. It is a system leadership trusts, teams consistently use, reporting that supports decisions, and operational processes that scale without increasing manual overhead.

Total investment

£TBC, implementation investment to be confirmed from approved Blueprint + VAT

Payment structure

  • 01

    Payment 1

    On engagement

    TBC
  • 02

    Payment 2

    Day 30, 14 day payment terms

    TBC
  • 03

    From go-live

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

    £288 per month

VAT is applied at the point of invoice.

Continuity after go-live

Silver Protection Plan

Your Silver Protection Plan begins at go-live and provides two hours 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
£3,456 + VAT across 12 months
Monthly subscription
£288 + 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 Silver Protection Plan automatically continues on a rolling monthly basis at £360 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01HubSpot portal foundations and administration
  • 02User, team, permission and security configuration
  • 03CRM data architecture across Contacts, Companies, Leads, Deals and Activities
  • 04Core custom properties and association model
  • 05QContact replacement
  • 06QContact company and contact data migration
  • 07Data profiling, mapping, cleansing and deduplication support
  • 08Marketing Hub Enterprise configuration
  • 09Sales Hub Professional configuration
  • 10Commercial Lead Pipeline
  • 11Commercial Deal Pipeline
  • 12Telesales Lead Pipeline
  • 13PMI Lead Pipeline
  • 14PMI Deal Pipeline
  • 15Health & Safety enquiry process
  • 16Lifecycle stage configuration
  • 17Lead-source, category and type architecture
  • 18Deal-source, category and type architecture
  • 19QContact A/B/C/UQ classification migration and translation
  • 20Website lead capture using HubSpot forms where agreed
  • 21Sector-based commercial lead routing
  • 22Newsletter subscription and nurture process
  • 23Marketing permissions and subscription management
  • 24Prospect renewal nurturing
  • 25Sales task and follow-up automation
  • 26Sales activity capture
  • 27Marketing email foundations
  • 28Campaign and attribution configuration
  • 29Cross-sell segmentation across Broking, Healthcare and Risk / Health & Safety
  • 30PPC and campaign reporting foundations
  • 31Leadership, Sales and Marketing dashboards
  • 32WordPress HubSpot tracking
  • 33Outlook sales add-in
  • 34Hunter native integration where required
  • 35RingCentral assessment and agreed Phase 1 setup
  • 36Xero assessment and agreed Phase 1 setup
  • 37MailChimp unique permission / suppression / asset migration where required
  • 38User training
  • 39User Acceptance Testing
  • 40Functional Go Live
  • 4130-day post-go-live support
  • 42Acquisition-ready CRM architecture
  • 43Supered embedded user enablement where included in Forbidden delivery

Assumptions

  • · Ascend will provide suitable administrative access to HubSpot and relevant connected platforms.
  • · Ascend will provide QContact export data in an agreed format.
  • · QContact data will be profiled before final migration.
  • · Not every historic QContact record is assumed to be suitable for migration without cleansing.
  • · Ascend will participate in agreeing deduplication and data-retention rules.
  • · Ascend will provide or validate marketing permission and suppression information.
  • · Ascend will validate the final sector and sub-sector taxonomy.
  • · Ascend will confirm the final named users for the nine Sales Hub Professional seats.
  • · Ascend will confirm final team, ownership and permission rules.
  • · Ascend will confirm final commercial Lead and Deal stage exit criteria.
  • · Ascend will confirm final Telesales ownership-transfer rules.
  • · Ascend will validate PMI qualification wording and any compliance requirements.
  • · Ascend will confirm final PMI stage thresholds and required fields.
  • · Ascend will confirm the final Health & Safety sales process.
  • · Ascend will confirm final website form fields and routing requirements.
  • · Transport routing between Simon and Stephen remains subject to confirmation.
  • · Ascend will confirm the final prospect renewal nurture cadence and content.
  • · RingCentral requirements are subject to final technical assessment.
  • · A decision may be required between retaining RingCentral and using HubSpot Calling.
  • · Xero requirements and intended data flow require final scoping.
  • · Hunter configuration requires confirmation.
  • · Endole remains a prospect-data source but does not currently form an automated HubSpot integration requirement.
  • · MailChimp migration will focus on genuinely unique information/assets not already held in QContact.
  • · Brand Domain configuration requires final confirmation.
  • · The Phase 1 process will use agreed manual operational updates where commercial outcomes originate in Acturis.
  • · Reporting scope will be prioritised within the agreed implementation allocation.
  • · Stakeholder availability will affect delivery timing.
  • · Any material scope change after Blueprint approval may affect investment and timeline.

Out of scope

  • · Custom HubSpot to Acturis integration in Phase 1
  • · Automated Acturis-to-HubSpot policy or client synchronisation
  • · Replicating Acturis risk or policy-management functionality inside HubSpot
  • · Existing-client operational renewal management currently handled in Acturis
  • · Migration and onboarding of future acquired brokerages
  • · Future Business Unit deployment for newly acquired brokerages
  • · Additional brand implementation beyond the agreed initial Brand Domain
  • · Separate data migrations for future acquisitions
  • · Training of future acquired brokerage teams
  • · Advanced cross-sell automation beyond the agreed Phase 1 foundation
  • · Expanded custom PPC or aggregator integrations unless expressly approved
  • · Advanced calling or power-dialler projects unless expressly approved
  • · Additional Sales Hub seats
  • · Advanced AI / Breeze Agent use cases
  • · Any bespoke integration not specifically agreed within Phase 1
  • · Ongoing fractional Super Admin support unless commercially included
  • · Additional post-go-live optimisation beyond the agreed support period

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Ascend Broking Group Ltd is investing to reach.

Leadership01

Leadership trusts reporting.

Forecast, pipeline and revenue numbers reconcile, board and operators read the same picture.

RevOps02

Teams operate from one commercial system.

Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.

Sales03

Forecasting becomes proactive.

Pipeline is reviewed weekly, not reconstructed at quarter end.

Operations04

Automation reduces manual overhead.

Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.

RevOps05

Customer lifecycle visibility improves.

Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.

Operations06

CRM adoption becomes embedded.

The platform is how the business runs, adoption stops being a project.

Agree next steps

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

Confirm and get started →Speak with sales