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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

Build the Commercial Foundation

Implement the approved HubSpot operating model, migrate and rationalise QContact data, connect marketing and sales, launch core pipelines and reporting, train users and establish a clean CRM foundation for Ascend.

02Phase 02

Stabilise, Optimise & Scale

Use live adoption and reporting data to refine processes, improve automation and cross-sell, optimise lead handling and prepare the operating model for additional users, teams and acquired brokerages.

03Phase 03

Connect Acturis

Run a separate technical integration discovery to define the high-value Acturis signals HubSpot genuinely needs, agree source-of-truth and sync rules, then scope and price the custom integration separately.

04Phase 04

Repeat Across the Group

Apply the proven CRM model to future acquired brokerages, separately scoping their data, users, brands, permissions, migrations, training and Business Unit requirements as each business joins Ascend. Sequencing of Phases 2 to 4 may change with Ascend's acquisition programme and commercial priorities.

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 / 11

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 12 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
W9
W10
W11
W12

Blueprint & Scope Confirmation

W1

Platform Foundations

W2–3

Data Architecture & Migration Preparation

W3–5

Sales & Marketing Build

W5–8

Integrations, Tracking & Reporting

W8–9

Migration, Validation & UAT

W9–11

Training, Functional Go Live & Adoption

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