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Investment & next steps

09 / 10

Investing in your future growth

01·RevOps

Prove contract billing before building dependent workflows

We sequence Aftercare contract billing first in the sandbox because it represents the primary functional unknown. Validating CPQ billing and payment schedules early ensures subsequent Syrinx job triggers and Acumatica invoice hand-offs rest on verified logic rather than speculative configuration.

02·Operations

Clean technical hand-offs protect internal development

Stacey needs clear data structures, property internal names, and association IDs from day one to build the middleware without friction. We define every endpoint, webhook trigger, and write-back destination early, ensuring HubSpot complements Syrinx and Acumatica without disrupting finance month-end routines or operational jobs.

03·Leadership

Phased delivery protects go-live and operational momentum

We structure the implementation to stand up core architecture and commercial workflows before year end, reserving edge cases and deep reporting for January. This disciplined scoping ensures Marco and Tracey retain complete control over sandbox sign-off, delivering immediate operational relief without forcing an unmanageable all-at-once rollout.

04·Sales

A Single Source of Truth without duplicate entry

Sales and Aftercare succeed when Michael, Todor, and Steph stop re-keying records across disconnected platforms. By anchoring machine records, advice notes, and finance offers within HubSpot while preserving Syrinx for operational jobs, we protect commercial adoption by removing administrative drag from daily selling and contract coordination.

Your implementation and protection engagement

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

£35,956+ VAT

Total first-year commitment

Sales & Contracts MVP

Phase 1 before Christmas: £15,600 + VAT. Phase 2 after Christmas: £16,900 + VAT.

Phase 1 (before Christmas)
£15,600 + VAT
  • Capture and manage Aftercare enquiries
  • Generate, send and sign service agreements
  • Manage customers, machines, sites and contracts
  • Track Horizon Platforms deals and finance offers
  • Manage essential Horizon Platforms order information
  • Access initial machine and stock data
Phase 2 (after Christmas)
£16,900 + VAT
  • Automate Aftercare recurring billing and payment collection
  • Automate LOLER/service reminders and renewals
  • Run the complete Horizon Platforms order-to-invoice automation
  • Access the full management reporting suite
  • Use advanced finance and exception workflows
Implementation total
£32,500 + VAT
12-month Silver Protection Plan (£288 per month)
£3,456
Total first-year commitment
£35,956 + VAT

Optional add-on · not included above

API consultancy
£2,600 + VAT

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.

£32,500 + VAT

02

12-month protection

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

£288 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £15,600
  • 02

    Day 30

    14 day payment terms

    £16,900
  • 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. A 20% contingency allowance (£6,500) is included in the contract against the implementation fee only, to cover any out of scope activity.

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

  • 01Aftercare — Contract Management and Billing
  • 02Aftercare — Enquiry to Signed Agreement
  • 03Aftercare — Service Visibility, Reminders and Renewals
  • 04Shared HubSpot Data Architecture and Integration Enablement
  • 05Platform Supermarket — Sales, Finance and Order Management
  • 06Reporting and Management Visibility
  • 07Initial Data Load and Historical Records
  • 08Existing HubSpot Automation Review
  • 09Documentation and Training
  • 10Solution Design, Testing and Deployment
  • 11Project Management

Assumptions

  • · HubSpot Revenue Hub contract-led billing will support the agreed Aftercare model.
  • · Required HubSpot products, permissions and features will be available in Horizon's subscribed environment.
  • · Horizon will provide usable data extracts and approved contractual content.
  • · External integration development remains outside Forbidden's scope.
  • · Material changes to the agreed business processes or technical approach will be reviewed through change control.

Out of scope

  • · Aftercare repairs, breakdowns and callouts, including associated callout billing.
  • · Booking service jobs or engineers within HubSpot.
  • · Redesigning the existing PSM enquiry pipeline stages.
  • · LT hire and fleet disposals.
  • · Equipment inspection before accepting a machine onto an Aftercare contract.
  • · Moving Back to Back monthly billing into HubSpot.
  • · Building or maintaining the external Syrinx and Acumatica integrations.
  • · Wider CRM restructuring or unrelated HubSpot optimisation outside the agreed PSM and Aftercare requirements.

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Horizon Platforms is investing to reach.

Sales01

Sales admin no longer slows down deals.

Michael raises Syrinx advice notes, supplier orders, and finance options directly from HubSpot, cutting duplicate data entry across machine sales.

Service02

Inspection chasing runs on schedule automatically.

Automated sequences handle statutory LOLER and service reminders from Syrinx due dates, alerting Steph only when manual intervention is required.

Operations03

Service contract billing takes care of itself.

Signed service agreements generate recurring invoices, collect Direct Debit payments, and post straight into Acumatica without manual accounts receivable intervention.

Leadership04

Machine data unites across both businesses.

Commercial leaders manage stock, upcoming renewals, and Contract Hire buy-back commitments from a Single Source of Truth across sales and aftercare.

Agree next steps

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