Investment & next steps
08 / 09
We will manage your implementation with a clear, phased approach. This includes a dedicated partner to handle data cleaning and migration, ensuring your team can focus on their roles, not complex setup tasks. We aim for a smooth transition, not disruption.
Your directors will have full visibility and control over the new system, with dedicated core seats for oversight. This ensures senior leadership can track progress and make informed decisions, without needing to engage in day-to-day sales activities.
By integrating your email and website, we eliminate manual data entry and double-up work. This creates a Single Source of Truth for all sales activities, allowing your team to focus on selling, not administrative tasks, and ensuring all context is captured.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£5,323+ VAT
Total first-year commitment
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.
£3,499 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£152 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Bronze Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£699.80) is included in the contract against the implementation fee only, to cover any out of scope activity.
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.
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
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state JST Forklifts is investing to reach.
Forecasting becomes proactive.
The sales manager can now confidently build accurate forecasts, presenting clear revenue expectations to the directors each month without relying on manual spreadsheets.
Sales activities are streamlined.
Salespeople save significant time daily, as emails, calls, and tasks are automatically logged and tracked within the system, eliminating manual double-entry.
Customer data is centralised.
All customer interactions, historical data, and relationships are stored in one Single Source of Truth, preventing loss of context if a team member leaves.
Sales pipeline is transparent.
The sales manager has a clear overview of all open opportunities across the team, while individual salespeople focus on their own deals and progress.
Agree next steps
A short working session locks in dates and confirms the architecture.
