Investment & next steps
08 / 09
We will begin with a tightly controlled Service Hub implementation, prioritising quick operational gains. This approach avoids the over-scoping that impacted your previous OCR/AI project, ensuring measurable progress and immediate value. We build incrementally, not all at once.
Our design process will establish explicit ownership for every request, moving from manual triage to structured queues and defined service levels. This ensures work is visible, accountable, and progresses predictably, eliminating the 'firefighting' that currently consumes your teams.
HubSpot will become your customer-facing engagement platform, connecting service, sales, and account management data. This provides a unified view of customer interactions and commercial context, reducing reliance on individual memory and disparate systems like Outlook and SID.
By establishing reliable service processes, we will remove routine operational traffic from Key Account Managers and Sales. This allows your commercial teams to focus on growth, retention, and strategic account development, rather than acting as an operational safety net.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£44,435+ 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.
£38,099 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£528 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
Day 60
14 day payment terms
From go-live
Platinum Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice.
Continuity after go-live
Platinum Protection Plan
Your Platinum Protection Plan begins at go-live and provides 4 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.
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 Platinum Protection Plan automatically continues on a rolling monthly basis at £660 + VAT per month, unless cancelled in accordance with the agreement terms.
Optional follow-on · Ongoing Growth
Continue with a Growth & Optimisation Sprint after go-live.
Entirely optional and separate from the implementation investment above. If you take an Ongoing Growth option, Protection support is included within it, so there is no separate Protection Plan cost.
Months 1–6
Intensive
Months 7–12
Accelerate
Reviewed every quarter, so the step down can move earlier or later as the evidence dictates. Full detail sits in the Ongoing Growth section.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Go Green is investing to reach.
Customer enquiries are visibly managed.
Incoming customer and supplier communications are now categorised, prioritised, and assigned to specific teams or individuals, replacing manual inbox triage.
Operational teams work from clear queues.
Internal Account Managers and Operations teams now operate from structured queues, ensuring clear ownership and reducing time spent organising work.
Service performance is reliably measured.
Leadership now has dependable visibility over response times, resolution times, and service level adherence, enabling proactive management decisions.
Key Account Managers focus on growth.
Key Account Managers are now shielded from routine service traffic, allowing them to concentrate on strategic account development and revenue protection.
Customer data forms a Single Source of Truth.
Customer, company, and site information is consolidated, providing a shared history and context that reduces reliance on individual memory.
Growth is supported by scalable operations.
The business can now absorb increased customer volumes without a proportional rise in headcount, thanks to standardised processes and clear ownership.
Agree next steps
A short working session locks in dates and confirms the architecture.
