Investment & next steps
08 / 09
Bringing together sales performance across H Design and Valentine Clark gives leadership a clearer picture of where revenue is coming from, which services are most profitable and where opportunities are being lost. Connected reporting across HubSpot, Houzz Pro and QuickBooks will reduce manual reconciliation and support more confident forecasting, resource planning and investment decisions as the business grows.
With Hamptons referrals targeted to increase from 20–30 to 160 per month, the opportunity is substantial. Automating lead capture, allocation, follow-ups and introducer communications gives Bertie and the wider team more time to sell. Stronger engagement across the existing agent network also creates opportunities for repeat referrals, better conversion and increased revenue without equivalent growth in operating costs.
Moving project delivery into Houzz Pro while keeping HubSpot focused on sales removes duplicated administration and creates clearer accountability. Validating commission calculations, financial data flows and operational handovers before launch reduces the risk of costly errors and disruption. The result is an operation better equipped to absorb higher sales volumes, protect profitability and scale without unnecessary complexity.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£16,823+ 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.
£14,999 + 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 (£2,999.80) 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
A business converting more opportunities, generating more referrals and growing revenue without increasing operational costs at the same rate.
More Referrals Converted Into Revenue.
A business converting more opportunities, generating more referrals and growing revenue without increasing operational costs at the same rate.
Clear Visibility of Revenue, Conversion and Profitability.
Leadership can see which brands, services, branches and agents generate the strongest commercial returns. Reliable pipeline reporting, financial visibility and commission tracking support better forecasting, smarter resource decisions and more profitable growth.
Higher Sales Volumes Without Equivalent Cost Growth.
HubSpot and Houzz Pro support a joined-up sales-to-delivery process, reducing duplicated work and manual handovers. The team spends less time managing systems and more time delivering value, allowing the business to grow while protecting operating margins.
More Revenue From the Existing Hamptons Network.
Agents receive timely updates, while regional leaders have clear visibility of referral performance. Underperforming branches can be identified and engaged, helping increase the number of active introducers, repeat referrals and revenue generated from the partnership.
Agree next steps
A short working session locks in dates and confirms the architecture.
