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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

Sales Foundations

Create one central commercial system for contacts, companies, opportunities and activity. Standardise pipelines, sales stages, ownership and reporting so leadership gets immediate visibility and reps have a clear process to follow.

02Phase 02

Sales Automation & Performance

Automate follow-up, task creation, outreach and key sales workflows. Introduce activity tracking, calling, forecasting and performance reporting to help the existing team increase output without relying on additional headcount.

03Phase 03

Marketing & Lead Generation

Connect campaigns, social activity, forms, content and paid channels into the same commercial journey. Improve lead capture, qualification, nurturing and attribution so marketing can focus investment on what actually creates pipeline and revenue.

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 10 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

Discovery & Alignment

W1

Foundation Build

W2

Data, Configuration & Core Setup

W3–4

Sales Process & Pipeline Setup

W5

Sales at Scale

W6

Marketing at Scale

W7

Your Branded Elevate Theme

W8

Testing & Refinement

W9

Training & Go Live

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