Investment & next steps
08 / 09
A single, empowered internal project owner will be critical for success, providing a clear point of contact and decision-making authority. This ensures the project stays on track and avoids the dispersed responsibility that hindered past initiatives.
Our Operating Blueprint methodology will map your entire customer lifecycle in HubSpot, including data structure and automations. This creates a Single Source of Truth and prevents the 'Chinese whispers' knowledge loss seen in previous Salesforce implementations.
We will sequence the implementation to align with your critical renewal deadlines, such as Freshservice in September. This allows for a controlled, phased rollout, minimising disruption to your operations while ensuring key systems are migrated effectively.
We will guide your team to achieve minimum viable, workable, and trusted data for migration. This pragmatic approach focuses on immediate utility, allowing for post-migration enrichment and avoiding the paralysis of an exhaustive, upfront data cleanse.
Total investment
£24,000+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
Day 60
14 day payment terms
VAT applied at point of invoice.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state CloudGateway is investing to reach.
A Single Source of Truth is established.
Fragmented systems are consolidated into a unified platform, providing reliable data for strategic decisions and supporting the £10M revenue goal.
Sales forecasting becomes proactive.
Improved data quality and streamlined workflows enable accurate sales forecasting and enhanced account visibility, reducing reliance on manual efforts.
Technical debt is significantly reduced.
The inherited Salesforce complexity is replaced with a documented HubSpot architecture, reducing maintenance burden and external consultant dependency.
Marketing campaigns are more effective.
Improved automation, lead capture, and segmentation capabilities lead to better campaign performance and a clearer understanding of ROI.
Customer onboarding is streamlined.
Manual handovers and duplicated records are eliminated, creating a smoother and more efficient process for new customer integration.
Service desk operations are efficient.
Ticketing, automation, and customer data are integrated, reducing manual effort and improving the overall service delivery experience.
Agree next steps
A short working session locks in dates and confirms the architecture.
