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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Clear Ownership, Not Dispersed Responsibility

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.

02 · Operations

Documented Blueprint, Not Inherited Complexity

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.

03 · RevOps

Phased Rollout, Not Disruptive Big Bang

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.

04 · Sales

Minimum Viable Data, Not Overwhelming Cleanse

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.

Your implementation and protection engagement

One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.

£28,896+ VAT

Total first-year commitment

Fixed implementation
£24,000
12-month Gold Protection Plan (£408 per month)
£4,896

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.

£24,000 + VAT

02

12-month protection

Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.

£408 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £8,000
  • 02

    Day 30

    14 day payment terms

    £8,000
  • 03

    Day 60

    14 day payment terms

    £8,000
  • 04

    From go-live

    Gold Protection Plan, monthly subscription across the initial 12-month term

    £408 per month

VAT is applied at the point of invoice.

Continuity after go-live

Gold Protection Plan

Your Gold Protection Plan begins at go-live and provides three 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.

Initial term
12 months from go-live
First-year investment
£4,896 + VAT across 12 months
Monthly subscription
£408 + VAT per month

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 Gold Protection Plan automatically continues on a rolling monthly basis at £510 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Detailed Discovery
  • 02Blueprint Creation
  • 03CRM Essentials
  • 04Data Migration Support
  • 05HubSpot Enterprise Suite Implementation
  • 06Post-Go-Live 30 Days Support

Assumptions

  • · CloudGateway will own the data cleansing process
  • · A single internal project owner will be appointed
  • · Standard migration of records (attachments require separate scoping)

Out of scope

  • · HubSpot licensing costs (paid directly to HubSpot)
  • · Extensive manual data cleansing
  • · Third-party integration development beyond standard APIs

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state CloudGateway is investing to reach.

Leadership01

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.

Sales02

Sales forecasting becomes proactive.

Improved data quality and streamlined workflows enable accurate sales forecasting and enhanced account visibility, reducing reliance on manual efforts.

RevOps03

Technical debt is significantly reduced.

The inherited Salesforce complexity is replaced with a documented HubSpot architecture, reducing maintenance burden and external consultant dependency.

Marketing04

Marketing campaigns are more effective.

Improved automation, lead capture, and segmentation capabilities lead to better campaign performance and a clearer understanding of ROI.

Operations05

Customer onboarding is streamlined.

Manual handovers and duplicated records are eliminated, creating a smoother and more efficient process for new customer integration.

Service06

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.