Investment & next steps
08 / 09
Our phased methodology ensures a controlled transition from Upsales to HubSpot. We begin with comprehensive discovery, blueprinting your processes, then configure and migrate data, concluding with user acceptance testing and role-based training. This structured path minimises disruption and builds confidence across your teams.
Your project benefits from direct engagement with senior consultants, each with over five years of HubSpot experience. They act as strategic partners, translating your commercial challenges into effective HubSpot solutions and ensuring the implementation aligns with your broader business objectives.
We will prioritise the core CRM setup, data migration, and sales environment activation to ensure a smooth transition from Upsales. This focus guarantees your sales team has a fully functional HubSpot environment before your current contract ends, safeguarding business operations.
A successful implementation means your team embraces the new system. We provide role-based training for all 12 users, ensuring they understand how HubSpot supports their daily tasks and helps them achieve their targets, fostering high adoption and reliable data.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£15,456+ 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.
£12,000 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Payment 1
On engagement
Payment 2
At Day 30
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice.
12-month post-go-live support
Protection Plan · Silver
Two hours per month of senior HubSpot support, fixes, small improvements and reactive troubleshooting across a 12-month subscription. Separate from the £12,000 + VAT implementation investment.
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 Silver Protection Plan automatically continues on a rolling monthly basis at £360 + 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
Not aspirations, the working state Qualification Check is investing to reach.
Sales activities are automated.
Sales team members spend more time selling, with activity capture, data entry, and record-keeping automated directly within HubSpot.
Reporting provides clear visibility.
Leadership gains access to detailed, automated reporting on sales and customer success pipelines, enabling proactive forecasting and strategic decision-making.
Marketing becomes highly personalised.
Behaviour-triggered nurture journeys and dynamic content adapt to each segment, persona, and lifecycle stage, enhancing engagement at scale.
Customer journeys are unified.
Marketing, Sales, and Customer Success teams now share a Single Source of Truth for each institution, improving collaboration and client management.
Data quality is consistently high.
Robust property architecture and data hygiene processes ensure that contact and company records remain clean, accurate, and trustworthy for all teams.
Agree next steps
A short working session locks in dates and confirms the architecture.
