01Phase 01
Design the right foundations
Bring sales, marketing and customer success together to design the data model, processes and customer journey before anything is built or migrated.
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.
02Phase 02
Protect the CRM transition
Prioritise the core CRM, stakeholder model and data migration so the team has an operational HubSpot environment before the Upsales contract ends.
03Phase 03
Connect the customer journey
Build the priority nurture, scoring and handover processes that connect marketing and sales around each institution.
04Phase 04
Drive adoption and growth
Train each team around its real responsibilities, stabilise the new platform and create a roadmap for future integrations, reporting and AI capabilities.
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 / 10
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 12 weeks, paced to keep momentum without overwhelming the business.
Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption
Target core CRM cutover: around week eight, subject to a September project start, approved and cleaned migration data, timely system access, active HubSpot subscriptions and seats, successful test migration, UAT completion and prompt client sign-off.
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.
