Investment & next steps
08 / 09
We will begin with Sales Hub, focusing on your immediate need for pipeline visibility and sales automation. This allows your team to adopt the platform without overwhelming them, ensuring a smooth transition and early wins before expanding to other areas.
We will consolidate your disparate data sources, currently spread across spreadsheets and various tools, into HubSpot's CRM. This centralisation provides a unified view of your operations, enabling data-driven decisions and accurate reporting for the CEO and COO.
Our approach focuses on demonstrating tangible returns for each stage of implementation. We will work with you to define key metrics, such as increased calls per rep or improved conversion rates, to build a robust business case for your leadership team.
Forbidden provides hands-on support and training, ensuring your team maximises HubSpot's potential from day one. This avoids the common pitfall of underutilised tools and guarantees the foundational setup is robust, scalable, and aligned with your growth ambitions.
Total investment
£9,999+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
Recommended post-go-live support
Protection Plan · Silver
2 hours per month of senior HubSpot support — fixes, small improvements and reactive troubleshooting on a flexible, month-to-month basis.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state meCash is investing to reach.
Leadership trusts reporting.
Forecast, pipeline and revenue numbers reconcile — board and operators read the same picture.
Teams operate from one commercial system.
Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.
Forecasting becomes proactive.
Pipeline is reviewed weekly, not reconstructed at quarter end.
Automation reduces manual overhead.
Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.
Customer lifecycle visibility improves.
Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.
CRM adoption becomes embedded.
The platform is how the business runs — adoption stops being a project.
Agree next steps
A short working session locks in dates and confirms the architecture.
