Forbidden
Book a meeting

Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Phased implementation, not disruptive rollout

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.

02 · RevOps

Single Source of Truth for all data

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.

03 · Sales

Clear ROI for every investment

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.

04 · Operations

Expert guidance, not self-service struggles

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.

Your implementation and protection engagement

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

£11,823+ VAT

Total first-year commitment

Fixed implementation
£9,999
12-month Bronze Protection Plan (£152 per month)
£1,824

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.

£9,999 + VAT

02

12-month protection

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

£152 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £4,999.50
  • 02

    Day 30

    14 day payment terms

    £4,999.50
  • 03

    From go-live

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

    £152 per month

VAT is applied at the point of invoice.

Continuity after go-live

Bronze Protection Plan

Your Bronze Protection Plan begins at go-live and provides one hour 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
£1,824 + VAT across 12 months
Monthly subscription
£152 + 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 Bronze Protection Plan automatically continues on a rolling monthly basis at £190 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Operational blueprinting
  • 02Technical configuration
  • 03Data migration support
  • 04Custom reporting suite
  • 05Team training

Assumptions

  • · Client provides timely access to data and stakeholders
  • · Third-party tool access is provided as required
  • · Content and copy provided by meCash team

Out of scope

  • · HubSpot licensing costs
  • · Ongoing content creation
  • · Extensive custom API development

6 months after go-live

What good looks like 6 months from now.

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

Leadership01

Leadership trusts reporting.

Forecast, pipeline and revenue numbers reconcile, board and operators read the same picture.

RevOps02

Teams operate from one commercial system.

Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.

Sales03

Forecasting becomes proactive.

Pipeline is reviewed weekly, not reconstructed at quarter end.

Operations04

Automation reduces manual overhead.

Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.

RevOps05

Customer lifecycle visibility improves.

Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.

Operations06

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.