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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.

01Phase 01

Build the Sales Foundation

Implement Sales Hub Professional, migrate spreadsheet data, configure pipelines, automate follow-up, enable calling and email tracking, and create dashboards for pipeline, activity, productivity, forecasting and deal risk.

02Phase 02

Connect Marketing and Lead Generation

Introduce Marketing Hub Professional to centralise social activity, campaigns, lead capture and nurture, connect marketing to pipeline, and provide clear reporting on channel performance, conversion and revenue contribution.

03Phase 03

Strengthen Customer Success and Retention

Implement Service Hub Professional and key integrations to manage onboarding, support, feedback, customer health and inactivity, enabling proactive retention while connecting customer outcomes, transaction activity and revenue visibility.

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 / 12

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

Phase
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12

Discovery & Alignment

W1

Foundation Build

W2–3

Data, Configuration & Core Setup

W4–5

Sales Process & Pipeline Setup

W6

Sales at Scale

W7

Marketing at Scale

W8

Your Branded Elevate Theme

W9

Service at Scale

W10

Testing & Refinement

W11

Training & Go Live

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.
Forbidden customer portal — Plan and Tasks view