Forbidden
Book a meeting

Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Senior Ownership for Clear Direction

Your leadership team will guide the implementation, ensuring HubSpot aligns with County Lifting's strategic goals. This direct involvement prevents missteps and ensures the solution genuinely supports your business objectives, from sales visibility to fleet maintenance oversight.

02 · Operations

Phased Rollout, Not Disruptive Overhaul

We'll implement HubSpot in manageable stages, focusing first on critical areas like sales pipeline and fleet maintenance. This approach minimises disruption to your daily operations, allowing your team to adapt smoothly without the 'minefield' experience of past system changes.

03 · RevOps

Single Source of Truth for All Data

HubSpot will become the central hub for all customer and operational data, integrating with systems like Inspire and Sage. This eliminates information silos, providing real-time visibility and ending reliance on disparate spreadsheets and Collins diaries for critical decision-making.

04 · Operations

Proactive Planning, Avoiding Reactive Fixes

We'll build a robust system that anticipates needs, such as automated reminders for MOTs and service dates, replacing manual whiteboards and A3 spreadsheets. This shifts your operations from reactive problem-solving to proactive management, reducing last-minute panics and missed deadlines.

Total investment

£23,999+ VAT

A fixed engagement covering strategy, configuration, integration, enablement and launch.

Payment structure

  • 01

    Day 0

    On engagement

    £11,999.50
  • 02

    Day 30

    14 day payment terms

    £11,999.50

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01Detailed Discovery
  • 02HubSpot Blueprint
  • 03CRM Essentials
  • 04Data Migration Support
  • 05Sales Ent & Marketing Pro Implementation
  • 06Custom UI Development (Diary Visualisation)
  • 07Team Training
  • 08Post-Go-Live 30 Day Support

Assumptions

  • · Client will provide timely access to data and stakeholders.
  • · Standard HubSpot API limits apply.
  • · Data cleansing is primarily a client responsibility.

Out of scope

  • · No custom integration between InspHire and HubSpot as part of this phase of work

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state County Lifting is investing to reach.

Leadership01

Operational visibility is enhanced.

Leadership gains real-time insight into sales pipeline, fleet maintenance, and warehouse operations, enabling proactive decision-making and strategic planning for growth.

Sales02

Sales pipeline is fully traceable.

The sales process, from initial inquiry to quote acceptance, is digitally tracked, ensuring no opportunities are missed and providing clear accountability for follow-ups.

Operations03

Fleet maintenance is proactively managed.

Digital scheduling replaces manual diaries, ensuring all vehicle inspections, MOTs, and service dates are tracked and actioned on time, reducing operational disruptions.

RevOps04

Data provides a Single Source of Truth.

HubSpot acts as the central platform, integrating with existing systems to provide a unified view of customer and operational data, eliminating information silos.

Marketing05

Marketing strategy becomes proactive.

A robust CRM supports targeted email campaigns, content creation, and lead nurturing, moving beyond reactive word-of-mouth to generate qualified business leads.

Agree next steps

A short working session locks in dates and confirms the architecture.