Forbidden
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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Clear Accountability, Senior Oversight

Your dedicated Forbidden consultant, with extensive HubSpot experience, will lead the project from start to finish. We ensure senior ownership and consistent communication, providing a single point of contact for Astec Precision throughout the implementation journey.

02 · Operations

Phased Implementation, Minimal Disruption

We will map your current processes, including your sales journey and Progress Plus integration points, to design a HubSpot solution that fits your operations. Our phased approach ensures a smooth transition, focusing on critical functionality first to deliver value quickly without overwhelming your team.

03 · Sales

Data Integrity, Single Source of Truth

HubSpot will become your Single Source of Truth for all client communications and sales activities, integrating seamlessly with your existing Microsoft environment. We will work with your CSV data, ensuring accurate migration and a robust foundation for reporting and follow-up actions.

04 · RevOps

Proactive Support, Continuous Improvement

Beyond initial setup and training, we provide a month of dedicated support for snagging and adjustments. Our ongoing support plans ensure your team maximises HubSpot's capabilities, adapting to evolving needs and preventing technical debt as your business grows.

Your implementation and protection engagement

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

£7,823+ VAT

Total first-year commitment

Fixed implementation
£5,999
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.

£5,999 + 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

    £2,999.50
  • 02

    Day 30

    14 day payment terms

    £2,999.50
  • 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

  • 01Discovery & Roadmap
  • 02HubSpot Blueprint
  • 03Sales Enterprise Implementation
  • 04Marketing Starter Setup
  • 05Virtual Team Training
  • 0630 Days Post-Go Live Support

Assumptions

  • · Client supplies clean Excel data
  • · Delivery and training remain remote
  • · One Custom Object Setup Included if required
  • · Client provides timely access and approvals
  • · Lead Forensics uses standard integration

Out of scope

  • · Progress Plus ERP integration
  • · HubSpot quotation or order management
  • · Custom-coded integrations or middleware
  • · Advanced nurture and branching automation
  • · Extensive data cleansing or enrichment
  • · Historical email and activity migration
  • · On-site discovery or training
  • · Bespoke functionality requiring custom development

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Astec Precision is investing to reach.

Operations01

A Single Source of Truth is established.

All client communications, interactions, and progress are now centralised, ensuring every team member has a consistent, up-to-date view of each customer relationship.

Sales02

Sales activity is clearly reported.

Robust reporting on business development activities provides the board with clarity and confidence in the productivity of client engagement efforts.

Sales03

Follow-up actions are automated.

The system proactively generates reminders and tasks, ensuring no critical follow-up is missed after client meetings or quotation submissions.

Marketing04

Marketing campaigns are precisely targeted.

Client profiling tags are actively used to segment audiences, ensuring marketing messages are highly relevant to specific industry sectors.

Leadership05

Strategic insights are readily available.

The consolidated view of client journeys and market interactions supports informed decision-making for sustained, solid business growth.

Agree next steps

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