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Investment & next steps

08 / 09

Investing in your future growth

01·Leadership

Senior oversight, clear accountability

Your leadership team, including Leander and Gail, will have direct visibility into project progress and key decisions. We ensure senior stakeholders are engaged throughout, providing strategic guidance and maintaining alignment with your growth objectives. This prevents scope creep and ensures the project stays on track.

02·Operations

Phased implementation, minimal disruption

We will implement HubSpot in a structured, phased approach, prioritising your immediate sales reporting needs. This ensures critical functions are established first, allowing your team to adapt without overwhelming operational changes. We avoid 'big bang' rollouts, focusing on stable, incremental improvements.

03·Sales

Data integrity, avoiding technical debt

Our focus is on building a robust, scalable HubSpot foundation that supports your global growth. We will meticulously structure your data, including parent-child relationships for accounts like Green King, to prevent future technical debt. This ensures your sales team always works with accurate, actionable information.

04·RevOps

Single Source of Truth, future-proofed

We will establish HubSpot as your Single Source of Truth for customer and sales data, integrating seamlessly with your future Sage 200 environment when ready. This approach ensures all teams access consistent information, fostering collaboration and providing the reliable reporting needed for your ambitious 41 million pound turnover goal.

Your implementation and protection engagement

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

£8,455+ VAT

Total first-year commitment

Fixed implementation
£4,999
12-month Silver Protection Plan (£288 per month)
£3,456

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.

£4,999 + VAT

02

12-month protection

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

£288 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £3,999.50
  • 02

    Day 30

    14 day payment terms

    £3,999.50
  • 03

    From go-live

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

    £288 per month

VAT is applied at the point of invoice. A 20% contingency allowance (£999.80) is included in the contract against the implementation fee only, to cover any out of scope activity.

Continuity after go-live

Silver Protection Plan

Your Silver Protection Plan begins at go-live and provides two hours 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
£3,456 + VAT across 12 months
Monthly subscription
£288 + 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 Silver Protection Plan automatically continues on a rolling monthly basis at £360 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Discovery
  • 02Blueprint Creation
  • 03Platform essential setup and configuration
  • 04Data model, import and cleansing
  • 05Sales process and pipeline build
  • 06Sales automation and forecasting at scale
  • 07Reporting, dashboards and KPI tracking
  • 08Role-based training for adoption
  • 09User Acceptance Testing
  • 10Go Live Support
  • 11Post-Go Live 30 Days Support

Assumptions

  • · client provides timely access to stakeholders

Out of scope

  • · Bespoke website redesign

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Synergy Grill Technology 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.