Forbidden
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Investment & next steps

08 / 09

Building the Commercial Foundation for One Global EVAARO.

01·RevOps

Protecting Business Continuity

Preserve regional Keg Management Systems for rental operations, fulfilment and billing, while establishing HubSpot as the connected commercial platform.

02·Sales

Protecting Margins & Accelerating Deals

Standardise pricing, approval thresholds and contract governance across regions without restricting legitimate commercial flexibility.

03·Operations

Complete Visibility & Accountability

Connect global customer relationships, regional pipelines and commercial activity with operational and financial reporting.

04·Leadership

A Scalable Foundation, Not Another Rebuild

Agree data ownership, integration architecture and global process standards before configuration, with controlled migration and adoption.

GLOBAL IMPLEMENTATION & ONGOING SUCCESS

A structured, senior-led engagement covering global CRM transformation, phased rollout and post-launch support, ensuring EVAARO achieves lasting adoption, commercial control and measurable value.

£40,454+ VAT

Total first-year commitment

Fixed implementation
£36,998
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

GLOBAL CRM IMPLEMENTATION & LAUNCH

Discovery, solution blueprint, global portal consolidation, data migration, commercial process configuration, integrations, testing and regional training.

£36,998 + VAT

02

12-MONTH PROTECTION & ONGOING SUCCESS

Senior-led support, issue resolution, user guidance and ongoing optimisation to protect adoption, maintain data quality and support EVAARO's evolving global operations. £288 + VAT per month

£288 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £12,332.67
  • 02

    Day 30

    14 day payment terms

    £12,332.67
  • 03

    Day 60

    14 day payment terms

    £12,332.67
  • 04

    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 (£7,399.60) is included in the contract against the implementation fee only, to cover any out of scope activity.

Continuity after go-live

Silver Protection Plan

Going live is only the beginning. EVAARO's Silver Protection Plan provides ongoing access to senior HubSpot expertise, helping resolve issues, support regional users and maintain the quality and adoption of your new global CRM. With two hours of dedicated support each month, the focus is on protecting your investment, maintaining operational stability and making practical improvements as the business evolves.

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?

Following the initial term, your Silver Protection Plan continues on a rolling monthly basis at £360 + VAT per month, unless cancelled in accordance with the agreement terms. Your initial discounted rate of £288 + VAT per month is maintained throughout the first 12 months.

What's included

Key stages of your project

  • 01Discovery and global requirements gathering
  • 02Global CRM architecture and implementation blueprint
  • 03New EVAARO HubSpot Enterprise portal setup and configuration
  • 04Existing eKeg and Keg Logistics HubSpot portal migration and consolidation
  • 05EVAARO Europe and Varcha Services CRM onboarding and data import
  • 06Global data model, cleansing, deduplication and customer record associations
  • 07Company, contact, site, location and contract data structure
  • 08Regional business units, teams, permissions and data partitioning
  • 09Global sales process standardisation and regional pipeline configuration
  • 10Sales activity tracking, opportunity management and forecasting
  • 11Product catalogue, regional rate cards and pricing structure integration
  • 12Revenue Hub quoting, commercial approvals and contract lifecycle management
  • 13Contract templates, terms and conditions, e-signatures and renewal processes
  • 14HubSpot integration readiness for regional Keg Management Systems (KMS), with custom integration development and implementation explicitly excluded from scope.
  • 15Product, customer and contract data migration, configuration and governance within HubSpot, excluding KMS data synchronisation and custom integrations.
  • 16Finance system integration with Xero and QuickBooks
  • 17Data Hub integration with Snowflake and Tableau reporting infrastructure
  • 18Global, regional and individual sales reporting dashboards
  • 19Marketing Hub setup, contact segmentation and campaign management
  • 20Multilingual marketing communications and transactional email configuration
  • 21Service Hub ticketing and UK scanner support process configuration
  • 22Customer onboarding, service visibility and account management processes
  • 23Workflow automation and cross-system process handovers
  • 24User acceptance testing and integration validation
  • 25Global user training, adoption and CRM governance
  • 26Phased rollout, go-live support and post-launch optimisation

Assumptions

  • · Client provides timely access to all legacy systems and KMS APIs.
  • · Stakeholders are available for scheduled discovery and training sessions.
  • · Data cleansing is a shared responsibility between Forbidden and Evaaro.

Out of scope

  • · Third-party software licensing costs.
  • · KMS integrations: All custom development, API configuration, middleware and data synchronisation required to connect regional KMS platforms with HubSpot are excluded from this proposal. Any KMS integration work will be subject to separate technical scoping, costing and agreement.
  • · Content creation for marketing campaigns.

6 months after go-live

What good looks like 6 months from now.

Six months on, the value is no longer in the technology implemented, but in how effectively EVAARO operates, manages customers and drives profitable growth.

Sales01

One Global Pipeline. Complete Sales Accountability.

Sales leaders can see every opportunity, customer interaction and renewal across regions. Consistent activity tracking and forecasting make it easier to identify growth opportunities, challenge underperformance and drive new revenue.

Operations02

Commercial Agreements Flow Seamlessly into Operations.

Approved customer agreements and pricing flow into regional Keg Management Systems, reducing duplicate entry and handover errors. Sales teams can access relevant rental, asset and customer performance information without leaving HubSpot.

Leadership03

Confident Decisions. Complete Commercial Control.

Adam and the leadership team have a consolidated view of global pipeline, regional performance and commercial commitments. Connected operational and financial reporting provides greater clarity over revenue, customer performance and commercial risk.

Marketing04

One Global Brand. Coordinated Customer Growth.

Marketing operates from one consolidated customer database, delivering targeted campaigns across regions and languages. Activity connects directly to sales opportunities, giving the business clearer visibility of marketing contribution and future growth potential.

Service05

Stronger Relationships. Fewer Missed Opportunities.

Customer-facing teams share visibility of support issues, contract milestones and account activity. Problems can be addressed earlier, renewals managed proactively and customer relationships strengthened across every region.

Agree next steps

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