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Investment & next steps

08 / 09

Investing in your future growth

01 · Operations

Clear Roadmap, Phased Delivery

One fixed-price phase, no bespoke integration costs. Wraxall continues exporting data from its existing systems on an agreed weekly or monthly basis; Forbidden builds the structure, templates and governance to import it consistently into HubSpot. Automation can be revisited later, once the foundation is proven.

02 · Leadership

Senior Expertise, Direct Engagement

Your implementation will be led by a senior HubSpot consultant with a minimum of five years' experience, ensuring expert guidance and direct communication. This dedicated lead will manage the build and configuration, providing continuity and deep understanding of your specific needs.

03 · Operations

Proactive Data Quality & Governance

We'll design robust processes for deduplication and GDPR-safe handling of contacts, preventing fragmented customer profiles and ensuring data integrity from the outset. This focus on clean data means your team can trust the information to drive targeted campaigns and follow-ups.

Your implementation and protection engagement

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

£15,456+ VAT

Total first-year commitment

Fixed implementation
£12,000
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.

£12,000 + VAT

02

12-month protection

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

£288 + VAT per month

Payment structure

  • 01

    40% on sign-off

    On engagement

    £4,800
  • 02

    40% at the agreed build milestone

    14 day payment terms

    £4,800
  • 03

    20% on completion

    14 day payment terms

    £2,400
  • 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.

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?

Following the initial 12-month term, the Silver Protection Plan automatically continues on a rolling monthly basis at £360 + VAT per month, invoiced monthly. Cancellation after the initial 12 months can be made with 30 days notice.

What's included

Key stages of your project

  • 01Discovery and customer journey mapping
  • 02HubSpot portal configuration
  • 03Data architecture and property mapping
  • 04Contact structure and source identification
  • 05Deduplication rules and import governance
  • 06Standardised CSV templates for recurring data imports
  • 07A repeatable manual import process for ResDiary, HBook and Smart Gift/Newbridge data
  • 08WooCommerce connection using the appropriate native route where feasible
  • 09Website forms and tracking configuration
  • 10Segmentation based on booking type, engagement, postcode, visit history and customer interests
  • 11Local audience segmentation, including relevant BS and BA postcode groups
  • 12Marketing campaign and automation foundations
  • 13Follow-up, review-request and re-engagement workflows
  • 14Reporting dashboards covering database growth, email performance, engagement and repeat visits
  • 15Training and knowledge transfer for Emily
  • 16Super-admin enablement
  • 17Documentation of the ongoing import process
  • 18Review of alternative accommodation platforms that could replace HBook in the future
  • 1930 days of post-launch support

Assumptions

  • · Wraxall will provide clean and accessible exports from each agreed source system.
  • · The exported files must contain consistent identifiers, such as email address, wherever possible.
  • · The frequency of manual imports will be agreed during discovery.
  • · The effectiveness of deduplication depends on the consistency and completeness of the source data.
  • · Final Data Hub tier, functionality and subscription pricing will be confirmed by HubSpot.
  • · Wraxall will provide timely access to HubSpot, WordPress, WooCommerce and the necessary exported datasets.
  • · The project is expected to take approximately 10–12 weeks, subject to access, data quality and stakeholder availability.

Out of scope

  • · Bespoke API integrations
  • · Automated integrations with ResDiary, HBook, Smart Gift or Newbridge
  • · Dojo integration
  • · Website redesign or rebuild
  • · Replacement or implementation of a new accommodation booking platform
  • · Data cleansing that cannot be completed using the agreed import and deduplication rules
  • · Historical data not supplied in an agreed usable format
  • · Data warehouse development
  • · Slack implementation unless separately agreed
  • · HubSpot software subscription costs

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Wraxall Vineyard is investing to reach.

Leadership01

Customer data is a Single Source of Truth.

Restaurant, cottage, tour-and-tasting and voucher data is brought into one governed contact structure, so each customer and their previous engagement can be seen in one place.

Marketing02

Campaigns are targeted, not broadcast.

Segmentation by booking type, engagement, postcode, visit history and interests makes it possible to target previous Christmas, event, restaurant, cottage and tour-and-tasting customers with relevant offers.

Operations03

Imports are structured and repeatable.

Standardised CSV templates, deduplication rules and a documented import process mean agreed exports are brought in consistently, updating existing records rather than creating duplicates.

Enablement04

The team owns the platform.

Emily has the knowledge and super-admin access to create new segments, reports and campaigns without relying on Forbidden for every request.

Agree next steps

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