Investment & next steps
09 / 10
Delivery is strictly phased around the February retirement milestone, ensuring core capabilities are fully operational before responsibilities transfer. We prioritise centralising member records, establishing payment history, and automating the primary co-operative ingestion format first. Non-essential additions are deferred so Catherine inherits a stable, working process rather than an in-flight project.
Bringing payment files from co-operatives and bank statements into HubSpot requires strict data boundaries. Rather than forcing uncertain records to match, ambiguous transactions remain flagged in dedicated review views. This prevents bad data entering the CRM, protects historical contribution accuracy, and ensures Brian and Catherine can spot overdue payments quickly.
Success is defined by how easily Catherine can maintain monthly administration alongside her wider responsibilities, not by building intricate automations. We focus on clean record layouts, repeatable HubSpot Data Studio import templates, and practical handover. The result is a manageable routine that eliminates spreadsheet dependency without creating new administrative overhead.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£26,996+ VAT
Total first-year commitment
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.
£22,100 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£408 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Gold Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£4,420) is included in the contract against the implementation fee only, to cover any out of scope activity.
Continuity after go-live
Gold Protection Plan
Your Gold Protection Plan begins at go-live and provides three 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.
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 Gold Protection Plan automatically continues on a rolling monthly basis at £510 + VAT per month, unless cancelled in accordance with the agreement terms.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state ICMSA is investing to reach.
Monthly payment ingestion runs predictably.
Co-operative files and bank statements import through repeatable mappings, automatically highlighting unmatched payments for review instead of creating manual reconciliation work.
Overdue contributions are resolved earlier.
Automated contribution tracking gives leadership clear visibility of outstanding balances across all fee structures, enabling timely member contact before renewals are lost.
Member communications launch without friction.
Administrators independently build, test, and send branded emails to precisely segmented member lists based on geographical branch or co-operative supplier data.
Member queries are resolved instantly.
Staff locate complete membership records, supplier account numbers, and historical contributions on one central screen without searching through disconnected spreadsheets.
Agree next steps
A short working session locks in dates and confirms the architecture.
