Investment & next steps
08 / 09
Your CEO and CRO are fully aligned on HubSpot as the Single Source of Truth. We will ensure this senior commitment translates into clear project ownership and decision-making, preventing common pitfalls of distributed responsibility and ensuring rapid progress.
Our phased approach, starting with a comprehensive blueprint, ensures a controlled implementation. We will audit your current setup, define success outcomes, and configure HubSpot to your specific needs, avoiding a disruptive 'rip and replace' rollout.
We will address your existing data challenges head-on, defining clear data standards and hygiene processes. This ensures your new sales stages and CS dashboards provide accurate, actionable insights from day one, moving you beyond spreadsheet-based forecasting.
Our training is tailored and practical, designed to get your small sales and CS teams self-sufficient quickly. We will provide recorded sessions and mini-training pieces, ensuring new hires can onboard efficiently and everyone uses HubSpot effectively, reducing CRM admin.
Total investment
£10,000 + VAT
A fixed engagement covering discovery, configuration within your existing HubSpot portal, reporting, training and launch. Standard fee: £10,000 + VAT. If signed by 2 October 2026: £9,500 + VAT, with discounted instalments of £4,750 + VAT on engagement and £4,750 + VAT at Day 30 (each payable within 14 days).
Payment structure
Day 0
On engagement (14 day payment terms)
Day 30
14 day payment terms
VAT is applied at the point of invoice.
Optional ongoing support
Silver Protection Plan
2 hours per month of senior HubSpot support at £288 + VAT per month for a 12-month term (£3,456 + VAT annually). This is optional, is not included in the implementation fee and is not required to proceed.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state GoodShape is investing to reach.
HubSpot configured as the core CRM
Agreed sales pipeline and renewal information is managed within HubSpot, supporting shared reporting across teams.
Reporting provides clear, actionable insights.
A combined sales dashboard for Toby, individual sales views and a Customer Success dashboard give clear visibility of pipeline, renewals and account risks.
Sales processes are clearly defined.
Standardised sales stages, complete with entry and exit criteria, guide the new business and partnership teams, supporting consistent deal progression and forecasting setup.
Customer Success manages renewals systematically
Customer Success renewal stages and a renewals dashboard help the team monitor renewals and record account risks systematically.
Data standards and automation support adoption
Agreed data standards, required properties, workflows and role-based training help maintain data hygiene and support day-to-day team adoption.
Agree next steps
A short working session locks in dates and confirms the architecture.
