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.
Early sign-off incentive
Sign by 2 October 2026 for 5% off. · 4 days remaining
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£12,956+ VAT
Total first-year commitment
This includes a £500 implementation sign-off saving and a 20% introductory saving on the initial 12-month Protection Plan term.
01
Implementation and launch
Strategy, configuration, integration, enablement and go-live.
£9,500 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Reflecting the 5% implementation sign-off discount and the 20% introductory Protection Plan saving.
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£1,900) 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.
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
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state GoodShape is investing to reach.
HubSpot is the Single Source of Truth.
All critical business data, from sales pipeline to customer renewals, is now centralised and consistently updated within HubSpot, eliminating reliance on disparate spreadsheets.
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, ensuring consistent deal progression and forecasting accuracy.
Customer success proactively manages renewals.
Customer Success renewal stages and a renewals dashboard help the CS team monitor renewals and identify account risks early.
Data quality and hygiene are maintained.
Clear data standards and ICP-based segmentation help the CRM hold consistent, relevant information and reduce manual admin.
Agree next steps
A short working session locks in dates and confirms the architecture.
