Investment & next steps
08 / 09
Bringing all client data into HubSpot ensures a unified view across sales, service, and operations. This centralisation eliminates data silos, making information readily accessible and improving overall business efficiency.
We will implement a phased migration, prioritising quick wins and critical functions first. This approach minimises disruption to your daily operations, allowing your team to adapt gradually and confidently to the new system.
Michael's board-level sponsorship, combined with Zhenzhen and Manny's operational expertise, ensures the project has strong internal leadership. This commitment guarantees alignment with strategic goals and effective issue resolution.
Beyond migrating existing Zendesk functions, we'll identify opportunities to streamline and enhance your client care processes. This includes leveraging HubSpot's automation and reporting capabilities to improve efficiency and client satisfaction.
Total investment
£8,499+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
Recommended post-go-live support
Protection Plan · Bronze
1 hour per month of senior HubSpot support — fixes, small improvements and reactive troubleshooting on a flexible, month-to-month basis.
Commit for 6 months at signing- savING 15%
Locked-in rate for six months, paid upfront (£969 + VAT).
£161.50/moWhat's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Democracy Counts is investing to reach.
Operations are streamlined.
The business benefits from a single, centralised platform, improving efficiency and providing a comprehensive view of client interactions across all functions.
Client care is proactive.
Automated workflows trigger immediate responses to client feedback, allowing the team to address concerns before they escalate and strengthen relationships.
Reporting is efficient and accurate.
Monthly reporting, previously a multi-day task, is now generated with a click, providing dynamic, up-to-date insights for client reviews and internal analysis.
Client communication is fully recorded.
All client interactions, including phone calls, are recorded and transcribed, ensuring a complete historical record and enhancing accountability.
Data is consolidated in one place.
All client data, from sales engagements to service tickets, resides within a Single Source of Truth, eliminating silos and improving data integrity.
Agree next steps
A short working session locks in dates and confirms the architecture.
