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Investment & next steps

08 / 09

Investing in your future growth

01 · RevOps

Single Source of Truth for all client data

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.

02 · Operations

Phased migration, not disruptive overhaul

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.

03 · Leadership

Senior oversight for a smooth transition

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.

04 · Service

Optimised processes, not just replication

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.

Your implementation and protection engagement

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

£10,323+ VAT

Total first-year commitment

Fixed implementation
£8,499
12-month Bronze Protection Plan (£152 per month)
£1,824

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.

£8,499 + VAT

02

12-month protection

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

£152 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £4249.5
  • 02

    Day 30

    14 day payment terms

    £4249.5
  • 03

    From go-live

    Bronze Protection Plan, monthly subscription across the initial 12-month term

    £152 per month

VAT is applied at the point of invoice.

Continuity after go-live

Bronze Protection Plan

Your Bronze Protection Plan begins at go-live and provides one hour 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
£1,824 + VAT across 12 months
Monthly subscription
£152 + VAT per month

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 Bronze Protection Plan automatically continues on a rolling monthly basis at £190 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Migrate agreed Zendesk service data into HubSpot.
  • 02Configure HubSpot Help Desk for service teams.
  • 03Build first, second and third-line ticket pipelines.
  • 04Recreate agreed knowledge base content in HubSpot.
  • 05Connect HubSpot tickets with Jira development tasks.
  • 06Configure agreed phone and call routing processes.
  • 07Build automated client and management reporting dashboards.
  • 08Train users and support HubSpot go-live.

Assumptions

  • · Service Hub Professional meets confirmed functional needs.
  • · Zendesk data is exportable in usable format.
  • · Democracy Counts supplies approved knowledge base content.
  • · Email remains the primary client support channel.
  • · Jira data sync (Native integration is sufficient)
  • · Key users attend workshops, testing and training.

Out of scope

  • · Full Enterprise-level service redesign is excluded.
  • · Bespoke code or middleware is excluded.
  • · Jira administration or process redesign is excluded.
  • · Manual cleansing of poor source data is excluded.
  • · AI Customer Agent rollout is excluded initially.
  • · Client portal setup is excluded unless agreed.

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Democracy Counts is investing to reach.

Leadership01

Operations are streamlined.

The business benefits from a single, centralised platform, improving efficiency and providing a comprehensive view of client interactions across all functions.

Service02

Client care is proactive.

Automated workflows trigger immediate responses to client feedback, allowing the team to address concerns before they escalate and strengthen relationships.

Operations03

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.

Service04

Client communication is fully recorded.

All client interactions, including phone calls, are recorded and transcribed, ensuring a complete historical record and enhancing accountability.

RevOps05

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.