Investment & next steps
08 / 09
We will deliver HubSpot in phases, prioritising Sales and Marketing for an early September launch. This approach ensures a usable system quickly, avoiding the risks of over-scoping Phase 1 and preventing the issues encountered in your previous HRIS implementation.
Only accurate, current, and useful data will be migrated from OnePageCRM and Google Sheets. We will cleanse, deduplicate, and validate all data before import, ensuring TestReach teams trust HubSpot from day one and avoid poor data quality issues.
Our approach prioritises standard HubSpot architecture, challenging assumptions and recommending best practices. This avoids excessive customisation, ensuring the system remains maintainable and scalable, unlike previous bespoke system failures.
We require a dedicated internal owner from TestReach to facilitate discovery and sign-off, ensuring timely decisions. This collaborative partnership will build a HubSpot blueprint that reflects your specific needs for pipeline control and reporting.
Total investment
£21,499+ 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.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state TestReach is investing to reach.
Commercial visibility is enhanced.
Leadership gains greater confidence in pipeline and customer data, moving away from fragmented information and manual reporting processes.
Pipeline control is significantly improved.
Sales benefits from structured pipeline stages, clear qualification criteria, and robust reporting, ensuring consistent deal progression and accurate forecasting.
Marketing campaigns are fully integrated.
Mailchimp is replaced, website leads are captured directly, and campaign performance, including MQL-to-SQL conversion, is tracked within a Single Source of Truth.
Data integrity is now a core strength.
Only accurate, current, and useful data has been migrated, establishing HubSpot as a trusted Single Source of Truth for all commercial operations.
Customer intelligence is more robust.
A stronger customer profile is established with core attributes, account ownership, and initial renewal date tracking, improving overall account management.
Agree next steps
A short working session locks in dates and confirms the architecture.
