Investment & next steps
08 / 09
We will launch an aggressive MVP by mid-September, focusing on core Customer Success and CRM foundations. This controlled approach avoids user overwhelm, ensures high adoption, and allows for iterative development of advanced capabilities such as health scoring.
A dedicated project sponsor and clear decision-making authority are crucial for success. We will establish a governance framework that ensures alignment across your global teams and provides a Single Source of Truth for project progress and priorities.
Jira remains your operational backbone; HubSpot will be your customer and account management platform. We will carefully integrate essential Jira data into HubSpot, providing Customer Success with vital context without disrupting your established service and development workflows.
Your customer, contract, and activity data will be meticulously structured to support consistent processes and reporting. This foundation ensures reliable sales-to-CS handover, accurate renewal management, and eliminates reliance on individual team members' fragmented knowledge.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£15,756+ VAT
Total first-year commitment
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.
£12,300 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Day 0
On engagement
Day 30
30 day payment terms
Day 60
30 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.
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?
Following the initial 12-month term, the Silver Protection Plan automatically continues on a rolling monthly basis at £288 + VAT per month, invoiced monthly. Cancellation post-12 months can be made with 30 days notice. Usual monthly price if paused/cancelled and then reactivated would be £360 + VAT per month.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Admit One is investing to reach.
Customer health is consistently visible.
Leadership gains a clear, real-time understanding of account and site health, enabling proactive strategic decisions and resource allocation across the business.
The Single Source of Truth is established.
Customer, commercial, and account management information is centralised, providing a reliable foundation for all teams and reducing data fragmentation.
Account managers work proactively.
Customer Success Managers can prioritise their portfolios, identify at-risk accounts, and act on renewal opportunities with clear, actionable insights.
Sales-to-CS handover is seamless.
New business context and commitments are consistently transferred to Customer Success, ensuring a smooth customer onboarding and relationship continuity.
Manual reporting is significantly reduced.
Automated dashboards and scheduled reports replace manual data compilation, freeing up valuable time for customer engagement and strategic analysis.
Renewal management is systematic.
Contract dates, renewal windows, and expansion opportunities are tracked and managed within a consistent process, reducing revenue risk and missed opportunities.
Agree next steps
A short working session locks in dates and confirms the architecture.
