Investment & next steps
08 / 09
We will establish a clear governance structure with dedicated senior stakeholders from Forbidden and Positive Purchasing. This ensures decisions are made efficiently, risks are proactively managed, and the project remains aligned with your strategic objectives, particularly those of Jonathan and Ian.
Our approach prioritises a phased rollout, focusing initially on immediate value areas like sales automation and marketing visibility. This minimises disruption to your current operations, allowing your team to adapt gradually and ensuring a seamless transition from Insightly.
We will consolidate your sales and marketing data within HubSpot, eliminating current data silos and manual reporting. This creates a Single Source of Truth, providing Melanie and Sarah with real-time insights and freeing up valuable time for strategic analysis, rather than data compilation.
Our implementation includes rigorous testing and quality assurance at each stage. We focus on building a robust, scalable foundation, avoiding technical debt and ensuring the system supports your growth without requiring constant fixes or workarounds, particularly as you transition from Insightly.
Total investment
£6,299+ 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 Positive Purchasing is investing to reach.
Sales pipeline visibility improves.
Salespeople gain a clear, real-time overview of all deals, their stages, and associated activities, eliminating manual tracking and ensuring no opportunities are missed.
Marketing campaign performance is clear.
Melanie can now see the direct revenue attribution and ROI for each marketing campaign and asset, enabling data-driven strategic decisions.
Manual bottlenecks are eliminated.
Automated workflows handle lead assignment, follow-up sequences, and data entry, freeing up sales and marketing teams from repetitive administrative tasks.
Revenue forecasting is accurate.
Jonathan receives automated, up-to-date reports and dashboards on deal forecasts, pipeline health, and conversion rates, providing reliable insights without manual effort.
Customer data is a Single Source of Truth.
All customer interactions, from initial inquiry to deal closure, are consolidated in one platform, ensuring consistent and accessible information for all teams.
Agree next steps
A short working session locks in dates and confirms the architecture.
