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Investment & next steps

08 / 09

Investing in your future growth

01 · RevOps

Clear Governance for Predictable Delivery

Our implementation approach ensures a structured process, with clear ownership and decision points at every stage. This avoids common pitfalls, such as missed callbacks or inconsistent follow-up, ensuring the system is built to support your sales methodology effectively.

02 · Leadership

Senior Oversight, Not Just Technical Build

We provide senior-level oversight throughout the project, ensuring the solution aligns with your commercial objectives, not just technical specifications. This means the system will deliver the visibility and repeatable processes your new sales manager requires.

03 · Sales

Foundations First, Advanced Features Later

Our phased approach prioritises building a robust CRM architecture and sales process before integrating advanced features like AI-supported prospecting. This ensures a clean data foundation, making your sales activities more effective and measurable from day one.

04 · Operations

Single Source of Truth for Care Home Data

We will consolidate your disparate care home, unit, and contact data into a Single Source of Truth. This eliminates fragmented information and complex onboarding, providing your team with a comprehensive view of every account for more efficient operations.

Your implementation and protection engagement

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

£6,324+ VAT

Total first-year commitment

Fixed implementation
£4,500
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.

£4,500 + 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

    £4,500
  • 02

    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

  • 01Custom Object configuration (Units)
  • 02Sales Pipeline automation
  • 03Data migration support
  • 04Team enablement training

Assumptions

  • · Client provides clean data exports in CSV format
  • · HubSpot licenses are active prior to project start
  • · Stakeholders are available for weekly reviews

Out of scope

  • · Third-party software licensing costs
  • · Extensive manual data entry
  • · Clinical system (Visionplus) integration

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Eyecare Oncall is investing to reach.

Leadership01

Leadership gains clear visibility.

The founder and sales manager can reliably see pipeline progression, rep activity, and conversion rates without chasing the team for updates.

Sales02

Sales reps follow a consistent process.

The sales pipeline guides reps through each stage, ensuring consistent qualification, follow-up, and information capture for every opportunity.

Operations03

Onboarding becomes faster and more consistent.

Required information is captured systematically at the 'Committed' stage, ensuring operational teams receive complete details for new care homes.

Sales04

Missed callbacks are eliminated.

The Sales Workspace centralises tasks and overdue actions, ensuring reps always know who to call and when, preventing opportunities from falling through the gaps.

RevOps05

Reporting provides actionable insights.

Management dashboards offer reliable data on pipeline health, win rates, and lost reasons, supporting evidence-based coaching and strategic decision-making.

Agree next steps

A short working session locks in dates and confirms the architecture.