Investment & next steps
08 / 09
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.
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.
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.
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.
Total investment
£4,500+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
VAT applied at point of invoice.
Recommended post-go-live support
Protection Plan · Bronze
1 hour per month of senior HubSpot support — fixes, small improvements and reactive troubleshooting on a flexible, month-to-month basis.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Eyecare Oncall is investing to reach.
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.
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.
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.
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.
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.
