Investment & next steps
08 / 09
We will manage the Salesforce migration and HubSpot implementation carefully, ensuring no disruption to live pipeline, customer relationships, or renewals. Our approach prioritises a smooth transition, allowing your teams to maintain focus on commercial activities throughout the project.
This project will have senior oversight from Forbidden, ensuring strategic alignment and proactive risk management. We'll establish clear communication channels and decision-making processes to navigate complexities, particularly around Salesforce's eight years of history and custom objects.
Our goal is to simplify your operating model, not recreate every part of Salesforce. We will retain custom objects only where they add genuine value, ensuring the new HubSpot platform is lean, efficient, and tailored to your current and future needs, avoiding unnecessary legacy complexity.
We will deliver the implementation in logical phases, focusing on critical sales and customer lifecycle processes first. This structured approach allows for continuous validation, user training, and adoption support, ensuring your teams gain confidence and proficiency with HubSpot before full retirement of Salesforce.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£29,846+ 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.
£24,950 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£408 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
Day 60
14 day payment terms
From go-live
Gold Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice.
Continuity after go-live
Gold Protection Plan
Your Gold Protection Plan begins at go-live and provides three 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?
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 Gold Protection Plan automatically continues on a rolling monthly basis at £510 + VAT per month, unless cancelled in accordance with the agreement terms.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state SmartSurvey is investing to reach.
Commercial reporting becomes reliable.
Leadership now accesses a consistent view of funnel conversion, pipeline coverage, forecast revenue, and overall commercial performance across both SmartSurvey and SmartCX.
One trusted go-to-market platform is established.
Marketing, sales, customer success, and leadership now work from the same customer and revenue records, eliminating the need for weekly manual reconciliations.
Sales administration is significantly reduced.
Required information, automation, and stage controls guide users through processes, allowing salespeople to focus on selling rather than manual updates.
Marketing-to-sales handover is measurable.
Marketing can now reliably track a record from first engagement through to closed-won, renewal, and expansion, seeing the commercial outcomes of their efforts.
Finance handover is cleaner and automated.
HubSpot and Xero now share agreed customer, product, invoice, and payment information, providing sales and customer success with relevant invoice status visibility.
Customer and renewal management improves.
Closed-won opportunities automatically create required onboarding and renewal activities, giving account managers clear visibility of customer objectives and at-risk indicators.
Agree next steps
A short working session locks in dates and confirms the architecture.
