Investment & next steps
08 / 09
Your leadership team will have full visibility and control. We establish clear roles, responsibilities, and decision-making processes from the outset, ensuring the project aligns with your strategic objectives and avoids scope creep.
We will sequence the implementation carefully, focusing on critical workflows like loan applications and asset tracking first. This ensures a smooth transition, minimises disruption to your daily operations, and builds team confidence with each successful stage.
Our process prioritises clean data migration from your existing system, addressing the challenge of missing field headers. We will establish robust data governance, ensuring all information is accurate, accessible, and forms a reliable Single Source of Truth for reporting.
Success means your team confidently uses the new system. We provide comprehensive training and support, including 'super admin' sessions, to ensure internal ownership and the ability to self-manage and evolve the platform without constant external reliance.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£51,306+ 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.
£47,850 + 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
14 day payment terms
Day 30
14 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. A 20% contingency allowance (£9,570) is included in the contract against the implementation fee only, to cover any out of scope activity.
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?
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 Silver Protection Plan automatically continues on a rolling monthly basis at £360 + 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 Nigel Sloam is investing to reach.
Workflows are fully automated.
Administrators are guided through repeatable SSAS processes with the correct tasks, evidence, approvals, deadlines and escalation created automatically.
Data entry and re-keying are reduced.
Scheme information already held in HubSpot is reused across processes, reporting and documents rather than repeatedly being entered into disconnected systems and templates.
Data entry is significantly reduced.
Fleur and the partners can see what has arrived, what has completed, what is overdue, where work is blocked and how workloads are distributed without manually assembling weekly reports.
The Single Source of Truth is established.
Administrators and advisers can move from a scheme to its members, employers, assets, cases and relevant documents without searching across multiple disconnected sources.
Client communication is streamlined.
The core operational relationship between schemes, members, trustees, employers, assets, transactions and administration activity is maintained in one connected model.
Agree next steps
A short working session locks in dates and confirms the architecture.
