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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Senior Oversight, Single Point of Contact

Your project will benefit from direct senior ownership, with Edmond Maurin as the primary point of contact. This ensures clear communication, rapid decision-making, and alignment with Servis Facilities' strategic objectives, avoiding common delays and misinterpretations.

02 · Operations

Phased Implementation, Continuous Value

We'll build your HubSpot instance in phases, prioritising quick wins and essential sales pipeline functionality first. This approach means you can start using the system and realising value while further optimisations, like advanced marketing automation and Glennigan integration, are developed.

03 · Sales

Robust Data Migration, Clean Start

We understand the need for a clean, effective database. Our process includes a thorough data cleansing strategy for your existing spreadsheets and 41,000 contacts, ensuring only relevant, high-quality data is migrated to HubSpot, setting a strong foundation for your sales efforts.

04 · RevOps

Role-Based Training, Lasting Adoption

Our training is tailored to each user's role, ensuring Maisie, Shamayne, and the wider team gain practical skills. We embed training directly within HubSpot using tools like Suprad, providing ongoing support and ensuring high user adoption and self-sufficiency long after go-live.

Your implementation and protection engagement

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

£9,523+ VAT

Total first-year commitment

Fixed implementation
£7,699
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.

£7,699 + 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

    £3,849.50
  • 02

    Day 30

    14 day payment terms

    £3,849.50
  • 03

    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

  • 01Full technical configuration
  • 02Data migration support
  • 03Custom training for Sales and Marketing
  • 0430 days post-live support

Assumptions

  • · Client provides data in clean CSV format
  • · Stakeholders are available for discovery and training
  • · HubSpot licenses are active prior to build

Out of scope

  • · Third-party software licensing fees
  • · Extensive historical data cleansing
  • · Custom API development outside of standard integrations

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Servis Facilities is investing to reach.

Sales01

Sales pipeline is fully structured.

The sales team now operates with clearly defined stages from lead nurturing through to closing, ensuring a consistent and trackable sales process.

Operations02

Proposals and quotes are automated.

Standardised proposals and quotations are generated automatically, significantly reducing manual effort and ensuring accuracy across diverse service offerings.

RevOps03

Customer data is a Single Source of Truth.

All relevant customer and deal information is centralised in HubSpot, providing a unified and reliable data foundation for all business functions.

Sales04

Lead qualification is efficient.

The MEDDIC framework is integrated into the sales process, enabling more effective lead qualification and better alignment with customer needs.

Marketing05

Marketing activities are automated.

Automated email campaigns, newsletters, and content distribution are in place, supporting lead generation and nurturing efforts without constant manual intervention.

Agree next steps

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