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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Senior team ownership, not junior delegation

Your project will be led by a named consultant with an average of nine years' HubSpot experience. We do not delegate to junior staff, ensuring consistent, expert guidance and accountability from start to finish.

02 · Operations

Phased delivery, not disruptive overhaul

We will sequence the HubSpot implementation carefully, prioritising the Salesforce integration first. This approach minimises disruption, allowing your team to adapt smoothly while ensuring critical systems are aligned.

03 · RevOps

Clear definition of 'done well'

We will establish clear milestones and a shared understanding of success for each stage. This includes seamless Salesforce data synchronisation and robust reporting, ensuring HubSpot delivers tangible value from day one.

04 · Operations

Proactive risk mitigation

We anticipate potential challenges, such as your large client data migration and the concurrent Salesforce project. Our approach includes dedicated time for data cleansing and de-duplication, ensuring data integrity and avoiding common pitfalls.

Your implementation and protection engagement

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

£14,956+ VAT

Total first-year commitment

Fixed implementation
£11,500
12-month Silver Protection Plan (£288 per month)
£3,456

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.

£11,500 + VAT

02

12-month protection

Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.

£288 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £4,887
  • 02

    Day 30

    14 day payment terms

    £4,887
  • 03

    From go-live

    Silver Protection Plan, monthly subscription across the initial 12-month term

    £288 per month

VAT is applied at the point of invoice.

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.

Initial term
12 months from go-live
First-year investment
£3,456 + VAT across 12 months
Monthly subscription
£288 + 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 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

  • 01Full Salesforce integration and field mapping
  • 02Marketing Hub Enterprise configuration
  • 03Google Ads integration and reporting
  • 04WordPress tracking and lead capture setup
  • 05Tailored team training and documentation

Assumptions

  • · Salesforce migration is completed prior to integration phase
  • · PHMG internal dev team available for Salesforce-side adjustments
  • · Timely access provided to DNS, WordPress, and Ad accounts

Out of scope

  • · Salesforce platform licensing
  • · HubSpot platform licensing
  • · Content creation or copywriting
  • · Management of ad spend/creative

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state PHMG is investing to reach.

Marketing01

Nurture journeys are automated.

Marketing can now launch automated email campaigns and nurture journeys, triggered by website behaviour, without manual data uploads.

RevOps02

Reporting is unified and accurate.

Overall reporting is now available within HubSpot, linking email performance with Google Analytics data for a complete view of marketing impact.

Operations03

Data is consistent across platforms.

A robust two-way sync between HubSpot and Salesforce ensures that lead statuses and field updates are reflected accurately in both systems.

Marketing04

Website engagement is fully tracked.

Web and cookie tracking, pop-ups, and lead capture forms are fully operational, providing clear insights into customer journeys and behaviour.

Leadership05

Multi-touch attribution is enabled.

With Marketing Hub Enterprise, PHMG benefits from comprehensive multi-touch attribution reporting, understanding the full impact of marketing efforts.

Sales06

Sales and marketing alignment improves.

The seamless integration ensures that qualified leads flow efficiently into Salesforce, providing sales with timely and enriched prospect information.

Agree next steps

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