Forbidden
Book a meeting

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.

Total investment

£11,5000+ VAT

A fixed engagement covering strategy, configuration, integration, enablement and launch.

Payment structure

  • 01

    Day 0

    On engagement

    £4,887
  • 02

    Day 30

    14 day payment terms

    £4,887

VAT applied at point of invoice.

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.