Investment & next steps
08 / 09
Our approach ensures senior stakeholders, including yourself and Ian, have full visibility of progress and any potential roadblocks. We'll establish clear ownership for each phase, ensuring timely decisions and maintaining momentum. This prevents the project from stalling and keeps everyone aligned on objectives.
We will implement HubSpot in carefully managed phases, starting with immediate value areas like sales automation and lead capture. This structured approach minimises disruption to your daily operations, allowing your team to adapt gradually and confidently. We'll run Insightly and HubSpot concurrently for a period to ensure a smooth, risk-free transition.
A core principle of our implementation is establishing HubSpot as your Single Source of Truth. We'll meticulously migrate and integrate your existing data, eliminating silos and manual reporting. This ensures all teams are working from consistent, accurate information, providing reliable insights for strategic decision-making.
Our delivery focuses on empowering your sales and marketing teams with the tools and training they need to succeed. We'll provide hands-on support and customisation, ensuring the system enhances their workflows rather than adding complexity. This fosters adoption and maximises the return on your investment.
Total investment
£6,249+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Positive Purchasing is investing to reach.
Leadership trusts reporting.
Forecast, pipeline and revenue numbers reconcile — board and operators read the same picture.
Teams operate from one commercial system.
Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.
Forecasting becomes proactive.
Pipeline is reviewed weekly, not reconstructed at quarter end.
Automation reduces manual overhead.
Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.
Customer lifecycle visibility improves.
Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.
CRM adoption becomes embedded.
The platform is how the business runs — adoption stops being a project.
Agree next steps
A short working session locks in dates and confirms the architecture.
