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Investment & next steps

08 / 09

Investing in your future growth

01 · Operations

Clean foundation, not just data migration

Our approach focuses on designing a robust HubSpot operating model, not merely transferring data from Dynamics. This ensures GAMBICA gains a clean, structured CRM that supports confident internal management and future growth, avoiding reliance on external support for every change.

02 · Leadership

Senior oversight for smooth delivery

We ensure senior Forbidden consultants are deeply involved from discovery through to handover. This guarantees strategic alignment, proactive issue resolution, and a clear path to achieving GAMBICA's objectives for member data ownership and engagement visibility.

03 · RevOps

Phased implementation, avoiding disruption

The implementation is carefully sequenced over 6-8 weeks, starting with discovery and process mapping, then data structure design and migration. This phased approach minimises disruption to your operations and allows for thorough testing and team training before go-live.

04 · Operations

Future-proofed Single Source of Truth

By leveraging custom objects for Special Interest Groups, we establish a cleaner, more flexible long-term structure. This prevents the need for costly rebuilds later and ensures your HubSpot CRM serves as a true Single Source of Truth for all member and group data.

Total investment

£10,999+ VAT

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

Payment structure

  • 01

    Day 0

    On engagement

    £5,499.50
  • 02

    Day 30

    14 day payment terms

    £5,499.50

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01HubSpot CRM implementation
  • 02Dynamics to HubSpot migration
  • 03Organisations and contacts setup
  • 04Parent-child organisation structure
  • 05Special Interest Groups custom object
  • 06Membership engagement tracking
  • 07Workflows, lists and segmentation
  • 08Reporting, training and handover

Assumptions

  • · Dynamics export is provided
  • · Export includes organisations, contacts and groups
  • · No activity history migration is required
  • · No attachment migration is required
  • · Special Interest Groups use custom objects
  • · Stakeholders are available for discovery sessions

Out of scope

  • · Website design and development
  • · Website content migration
  • · SEO optimisation and redirects
  • · Member portal development
  • · Advanced portal personalisation
  • · Bespoke portal functionality beyond native HubSpot
  • · Future third-party system integrations
  • · Ongoing optimisation beyond initial CRM implementation

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state Gambica is investing to reach.

Operations01

Member data is a Single Source of Truth.

All member and organisation data is consolidated in HubSpot, providing a reliable and consistent foundation for all engagement activities across the organisation.

RevOps02

Engagement reporting is clear and flexible.

Customisable dashboards and reports provide immediate insights into member and group engagement, supporting data-driven decisions without external dependencies.

Operations03

Special Interest Groups are well-managed.

A dedicated custom object for Special Interest Groups allows for detailed tracking of memberships, activities, and reporting, enhancing group management efficiency.

Operations04

Internal teams manage the CRM confidently.

With comprehensive training and a well-structured system, internal teams can independently manage and adapt the CRM without relying on external support for every change.

Leadership05

The platform supports future growth.

The new HubSpot foundation provides the flexibility and scalability needed to adapt to evolving membership models and organisational objectives.

Agree next steps

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