Investment & next steps
08 / 09
We will establish a clear, phased approach, starting with foundational elements like accurate data capture and reporting. This ensures the sales team can adopt the platform effectively, avoiding the overwhelm of a full-scale rollout and building confidence for future enhancements.
Our process includes dedicated engagement with key decision-makers like Will and Michael, ensuring their vision for a unified Single Source of Truth is realised. We will provide clear, tangible progress updates, demonstrating how the investment directly addresses current inefficiencies and future reporting needs.
We prioritise making the system intuitive and easy to use for your sales team, directly addressing their need for minimal admin. By automating data entry and providing immediate value, we ensure high adoption rates, transforming their daily workflow into a seamless, productive experience.
Our initial focus is on establishing a clean, accurate data foundation within HubSpot, ensuring all critical sales and project information is captured correctly. This eliminates static reports and provides real-time insights, creating a reliable platform for all future strategic decisions and growth.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£13,456+ VAT
Total first-year commitment
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.
£10,000 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£2,000) is included in the contract against the implementation fee only, to cover any out of scope activity.
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.
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
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Centaur Roofing is investing to reach.
Sales pipeline visibility improves.
Sales representatives now have a comprehensive view of their pipeline, including all identified projects, ensuring no opportunities are missed or unrecorded.
Admin time is significantly reduced.
Automated data capture and reporting eliminate manual flash reports, saving over 17 hours of administrative effort per month for the team.
Reporting provides real-time insights.
Directors can now access accurate, up-to-date reports on pipeline status and sales performance directly from the Single Source of Truth, enabling informed decisions.
Sales process is streamlined and clear.
Mandatory fields and automated stage progression ensure all critical project information, such as square meterage and value, is captured consistently.
Team collaboration is enhanced.
Centralised calendars and activity logs allow for easy visibility of site visits and meetings, reducing communication overhead across sales and tech teams.
Agree next steps
A short working session locks in dates and confirms the architecture.
