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Project plan

06 / 09

Project Priorities.

No priorities surfaced for this product in the discovery conversation yet.

A phased approach

How the work unfolds

A clear shape to the engagement before the week-by-week journey, each phase is a commitment, not a checkpoint.

01Phase 01

Discovery & Blueprint

Define the sales, marketing and account-growth processes HubSpot needs to support, audit the existing portal and data, and agree the future data model, lifecycle, pipelines, ownership, reporting and governance before anything is rebuilt.

02Phase 02

CRM & Sales Foundation

Reconfigure HubSpot around the agreed blueprint, clean up the existing structure, establish reliable company/contact relationships, lifecycle stages and sales pipelines, and give the team clear visibility of prospects, opportunities, activity and forecast. This builds on their existing Sales Hub Pro setup.

03Phase 03

Marketing & Growth Enablement

Create the foundations for controlled marketing activity: audience segmentation, marketing eligibility and subscriptions, campaign tracking, forms/landing pages, core automation and reporting so 2DB can begin engaging its database confidently and measure what contributes to meetings and pipeline.

04Phase 04

Adoption, Reporting & Go-Live

Train the relevant sales, marketing and account-growth users, launch leadership dashboards, embed agreed working practices and provide post-launch support so HubSpot becomes the shared commercial system rather than another tool that gradually falls out of use.

You're in safe hands

A proven way of delivering successful implementations

Every engagement runs through twelve connected workstreams, a single approach to improving how the business operates, not just how the platform is configured.

01 / 11

Detailed Discovery

Sessions to lock in objectives, surface gaps and shape the roadmap.

Objective

Translate the business context into a clear, prioritised operational roadmap, so every downstream decision is anchored to commercial outcomes rather than platform features.

Outcomes

  • Shared clarity across leadership on what HubSpot must achieve commercially.
  • A prioritised roadmap aligned to growth, not technical activity.
  • Reduced delivery risk through early alignment on scope and success.
  • Confident decision-making from week one.

What we'll cover

  • Business understanding, key challenges, objectives and what success looks like.
  • Process review, current CRM, sales and marketing workflows assessed end-to-end.
  • Goal setting, short- and long-term priorities for HubSpot, automation and reporting.
  • Identifying gaps, inefficiencies, integration needs and streamlining opportunities.
  • Implementation planning, a clear roadmap that aligns with commercial goals.

Implementation journey

From day one to live and adopted.

A structured journey across 12 weeks, paced to keep momentum without overwhelming the business.

Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption

Phase
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12

Discovery & Alignment

W1

Foundation Build

W2–3

Data, Configuration & Core Setup

W4–5

Sales Process & Pipeline Setup

W6

Sales at Scale

W7

Marketing at Scale

W8

Your Branded Elevate Theme

W9

Testing & Refinement

W10–11

Training & Go Live

Ensuring a smooth project

Forbidden Customer Portal

All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.

  • Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
  • Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
  • Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
  • Files, All shared files will be stored here. You can also upload any files you want to share with us.
  • Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
Forbidden customer portal, Plan and Tasks view