Investment & next steps
08 / 09
We will deliver a structured implementation, prioritising CRM and Outlook connectivity, then quoting. This phased approach avoids common pitfalls, ensuring a stable foundation before expanding functionality. You will see value quickly without business disruption.
Our implementation includes comprehensive training for your team, enabling internal management of routine changes like product and pricing updates. This reduces reliance on external specialists, giving you greater control and faster adaptation as your commercial process evolves.
HubSpot will connect your customer, project, and opportunity records, from initial Outlook enquiry through to quotation and eventual order. This unified view eliminates manual uploads and disconnected records, providing a reliable foundation for pipeline visibility and accurate reporting.
The initial focus is on delivering a fast, reliable quoting process, addressing your immediate pain points. HubSpot's scalable platform allows for future expansion into forecasting, sales automation, and marketing without requiring you to design or pay for every potential future requirement upfront.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£15,455+ 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.
£11,999 + 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.
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 Turtle Environmental is investing to reach.
Quoting is fast and reliable.
Salespeople can now generate accurate, branded quotations in real-time, eliminating frustrating save-and-refresh cycles and significantly improving efficiency.
Customer data is connected.
The sales team benefits from a Single Source of Truth, with all customer interactions, opportunities, and quotes linked in one place, reducing manual uploads and improving visibility.
Pricing controls are consistent.
Standardised product pricing, customer-specific discounts, and margin rules are consistently applied, ensuring commercial control and reducing errors across all quotations.
User adoption is high.
The intuitive system and reliable processes have restored confidence, encouraging consistent data entry and reducing reliance on manual workarounds for the sales team.
Internal ownership is established.
Turtle Environmental can now manage routine system changes, such as product updates and pipeline adjustments, internally without constant reliance on external specialists.
Agree next steps
A short working session locks in dates and confirms the architecture.
