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Investment & next steps

08 / 09

Investing in your future growth

01 · Operations

Controlled implementation, not disruptive rollout

We will manage the entire HubSpot setup and migration from Pipedrive, Apollo, and Brevo, requiring only your team's input. Our focus is on a seamless transition, ensuring your operations remain uninterrupted and efficient throughout the 6-8 week timeline.

02 · Leadership

Senior expertise guiding every step

Our delivery team averages nine years of HubSpot experience, ensuring that your implementation benefits from deep expertise. This senior oversight minimises risks and ensures the system is configured to meet your growth ambitions, particularly for the September-November marketing push.

03 · RevOps

Unified system, Single Source of Truth

We will consolidate your fragmented tech stack into a single HubSpot CRM, creating a Single Source of Truth for all lead and customer data. This eliminates missed leads and streamlines processes for your BDRs, supporting your growth to 30-40 people by year-end.

Total investment

£9,999+ VAT

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

Payment structure

  • 01

    Day 0

    On engagement

    £3,333
  • 02

    Day 30

    30 day payment terms

    £3,333
  • 03

    Day 60

    30 day payment terms

    £3,333

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01HubSpot CRM setup and configuration
  • 02Sales pipeline configuration
  • 03Lead capture and routing
  • 04WordPress form integration
  • 05Contact data import support
  • 06Basic automation and workflows
  • 07Reporting dashboard setup
  • 08Team training and handover

Assumptions

  • · HubSpot subscription is already agreed
  • · Teamwheel provides required source data
  • · Website launch timeline remains unchanged
  • · Core stakeholders attend discovery sessions
  • · Existing processes are clearly documented
  • · No complex custom integrations required
  • · Data quality issues are limited
  • · Decisions are made promptly

Out of scope

  • · Full historical data cleansing
  • · Custom-coded HubSpot development
  • · Complex third-party integrations

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state Team Wheel is investing to reach.

Operations01

Lead management is fully automated.

All incoming leads from the new website and other sources are captured and routed automatically, ensuring no opportunities are missed and follow-up is prompt.

Sales02

Sales activities are streamlined and centralised.

The sales team now operates from a Single Source of Truth, with all qualified leads, sequences, and calling activities managed within one unified system.

RevOps03

Data provides a clear operational overview.

With fragmented systems replaced, Teamwheel benefits from a consolidated view of sales and marketing performance, enabling better decision-making and forecasting.

Marketing04

Marketing outreach is more effective.

Bulk email outreach is now integrated with lead management, allowing for more targeted campaigns and improved tracking of engagement and conversions.

Agree next steps

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