Investment & next steps
08 / 09
We will establish a clear governance structure with senior stakeholders from Enterprise Analytics and Forbidden. This ensures strategic alignment, swift decision-making, and dedicated resources, preventing common implementation delays and ensuring your objectives are met efficiently.
Our approach prioritises a phased rollout, starting with critical data cleansing and core Sales Hub Professional features for your BDRs. This allows for immediate adoption and measurable improvements, building confidence before expanding to broader functionalities and teams.
The implementation begins with a comprehensive data audit and cleansing, focusing on deduplication and field standardisation for your Acumatica and IFS contacts. This foundational step ensures your HubSpot becomes a reliable Single Source of Truth, supporting accurate reporting and effective outreach.
Our consultants will provide tailored training for your BDRs and sales team, focusing on practical application of sequences, calling, and activity tracking. This ensures high user adoption and maximises the return on your HubSpot investment, turning new tools into daily habits.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£6,955+ 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.
£3,499 + 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 Enterprise Analytics is investing to reach.
Leadership trusts reporting.
Forecast, pipeline and revenue numbers reconcile, board and operators read the same picture.
Teams operate from one commercial system.
Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.
Forecasting becomes proactive.
Pipeline is reviewed weekly, not reconstructed at quarter end.
Automation reduces manual overhead.
Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.
Customer lifecycle visibility improves.
Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.
CRM adoption becomes embedded.
The platform is how the business runs, adoption stops being a project.
Agree next steps
A short working session locks in dates and confirms the architecture.
