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 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 data model review and import of 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. A 20% contingency allowance (£699.80) 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 Enterprise Analytics is investing to reach.
Business decisions are data-driven.
Senior leaders now have accurate, real-time dashboards providing a Single Source of Truth for sales and marketing performance, enabling informed strategic planning.
Data quality is consistently high.
Robust data hygiene processes and required fields ensure new contacts and companies are accurately captured, maintaining a clean and reliable CRM for all teams.
BDR activity is fully transparent.
All BDR outreach, including calls and emails, is tracked directly within HubSpot, giving managers complete visibility into team performance and engagement metrics.
Sales outreach is automated and effective.
Dynamic sales sequences are now deployed for BDRs, automating follow-ups and tasks, ensuring consistent engagement and improved lead nurturing efficiency.
Campaigns are precisely targeted.
Clean, segmented contact data allows for highly relevant marketing campaigns, reducing bounces and improving engagement with both Acumatica and IFS audiences.
CRM is a Single Source of Truth.
HubSpot is now the central platform for all sales and marketing activities, integrating key tools like Sales Navigator and Outlook for streamlined operations.
Agree next steps
A short working session locks in dates and confirms the architecture.
