Investment & next steps
08 / 09
A dedicated senior consultant will oversee your implementation, ensuring a Single Source of Truth for all contact data. This provides a single point of contact and accountability, avoiding common pitfalls of shared or unclear project ownership.
We will meticulously plan the integration of Loxo and migration of MailChimp data, ensuring minimal disruption to your daily operations. Our phased approach prioritises stability and data integrity, building confidence at each stage.
We address potential integration complexities, such as the Loxo two-way sync, upfront. Our expertise ensures that your HubSpot portal is configured to support both recruitment and consultancy needs, preventing future data silos and technical debt.
Your implementation will be considered complete when all data is migrated, Loxo is integrated, and your team is fully trained and confident. We include 30 days of post-launch support to ensure sustained adoption and immediate value realisation.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£8,324+ 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.
£6,500 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£152 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Bronze Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice.
Continuity after go-live
Bronze Protection Plan
Your Bronze Protection Plan begins at go-live and provides one hour 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 Bronze Protection Plan automatically continues on a rolling monthly basis at £190 + 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 Coreteam is investing to reach.
A Single Source of Truth is established.
All contact data from recruitment and consultancy operations is unified within HubSpot, providing a comprehensive view of every interaction and relationship.
Data flows seamlessly between systems.
The two-way integration between Loxo and HubSpot ensures that candidate and client information is always current and accessible across both platforms, eliminating manual data entry.
Marketing campaigns are more effective.
With MailChimp data migrated and a clean, centralised database, the team can now segment audiences precisely and automate targeted outreach directly from HubSpot.
Operational efficiency is significantly improved.
Disconnected systems are replaced by streamlined processes, reducing manual effort and allowing the team to focus on high-value activities rather than data reconciliation.
Consultancy sales processes are clearer.
The consultancy team benefits from a structured CRM, enabling better tracking of their sales cycle and providing the foundation for future sales automation and reporting.
Agree next steps
A short working session locks in dates and confirms the architecture.
