Investment & next steps
08 / 09
Discovery begins with six targeted sessions to agree operational boundaries and commercial reporting directly with David and key leads. We document the customer journey, sales stages and dashboard calculations in an Implementation Blueprint before configuration starts. This ensures every setting supports commercial decision-making without introducing unnecessary administrative overhead.
Moving away from ACT! succeeds only when live operational data arrives clean and reliable. We deliberately separate active customer accounts, renewals and current pipeline opportunities from 14 years of historical archives and unstructured notes. That approach prevents legacy record debt from degrading your Single Source of Truth from day one.
Adoption relies on telesales, field reps and customer services sharing clear, manageable habits. We configure one primary pipeline, clear follow-up tasks and structured handovers, then validate them through representative user testing and role-based training. Embedding straightforward daily routines ensures the team embraces HubSpot long before introducing advanced quoting or automated sequences.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£16,456+ 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.
£13,000 + 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
30 day payment terms
Day 60
30 day payment terms
Day 90
30 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 (£2,600) 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 Chaser Communications is investing to reach.
Commercial reporting runs on real-time data.
David monitors pipeline health, salesperson performance, and adjusted deal profitability directly from live dashboards instead of spending hours assembling manual spreadsheets.
Sales activity follows a consistent rhythm.
Telesales and field representatives manage callbacks, appointments, and live deals through a shared pipeline, eliminating missed follow-ups and fragmented record keeping.
Sales handovers protect service continuity.
Customer services receive complete installation notes and agreed contract details immediately upon deal closure, removing administrative back-and-forth between departments.
Customer communication is targeted and measurable.
Charlotte runs segmented campaigns to existing telecommunications accounts from reusable templates, systematically identifying cross-sell opportunities for newer IT services.
Agree next steps
A short working session locks in dates and confirms the architecture.
