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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Strategic blueprint, phased implementation

We'll map the full HubSpot roadmap to ensure current decisions support future growth, avoiding rework. The initial 10-week build focuses on immediate sales and marketing priorities, with other areas phased in when the business is ready.

02 · Operations

Controlled implementation, not disruptive rollout

Our approach prioritises stability and adoption. We'll focus on automating manual sales and marketing tasks first, ensuring the system supports your team without overwhelming them, and building a repeatable pipeline generation process.

03 · Sales

Foundations for future sales team growth

We'll establish a robust HubSpot framework, including sales playbooks and automated processes, so new sales hires can onboard quickly and contribute effectively without needing to configure the system themselves.

04 · RevOps

Single Source of Truth, trusted data

We'll configure HubSpot to be your Single Source of Truth for all commercial data. This ensures consistent, accurate reporting and insights, empowering confident, data-driven decisions across your growing business.

Early sign-off incentive

Sign by 31 July 2026 for 5% off. · 10 days remaining

Total investment

£9,499.05+ VAT

£9,999Save £499.95

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

Payment structure

Reflecting 5% sign-off discount.

  • 01

    Day 0

    On engagement

    £4,749.53
  • 02

    Day 30

    14 day payment terms

    £4,749.53

VAT applied at point of invoice.

Recommended post-go-live support

Protection Plan · Silver

2 hours per month of senior HubSpot support — fixes, small improvements and reactive troubleshooting on a flexible, month-to-month basis.

£360/mo

What's included

Key stages of your project

  • 01Blueprint and roadmap
  • 02Map the future customer journey across sales, marketing and service
  • 03Define how HubSpot should eventually interact with Sage, MRP and the website
  • 04Agree lifecycle stages, ownership, data requirements and reporting
  • 05Create a phased roadmap aligned with the wider transformation
  • 06Immediate build priorities
  • 07Configure prospecting and lead-management processes
  • 08Build reusable sequences and event follow-up
  • 09Connect sales and marketing activity
  • 10Automate appropriate tasks and handoffs
  • 11Establish lifecycle stages and pipeline governance
  • 12Build the initial reporting Chris needs
  • 13Train the team and support adoption
  • 14Roadmap for later
  • 15Complaints, feedback and ISO-aligned service processes
  • 16HubSpot website and scientific content journeys
  • 17Sage and MRP integration
  • 18More advanced AI prospecting and reporting

Assumptions

  • · Timely access to stakeholders, systems and documentation.
  • · A dedicated project owner will coordinate feedback and approvals.
  • · HubSpot licences will be active before implementation begins.
  • · Existing data is broadly usable and supplied in an agreed format.
  • · Phase one prioritises sales and marketing automation.
  • · Service, website and integration needs will form part of the future roadmap.

Out of scope

  • · Sage, MRP or other third-party integrations.
  • · Website design, development or migration.
  • · Scientific content or campaign creation.
  • · Regulatory, legal or ISO compliance advice.
  • · Third-party licences, development costs or work outside the agreed scope.

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state Life Science Group is investing to reach.

Leadership01

A Single Source of Truth is established.

All commercial data, from sales and marketing activities to customer interactions, is centralised in HubSpot, providing a unified view of the customer journey.

Sales02

Sales prospecting is automated and scalable.

Manual prospecting tasks are replaced with automated sequences and AI-driven tools, significantly improving efficiency and pipeline generation.

Sales03

Sales forecasting becomes proactive.

Advanced reporting provides clear insights into deal progression, sales cycles, and win/loss reasons, enabling more accurate and timely forecasting.

Operations04

Manual workflows are significantly reduced.

Repetitive administrative tasks and hand-offs are automated through HubSpot workflows, freeing up valuable team time for higher-value activities.

Marketing05

Marketing campaigns are fully trackable.

All marketing activities are consolidated within HubSpot, allowing for comprehensive ROI tracking and performance analysis across channels.

Agree next steps

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