Investment & next steps
08 / 09
The implementation is structured to reduce operational disruption while creating clear progress throughout delivery. Core foundations are established first so reporting, automation and operational processes are built on stable, scalable architecture from day one.
CRM implementations rarely fail because of software. They fail through unclear ownership, poor process design, inconsistent data structures and low adoption. Senior consultants lead every workstream to reduce these risks before they become operational problems.
The implementation is designed to prevent the operational debt that builds when systems evolve without governance. Reporting drift, duplicate processes, spreadsheet dependency and inconsistent customer journeys become increasingly expensive as the business scales.
A successful implementation is not simply a live portal. It is a system leadership trusts, teams consistently use, reporting that supports decisions, and operational processes that scale without increasing manual overhead.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£9,824+ 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.
£8,000 + 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 Slipcase 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.
