Investment & next steps
08 / 09
For a lean team, the priority is a simple first version that works quickly. We would focus the initial setup on Service Hub ticket handling and Sales Hub pipeline activity, then leave the iPlicit integration as a clear later phase once the core process is settled.
Numo needs a practical way to manage requests from the central support inbox, record phone queries and see what each client is using. Ticket categories, urgency and simple reporting give the team the evidence to justify support value without adding unnecessary admin.
The sales setup should make the deal-to-contract process easier for a small team. Pipeline stages, quotes, e-signature and renewal visibility keep the handover cleaner, while only adding automation where it saves time immediately.
Total investment
£9,999+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Numo is investing to reach.
Support tickets are centrally managed.
All client support requests, whether by email or phone, are now logged and tracked within a single system, ensuring no query is missed.
Client support usage is clear.
Reports on ticket volume per client are easily generated, providing clear data to justify support contract value and demonstrate engagement.
Deal-to-contract process is automated.
The sales pipeline, quoting, e-signatures, and contract generation are streamlined, reducing manual effort and accelerating deal closure.
Marketing campaigns are centralised and automated.
All campaign assets are unified in one place, with AI assistance enabling rapid drafting and scheduling of monthly marketing efforts.
Data flows seamlessly to finance.
Won deals in HubSpot automatically create corresponding projects in iPlicit, ensuring financial records are always up-to-date and accurate.
Agree next steps
A short working session locks in dates and confirms the architecture.
