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.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£11,823+ 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.
£9,999 + 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 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.
