Investment & next steps
08 / 09
We will establish clear ownership for HubSpot administration and change management from the outset. This ensures your platform evolves strategically, avoiding the common pitfall of data inconsistencies and ensuring long-term value for both marketing and sales.
Our approach prioritises a phased implementation, starting with your core marketing and sales needs. This allows for focused adoption, rapid value realisation, and continuous refinement, rather than an overwhelming 'big bang' rollout across all 12 users at once.
We will integrate HubSpot with your existing systems, such as Rapport Three and Xero, to minimise manual data entry and ensure a consistent Single Source of Truth. This eliminates duplication and provides reliable data for tracking and reporting on lead conversion and project pipeline.
The implementation will focus on providing your directors and senior leadership with immediate, contextual insights into prospect and client interactions. This will streamline their business development efforts, ensuring they can act on qualified leads efficiently and effectively within HubSpot.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£8,323+ 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.
£6,499 + 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. A 20% contingency allowance (£1,299.80) is included in the contract against the implementation fee only, to cover any out of scope activity.
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 SD Engineers is investing to reach.
Marketing campaigns are targeted and effective.
Campaigns are now built on clean, segmented data, ensuring communications reach the right audience and drive meaningful engagement, rather than just being sent broadly.
Data quality is consistently high.
Automated deduplication and enrichment processes maintain a reliable contact database, eliminating manual clean-up and ensuring accuracy across the platform.
Sales and marketing work in unison.
A seamless handover process ensures leads are nurtured effectively, with sales receiving qualified opportunities and full context from marketing activities.
HubSpot is the Single Source of Truth.
All critical client and project information is centralised within HubSpot, providing a unified view and eliminating data silos across the business.
Marketing impact on revenue is clear.
Comprehensive reporting on lead generation, customer journeys, and conversion rates provides directors with transparent return on investment for marketing spend.
Agree next steps
A short working session locks in dates and confirms the architecture.
