Investment & next steps
08 / 09
We intentionally defer Sage integration and complex back-office links to a subsequent phase. By focusing the initial ten days strictly on Capsule data migration, multi-site account structures and core pipeline hygiene, the nine reps gain an immediate Single Source of Truth without operational disruption or protracted setup periods.
The system is configured around practical daily habits rather than complex background automation. Clear expectations for next actions, realistic close dates and dealer involvement give Gail reliable data for coaching conversations. When reps maintain their opportunities consistently, sales forecasting becomes genuinely useful rather than an administrative chore.
Reconciling head office and site relationships during migration stops sales reps hunting across spreadsheets before conversations. Introducing a simple, manually maintained flag for active service concerns ensures reps walk into customer meetings with full context, protecting customer relationships while keeping administrative overhead light.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£13,055+ 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.
£9,599 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£1,919.80) is included in the contract against the implementation fee only, to cover any out of scope activity.
Continuity after go-live
Silver Protection Plan
Your Silver Protection Plan begins at go-live and provides two hours 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 Silver Protection Plan automatically continues on a rolling monthly basis at £360 + 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 Synergy Grill is investing to reach.
Forecast visibility replaces manual spreadsheet assembly.
Gail reviews weighted pipeline, dealer performance and stalled deals through an agreed dashboard, freeing up time for direct coaching.
Multi-site account context is immediately accessible.
Reps use a Single Source of Truth for connected head-office relationships, individual sites and active service flags before customer conversations.
Production planning gains forward demand visibility.
Operations teams track expected grill quantities and target delivery months across live opportunities to support practical manufacturing discussions.
Opportunity follow-up follows a consistent routine.
Reps maintain explicit close dates and clear next actions, preventing active deals from drifting between months without management visibility.
Agree next steps
A short working session locks in dates and confirms the architecture.
