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Investment & next steps

08 / 09

Investing in your future growth

01·Operations

Phased implementation for controlled adoption

We will establish the core CRM architecture first, focusing on getting the foundations right. This ensures user adoption and accurate data before expanding into more advanced marketing capabilities, preventing overwhelm and ensuring stability.

02·Leadership

Senior ownership and clear governance

Our implementation process includes a blueprint design review and user acceptance testing, ensuring senior stakeholders are involved and the solution aligns with your strategic objectives. We will define permissions and roles to maintain data integrity and accountability.

03·RevOps

Single Source of Truth for all data

The primary goal is to consolidate all customer and project information into HubSpot, creating a Single Source of Truth. This eliminates guesswork, provides real-time insights, and ensures everyone has access to the latest, most accurate data.

04·Operations

Proactive support and continuous improvement

Beyond the initial 12-week implementation, we offer post-support packages and protection plans. This ensures ongoing guidance for new features, maintains data hygiene, and helps you adapt HubSpot to your evolving business needs.

Your implementation and protection engagement

One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.

£26,996+ VAT

Total first-year commitment

Fixed implementation
£22,100
12-month Gold Protection Plan (£408 per month)
£4,896

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.

£22,100 + VAT

02

12-month protection

Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.

£408 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £11,050 + VAT
  • 02

    Day 30

    14 day payment terms

    £11,050 + VAT
  • 03

    From go-live

    Gold Protection Plan, monthly subscription across the initial 12-month term

    £408 per month

VAT is applied at the point of invoice. A 20% contingency allowance (£4,420) is included in the contract against the implementation fee only, to cover any out of scope activity.

Continuity after go-live

Gold Protection Plan

Your Gold Protection Plan begins at go-live and provides three 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.

Initial term
12 months from go-live
First-year investment
£4,896 + VAT across 12 months
Monthly subscription
£408 + VAT per month

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 Gold Protection Plan automatically continues on a rolling monthly basis at £510 + VAT per month, unless cancelled in accordance with the agreement terms.

What's included

Key stages of your project

  • 01Discovery
  • 02Blueprint Creation
  • 03Platform essential setup and configuration
  • 04Data model, import and cleansing
  • 05Sales process and pipeline build
  • 06Sales automation and forecasting at scale
  • 07Reporting, dashboards and KPI tracking
  • 08Role-based training for adoption
  • 09User Acceptance Testing
  • 10Go Live Support
  • 11Post-Go Live 30 Days Support
  • 12Marketing campaigns, lifecycle and lead management
  • 13Attribution and campaign reporting

Assumptions

  • · Client will provide timely access to legacy data
  • · Stakeholders are available for scheduled workshops
  • · Third-party API access is available for integrations

Out of scope

  • · HubSpot licensing costs
  • · Extensive custom API development
  • · Copywriting and creative production for marketing campaigns
  • · Paid media management and ad spend

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Nicholsons is investing to reach.

Operations01

A Single Source of Truth is established.

All client interactions, project details, and communication history are centralised, providing a comprehensive, real-time view for every team member.

Sales02

Lead qualification and routing are automated.

Inquiries are automatically assigned to the correct department, eliminating manual triage and ensuring timely follow-up by consultants.

Leadership03

Forecasting becomes proactive.

Real-time dashboards provide accurate insights into project pipelines and departmental performance, enabling informed strategic decisions.

RevOps04

Deal progression is standardised.

Required fields and automated workflows guide opportunities through defined stages, ensuring all necessary information is captured for better decision-making.

Marketing05

Marketing campaigns are data-driven.

Lead sources are accurately tracked, allowing for precise campaign measurement and targeted re-engagement based on client behaviour and interests.

Service06

Client feedback is systematically captured.

Automated surveys and structured ticket management ensure continuous feedback collection and efficient resolution of client queries post-project.

Agree next steps

A short working session locks in dates and confirms the architecture.