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Investment & next steps

09 / 10

Investing in your future growth

01·Leadership

Group-wide architecture with disciplined first-phase execution

We establish the data model for the wider group from day one, accounting for divisions like LaBeeby and Healthcare without overbuilding. By focusing initial configuration entirely on the Garments team, we validate workflows and adoption before expanding. This gives Behrens a reusable blueprint while avoiding costly rework across future operational units.

02·Operations

Clear boundaries protecting your core ERP integration

Intact iQ remains your operational Single Source of Truth for order and customer records. Behrens internal technical team leads the integration build with Forbidden defining data contracts, field mappings, and rigorous quality assurance. This division of responsibility keeps system ownership firmly within your IT team whilst ensuring the HubSpot architecture is clean, stable, and scalable.

03·Sales

Removing administration rather than adding reporting burdens

Previous CRM adoption faltered through duplicate data entry and disconnected communications. We focus initial deployment on practical friction points, configuring Outlook logging, shared inboxes, and actionable RFM follow-up. Frontline sales reps gain clear daily priorities and complete customer context on one screen, rather than passive data that requires manual searching across systems.

04·Service

Pragmatic automation built around human review

Rather than deploying speculative AI across the business, we evaluate your candidate use cases against data readiness and real workflow value. The initial package introduces targeted automations, such as inbox triage and order status drafting, backed by mandatory human review points. Your customer service team receives immediate assistance without risking customer trust or generating unverified outputs.

Your implementation and protection engagement

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

£20,356+ VAT

Total first-year commitment

Fixed implementation
£16,900
12-month Silver Protection Plan (£288 per month)
£3,456

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.

£16,900 + VAT

02

12-month protection

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

£288 + VAT per month

Payment structure

  • 01

    Day 0

    On engagement

    £8,450
  • 02

    Day 30

    14 day payment terms

    £8,450
  • 03

    From go-live

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

    £288 per month

VAT is applied at the point of invoice. A 20% contingency allowance (£3,380) 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.

Initial term
12 months from go-live
First-year investment
£3,456 + VAT across 12 months
Monthly subscription
£288 + 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 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

  • 01Kick-off and Discovery
  • 02Implementation Blueprint and Solution Design
  • 03CRM and Data Architecture, Phase 1 Configuration
  • 04Outlook, Email and Shared Inbox Configuration
  • 05Intact iQ Integration Design and QA
  • 06RFM, Account Health and Reporting
  • 07Marketing and Consent Readiness
  • 08AI and Automation Assessment
  • 09AI and Automation Priority Build Package
  • 10AI Pilot Review and Operational Handover
  • 11UAT, Refinement, Training and Final Handover

Assumptions

  • · Phase 0 establishes group-wide design principles, while implementation in this scope is limited to the Phase 1 Garments rollout.
  • · Intact iQ remains the ERP and principal system of record for operational and order information unless a specific exception is agreed in the Blueprint.
  • · Behrens develops and operates the Intact iQ integration. Forbidden provides HubSpot architecture, mappings, guidance, QA and acceptance support.
  • · Behrens undertakes principal source-data cleansing, deduplication and correction.
  • · The required HubSpot subscriptions, seats, permissions, AI settings and credits are available when required.
  • · The final Outlook and shared-inbox approach will be selected from functionality supported by the licensed HubSpot and Microsoft environment.
  • · One RFM architecture is selected for Phase 1. The project does not maintain duplicate calculation logic in both Power BI and HubSpot.
  • · The reporting scope is limited to the agreed Phase 1 pipeline, activity, account-health, adoption and director scorecard package.
  • · All ten AI and automation use cases are assessed. Build effort is limited to the approved priority package that fits within the agreed build allowance.
  • · Customer-facing AI outputs begin with human review unless the approved use case and testing justify a different approach.
  • · The AI pilot is a short controlled review. Ongoing monitoring, optimisation and support are separate from this project.
  • · Marketing work is limited to readiness and architecture. Full B2B or B2C marketing implementation is not included.
  • · UAT comprises one structured testing cycle and one consolidated refinement round.
  • · Behrens provides timely access, decisions, representative examples, test data and approvals.

Out of scope

  • · Open-ended source-data cleansing, deduplication or remediation.
  • · Unlimited historical migration from Intact iQ or other systems.
  • · Historical email, call, meeting, note, attachment or file migration.
  • · Manual reconstruction of incomplete or inconsistent historical records.
  • · Development or ongoing maintenance of the Intact iQ integration by Forbidden.
  • · Bespoke middleware or unsupported custom integration development.
  • · Xelion integration unless separately confirmed and scoped.
  • · Klaviyo, Shopify, portal or Barbour ABI integration build.
  • · Custom software development required to overcome an identified platform limitation.
  • · Implementation of LaBeeby, NDV, FPC, Fabrics, Homeware, other Garments or Denco.
  • · Detailed NHS hierarchy configuration beyond the architecture decisions needed to avoid Phase 0 rework.
  • · Seasonal college-deal automation for LaBeeby.
  • · Healthcare cross-sell configuration or later-division reporting.
  • · Full B2B or B2C marketing migration.
  • · Campaign strategy, email content creation or ongoing campaign management.
  • · Complex nurture automation, lead scoring or advanced subscription-centre design.
  • · B2C migration away from Klaviyo unless separately agreed.
  • · Guaranteed production deployment of all ten identified AI and automation ideas.
  • · New integrations or major data engineering required solely to support an AI use case.
  • · Automatic record merging in the initial matcher version.
  • · Fully autonomous external customer responses unless explicitly approved after testing.
  • · Route optimisation for site visits.
  • · Production demand forecasting, automated purchasing decisions or procurement automation.
  • · Ongoing agent monitoring, refinement or optimisation after the agreed pilot review.
  • · Multiple unrestricted UAT or refinement cycles.
  • · Significant redesign after Blueprint approval.
  • · Additional user groups or training sessions beyond the agreed initial rollout.
  • · Ongoing CRM administration, managed support or optimisation after handover.
  • · New requirements introduced outside the approved scope and agreed effort allocation.

6 months after go-live

What good looks like 6 months from now.

Not aspirations, the working state Behrens Group is investing to reach.

Sales01

Account managers focus on at-risk accounts.

Priority alerts highlight declining ordering patterns and lapsed RFM scores automatically, directing sales effort towards protecting vulnerable garment revenue instead of reacting too late.

Service02

Customer enquiries retain complete team context.

Incoming customer orders and queries connect automatically with existing contact records, enabling smooth absence cover and eliminating lost email context across the shared inbox.

Operations03

Administrative duplication is successfully eliminated.

Order history and customer data sync seamlessly from Intact iQ into HubSpot, establishing a Single Source of Truth that removes double entry across daily sales operations.

Leadership04

Directors gain clear commercial visibility.

Unified reporting dashboards provide accurate insight into pipeline progression, team adoption, and recovered account value, replacing disconnected spreadsheets with reliable operational evidence.

Agree next steps

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