Investment & next steps
08 / 09
Our phased approach ensures a rapid MVP launch, focusing on core sales processes and reducing immediate Salesforce dependency. Complex forecasting and revenue recognition are addressed in a subsequent phase, preventing delays and allowing for focused stakeholder input.
Forbidden's senior consultants will lead the implementation, ensuring strategic alignment and proactive risk management. We'll work closely with your VPs to define business rules for areas like PS revenue recognition, not just configure the system.
We prioritise a clean, usable CRM foundation that reduces sales administration and improves pipeline visibility from day one. Training and adoption support are integral, ensuring your team understands how to use HubSpot effectively in their daily workflow.
We will establish robust data migration and hygiene rules, addressing concerns about a 'messy' Salesforce history. This ensures HubSpot becomes a reliable Single Source of Truth for sales and commercial data, supporting accurate reporting and decision-making.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£10,723+ 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.
£8,899 + 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.
Optional add-on · Phase 2
CPQ & Advanced Forecasting
Revenue Hub-powered CPQ, price books, multi-stream forecasting and revenue recognition across SaaS and Professional Services. Delivered standalone, or bolted onto Phase 1 as one continuous programme.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Commerce Decisions is investing to reach.
Sales administration is reduced.
Sales representatives spend less time on manual data entry and administrative tasks, allowing them to focus more on selling activities and customer engagement.
Pipeline visibility is enhanced.
Leadership gains a clear, real-time overview of the sales pipeline, enabling better strategic decisions and resource allocation across the sales team.
Handoffs are streamlined.
Automated workflows ensure smooth and consistent information transfer between Sales, Customer Success, Professional Services, and Finance, reducing errors and delays.
Reporting provides operational insight.
Core reports and dashboards offer practical insights into pipeline health, deal activity, and sales performance, supporting day-to-day sales management.
Sales process discipline improves.
The structured CRM and pipeline configuration guide the sales team through agreed processes, ensuring consistent opportunity management and data capture.
Agree next steps
Get the ball rolling by sharing your details for contract here.
