Forbidden
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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Senior Ownership, Clear Accountability

Your dedicated Forbidden Director will oversee the entire implementation, ensuring strategic alignment and proactive resolution of any challenges. This senior oversight guarantees your project remains on track and delivers against Rockborne's objectives.

02 · Operations

Controlled Implementation, Not Disruptive Rollout

We prioritise a seamless transition, building your new HubSpot portal on a blank canvas to avoid inheriting legacy issues. Our process includes a weekend switchover, allowing your team to start fresh on Monday with minimal operational disruption.

03 · Sales

Rapid Adoption, Quality Data from Day One

Role-based training sessions, using your live portal, ensure your sales team is proficient and confident from go-live. This focus on practical application drives high adoption and guarantees solid data quality from the outset.

04 · RevOps

Single Source of Truth, Built for Growth

We'll map your B2B consulting workflows into a comprehensive blueprint, ensuring HubSpot becomes your Single Source of Truth for SOWs and project-based work. This foundation is designed to scale efficiently as your sales team grows from 5 to 10.

Total investment

£6,999+ VAT

A fixed engagement covering strategy, configuration, integration, enablement and launch.

Payment structure

  • 01

    Day 0

    On engagement

    £3,499.50
  • 02

    Day 30

    14 day payment terms

    £3,499.50

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01Discovery
  • 02HubSpot Blueprint Creation
  • 03CRM Essentials Setup
  • 04Guided Data Migration Support
  • 05Sales, Pipeline & Forecasting Build
  • 06Automation as appropriate
  • 07Custom Reporting Build
  • 08Team Training
  • 0930 Day Post-Go Live Support

Assumptions

  • · Rockborne provides timely stakeholder availability.
  • · Bullhorn export access is available.
  • · Data cleansing remains Rockborne’s responsibility.
  • · Integrations use native available connectors.
  • · Super users attend all enablement sessions.
  • · Scope is fixed after blueprint sign-off.
  • · Go-live depends on client UAT approval.

Out of scope

  • · Custom Bullhorn development or API rebuilds.
  • · Harnham Bullhorn integration unless separately scoped.
  • · Source Whale migration unless separately agreed.
  • · Complex AI agent design or build.
  • · Ongoing CRM administration after support window.
  • · Historical data cleansing or enrichment.
  • · Bespoke code beyond agreed integrations.
  • · Additional hubs, teams or processes.

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state Rockborne is investing to reach.

Sales01

Sales team adoption is high.

The sales team, growing from 5 to 10, will be proficient with HubSpot from day one, ensuring solid data quality and consistent usage.

Operations02

Operational friction is eliminated.

The new system, designed for B2B consulting, will remove the operational friction previously experienced with Bullhorn's contingent recruitment model.

RevOps03

Data visibility is significantly improved.

Rockborne gains a much better handle on workflows and overall business visibility, moving away from a system that previously held things up.

Leadership04

Internal ownership is established.

Key internal super users will be developed, capable of managing the system for long-term self-sufficiency and ongoing optimisation.

RevOps05

A Single Source of Truth is created.

HubSpot will integrate seamlessly with M365 and Ringover, serving as the central hub for all critical business data and processes.

Agree next steps

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