Investment & next steps
08 / 09
Our 'done-for-you' onboarding ensures senior Forbidden consultants are accountable for your implementation. We'll work closely with your leadership to define success and ensure HubSpot aligns with your strategic objectives, avoiding common pitfalls of fragmented system adoption.
We'll implement HubSpot in a structured, phased approach, starting with core CRM and Sales/Marketing Hubs. This minimises disruption to your existing operations, allowing your team to adapt incrementally while ensuring data quality and user adoption.
Our process focuses on consolidating your 'splintered' systems into HubSpot, establishing a Single Source of Truth for all customer data. This eliminates key-person dependencies and provides team-wide visibility, ensuring continuity and structured, reportable processes.
We'll configure HubSpot to enforce your sales processes, such as blocking deal progression until specific criteria are met. This ensures consistent data capture and reliable forecasting, moving beyond individual assumptions to a disciplined, reportable approach.
Total investment
£7,999+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state TransBridge is investing to reach.
Decision-making is data-driven.
Management gains clear visibility into sales performance and campaign ROI, enabling confident, informed strategic decisions across the business.
Sales processes are standardised.
The team follows a consistent, reportable sales process, ensuring continuity and reducing key-person dependencies, even when colleagues are away.
Forecasting becomes proactive.
Weighted pipelines provide accurate revenue projections, allowing for better resource allocation and proactive planning for future quarters.
Customer data is unified.
All customer interactions and information reside in a Single Source of Truth, eliminating splintered systems and improving team collaboration.
Marketing campaigns are efficient.
AI-powered tools quickly generate campaign assets, significantly reducing manual effort and accelerating time to market for promotions.
Agree next steps
A short working session locks in dates and confirms the architecture.
