Investment & next steps
08 / 09
We connect HubSpot directly into your existing Microsoft Outlook and SharePoint setup rather than introducing disconnected administration. Logging customer communication and referencing commercial documents happens inside everyday sales routines. This protects critical relationship context without burdening your 12 active users with repetitive data entry.
The implementation concentrates strictly on pipeline visibility, standard deal stages, and clean data migration for core customer accounts. Reserving complex integrations, ERP connections, and customer service ticketing for future phases keeps delivery focused. You gain an immediate, usable CRM that reflects your actual commercial process without technical clutter.
Specialist relationships and extended buying cycles mean commercial context must belong to the business, not individual inboxes or spreadsheets. We establish a clear Single Source of Truth for customer history, pipeline health, and next actions. Leadership secures reliable oversight and smoother account handovers without demanding continual manual updates from the commercial team.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£22,956+ 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.
£19,500 + VAT
02
12-month protection
Senior post-go-live support, troubleshooting, guidance and prioritised platform improvements.
£288 + VAT per month
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance (£3,900) 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.
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
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Whitefox Technologies is investing to reach.
Long sales cycles stay on track.
Opportunities move through defined pipeline stages with clear next steps, ensuring relationship momentum is maintained across extended commercial discussions.
Pipeline health is visible at a glance.
Management reviews commercial progress directly through standard dashboards, removing the need to chase individual sales reps for spreadsheet updates.
Commercial customer knowledge remains protected.
Historical communications and account context are preserved in a Single Source of Truth, preventing relationship disruption whenever account responsibilities change.
Daily administration integrates with Microsoft tools.
Sales reps log client emails directly via Outlook and reference SharePoint documents from CRM records, eliminating duplicate record keeping.
Agree next steps
A short working session locks in dates and confirms the architecture.
