Investment & next steps
08 / 09
Your Head of Marketing, Limara, and external Salesforce expert, Iris, will be central to our implementation. Their deep understanding of your current Pardot and Salesforce setup ensures critical requirements are met, preventing data loss and maintaining sales team functionality.
We will deliver a controlled, phased implementation, prioritising the core Marketing Hub Professional features you need most. This ensures a smooth transition from Pardot, allowing your team to adapt without overwhelming changes or operational downtime.
Our focus is replicating and enhancing your critical Salesforce integration. We will ensure bidirectional data synchronisation, marketing activity visibility on contact cards, and precise segmentation logic are fully functional, avoiding any loss of current capabilities.
We'll work closely with Katie and your team to define 'done well' from day one. This includes ensuring your sales team continues to receive valuable marketing insights and that the new system supports your planned campaign expansion for next year.
Your implementation and protection engagement
One continuous engagement covering implementation, launch and the first 12 months of senior post-go-live support.
£8,823+ 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.
£6,999 + 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.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Citipost is investing to reach.
Campaign setup becomes efficient.
Marketing campaigns, including nurture sequences and single-shot emails, will be set up and deployed in a fraction of the time, eliminating previous frustrations and manual workarounds.
Salesforce integration is robust.
The bi-directional data synchronisation with Salesforce will ensure a Single Source of Truth, providing sales teams with comprehensive, real-time marketing engagement insights on contact records.
Bot click issues are resolved.
HubSpot's out-of-the-box functionality will accurately filter bot clicks, providing reliable email open and engagement metrics without the need for extensive manual verification.
Reporting is automated and clear.
Key marketing performance indicators and lead qualification stages will be automatically tracked and reported, moving away from manual data compilation and providing timely insights.
Social media management is centralised.
LinkedIn scheduling and analytics for both Citipost Mail and Citipost Global will be managed directly within HubSpot, streamlining content planning and performance tracking.
Agree next steps
A short working session locks in dates and confirms the architecture.
