Choose the amount of support you need. We agree what to work on each month, whether that’s a repair, a report or a change to how your team uses the CRM.
For occasional small changes and CRM questions.
£199/ month
90 minutes of work each billing month
Ask about SupportAll work, including reviews, calls and testing, shares this allowance.
For regular help and planned improvements.
£295/ month
3 hours of work each billing month
Ask about ImproveAll work, including reviews, calls and testing, shares this allowance.
For more ongoing work and a faster first reply.
£799/ month
8 hours of work each billing month
Ask about PartnerAll work, including reviews, calls and testing, shares this allowance.
Work is scheduled across your billing month. Reviews, calls, fixes, builds and tests share the allowance.
Software costs are separate; tax treatment is confirmed before agreement.
We can help with the setup, data and day-to-day questions your team needs sorted.
Help set up available backups and save agreed exports in storage you control.
Review user access and flag old accounts or permissions that need attention.
Test sample records and keep notes on what changed and how to reverse it where possible.
Find records to review and agree a small cleanup before merging or changing data.
Check a sample first, match the right fields and avoid overwriting good information.
Check filters, dates and pipeline stages so the numbers answer the right question.
Put the right fields, saved filters and task queues in front of each user.
Tidy reply templates, follow-up tasks and simple notifications.
Leave clear instructions, naming conventions and a record of the changes.
These are examples of work we can do. Each month, we agree which jobs to prioritise within your hours. We also confirm backup options, storage and any paid tools before setting them up.
Workflow problems, confusing reports, incomplete records and the small tasks that keep getting pushed aside. Agree the priority and get the change tested.
Improve and Partner include a monthly look at repeated admin and awkward handovers. Jack agrees the next priority, builds small changes within your time and quotes larger opportunities separately. A written monthly update shows the work completed and time used.
See an example monthly update| Included work | Support | Improve | Partner |
|---|---|---|---|
| Backup / export and data checks | Prioritised within allowance | Prioritised within allowance | Prioritised within allowance |
| Views, templates and change notes | Within allowance | Within allowance | Within allowance |
| Monthly work allowance | 90 minutes | 3 hours | 8 hours |
| Fixes, testing and guidance | Included | Included | Included |
| CRM and process review | On request within allowance | Monthly, within allowance | Monthly, within allowance |
| Improvement list | Your agreed requests | Prioritised together | Prioritised together |
| Small automations | Fit-checked requests | Planned improvements | More implementation capacity |
| Planning check-ins | As needed within allowance | Monthly priority review | Up to two short check-ins |
| Written monthly work-and-time summary | Work updates | Included within allowance | Included within allowance |
| First human reply target | 2 working days | 2 working days | 1 working day |
A monthly allowance sets a clear limit on work. It does not promise that every request or a large automation can be completed in that month.
Check what HubSpot, Zoho and your current software can already do. Any additional connector, licence or usage cost is explained before it is introduced.
How we approach automationAn initial investigation, cleanup or larger build can be quoted separately before monthly support begins. The first enquiry checks the fit; any paid technical investigation needs your agreement. You can start with one job without subscribing.
Ask about a one-off jobThe practical details
Monthly terms and a clear allowance, with no surprise extra work.
We check the backup or export options available in your CRM plan, agree what data needs copying and where it will be stored, and help set up the chosen process. Exports are not a complete copy of every CRM feature: activities, attachments, associations or email history may need a different approach. Backup tools, storage fees and any recovery project are agreed separately. Checks and setup use your monthly hours.
No. These are types of work we can prioritise within your plan. We agree the tasks that matter most, estimate the time and update you as work progresses. A full account audit, large cleanup or recovery needs its own scope.
Sometimes. For a specific task, a supported Zapier integration may be cheaper than upgrading HubSpot. We compare your seat needs, required features, Zapier task usage and ongoing maintenance. Some actions still require a paid HubSpot plan. We recommend the option that fits the work and total cost, without promising savings before checking.
Investigation, reviews, calls, configuration, building, testing, documentation and time spent answering questions share the allowance. The monthly review is part of the work, not an extra set of free hours.
Time is reserved for your business each billing month and does not normally roll over. On Improve and Partner, an agreed improvement list gives us work to do when there are no urgent fixes. If we cannot provide reserved capacity, a revised schedule or credit is agreed.
Yes, subject to the tools and scope. We actively identify larger opportunities as well as small changes. Discovery and small builds can use the allowance; a substantial integration or new process gets its own scope and price before work begins.
Agree the priorities, schedule the task in a later month or approve additional work at £110/hour or a fixed project price. No extra time is billed automatically.
The proposed service is monthly, with no annual commitment. Cancel before the next renewal; the agreed paid period remains available. A clear written cancellation is acted on and confirmed. Your exact start date and billing terms are agreed before payment.
No. They are targets for the first human reply within the stated working hours. Fix dates depend on the task, available time, access and any third-party dependency. This is scheduled business support, not emergency cover.
Small onboarding and agreed initial fixes use the allowance. A larger rescue, migration or setup is scoped separately before the monthly service begins. You can also request a one-off investigation without subscribing.
Software subscriptions, paid connectors, vendor seats and usage fees are separate. Tax treatment and the total payable are confirmed in the written agreement before you start.
Tell us what needs attention. We will check the tools, scope and available capacity before you start.