Board roadmap conversation · 60 minutes

HubSpot 2026 — a board-ready delivery roadmap.

Not a requirements review. A decision-making session on the 2026 delivery shape, budget and proposal.

Total delivery
66 days
528 hours
Day rate
£950
ex. VAT
Headline cost
£64,350
+ VAT if applicable
Core message
2026 success measure

HubSpot adopted across the business at practical parity with today, with a strong foundation for future optimisation.

Phase 1 · Jul – Sep

Website and TigerBay data flowing into HubSpot, and HubSpot used to send marketing emails.

Phase 2 · Sep – pre-Christmas

Sales and Client Services using HubSpot, with Intercom, Alchemer, Marketing Radar and Dotdigital decommissioned.

The 60 minutes

Agenda

7 items · 60 minutes
  1. 01

    Purpose & decision needed

    5 min

    Confirm the session is to agree the 2026 delivery roadmap, budget shape and board-level proposal.

  2. 02

    2026 roadmap narrative

    7 min

    Present Phase 1 and Phase 2 outcomes, with the "practical parity first, optimisation later" principle.

  3. 03

    Phase 1 scope & timeline

    15 min

    July to September handover.

    Suggested allocation40 days
    • Programme setup, governance, QA/UAT4 d
    • HubSpot technical setup2 d
    • TigerBay data foundation (passenger/contact model)12 d
    • HubSpot customer view3 d
    • Website form capture4 d
    • Dotdigital migration essentials6 d
    • Marketing Radar priority segmentation6 d
    • Phase 1 training and handover3 d
  4. 04

    Phase 2 scope & timeline

    15 min

    September to pre-Christmas handover.

    Suggested allocation26 days
    • Sales & Client Services HubSpot rollout (incl. basic Service Hub)8 d
    • Private Groups pipeline setup3 d
    • Intercom replacement / migration3 d
    • Alchemer survey migration & feedback management5 d
    • Marketing Radar exit completion / decommissioning2 d
    • Dotdigital exit completion / final archive1 d
    • Post-launch adoption and stabilisation4 d
  5. 05

    Dropped or absorbed deliverables

    7 min

    Make this very clear up front.

    • Old DL7 reporting continuity
      Dropped — covered inside tool migrations.
    • DL12 Service Hub basic rollout
      Absorbed into Sales / Client Services adoption scope.
    • DL15 Retool abandoned basket
      Dropped.
    • DL16 reporting parity
      Dropped as standalone scope.
    • Advanced optimisation, attribution, AI, advanced personalisation
      2027 or separate change control.
  6. 06

    Budget headline

    5 min

    Total delivery budget framed against day rate and headline cost.

    Delivery budget
    66 days
    528 hours
    Day rate
    £950
    ex. VAT
    Delivery total
    £62,700
    66 days × £950
    Connector fee
    £550 / month
    HS & TB connector
    Live from
    Oct 2026
    Oct, Nov, Dec = 3 months
    Connector total
    £1,650
    3 × £550
    Total 2026 proposal headline
    £64,350
    + VAT if applicable
  7. 07

    MRT decisions & next steps

    6 min

    Confirm board-pack wording, internal approval route, named MRT owners, access dependencies, and final proposal issue date.

Important framing
"The delivery proposal is now structured as 66 delivery days, or 528 hours, at £950 per day. In addition, from October there is a monthly HS & TB connector fee of £550 covering licence access, standard hosting, monitoring, support and maintenance. For the remainder of 2026 this adds three months, or £1,650, taking the total 2026 proposal to £64,350 plus VAT if applicable."

All 66 days are allocated. The reduction from 68 days is taken from Phase 2 adoption and decommissioning activity, keeping Phase 1 strong. This keeps the plan honest without sounding defensive — trade-offs are explicit, not hidden in contingency.