Free guide · 17 pagesHubSpot CRM
CRM rollout: the internal cost nobody budgets for
A readiness check and an effort calculation, before you decide.
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- 4 questionnaires the readiness check across four dimensions
- One calculation four blocks, your own values, one figure in person-days
- 15 checks before the decision, with stop conditions
Outcome achieved Page 10 · The formula 
Manuel HartmannGuide author From projects with
Where it starts
Three signs this is for you
Internal effort appears in no proposal
It happens anyway, in person-days from your own team, and it hits the people who keep operations running.
The readiness check gets filled in alone
And comes out too good. Three people land on a different level than one.
Processes are silently assumed
Those are exactly the ones that break at go-live, and nobody put them in scope.
What is inside
Inside the guide, page by page
Actual page numbers, with a real page from the delivered guide for every section.
- 01
Page 4
Why internal effort appears in no proposal
- 02
Pages 5–7
The readiness check, four dimensions, three levels
- 03
Pages 8–10
The effort calculation: fields, oversight, formula
- 04
Pages 11–12
Data separation: what really has to come across, in four categories
- 05
Pages 13–14
The silently-assumed processes, and what breaks at go-live
- 06
Pages 15–16
Repair or rebuild, and the checklist
An unedited excerpt
One page, unchanged
See how the guide works before you share your email address.
Four blocks, your own values, one figure. It sits beside the proposal, it does not get folded into it.
- Data work
- = A4
- Process clarification
- = (B1 × B3 × B4 × B2) ÷ 2
- Oversight
- = (C1 × C2 × C3) ÷ 8
- Transition
- = (D1 × D2) ÷ 8
And it gets distributed across people rather than left as a total. The number somebody has to approve is “two days per person per week”, not “47 days”.
Outcome
What you will have at the end
You end up with a readiness level on one of three steps, an effort figure in person-days for your own team, a list of the processes that will break at go-live, and a decision between repair and rebuild.
How to work with it
- Download and read17 pages, no account, no sequence.
- Work through it90 minutes with three people. Filled in alone, the readiness level comes out too good
- Outcome
- 4questionnairesthe readiness check across four dimensions
- One calculationfour blocks, your own values, one figure in person-days
- 15checksbefore the decision, with stop conditions
- Get your guideOne field. Your download appears on this page. Get the guide
Is it a fit
Who this guide is for, and who it is not for
A fit if
- you lead sales or marketing in a B2B technology company with 25 to 500 full-time employees
- a proposal for a CRM rollout is on the table
- you want to know what your project costs internally, not what it costs in general
- you are deciding between repairing an existing system and rebuilding
Not a fit if
- you want an explainer on why CRM projects fail. This is a tool, not a guide, and it does not read without a pen
- you want a benchmark. There is no figure here of the form “a CRM rollout costs X internal days”, because an averaged number would be wrong in both directions
Evidence
Three projects where this work was done
Each result and timeframe links to a published case study.
Outcome achievedFrom Salesforce to HubSpot: how Workist saves €200k every year
Timeframe: Under 3 Months
Markus BimüllerWorkist
Read the case
Moved from Pipedrive to HubSpot in under two months with under 20 hours of CEO involvement
Timeframe: < 3 Months
Carolin MaierMAIA by Prodlane
Read the case
A Simple, Clear CRM That Is Enjoyable to Use
Timeframe: less than 6 weeks
Isabel Kollerfigure it
Read the case
Who wrote it
From hands-on work, not desk research
Manuel Hartmann
Founder & CEO, SalesPlaybook
Author of “Scaling B2B Buyer Trust”. More than 15 years of GTM experience, including work at Tesla, WEF and Accenture. The decisions in this guide come from the projects linked above.
Our promise
You get the guide. Nothing else.
You receive an email with the download. No newsletter, no call, no sequence. You decide whether to hear from us later.
The other guides
More guides, the same approach
Questions
What people ask first
What happens to my email address?
Is there a benchmark for what this normally costs?
Can I fill this in on my own?
Is this HubSpot only?
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CRM rollout: the internal cost nobody budgets for
You end up with a readiness level on one of three steps, an effort figure in person-days for your own team, a list of the processes that will break at go-live, and a decision between repair and rebuild.
In the free 60-minute HubSpot Strategy Call we go through your completed readiness check and tell you what comes first and whether repair or rebuild is the right answer. No pitch: an honest fit/no-fit assessment and a clear next step.
Get the PDF guide
One field. Your download appears right here on the page.
Business email required: Gmail, GMX and other personal email providers are not accepted.
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