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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and advanced reporting for complex blue-chip sales cycles.

  • Marketing Hub

    Starter

    Provides essential lead capture and email tools to support the new B2B website.

Key outcomes enabled

  • Leadership gains real-time visibility into the deal pipeline, removing the need for manual spreadsheet updates.
  • The sales team maintains consistent engagement with high-value prospects through automated, personalised sequences.
  • Inbound enquiries from the new website flow directly into the CRM with full source tracking and attribution.
  • Operational friction is reduced by integrating order data from Common SKU into the central customer record.
  • Marketing activity becomes measurable, allowing for data-driven decisions on future resource allocation.
  • The business establishes a scalable foundation that supports the transition from £6m to future growth targets.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

This configuration balances the immediate need for professional sales tools with a pragmatic approach to marketing. Sales Hub Professional provides the automation required to manage complex blue-chip relationships, while Marketing Hub Starter establishes the necessary infrastructure for inbound lead capture without the overhead of unused advanced features.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual outbound follow-ups are inconsistent

    Capability

    Automated Sales Sequences

    Hub

    Sales Hub Professional
  • Challenge

    Lack of visibility into sales performance

    Capability

    Custom Reporting Dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Website enquiries are not captured centrally

    Capability

    HubSpot Forms & Lead Flows

    Hub

    Marketing Hub Starter
  • Challenge

    Lengthy sales cycles require structured tracking

    Capability

    Multiple Deal Pipelines

    Hub

    Sales Hub Professional