Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated sequences and advanced reporting for complex blue-chip sales cycles.
Marketing Hub
StarterProvides 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual outbound follow-ups are inconsistent
Capability
Automated Sales Sequences
Hub
Sales Hub ProfessionalChallenge
Lack of visibility into sales performance
Capability
Custom Reporting Dashboards
Hub
Sales Hub ProfessionalChallenge
Website enquiries are not captured centrally
Capability
HubSpot Forms & Lead Flows
Hub
Marketing Hub StarterChallenge
Lengthy sales cycles require structured tracking
Capability
Multiple Deal Pipelines
Hub
Sales Hub Professional



