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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Centralises disparate acquisition data and provides the automation needed for new business development hires.

  • Marketing Hub

    Professional

    Unlocks automated lead nurture and event communications to replace inefficient third-party providers.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all client and prospect data across the UK firm.
  • Marketing can report on individual website performance and lead generation within a unified portal.
  • The new business development team can operate within a standardised pipeline with automated activity tracking.
  • Manual administrative burden is reduced through automated event communications and nurture workflows.
  • Future acquisitions can be integrated into a scalable operational blueprint with consistent branding.
  • Data quality is improved through standardised property mapping and centralised governance.

Why this setup

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

The combination of Sales and Marketing Professional, augmented by Content Enterprise, addresses the specific complexities of a multi-entity accountancy firm. This stack enables the centralisation of acquisition data whilst providing the granular reporting necessary to track performance across distinct web properties.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Inability to distinguish reporting for multiple websites

    Capability

    Advanced multi-domain reporting and content partitioning

    Hub

    Content Enterprise
  • Challenge

    Manual management of event communications

    Capability

    Automated marketing workflows and nurture sequences

    Hub

    Marketing Hub Professional
  • Challenge

    Fragmented data from recent acquisitions

    Capability

    Centralised CRM architecture and custom property mapping

    Hub

    Sales Hub Professional
  • Challenge

    New BD hires lack structured sales tools

    Capability

    Sales automation, sequences, and pipeline management

    Hub

    Sales Hub Professional