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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Enterprise

    Unlocks advanced forecasting and custom objects to track cohort revenue and employer decision-makers accurately.

  • Service Hub

    Enterprise

    Provides the hierarchical team structures and custom objects needed for proactive employer account health tracking.

  • Marketing Hub

    Professional

    Consolidates fragmented tools into automated nurture journeys, replacing Mailchimp and Pardot with unified attribution.

  • Data Hub

    Professional

    Ensures commercial reporting is built on clean, deduplicated data, protecting sales commission and profitability metrics.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for cohort fill rates and commercial revenue projections.
  • The outbound sales team operates with automated lead routing, eliminating manual spreadsheet distribution.
  • Marketing spend is optimised by consolidating siloed tools into a single, high-adoption platform.
  • Customer Success teams gain visibility into employer account health and compliance document status.
  • Sales commissions are protected by accurate tracking of learner withdrawals against commercial deals.
  • Administrative overhead is reduced through native scheduling, quoting, and automated follow-up tasks.

Why this setup

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

This configuration is designed to move GLP Training away from a learner-centric administration model towards a sophisticated B2B commercial operation. By combining Enterprise-grade Sales and Service tools with Professional Marketing and Data automation, you gain the governance required for a growing outbound team while ensuring data integrity across complex employer accounts.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on untrusted cohort estimates

    Capability

    Advanced forecasting and custom object revenue tracking

    Hub

    Sales Hub Enterprise

  • Challenge

    Manual lead distribution via spreadsheets

    Capability

    Automated lead rotation and workflow routing

    Hub

    Sales Hub Enterprise

  • Challenge

    Fragmented marketing tools and siloed data

    Capability

    Omni-channel marketing automation and attribution

    Hub

    Marketing Hub Professional

  • Challenge

    Inaccurate reporting due to poor data quality

    Capability

    Automated data cleansing and deduplication

    Hub

    Data Hub Professional

  • Challenge

    Lack of visibility into employer account health

    Capability

    Custom object health tracking and service pipelines

    Hub

    Service Hub Enterprise