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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Provides automated forecasting and pipeline management to eliminate manual spreadsheet reliance for the CRO.

  • Marketing Hub

    Professional

    Enables targeted ABM and lead scoring for high-value enterprise accounts with a lean team.

  • Service Hub

    Professional

    Establishes a Single Source of Truth for customer health to stem churn and manage renewals.

Key outcomes enabled

  • Leadership gains clearer visibility across pipeline performance and forecasting without relying on spreadsheet consolidation.
  • The Customer Success team can see renewals and account risks earlier through renewal stages and a dedicated dashboard.
  • Partnership revenue is formalised with dedicated deal flows, providing clarity on the 75% of pipeline it generates.
  • Marketing has clear lifecycle stages, ICP segmentation and basic source attribution to support enterprise targeting.
  • Toby has a combined sales dashboard, each salesperson has their own view, and Customer Success has a renewals and account risk dashboard.
  • Clear data standards help the CRM serve as a reliable Single Source of Truth.

Why this setup

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

The recommended configuration restores the professional-grade functionality lost during the recent downgrade, specifically targeting the visibility gaps in your enterprise sales and renewal cycles. By aligning Sales, Marketing, and Service on the Professional tier, GoodShape gains the automation and reporting maturity required to support a private equity-backed SaaS transformation.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on spreadsheet consolidation

    Capability

    Advanced forecasting and pipeline analytics

    Hub

    Sales Hub Professional

  • Challenge

    Lack of signals for customer churn risk

    Capability

    Renewal stages and a renewals and account risk dashboard

    Hub

    Service Hub Professional

  • Challenge

    Lean marketing team needs to execute ABM

    Capability

    Lifecycle stages, lead management and basic attribution

    Hub

    Marketing Hub Professional

  • Challenge

    Leadership needs a combined view of sales performance

    Capability

    Combined sales dashboard and individual sales views

    Hub

    Sales Hub Professional