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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and pipeline management to eliminate manual sales admin and follow-up gaps.

  • Marketing Hub

    Professional

    Enables sophisticated lead nurturing, ad attribution, and SEO tools to drive and track Academy enrolments.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all customer interactions, removing reliance on fragmented Outlook threads.
  • Marketing achieves full revenue attribution, identifying exactly which campaigns and channels drive Academy enrolments.
  • Sales efficiency increases through automated sequences, ensuring no prospect is left unchased during staff leave.
  • Speed-to-lead is protected via automated workflows that instantly engage new inquiries from the website.
  • Operational overhead is reduced by consolidating SEO, email marketing, and CRM into one connected platform.
  • Data integrity is maintained through automated lead rotation and standardised property mapping across the business.

Why this setup

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

Positive Purchasing requires a Professional-tier stack to move beyond basic contact storage into true operational automation. The combination of Sales and Marketing Professional addresses the critical 'speed-to-lead' issue and provides the reporting depth needed to justify marketing spend and track Academy growth.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Leads sitting in inbox for 24 hours

    Capability

    Automated Lead Routing & Workflows

    Hub

    Marketing Hub Professional
  • Challenge

    Manual follow-up and 'bitty' email tracking

    Capability

    Sales Sequences & Outlook Integration

    Hub

    Sales Hub Professional
  • Challenge

    No visibility on marketing ROI

    Capability

    Multi-touch Attribution Reporting

    Hub

    Marketing Hub Professional
  • Challenge

    Fragmented SEO management

    Capability

    Integrated SEO & AEO Recommendations

    Hub

    Marketing Hub Professional