Forbidden
Book a meeting

Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and pipeline management to protect speed-to-lead and conversion.

  • Marketing Hub

    Professional

    Enables full-loop attribution and automated nurturing to prove marketing ROI.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all commercial activity, eliminating reliance on fragmented spreadsheets.
  • Sales productivity increases as manual follow-ups are replaced by automated, personalised sequences.
  • Marketing achieves clear visibility into which channels and campaigns are driving Academy revenue.
  • Lead response times are drastically reduced through automated routing and instant notifications.
  • Operational risk is mitigated by centralising communication history, ensuring continuity during staff absence.
  • The business can scale lead volumes without a linear increase in administrative resource.

Why this setup

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

The combination of Sales and Marketing Professional is essential for Positive Purchasing to bridge the gap between lead generation and Academy enrolment. This stack provides the automation required to remove manual bottlenecks whilst giving leadership the reporting depth needed to scale operations without increasing administrative headcount.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual lead distribution

    Capability

    Automated Lead Routing

    Hub

    Sales Hub Professional
  • Challenge

    Lack of revenue attribution

    Capability

    Campaign & ROI Reporting

    Hub

    Marketing Hub Professional
  • Challenge

    Inconsistent sales follow-up

    Capability

    Sales Sequences

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented customer data

    Capability

    Unified CRM Database

    Hub

    Sales Hub Professional