Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated sequences and pipeline management to protect speed-to-lead and conversion.
Marketing Hub
ProfessionalEnables 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual lead distribution
Capability
Automated Lead Routing
Hub
Sales Hub ProfessionalChallenge
Lack of revenue attribution
Capability
Campaign & ROI Reporting
Hub
Marketing Hub ProfessionalChallenge
Inconsistent sales follow-up
Capability
Sales Sequences
Hub
Sales Hub ProfessionalChallenge
Fragmented customer data
Capability
Unified CRM Database
Hub
Sales Hub Professional



