Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalStandardises member engagement and provides visibility into the membership lifecycle and SIG participation.
Marketing Hub
EnterpriseEnterprise tier unlocks multi-website management, allowing both the Gambica and AXRA sites to be run from a single HubSpot instance with shared contacts, segmentation and reporting.
Service Hub
ProfessionalStrategically included to enable Custom Objects for robust Special Interest Group management.
Key outcomes enabled
- Internal team gains full autonomy over CRM operations, removing the bottleneck of external agency dependency.
- Special Interest Groups are managed as distinct records, providing clear visibility into participation and engagement trends.
- A Single Source of Truth is established, accurately reflecting complex parent-child organisational relationships.
- Manual administrative tasks for member onboarding and group assignment are replaced by automated workflows.
- Leadership gains real-time reporting on membership health and SIG activity through centralised dashboards.
- Marketing efforts transition from generic blasts to targeted, automated nurturing based on member interests.
- Data integrity is secured through a structured migration process that preserves critical organisational hierarchies.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
The combination of Sales and Marketing Professional tiers provides the automation and customisation required to move away from a static database model. By including a single Service Hub seat, we unlock Custom Objects, allowing for a sophisticated Special Interest Group structure without the cost of Enterprise licensing.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Dependency on external agency for CRM changes
Capability
Internal platform governance and drag-and-drop automation
Hub
Marketing Hub ProfessionalChallenge
Lack of structure for Special Interest Groups
Capability
Custom Object architecture for SIG management
Hub
Service Hub ProfessionalChallenge
Manual member nurturing and follow-ups
Capability
Automated sequences and workflow automation
Hub
Sales Hub ProfessionalChallenge
Fragmented visibility into member hierarchies
Capability
Advanced association labels and parent-child mapping
Hub
Sales Hub Professional



