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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Standardises member engagement and provides visibility into the membership lifecycle and SIG participation.

  • Marketing Hub

    Enterprise

    Enterprise 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

    Professional

    Strategically 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.

  • Challenge

    Dependency on external agency for CRM changes

    Capability

    Internal platform governance and drag-and-drop automation

    Hub

    Marketing Hub Professional
  • Challenge

    Lack of structure for Special Interest Groups

    Capability

    Custom Object architecture for SIG management

    Hub

    Service Hub Professional
  • Challenge

    Manual member nurturing and follow-ups

    Capability

    Automated sequences and workflow automation

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented visibility into member hierarchies

    Capability

    Advanced association labels and parent-child mapping

    Hub

    Sales Hub Professional