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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and advanced forecasting to formalise the new business and account growth pipelines.

  • Marketing Hub

    Professional

    Enables lead scoring and automated nurture journeys to scale engagement without increasing administrative headcount.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all new business and account growth opportunities.
  • Sales activity is formalised through governed sequences, replacing individual 'rogue' workflows with repeatable processes.
  • Marketing transitions from manual blasts to automated, data-driven nurture journeys for the existing database.
  • Operational friction is reduced by automating the handover between won opportunities and delivery teams.
  • Data integrity is secured through account-led associations and clear marketing eligibility governance.
  • Commercial reporting provides real-time visibility into pipeline health, conversion rates, and team activity.

Why this setup

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

The combination of Sales and Marketing Hub Professional is essential for Two Degrees Below to move beyond 'rogue' activity and manual tracking. This stack provides the automation required to nurture a 4,000-record database and the governance needed to formalise Charlie's prospecting workflows into a repeatable business asset.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Rogue sales activity and manual prospecting

    Capability

    Sales Sequences and Automation

    Hub

    Sales Hub Professional
  • Challenge

    Lack of leadership visibility into pipeline

    Capability

    Custom Reporting and Forecasting

    Hub

    Sales Hub Professional
  • Challenge

    Manual nurture of 4,000+ records

    Capability

    Marketing Automation and Workflows

    Hub

    Marketing Hub Professional
  • Challenge

    Fragmented view of account health

    Capability

    Account-Based Management Tools

    Hub

    Sales Hub Professional