Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated sequences and advanced forecasting to formalise the new business and account growth pipelines.
Marketing Hub
ProfessionalEnables 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Rogue sales activity and manual prospecting
Capability
Sales Sequences and Automation
Hub
Sales Hub ProfessionalChallenge
Lack of leadership visibility into pipeline
Capability
Custom Reporting and Forecasting
Hub
Sales Hub ProfessionalChallenge
Manual nurture of 4,000+ records
Capability
Marketing Automation and Workflows
Hub
Marketing Hub ProfessionalChallenge
Fragmented view of account health
Capability
Account-Based Management Tools
Hub
Sales Hub Professional



