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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and advanced reporting to scale outbound efforts without increasing headcount.

  • Marketing Hub

    Starter

    Consolidates lead capture and email marketing into one system to professionalise prospect engagement.

Key outcomes enabled

  • Leadership gains total visibility over the sales pipeline and team activity through automated dashboards.
  • Sales representatives save significant time weekly by replacing manual follow-ups with automated sequences.
  • Inbound enquiries are captured and routed automatically, ensuring zero lead leakage from the new website.
  • The business establishes a Single Source of Truth, eliminating data fragmentation between sales and order management.
  • Marketing activity becomes measurable, allowing for data-driven decisions on future headcount and spend.
  • Standardised sales processes ensure a consistent, professional experience for high-value blue-chip prospects.

Why this setup

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

This configuration is designed to solve the immediate stagnation in growth by providing the Sales team with Professional-grade automation while keeping Marketing costs low during the initial capacity-building phase. It addresses the need for a Single Source of Truth to manage complex blue-chip relationships like PepsiCo without the overhead of Enterprise-level governance.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual outreach is time-consuming and inconsistent

    Capability

    Automated Sales Sequences

    Hub

    Sales Hub Professional
  • Challenge

    Lack of visibility into sales performance

    Capability

    Custom Reporting Dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented lead capture and email marketing

    Capability

    Unified Lead Capture and Email

    Hub

    Marketing Hub Starter
  • Challenge

    Complex blue-chip stakeholder management

    Capability

    Account-Based Management Tools

    Hub

    Sales Hub Professional