Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated sequences and advanced reporting to scale outbound efforts without increasing headcount.
Marketing Hub
StarterConsolidates 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual outreach is time-consuming and inconsistent
Capability
Automated Sales Sequences
Hub
Sales Hub ProfessionalChallenge
Lack of visibility into sales performance
Capability
Custom Reporting Dashboards
Hub
Sales Hub ProfessionalChallenge
Fragmented lead capture and email marketing
Capability
Unified Lead Capture and Email
Hub
Marketing Hub StarterChallenge
Complex blue-chip stakeholder management
Capability
Account-Based Management Tools
Hub
Sales Hub Professional



