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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences and prospecting tools to eliminate manual outbound friction.

  • Marketing Hub

    Professional

    Provides the intent signals and lead scoring required to prioritise high-value learner opportunities.

Key outcomes enabled

  • Leadership gains real-time visibility into pipeline health and deal stagnation without manual spreadsheet updates.
  • Sales reps spend more time on high-intent conversations by leveraging AI-assisted prospecting and automated follow-ups.
  • The business maximises its Cognism investment by ensuring every record is systematically nurtured through automated sequences.
  • Marketing and Sales teams operate from a Single Source of Truth, ensuring seamless handovers and consistent learner experiences.
  • Operational overhead is reduced through automated lead routing and standardised sales disciplines.
  • The system provides a scalable foundation that supports the growth target of 3,000 learners with minimal headcount increase.

Why this setup

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

Seed Skills requires a system that bridges the gap between high-volume data acquisition and personalised sales engagement. The combination of Sales and Marketing Hub Professional provides the necessary automation (Sequences, Workflows) and visibility (Custom Reporting, Intent Tracking) to scale learner numbers while maintaining a lean operational footprint.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual outbound follow-up is time-intensive

    Capability

    Automated Sales Sequences

    Hub

    Sales Hub Professional
  • Challenge

    Lack of visibility into website intent

    Capability

    Website Activity Tracking & Lead Signals

    Hub

    Marketing Hub Professional
  • Challenge

    Inefficient lead distribution

    Capability

    Automated Lead Routing (Round Robin)

    Hub

    Sales Hub Professional
  • Challenge

    Uncertainty around deal hygiene

    Capability

    Pipeline Analytics & Stalled Deal Reporting

    Hub

    Sales Hub Professional