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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unifies regional account management with automated sequences and advanced pipeline forecasting.

  • Marketing Hub

    Professional

    Powers lead generation and automated nurturing to support regional sales efforts.

  • Content Hub

    Professional

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all regional sales activity and pipeline forecasting.
  • Regional account managers benefit from automated lead routing based on NHS trust geography.
  • Marketing achieves full visibility into the ROI of campaigns by tracking leads through to Arlo bookings.
  • Manual data handling is significantly reduced through automated syncs between Arlo and HubSpot.
  • Sales efficiency improves via standardised sequences for follow-ups and account management.
  • Data integrity is maintained through centralised governance and defined user permissions.

Why this setup

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

We recommend Sales and Marketing Hub Professional to support Eastwood Park's transition to a regionalised sales model. This tier provides the necessary automation to replace manual booking tracking and the governance tools required to manage a team of ten users across distinct territories. Professional tier ensures that your investment in Arlo and WordPress is maximised through robust integration and unified reporting.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on Arlo booking logs

    Capability

    Advanced pipeline and revenue reporting

    Hub

    Sales Hub Professional

  • Challenge

    Manual lead follow-up across regions

    Capability

    Automated lead routing and sequences

    Hub

    Sales Hub Professional

  • Challenge

    Fragmented marketing data in Mailchimp

    Capability

    Unified contact and campaign management

    Hub

    Marketing Hub Professional

  • Challenge

    Lack of website intent visibility

    Capability

    Website tracking and Hotjar integration

    Hub

    Marketing Hub Professional