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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced sequencing, sales automation, and custom reporting for complex B2B consulting pipelines.

Key outcomes enabled

  • A HubSpot CRM configured around Rockborne's agreed B2B sales process and open opportunities.
  • Native sequences and templates to support future outreach in HubSpot; migration of SourceWhale content and history is not included.
  • Reporting and dashboards for the pipeline configured in this phase. Three separate pipelines and a combined forecast can be scoped as a later phase.
  • Selected Harnham company and contact records visible in Rockborne's HubSpot through the agreed selective sync.
  • Role-based training and handover for the sales team and super users.

Why this setup

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

Sales Hub Professional supports the core sales process, outreach tools and reporting proposed for this first phase. We will confirm the licence and seat mix against the agreed requirements before purchase. If field-level restrictions, contractor access or custom objects are required in the initial build, we will review the design and the relevant HubSpot tier with you before finalising that scope.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Recruitment-focused CRM friction

    Capability

    Custom B2B Deal Pipelines & SOW tracking

    Hub

    Sales Hub Professional

  • Challenge

    Disconnected outreach tools

    Capability

    Native HubSpot Sequences & Templates

    Hub

    Sales Hub Professional

  • Challenge

    Lack of forecasting precision

    Capability

    Advanced Sales Reporting & Dashboards

    Hub

    Sales Hub Professional

  • Challenge

    Manual sales activity tracking

    Capability

    Sales Automation & Ringover Integration

    Hub

    Sales Hub Professional