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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

  • Leadership gains a Single Source of Truth for all consulting revenue, removing reliance on Bullhorn's recruitment-first logic.
  • The sales team reduces manual admin by consolidating outreach sequencing directly within the HubSpot CRM.
  • Forecasting accuracy improves through dedicated project-based pipelines that reflect the reality of SOW consulting.
  • Cross-business visibility is established, allowing for better alignment and lead sharing with the wider Harnham group.
  • New hires are onboarded faster through role-based HubSpot training and standardised sales playbooks.
  • Data integrity is maintained through mandated properties and automated lifecycle stage transitions.

Why this setup

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

Rockborne requires a transition from a candidate-centric ATS to a deal-centric CRM. Sales Hub Professional is the strategic choice to support your B2B consulting model, providing the automation required to replace Source Whale and the reporting depth needed to manage SOW-based revenue. This setup ensures that as your team grows to 10+ consultants, your processes remain consistent and your data remains clean.

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