×DigicoA pick-and-mix proposal. Browse the menu, tick what matters to you, sequence it into phases, and we'll meet to agree the scope together. Nothing starts until we do.
Digico is an AWS partner helping customers with cloud migration, data platforms and AI, moving from Zoho to HubSpot to unify marketing, sales and (in future) service, and to integrate with the AWS Partner Network.
Marketing has made a strong start (social, tracking, forms, Zoho segment migration, MQL automation). Sales is partly live but has a company–contact linkage issue.
You're designing a commission scheme to give the whole team skin in the game. This proposal is the menu of optimisation options plus a commission engine for you to prioritise.
The base everything else relies on. Get the relationships, delivery and service structure right.
What it does. Cleans up and correctly links decision-makers to their companies, and sets association labels and rules so the relationships hold going forward.
Why it helps you. On the call, Hassan flagged that decision-makers show under contacts but aren't tied to companies, which breaks account research. Fixing this restores accurate targeting, reporting and automation.
What it does. Configures HubSpot's Projects object to manage delivery work against won deals, with stages, owners and tasks.
Why it helps you. Gives you a clean handover from sale to delivery inside the same platform, so commercial and delivery teams share one view of the customer.
What it does. Sets up Service Hub tickets, pipelines and routing for support issues and delivery tasks.
Why it helps you. You mentioned wanting a future service desk. This gives structured issue tracking, SLAs and visibility, and feeds customer-health signals back to commercial.
Make expansion revenue and renewals visible as their own managed processes.
What it does. A dedicated pipeline with stages and targets for upselling existing customers.
Why it helps you. You currently run a single new-business pipeline. A separate upsell pipeline makes expansion revenue visible and forecastable, and is where the Upseller commission is tracked.
What it does. A dedicated pipeline for cross-selling additional services into existing accounts.
Why it helps you. Surfaces cross-sell opportunities as a managed process with its own targets and reporting, instead of ad-hoc.
What it does. A pipeline to track contract renewals with renewal-date automation and reminders.
Why it helps you. Protects recurring revenue by making renewals a tracked, owned process rather than a calendar afterthought.
What it does. Upsell, cross-sell and renewals pipelines configured as one connected set.
Why it helps you. Most efficient way to get the full expansion-revenue picture in one go.
Turn the two-pool commission idea into an automated, transparent system everyone can see and trust.
What it does. Implements the Booker / Closer / Upseller model — commission properties, deal contact roles, the fixed-fee trigger, percentage tiers, and the team-target accelerator — plus a commission dashboard per role and per team.
Why it helps you. No spreadsheets, no disputes. Ownership tracked across the whole sales process, with accelerated rates tied to collective team performance.
Switch on the marketing features that align with how an AWS partner actually sells into named accounts.
What it does. Configures HubSpot's ABM tooling — ideal customer profile, target-market definitions, tiering and account-based workflows.
Why it helps you. As an AWS partner selling to defined accounts, ABM aligns marketing and sales around the same priority accounts and measures engagement at account level.
What it does. Switches on and configures HubSpot's buyer-intent feature, which identifies in-market companies engaging with you and your category.
Why it helps you. A powerful feature currently sitting unused. It tells your team which accounts are showing buying signals right now, so they prospect the warmest accounts first.
What it does. Turns your blogs and case studies into a real nurture journey — mapped content, lifecycle workflows and CTAs that move engaged accounts forward once an opportunity is identified.
Why it helps you. You have the content assets; right now they aren't working as a journey. Sequencing them builds credibility and pulls prospects through the funnel automatically.
Every AI feature is only as good as what it knows. Wire up the agents and the knowledge that powers them.
What it does. Expands Breeze Prospecting Agent beyond the single company it currently targets, across your full target-account list with tailored outreach.
Why it helps you. Automates research and first-touch prospecting at scale, multiplying your team's reach.
What it does. Monitors engagement, support tickets and usage signals to score customer health and flag risk.
Why it helps you. Early warning on at-risk accounts and surfaces healthy ones ready for upsell — feeding both the renewals and upsell pipelines.
What it does. Analyses closed-lost deals to identify patterns and reasons, and recommends actions.
Why it helps you. Turns lost deals into structured learning so the commercial team can fix recurring drop-off points.
What it does. Scans your customer base and recommends the next best cross-sell or upsell per account.
Why it helps you. Continuously feeds your new upsell and cross-sell pipelines with qualified, prioritised opportunities — and supports the Upseller commission.
What it does. Populates HubSpot's Breeze knowledge and context stores with your services, positioning, case studies and AWS context.
Why it helps you. Currently underused. Well-built knowledge and context vaults make every agent and assistant materially smarter.
What it does. Sets up Sales Hub conversation-intelligence coaching playlists from your best calls.
Why it helps you. Onboard and coach reps with real examples, raising win rates across the team.
Optional — depends on a package decision. We've flagged it rather than assumed it.
What it does. Scopes and sets up streamlined or automated quoting. Includes a recommendation on whether to add Commerce Hub to your package.
Why it helps you. Speeds up and standardises quoting, reduces errors, and connects quotes directly to deals and the commission engine.
Three roles, three reward types, one team accelerator. Tracked in HubSpot, visible to everyone, no spreadsheets.
£150 per booked-and-held discovery meeting that becomes an opportunity.
5% of initial sale value (rises to 7% when the team hits its target).
7% of upsell or cross-sell value (rises to 10% when the team hits its target).
In HubSpot: roles map to deal contact roles and owners; the booking fee triggers off a meeting-to-opportunity stage; percentage tiers calculate from deal amount via a commission property; a team-target dashboard switches the accelerator on once the goal is met.
Drag the deal value. Toggle the team-target accelerator.
Booker
Fixed fee
£150
Closer
5% of £50,000
£2,500
Upseller
7% of £50,000 (if upsell)
£3,500
Pick only what matters to you. Nothing starts until we've agreed scope together. Here's where we are and what's next.
Partner access & NDA shared
Done
Audit completed
Done
This menu presented
You're here
Follow-up meeting to prioritise & sequence
Next
Running total
£0
0 items selected · £2,500 minimum
Phase 1
£0
Phase 2
£0
Later
£0
Toggle any card to start building your scope.
Indicative pricing only. Final scope and figures confirmed at our follow-up. Nothing starts until we agree.
Running total
£0
0 items selected · £2,500 minimum
Phase 1
£0
Phase 2
£0
Later
£0
Toggle any card to start building your scope.
Indicative pricing only. Final scope and figures confirmed at our follow-up. Nothing starts until we agree.
Nothing here is a criticism — you've made a strong start. These are the points that informed the menu above.
Contacts, companies & deals
GoodCore CRM objects are in place and being used as the basic foundation. Solid starting point.
Company–contact associations
Needs workDecision-makers appear under contacts but aren't properly linked to their companies, which makes account research and targeting difficult. Priority fix.
Projects object
OpportunityNot currently used for delivery. Adopting it would give a clean sale-to-delivery handover inside HubSpot.
Service Hub tickets
OpportunityNot yet used. Recommended for tracking issues and delivery, supporting the future service-desk goal.
New-business pipeline
GoodA new-business pipeline is live and functioning.
Upsell / cross-sell / renewals pipelines
OpportunityOnly the new-business pipeline exists today. Adding dedicated upsell, cross-sell and renewals pipelines would give clearer visibility and targets across the full sales process.
Marketing Hub overall
OpportunityUnderutilised relative to its potential.
Account-based marketing (ABM)
Needs workThis is the area we'd focus on first. Only one target market is currently set up.
Buying-intent signals
OpportunityA powerful newer feature that looks completely unused. Switching it on surfaces in-market accounts.
Blogs & case studies
OpportunityStrong assets that aren't yet working as a journey. They should drive a nurture journey once an opportunity (EEO) is identified.
Target accounts
GoodIn good use. A genuine strength to build on.
Prospecting Agent
OpportunityCurrently targets only one company. Significant room to expand across the full target-account list.
AI agents overall
OpportunityAgents aren't used at all. Deal Loss, Customer Health, and Cross-sell/Upsell agents could each add real value.
Context & knowledge vaults
OpportunityUnderutilised. Building these out makes every agent and assistant materially smarter.
Coaching playlists
OpportunityNot used. A quick win for onboarding and coaching reps.
Quoting
Not in packageCommerce Hub isn't part of the current package. If added, it could streamline or automate the quoting process and connect quotes to deals and commissions. Flagged as optional, pending a package decision.
0 items selected
£0