How CloudHire Connected Its Sales Team to Real-Time Commission Reporting
A HubSpot Sales Hub build tying lead-to-deal automation, role-based efficiency views, and full commission reporting to a consultation-based sales team.
CloudHire
CloudHire runs a consultation-based sales model built around two distinct roles: Setters, who book and nurture consultations, and Closers (Consultants), who run them and close the deal. Unleash Tech Worx was brought in to give that structure a real home inside HubSpot — one system handling the full lead-to-deal lifecycle, with commission payouts tied directly to CRM data instead of manual calculation.
The Challenge
Before the build, CloudHire's Setter/Closer structure had no real home inside HubSpot:
No dedicated team structure: Setters and Closers weren't separated inside HubSpot, so there was no clean basis for team-level reporting.
Manual handoffs: Deals had to be created and assigned by hand after every consultation was booked, with no systematic Setter follow-up tied to meeting timing.
Disconnected commission tracking: Nothing tied deal value to a single "Commissionable Value" property, so payouts meant manual calculation outside the CRM.
No role-specific views: Setters and Closers had no saved views built around their actual daily priorities — today's consultations, follow-ups needed, transcript reviews.
No CS handoff automation: When a deal closed, onboarding didn't start automatically — it was a manual gap between Sales and Customer Success.
The Approach
Unleash Tech Worx built the entire lead-to-deal-to-commission lifecycle inside HubSpot as one connected system, rather than a set of disconnected fixes:
Dedicated HubSpot Teams for Consultants & Setters
Custom properties incl. Commissionable Value on deals
Lifecycle stage mapping to CloudHire's funnel
Auto deal creation & Closer assignment on booking
Setter handoff automation by meeting date/time
Deal-stage automation through to Closed Won
Payment-triggered CS handoff & onboarding tickets
Role-based saved views for Setters & Closers
Full commission reporting across 3 levels
HubSpot fundamentals & role-specific training
CloudHire
Individual
Setter performance (appointments set, show rate, leads nurtured) and Closer performance (conversion rate, average deal size, commission won).
Team
Team Leader reports for Setters and Closers — appointments booked, show rate, revenue won, team conversion rate.
Organizational
Pipeline health, drop-off rates by funnel stage, revenue forecasting, and CS handoff success across the business.
The Shift
Before
- No clear Setter/Closer structure in HubSpot
- Deals created & assigned manually per booking
- Commission calculated by hand, outside the CRM
- No role-specific views for daily priorities
- Sales-to-CS handoff was a manual step
After
- Dedicated Teams & reporting structure per role
- Deals auto-created the moment a call is booked
- Commission tied to one property, calculated automatically
- Saved views built around each role's actual work
- Closed Won deals auto-trigger CS onboarding tickets
In their words
We had a very unique requirement to automate the calendar booking to different consultants and in turn manage revenue from this process. We loved the way how the Unleash team understood our requirement and architected the framework. The execution was seamless and this has saved a lot of time and increased our revenue conversion from leads since then.
Services Provided
The Outcome
CloudHire replaced manual handoffs and hand-calculated commissions with one connected HubSpot system — giving Setters and Closers role-based views built around their actual work, and leadership real-time reporting across individual, team, and organizational performance.