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Find your onboarding solution

We tailor every HubSpot onboarding to your organisation, team, goals and processes.

 

TASIS

Christina Adamopoulou
Head of Marketing and  Communications | TASIS England

"Before HubGem, we were struggling with a fragmented marketing and admissions process, we had multiple systems in place, leading to data silos and a lack of visibility into the entire student journey." 

Learn more about how TASIS England worked with us to optimise their admissions and marketing journeys.

A better way of working
Marketing and admissions teams don't need another system. They need a better way of working.

 A successful HubSpot onboarding programme helps school groups, nursery groups and MATs configure their CRM effectively, structure data consistently
across every site, automate key processes, and drive adoption across central and local teams - creating better experiences for prospective families and clear,
group-wide reporting for leadership.

HubGem's HubSpot Onboarding

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Other Standard Onboarding

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HubGem's HubSpot Onboarding

Other Standard Onboarding

Education specialists
Dedicated HubSpot for Education consultant with extensive sector experience.
No education sector specialism
Tailored to your goals
Bespoke onboarding plan aligned to your goals, challenges and education needs.
Generic approach, not education-specific.
Education focused journey mapping
Tailored journey mapping for marketing and admissions to improve efficiency and outcomes.
End-to-end implementation support
Full implementation support including training, consulting and technical set-up.
Limited or fragmented implementation support.
Sector expertise that drives results
Education sector expertise that improves adoption, reporting and ROI.
Expert training & resources
Tailored training, extensive education resources and sector expertise.
Ongoing partnership
Ongoing support with dedicated HubSpot CRM consultant and executive.
Available iSAMS integration
World's first HubSpot to iSAMS integration, built specifically for education.
Proven track record
100% 5-star reviews from education organisations.
Limited or no education sector specific reviews.

We are so grateful to Gemma Woods for her exceptional support throughout our onboarding process. Her ability to simplify complex concepts made the onboarding process seamless, she really took time to understand our unique needs and tailored her approach accordingly. She is always positive and solution focused and we have enjoyed working with her both online and in person.

Hilary Teague

Admissions Manager | Oundle School

I can't speak highly enough of the service received from HubGem. I don't think we would have successfully onboarded HubSpot without them and they made it very easy for us - walking us through each step and working through thorny issues to find solutions. Their service has, without a doubt, contributed to the success we have had so far with HubSpot.

Kara Griffiths

Director of Marketing & Admissions | Warwick Schools Foundation

We have just completed our HubSpot onboarding. The whole of our Marketing and Admissions team have been involved in the process, and it has been fantastic to see how inclusive and collaborative the experience has been from start to finish. Olly F brought a great balance of technical expertise and practical insight with great patience along the way. He took time to understand our processes and challenged our thinking in a constructive and supportive way, ensuring we have built solutions that genuinely enhance the way we work.

Joanna Rockell

Head of Marketing | Bishop's Stortford College

Working with HubGem has been an incredibly positive experience, and we can’t speak highly enough of the support we've received. Leah has guided us through streamlining our processes for events and communications. This has made a significant difference to how we operate as a team, saving us time, reducing manual work, and giving us far more confidence in the accuracy of our data and the effectiveness of our communication journeys.

Lottie Turner

Marketing & Communications Lead | Lincoln Bishop University

HubGem's process design guided us through a comprehensive mapping of our needs and then the team executed on the build with efficiency, clarity, and friendliness. We were partners every step of the way, which meant that at the end of our timeline, we have a system that functions elegantly, confidence that it meets our needs, and a deep knowledge of how to own it from this point forward. We couldn't recommend HubGem enough!

Alana Burman

Director of Learning & Organizational Development | Gravity Learning

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Warwick Schools Foundation
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What is included in HubSpot onboarding with HubGem?

HubGem’s HubSpot onboarding gives your team the structure, setup, training, and support needed to use HubSpot effectively.
Every onboarding plan is shaped around your organisation, your goals, and your team’s confidence with HubSpot.

Your onboarding will include:

1. Discover & Plan
We learn about your goals, challenges, and desired outcomes.

2. Configure & Build
We set up HubSpot to match your processes, data, and requirements.

3. Structure & Optimise
We build reports, automations, and customer journeys that drive efficiency.

4. Train & Enable
We train your teams and support user adoption to maximise success.

5. Growth
We launch your solution and provide ongoing support, optimisation, and strategic guidance.

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Jo Graham
Head of Marketing | Access Creative College 

"The automation side of things is key... as it's doing the hard work for us. Using HubSpot has improved our communication, streamlined workflows, and improved internal collaboration and communication within the organisation."

Learn more about how ACC transformed their marketing, admissions, and employer engagement with HubSpot.

Frequently asked questions

What is included in HubGem's onboarding process?

HubGem's onboarding process includes strategic planning, system configuration, team training, implementation guidance, and ongoing support to help businesses successfully adopt HubSpot and achieve their goals faster.

How long does onboarding take?

The length of onboarding varies depending on your business requirements, goals, and the complexity of your HubSpot setup. Most onboarding programmes are designed to help teams become confident and productive as quickly as possible while ensuring long-term success.

Why is onboarding important for HubSpot success?

Effective onboarding helps businesses maximise their HubSpot investment by improving user adoption, streamlining processes, reducing implementation challenges, and ensuring teams understand how to use the platform effectively.

What makes HubGem's onboarding different?

HubGem combines expert-led training, tailored implementation guidance, practical education, and ongoing support to ensure customers achieve measurable results rather than simply completing software setup.

Who should be involved in onboarding?

Successful onboarding typically involves key stakeholders, administrators, managers, and end users who will be working with HubSpot daily. This helps ensure adoption across the entire organisation.

What support is available after onboarding?

Following onboarding, businesses can access ongoing support, consultancy, optimisation services, training, and strategic guidance to continue improving HubSpot performance.

What HubSpot training is included during onboarding?

Training may include CRM fundamentals, sales processes, marketing automation, customer service tools, reporting, dashboards, and best practices tailored to your team's needs.

Do you provide customised HubSpot training?

Yes. Training can be tailored to different teams, including sales, marketing, customer success, service, operations, and leadership teams to ensure everyone gets relevant guidance.

Can onboarding help improve HubSpot user adoption?

Yes. Structured onboarding and role-specific training help teams feel confident using HubSpot, which leads to higher adoption rates and better business outcomes.

What are the benefits of HubSpot education and training?

Effective HubSpot training can improve productivity, increase data quality, streamline processes, enhance reporting accuracy, and help teams make better business decisions.

Do you offer onboarding for new HubSpot users?

Yes. HubGem supports businesses that are new to HubSpot as well as organisations looking to improve existing processes or optimise their current HubSpot setup.

What is the difference between onboarding and ongoing HubSpot support?

Onboarding focuses on implementation, setup, and initial adoption, while ongoing support helps businesses optimise processes, drive growth, and maximise platform value over time.