Our Services

HubSpot Onboarding for the Education Sector

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We offer tailored HubSpot Onboarding, specifically designed for schools, colleges, and training providers.

We’re a Diamond HubSpot Solutions Partner that specialises exclusively in education and training - meaning we understand your world.

Whether you’re a school, college, or training provider, our team brings deep sector knowledge, hands-on technical expertise, and a friendly, strategic approach that gets results. With 100% 5-star reviews and experience supporting over 130 organisations globally, we don’t just implement HubSpot – we help you use it to drive meaningful growth. We are proud to be awarded the HubSpot Onboarding Accreditation - meaning we have been recognised by HubSpot for providing exceptional quality Onboarding. 

For Schools

For Colleges

For Training Providers

HubSpot Diamond Partner Badge - HubGem
Onboarding accredited

Our Specialist Onboarding Services

HubSpot Onboarding for Schools

Transform Your School's Marketing and Admissions

As a Director of Marketing or Admissions, you understand the challenges of managing multiple systems, outdated spreadsheets, and disjointed communication channels. Our HubSpot onboarding is designed to centralise your data, automate your processes, and personalise your outreach, all within a single platform.

Why Choose HubGem?

  • School Expertise: With experience working with over 130 educational institutions across 18 countries, we understand the unique needs of independent and international schools.

  • iSAMS Integration: We offer the world’s first iSAMS-to-HubSpot sync, helping you reduce manual data entry and keep admissions data aligned in real-time.
  • Tailored Onboarding Plans: Our onboarding is customized to fit your school's requirements, ensuring a smooth transition to HubSpot.

  • Dedicated Support: You'll have a dedicated HubSpot-for-education consultant guiding you through every step of the process.

How does our Onboarding compare? Learn more

Key Benefits

  • Streamlined admissions processes.

  • Enhanced communication with prospective families.

  • Improved reporting and analytics on the end-to-end marketing and admissions journey.

"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.

"Before HubGem, our admissions process was a nightmare of paperwork and manual data entry. Working with them was invaluable.

With HubGem's support, we streamlined our operations, improved data accuracy, and gained valuable time to focus on building meaningful relationships with prospective families."

Learn more about how The Alice Smith School integrated HubSpot and iSAMS to transform their approach to personalised admissions.

HubSpot Onboarding for Colleges

Elevate Your College's Recruitment and Engagement

For Marketing teams in colleges, the competition for student enrollment is intense. Our HubSpot onboarding empowers your team to attract, engage, and enroll students more effectively through centralised data management and automated communication workflows.

Why Choose HubGem?

  • Proven Track Record: We've successfully onboarded numerous colleges, helping them achieve their recruitment goals.

  • Support for Multi-Team Success: Our experience means we can help marketing, admissions, sales, business development, and corporate teams all get value from HubSpot – maximising your ROI across the organisation.

  • Customised Solutions: Our onboarding process is tailored to address the specific challenges faced by colleges in today's educational landscape.

  • Ongoing Support: Beyond onboarding, we offer continuous support to ensure your team maximises HubSpot's capabilities.
How does our Onboarding compare? Learn more

Key Benefits

  • Automated lead-nurturing campaigns.

  • Personalised communication with prospective students, employers, business contacts, and beyond.

  • Comprehensive analytics for informed decision-making.

"The automation side of things is key... as it's doing the hard work for us.   Being able to automate some of the follow-ups so we don't have to do it all manually,  and moving people along in the stages of our pipelines... it means we are not having to chase people as much.

We worked with HubGem as our preferred supplier due to your background in education and further education specifically. Using HubSpot has improved our communication,  streamlined workflows, and improved internal collaboration and communication within the organisation."

Learn more about how Access Creative Colleges transformed their marketing, admissions, and employer engagement with HubSpot.

HubSpot Onboarding for Training Providers

Optimise Your Training Organisation's Operations

Training providers often juggle complex relationships with employers, learners, and other stakeholders. Our HubSpot onboarding helps you manage these relationships efficiently, automate your processes, and enhance your marketing efforts.

Why Choose HubGem?

  • Sector-Specific Expertise: We understand the unique needs of training providers and tailor our onboarding accordingly.

  • Maximise ROI: We help you manage employers, learners, and prospects all in one place – saving time, increasing visibility, and improving results across the board.

  • Comprehensive Onboarding: From CRM setup to marketing automation and detailed reports, we cover all aspects to ensure your success.

  • Dedicated Support: Our team provides continuous support to help you navigate and maximise HubSpot's features.

How does our Onboarding compare? Learn more

Key Benefits

  • Streamlined employer and learner engagement.

  • Improved data accuracy.

  • Automated workflows for efficient operations and increased staff productivity.

  • Enhanced reporting and analytics.

"Don’t assume you can fully master a new system on your own. Engage an expert in the platform to help you set it up and optimise your processes, ensuring you're using the system efficiently, effectively, and to its fullest potential.

We were highly impressed with how quickly HubGem identified our challenges, understood our requirements, and grasped the specific needs of our business. Their experience in the education and apprenticeship sectors was a major part of this."

Learn more about how HIT Training Group streamlined learner nominations, improved data quality, and gained greater operational visibility.

Why your HubSpot Onboarding Partner matters

Implementing a new CRM like HubSpot is a major investment, and without the right setup, it’s easy for that investment to go to waste. Internal stakeholders expect to see fast results and a clear return on investment. That’s where expert onboarding makes all the difference.

At HubGem, we specialise in helping education and training organisations hit the ground running with HubSpot. From day one, we work across your teams – marketing, admissions, sales, and business development – to streamline your processes, remove friction, and set you up for long-term success.

A poor implementation can lead to confusion, low adoption, and missed opportunities. A great one can transform how your organisation operates. That’s why choosing the right onboarding partner isn’t just important – it’s essential.

With 100% 5-star reviews and deep sector expertise, we make onboarding smooth, strategic, and tailored to your goals. You’ll not only learn how to use HubSpot, but how to make it work for your team, your data, and your growth targets.

HubGem Team

Our Onboarding packages:

Elevate
From £13,126 / + VAT

Our most complete HubSpot onboarding experience, delivered by the world’s most experienced HubSpot-for-education team. 

The Elevate Package gives your team everything they need to build confidence with HubSpot and accelerate digital transformation.
You’ll receive comprehensive onboarding, extended support beyond 'go-live', custom training resources, and specialist AI and marketing strategy sessions designed specifically for education.

It’s the ideal choice for organisations that want a high-quality setup, long-term guidance, and upskilling that empowers teams to work smarter.

Suitable for those using multiple Professional HubSpot Products and wanting a complete partnership approach.

Ideal for:

Teams looking for a fully supported implementation, hands-on guidance, structured training, and the reassurance of ongoing consultancy as they embed new tools and processes.

Not for:

Teams wanting a minimal setup or those planning to configure HubSpot entirely in-house without training or technical support.

 

Future-proof and elevate your reach

This package includes our popular Training Resources offering. We create custom training videos and a visual blueprint of your HubSpot setup, giving your team the confidence to train new staff and refresh their knowledge whenever needed.

You’ll also benefit from dedicated marketing strategy consultancy sessions designed to help you embrace the very latest in Loop Marketing and get the most out of the HubSpot Marketing Tools.

This package also includes an exclusive 6-week Masterclass delivered by HubGem's AI Lead, Olly. This enables you to unlock the power of HubSpot's AI Tools, helping your team stay ahead of digital trends and strengthen engagement across the whole student journey.

 
What’s included:
Elements Image Comprehensive full works onboarding.
Elements Image A total of 9 months of expert guidance from a dedicated HubSpot-for-Education specialist.
Elements Image Regular consultancy and training calls that prioritise the HubSpot tools most relevant to your challenges.
Elements Image Hands-on support in setting up your HubSpot account for success and troubleshooting.
Elements Image Custom training resources created specifically for your HubSpot setup.
Elements Image Marketing strategy consultancy sessions designed for education teams.
Elements Image 6-week AI masterclass to help you work smarter and boost efficiency.
Enhance
From £12,533 / + VAT

A supported, confidence-building HubSpot onboarding experience delivered by the most experienced HubSpot-for-education team in the world. Our sector specialists guide your team through a structured implementation that prioritises clarity, confidence, and long-term success.

The Enhance Package combines our Full Works Onboarding with extended support and an education-focused AI masterclass, with dedicated bespoke training resources for your team.

It’s designed for teams who want a strong start, expert guidance, and the reassurance of having HubGem by their side as they embed new processes and adopt smarter ways of working.

Suitable for those using multiple Professional HubSpot Products and looking to build capability while maintaining momentum.

Ideal for:

Teams who want hands-on technical setup, regular consultancy, and ongoing support as they build confidence with HubSpot across admissions, marketing, or operations.

Not for:

Teams seeking a short, minimal setup or those planning to complete all configuration independently without training or technical support.

 

Build confidence and set your tools up for success

As part of the Enhance Package, you’ll receive a 6-week AI masterclass with our AI Lead, Olly, created specifically for education organisations. This gives your team practical skills to automate tasks, streamline communication, and make decisions more easily using AI-powered tools across HubSpot.

You will also benefit from a series of custom-recorded training videos and a comprehensive PDF blueprint tailored to your organisation’s unique HubSpot setup.

With a total of 9 months of specialist support, your consultant will guide you beyond onboarding and help your team apply what they’ve learned in real scenarios.

 
What’s included:
Elements Image Comprehensive full works onboarding.
Elements Image A total of 9 months of expert guidance from a dedicated HubSpot-for-Education specialist.
Elements Image Regular consultancy and training calls that prioritise the HubSpot tools most relevant to your challenges.
Elements Image Hands-on support in setting up your HubSpot account for success and troubleshooting.
Elements Image Custom training resources created specifically for your HubSpot setup.
Elements Image 6-week AI masterclass to help you work smarter and boost efficiency.
Essentials
From £10,560 / + VAT

A clear, structured HubSpot onboarding experience designed by the most experienced HubSpot partner for the education sector. We will help your admissions, sales, marketing, and operations teams set up HubSpot with confidence and clarity.

The Essentials Package gives you everything you need to get up and running smoothly, combining our Full Works Onboarding with 6 months of post-live support. It’s a strong starting point for organisations that want expert guidance, hands-on technical setup, and dedicated sector specialists to help them adopt new processes effectively.

Suitable for those using multiple Professional HubSpot Products and wanting a supported, easy-to-follow implementation journey.

Ideal for:

Teams seeking a structured, supportive onboarding experience with enough follow-up guidance to embed new skills and processes.

Not for:

Teams needing strategic support, AI training, or advanced upskilling. 

 

Master the essentials and benefit from best-in-class sector guidance

Your consultant will help you maintain momentum after onboarding, answer questions, troubleshoot, and guide you as your team begins to work in HubSpot day-to-day. This ensures the foundations are set correctly, giving you a stable platform for future growth.

 
What’s included:
Elements Image Comprehensive full works onboarding.
Elements Image A total of 9 months of expert guidance from a dedicated HubSpot-for-Education specialist.
Elements Image Regular consultancy and training calls that prioritise the HubSpot tools most relevant to your challenges.
Elements Image Hands-on support in setting up your HubSpot account for success and troubleshooting.
ENTERPRISE
From £14,099 / + VAT

Our most advanced onboarding experience, designed for organisations implementing HubSpot Enterprise tools and requiring a highly customised CRM build.

Delivered by the world’s most experienced HubSpot-for-education team, this package is ideal for complex implementations that demand bespoke configuration, custom objects, supporting with integrations (subject to scoping), and deep sector expertise.

The Enterprise Package brings together everything needed for a comprehensive and tailored onboarding. Your system is designed around your organisation’s structure, data, and goals, with the time and expertise required to create a setup that works smoothly from day one. With advanced configuration, bespoke training resources, and extended support included, your team gains a complete foundation for long-term success with HubSpot.

Suitable for those using multiple HubSpot Enterprise Products and requiring a technically robust, highly tailored setup.

Ideal for:

Organisations with complex admissions, marketing, sales, or stakeholder journeys; teams needing custom objects; advanced reporting; or integrations across multiple systems. Ideal for groups, universities, and providers with specialist requirements.

Not for:

Teams seeking a minimal or out-of-the-box setup, or organisations implementing Professional-level tools without the need for advanced customisation.


Building a CRM around your organisation

The Enterprise Package extends your onboarding to 16 weeks, providing the time and care needed to deep-dive into your requirements,  design detailed workflows, custom structures, and advanced journeys. You also benefit from a suite of bespoke training resources, our 6-week AI masterclass with our AI Lead, Olly, and a six-month post-live Support Plan to ensure your team is fully equipped to manage a system built for scale.

Your consultant will guide you through adoption, optimisation, and continuous improvement as your new system beds in.

 
What’s included:
Elements Image Comprehensive full works onboarding.
Elements Image A total of 10 months of expert guidance from a dedicated HubSpot-for-Education specialist.
Elements Image Detailed scoping, mapping and planning.
Elements Image Regular consultancy and training calls that prioritise the HubSpot tools most relevant to your challenges.
Elements Image Hands-on technical set-up and expert guidance throughout your implementation.
Elements Image Custom training resources created specifically for your HubSpot setup.
Elements Image 6-week AI masterclass to help you work smarter and boost efficiency.
Bespoke onboarding
Enquire / discuss your needs

Need something a little more bespoke?

We know that organisations have wide-ranging experience and requirements, and one-size doesn't necessarily fit all. 

If you know you need some support but are unsure if our listed packages would meet your needs, we recommend having a chat to one of our experienced consultants who can advise.

Onboarding Comparison

Other Onboarding

HubGem Onboarding

Other Onboarding

HubGem Onboarding

Dedicated point of contact to deliver your Onboarding.
No education sector specialism
Dedicated Specialist HubSpot-for-Education Consultant
Tailored Education focused onboarding plan.
From the outset we work directly with you to establish key onboarding goals and objectives, and create a tailored onboarding plan bringing in best-in-class sector experience and examples
Education-focused Customer Journey Mapping.
Dedicated time for education-focused journey mapping for marketing and admissions teams to ensure processes are streamlined and effective
Education Sector Specialist Consultant.
Specialist HubSpot-for-education consultant who has extensive experience working with education organisations and who understands your day-to-day processes
Full project management of your implementation.
We'll guide you through the entire HubSpot setup process, tailored to your organisation. Our online project management board provides Q&A support, alongside training, consulting, and technical assistance.
Hands-on set-up of your HubSpot account.
Hands-on support setting your account up for success, which means you see a faster time-to-value, and know that it is configured in line with sector best practice. Your team can begin using the system much sooner
Support with education sector marketing strategy.
Sector-specific support with strategy and inbound lead generation - we can advise on how to attract, engage and convert more leads using HubSpot tools with our specialist strategic advice
Dedicated weekly calls for onboarding and training teams in HubSpot tools.
No Education sector specialism
Up to 2x scheduled calls each week, for tailored training in specific tools based on the needs of your individual teams
Option to add on further education-focused services.
We offer ongoing support plans, team training, and custom projects
HubSpot-for-education resources.
We offer an extensive library of HubSpot-for-education resources - designed to support you on your onboarding journey and beyond - including hundreds of blog articles and videos focused on tools and strategy for education providers
Bespoke training for teams (e.g. Admissions, Marketing)
We offer tailored training for your teams. We understand that the training needs of can differ between teams, so we work with you to make bespoke training plans
Support with key ‘HubSpot for education’ integrations.
We have extensive knowledge and experience of the best integrations thatcan enhance and streamline processes for teams and customers in an education setting.
iSAMS integration for schools, and support with implementing this.
We provide the world’s first HubSpot to iSAMS integration, we offer the unique ability for schools to streamline their marketing and admissions processes in HubSpot and then sync data to iSAMS student management system
Growing community of education providers to network with.
We have a growing community of education providers that we can connect you with for networking, sharing best practices with and testimonials
Dedicated Sector-Specialist CRM Executive.
In addition to a dedicated consultant, we also offer support from a dedicated executive who specialises in the technical set up of your account
100% 5* reviews from organisations like yours.
We have a 100% 5-star review ratings (over 65 in total!) for our onboarding services, evidencing our dedication to providing the best service to our clients

Ready to discuss your needs?

Book a call to discuss which Onboarding option would be best for your organisation! 

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