HubSpot Re-Onboarding for Schools & Education Teams

Refresh your CRM. Reignite your results.

Already using HubSpot – but things aren’t quite working as they should?
Whether you had a rocky start, staff have changed, or your strategy has evolved, our re-onboarding service helps you get back on track with a setup that works for your current goals, team, and tech stack.

We specialise in supporting schools, colleges, and education businesses who want to get more from their HubSpot investment.

Why choose Re-onboarding?

✅ Fix a setup that no longer works for you
✅ Clean up data, pipelines, workflows, or reporting
✅ Train new staff or refresh team knowledge
✅ Align your CRM with your updated strategy
✅ Get expert guidance from sector specialists
✅ Avoid wasted spend and missed opportunities

Whether you’re underusing HubSpot or facing frustrations, we’ll help you reset, simplify, and re-energise your CRM approach – fast.

What's included in HubGem Re-Onboarding?

Every re-onboarding project is tailored to your exact needs, but typically includes:

🧭 Discovery Session – to explore what’s changed and what’s not working
📊 Audit of Your Current Setup – including data, pipelines, workflows & reporting
🛠️ Recommendations & Fixes – practical improvements based on your goals
🧑‍🏫 Training for Your Team – live or recorded, based on roles and knowledge gaps
📝 Clear Documentation & Handover – so you’re set up for success moving forward

Our approach is human, strategic, and grounded in real-world education marketing experience.

How long does it take?

Most re-onboarding projects take between 8 weeks, but we will evaluate your needs and adapt the plan and structure depending on complexity.
We’ll provide a clear timeline and project plan from the outset.

Why choose HubGem for your Re-onboarding?

We are experts in our sector! We share best practices from similar organisations and bring our understanding of the education and non-profit sectors as well as HubSpot expertise. We are experienced in taking existing HubSpot accounts and helping our clients to improve them, clean everything up and make HubSpot work better for them.

We don't just 'do', we offer training and guidance too - we want to make sure you also have the skills you need to manage your account long term.

RE-ONBOARDING

From £4420 / + VAT

An adaptation of our hugely popular Onboarding service. We will work with you to consider the gaps you have in your knowledge and develop a training plan to meet your organisation's needs, as well as providing hands-on technical support to help you reach your goals.

Ideal for: Teams who have completed Onboarding before, and have been using HubSpot for at least 1 year.

Not for: Teams who have never completed Onboarding, or those who have no prior experience or knowledge of HubSpot

What’s included:

8 weeks duration

Regular strategy and training calls with your dedicated HubSpot for Education specialist consultant

Hands-on technical support from our experienced team of CRM Executives

Bespoke plans

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.

HubSpot Re-onboarding for Education