Managing relationships with education agents can be a complex process - especially when juggling multiple partners, tracking enquiries, and maintaining consistent communication. HubSpot offers schools a powerful way to streamline these efforts and ensure agents are engaged, supported, and aligned with your admissions goals.
Whether you're managing a handful of agents or dozens across different regions, HubSpot’s CRM and marketing tools help you stay organised, responsive, and results-driven.
What Is HubSpot?
HubSpot is a comprehensive digital platform that brings your marketing, admissions, and relationship management into one powerful system. More than just a CRM, it allows you to grow your school’s visibility and reach in a way that’s efficient, scalable, and tailored to your specific needs.
With tools for email marketing, contact segmentation, workflow automation, and communication tracking, HubSpot empowers your team to collaborate more effectively—both internally and with your network of agents.
Why HubSpot Works for Managing Agent Relationships
Working with education agents requires more than just good intentions - it requires structured systems, clear communication, and timely follow-up. Here’s how HubSpot supports schools in building successful partnerships with agents.
1. Keep All Agent Details in One Central System
Ditch the spreadsheets and email threads. With HubSpot’s CRM, you can keep all your agent contacts organised in one place, along with a full history of your interactions.
Each agent’s record can include:
- Key contact information
- Associated enquiries or applications
- Meeting notes and call logs
- Email communication (automatically tracked)
- Engagement with your website and marketing emails
This level of visibility ensures your whole team knows exactly what’s going on with each agent at any time - supporting seamless collaboration across admissions, marketing, and international teams.
2. Segment Agents for Smarter Communication
HubSpot makes it easy to segment your agent network based on location, engagement level, performance, or any custom criteria that matters to your school.
For example, you can quickly create lists such as:
- Active agents in Southeast Asia
- Agents who’ve referred students in the last 90 days
- Agents who haven’t engaged with your recent updates
- High-performing agents with top conversion rates
This allows you to tailor your messaging and outreach - whether you’re sending updates about new courses, upcoming open days, or performance-based incentives.
3. Automate Key Processes and Stay Consistent
With HubSpot’s automation tools, you can streamline repetitive tasks and ensure agents receive timely, consistent communication.
Examples include:
- Sending a welcome email sequence when a new agent is onboarded
- Automatically following up after an event or fair
- Creating reminders to check in with agents who haven’t submitted applications recently
- Triggering tasks for your team to schedule meetings or reviews with high-potential partners
This kind of automation keeps agents informed and supported - without adding to your workload.
4. Share Resources and Track Engagement
Want to make sure your agents are equipped with the latest brochures, landing pages, and videos?
Use HubSpot to share on-brand content and track who engages with what.
You’ll know which agents have:
- Opened your latest communications
- Clicked links or downloaded resources
- Visited key pages on your website
This insight allows you to refine your strategy and provide more of what’s working - while addressing gaps with agents who may need more support.
Unlock the Full Potential of Your Agent Network
When schools use HubSpot to manage agent relationships, they gain more than just a CRM - they gain a full toolkit to enhance communication, improve performance tracking, and deliver a standout experience to their global network of partners.
Want to see how it could work for your school?
Book a personalised demo of HubSpot for Education.
SIMILAR BLOGS:
👉 Supporting Education Teams with HubSpot Integrations
👉 The Ultimate Guide to Using Properties in HubSpot for Education
👉 University’s Guide: How to Effectively Manage Agents and Student Data in HubSpot