HubGem Blog

What is HubSpot Onboarding, and How Can HubGem Assist Education Providers With It?

Written by Laura Mackay | Nov 12, 2024 6:53:27 PM

In this blog, we delve into the concept of HubSpot onboarding and how Hubgem uniquely assists education providers with their onboarding process.

What Exactly is HubSpot Onboarding? 

HubSpot Onboarding refers to the comprehensive and structured process of introducing new HubSpot customers to the wide array of tools and services that HubSpot offers. 

This process is designed to ensure that new users not only become familiar with the platform's functionalities but also gain a deep understanding of how to effectively leverage these tools to meet their specific business objectives.

Why is Hubgem the best option for education providers considering Hubspot Onboarding?

 A Diamond HubSpot Solutions Partner
HubGem is a Diamond HubSpot Solutions Partner highly specialised in helping education providers get the most out of their HubSpot investment and elevate their Marketing and Admissions processes.

Extensive experience of working with education providers
At HubGem we have an experienced  team of Hubspot for education specialists that have a deep understanding of the education sector. We have a proven track record of working with over 130 educational institutions of all sizes, from than 18 countries. Whether you are an independent school, college, university or training provider, we offer customised onboarding plans designed to fit your unique needs. 

Deep understanding of marketing and admissions processes
Our team understands the unique challenges faced by different education providers, and the intricacies of marketing and admissions in the education sector. This expertise and insight enable us to deliver customised solutions that meet your particular requirements.

100% 5 star reviews from the clients in the education sector 
Our 100% 5* reviews from happy clients in the education sector are testament to the work we do . To from our clients themselves take a look at our reviews here.

What does Hubgem's onboarding typically look like?

At HubGem our onboarding process is designed to be flexible and adaptable. We work closely with your team to understand your goals and create a customised plan that fits your timeline and budget. This ensures that you get the most out of HubSpot from the very beginning.

Hubgem's onboarding with education providers typically involves the following elements:

  • Initial Setup: HubGem helps with the initial set up of clients' HubSpot accounts and tools. Our consultants closely collaborate with clients to outline marketing and admissions processes, and their goals. From there, we configure client's HubSpot accounts to ensure they are optimised and set up for success to achieve their objectives. 
  • Training: During the onboarding process, our HubGem consultants deliver comprehensive training sessions to ensure users grasp the effective use of HubSpot's tool and features. This may include individual training or sessions with wider teams, typically with those in marketing and admissions.
  • Customisation: Hubspot is highly customisable, so it can be a challenge to know where to start when setting up for your organisation's specific needs. At Hubgem, we collaborate closely with education providers to understand their requirements. From there, we develop solutions to  streamline processes and customise our clients' HubSpot settings and features to align with their distinct business objectives.
  • Integration: Hubspot offers over 1,000 integrations across various categories, including marketing, sales, customer service, and more. These integrations can help streamline processes and enhance your overall experience with the platform and your customer experience. 

    With so many integrations to choose from,  our consultants collaborate with clients to determine firstly if there are any necessary integrations required, and if so what ones are needed. 

    Drawing from our extensive experience with a wide range of education sector clients, we have a clear understanding of which integrations work best for different types of education providers, making us well-equipped to offer guidance on this. Once integrations are confirmed, our consultants and executives assist in configuring them within our clients' accounts, ensuring they are optimally set up.
  • Support: Throughout onboarding, our team of consultants and executives offer clients hands on support with:
    •  Implementing the Hubspot platform into their processes
    • Troubleshooting and providing solutions to persistent challenges
    • Providing strategic guidance for marketing and admissions teams
    • Answering any questions (big or small) our clients might have about the Hubspot tools Offering ongoing support and guidance to ensure customers can maximise the value of HubSpot's tools.

Discover More About HubGem's Onboarding Solutions

Intrigued by Hubgem and want to know more? Book a demo with our education sector-specialists to explore how Hubgem's onboarding could help you:

  • Engage with your prospective families and students more effectively
  • Save time with highly streamlined processes from one centralised Hubspot platform 
  •  Personalise and automate your marketing and admissions communications
  • Ensure you stand out from your competitors 

Book a demo here

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