Forms
Enquiries and applications as records
Education & Training · HubSpot
HubSpot Setup for Education & Training Businesses
For the school or academy whose enquiries never become applications: a pipeline, sequences that start on a schedule, and the report that shows where they drop.
At a Glance
- Platform
- HubSpot
- Build
- Full, From $12,000
- Built In
- About Four Weeks
- First Engagement
- $16,750 and up
The Stack
What Runs Where
Nine layers, with HubSpot holding the record. Everything else is either switched on inside it or connected to it.
Reasoned from the pattern; no education engagement has been delivered yet.
System of Record
HubSpot
Contacts, companies, deals, tickets, every email and call, and the reporting across all of it.
Intake
Forms and Phone Into HubSpot
Every enquiry becomes a record with a source and an owner.
Pipeline
HubSpot Deals
Stages that mean something, with the rules as properties and workflows.
Follow-Up
HubSpot Sequences and Workflows
Automated follow-up that stops the moment someone replies.
Reporting
HubSpot Dashboards
Lead source, response time, pipeline and revenue in one place.
Forms
Typeform or the Site's Forms
Enquiries and applications as records with a source.
Mail and Calendar
Google Workspace
Enquiry mail logged, tours and calls booked.
Payments
Stripe
Deposits and tuition plans.
Reviews
Review Automation on Completion
Fires when a course completes.
What We Switch On
Inside HubSpot
- Pipelines and stages built from how the business actually decides
- Owners, sources and required properties so no record is half-filled
- Sequences for the enquiries nobody has answered yet
- The last ninety days of jobs imported, deduplicated and costed
- Dashboards the owner reads weekly
- The review request as a workflow
What it does not do. HubSpot starts free and grows with the business; the paid tiers are a decision for later, made on the numbers.
The Path
One Job, Start to Finish
The Enquiry
Becomes a record with a source and a next step within the minute.
The Follow-Up
A sequence that begins on a schedule rather than a panic.
The Application
A pipeline stage with the documents it needs.
The Enrolment
Deposit taken, the record moved, the welcome sequence started.
The Completion
The review request, and the alumni sequence that produces referrals.
Connections
What We Wire In
Google Workspace
Mail and calendar on the record
Stripe
Deposits and tuition plans
What It Costs
The Full Build
The general CRM is the system of record, built out to how the business runs: the Full Build, and the audit sets the number.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, FullFrom $12,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$16,750 and up
$15,750 and up with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with HubSpot or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.