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Enquiries and applications as records
Education & Training · Configuration
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.
The Stack
9 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.
What We Switch On
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
Becomes a record with a source and a next step within the minute.
A sequence that begins on a schedule rather than a panic.
A pipeline stage with the documents it needs.
Deposit taken, the record moved, the welcome sequence started.
The review request, and the alumni sequence that produces referrals.
Connections
Enquiries and applications as records
Mail and calendar on the record
Deposits and tuition plans
What It Costs
Four weeks. CRM only, never discounted.
$2,500 on the Growth or Operate Plan. From the template, live in two weeks.
$16,750 and up on a plan. The website, this Build and the connections above.
Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with HubSpot or any platform named here.
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