Incredibly grateful to Martin, Elisa and Darian for their help with two projects this year:
1. HubSpot reconfiguration- Elisa guided us through how to back out of some previous CRM mistakes and how to adopt some of the native HubSpot functionality to maximise our CRM usage. I would go to Elisa with what I thought were complex scenarios and she would have visualised it and built it while I was still trying to explain what I meant. It was an absolute pleasure working with Elisa and absorbing some of her know how. Our CRM just sings now, exactly how we wanted it. I look forward to continuing our reconfiguration into the new year as we tackle Phase 2.
2. A development project- We were re-platforming our website with another vendor and wanted to introduce some automation into our enrolment process. For this project I worked with Martin and Darian. I will admit to very much doubting Martin when he kept saying 'yep that's possible' as I outlined what we wanted to do. He had no doubt Darian could do everything we wanted and it seemed to good to be true. I wanted an individual to be able to purchase directly on our website, process their transaction on Stripe, pass their information into HubSpot creating/updating the contact, creating a deal, associating it with the correct line item, pass their transaction to our finance system and finally enrol them in the relevant course in our Learning Platform (with various rules for what they could/couldn't access immediately). I am delighted to say, that is exactly what we achieved. In fact we even did more than that and enabled automated enrolment for invoiced customers also. And, better yet all of the above is completed within 3 minutes of purchase. It's incredible. I look forward to working with PYB into the future. I couldn't recommend them more. Lovely team, so nice to deal with, reliable and their enthusiasm for 'what is possible' is infectious. The sky is the limit.
HubSpot Implementation Success Stories in Education

- Name Digital Learning Institute
- INDUSTRY Education
- SIZE 30 people
- LOCATION Ireland
If I could give them 100 stars I would
Amy McPartlan
Chief Operating Officer
- Name Really Great Reading
- INDUSTRY Education
- SIZE 100 people
- LOCATION USA
Knowledgable, Skilled, and Responsive
PYB is a full service firm - able to handle data structure issues, integrations, workflows and more. Martin and Elisa came to our rescue when we realized we had launched our CRM with a problematic data structure. Their team helped us rebuild the plane while it was flying - extracting an unnecessary and problematic custom object - and providing the guidance we needed to make the most of HubSpot's built-in functionality and prepare our data appropriately. No simple feat, it was carried off expertly. Now we are tackling our service pipelines and ticketing gremlins. I have no doubt we will continue working with PYB in the future as we delve into marketing and sales items on our to do list.
Jessie Collins
Director of Technology Strategy
- Name Water Bear The College Of Music
- INDUSTRY Education
- SIZE 60 people
- LOCATION UK
Excellent onboarding and custom request execution
It was an absolute pleasure to work with Plus Your Business - finding an off the shelf CRM has been a challenge in our sector, and so it's great that this service helped us customise HubSpot to the needs of the business. I wouldn't hesitate to use Plus Your Business again.
Laurance Bridge
Head of Sales
- Name Be More With Anu
- INDUSTRY Education
- SIZE 2 people
- LOCATION USA
Responsive, efficient, thoughtful experts
Our organization was new to the world of CRM and felt quite overwhelmed by the prospect of fitting our processes into HubSpot. Martin, Elisa, and their team made the process so easy - they listened, asked thoughtful questions, and made smart recommendations for set-up. Everything was quick and efficient, and their team was so helpful and responsive. They definitely delivered value above and beyond what we'd expected or hoped for. We would hire them again (or refer them to anyone else) in a heartbeat!
Caroline Horste
Marketing
- Name University Of Wales
- INDUSTRY Education
- SIZE 1000+ people
- LOCATION UK
Bespoke support - highly recommended
Plus Your Business have been excellent throughout the implementation process. This included understanding our specific business challenges and training us to build solutions ourselves. Where this proved difficult Elisa was always willing to build for us and then walk us through the solution. We had particular challenges with producing bilingual content and automation but Elisa directed us towards a sustainable and easy-to-implement solution. Would definitely work with PYB again.
Jonathan Batty
Director of Marketing and Communications, UWTSD-1.png?width=236&height=120&name=Customer%20Logos%20Colour%20(7)-1.png)
- Name Blue Mountain
- INDUSTRY Education
- SIZE 10 people
- LOCATION UK
5 star service!
It's been almost a year since Martin & Elisa (PYB) have deployed HubSpot Sales/Marketing for Blue Mountain Group. Taking us from 'tracking in spreadsheets' through to an integrated digital experience. Improving the user journey for our website visitors, integrating with Woocommerce for online sales, and using Google Ads to generate quality leads for our training courses. We've even ramped up content creation via Sally (PYB) through punchy interviews, turned into articles. It's certainly a journey - but we're delighted to have found the right Partner.
Nigel Thomas
Chief Operating Officer
- Name Westbourne School
- INDUSTRY Education
- SIZE 50 people
- LOCATION UK
HubSpot Onboarding
We turned to Plus Your Business after finding the initial onboarding experience with HubSpot too generic for our business needs. Martin and Elisa stepped in and provided a very Pro, tailored and speedy service face to face with our team. Exactly what we were looking for. Ongoing support after the initial sessions proved swift and easy, particularly as Elisa understood our business needs and could provide targeted advice. We would highly recommend them as a valuable alternative to the standard onboarding package offered by HubSpot.
Marie de Tito Mount
CEO
- Name Dcu Invent
- INDUSTRY Education
- SIZE 3800 people
- LOCATION UK
Excellent support
Elisa and Martin at PYB were superb in getting a team with little to no prior CRM experience up and running effectively in a matter of weeks. From the initial consultation to the final onboarding, the support was excellent. Not only do they understand HubSpot inside out, they guide new users through use of the platform in a highly relatable way that eases and accelerates onboarding. Thanks to PYB's expertise and guidance, the team now has full visibility of our deal pipeline, enabling high-value opportunities to be prioritised and performance to be improved. I wholeheartedly recommend Elisa and Martin to anyone embarking on their HubSpot journey.
Ronan Cunningham
Director
- Name Educ Group
- INDUSTRY Education
- SIZE 200 people
- LOCATION UK
Great service
We recently swapped our CRM system to HubSpot and engaged Martin to design, build, implement and then train our team on the new system. I’m very pleased with how it went. So – if introducing or changing a CRM system is on your horizon, I recommend a chat with Martin.
Timothy Barnett
Commercial Director
- Name Nibrt
- INDUSTRY Education
- SIZE 150 people
- LOCATION UK
Reliable, responsive and reassuring support.
Elisa and Martin provided a much needed guiding hand, and calming presence (!) during our implementation of HubSpot. Always available to help, their expertise in setting up and integrating the sales and marketing aspects of the CRM into our antiquated working practises was greatly appreciated. I strongly recommend their support and technical acumen in making what seems a daunting process, into a logical and well carried out process. Thanks!
Barry Shortt
Business Development Manager
- Name SDN
- INDUSTRY Education
- SIZE 30 people
- LOCATION UK
Implementation and Training
Plus Your Business via Elisa, helped us to make best use of our instances of HubSpot, both for our internal set up for content tracking and management and for Sales administration. Their hands on, personable approach feels like they are part of our team. Elisa is patient and thorough and her short training videos are still in use in our organisation quite a while after set up. Both Martin and Elisa explained functionality, licensing, lists and generally how to get the best out of the system. If you want to know how HubSpot works or can work for you, then I recommend speaking to Plus Your Business for support and expertise!
Jenny Hadfield
Project Portfolio Manager-1.png?width=236&height=120&name=Customer%20Logos%20Colour%20(3)-1.png)
- Name The Oxford Institute For Energy Studies
- INDUSTRY Education
- SIZE 100 people
- LOCATION UK
Excellent Service
Martin and Elisa of Plus Your Business are a pleasure to work with. Taking trouble to understand our needs, taking time to meet and discuss progress, dealing with our lack of knowledge and stream of questions in a Proand very personable manner. They could not have been supportive through the process and are clearly expert at what the do. We would not hesitate to recommend them to anyone!
Kate Teasdale
Administrator-1.png?width=236&height=120&name=Customer%20Logos%20Colour%20(2)-1.png)
- Name Cegos Beyond Knowledge
- INDUSTRY Education
- SIZE 40 people
- LOCATION UK
Always great service
From planning to launch and training our teams Martin & Elisa never miss a beat. They take the time to really understand our business and deliver a top class service for us.
Ken Govan
Marketing & International-1.png?width=236&height=120&name=Customer%20Logos%20Colour%20(1)-1.png)
- Name iris Connect
- INDUSTRY Education
- SIZE 30 people
- LOCATION UK
Great communication, fantastic service!
Plus Your Business developed a new HubSpot blog theme for us to perform well with Google's Core Web Vitals. The communication throughout the project was great, the turnaround quick and the results exactly what we wanted. Can definitely recommend working with Plus Your Business! Once again, thank you to Martin, Colman and team.
Rico Patzer
Marketing Manager
- Name Ligtas
- INDUSTRY Education
- SIZE 70 people
- LOCATION UK
Highly Recommended!
Martin & Elisa have been working with us for the last 3 months, helping us to optimise HubSpot for our business plans going forward. Their professional but friendly approach ensured that the sessions we had with them were very engaging, whilst delivering the training needed to be self-sufficient. They are very responsive to questions & queries and provided numerous “how to” video content that allowed us to also work through the solutions. I have no reservations whatsoever in recommending them to any other potential HubSpot users.
Kevin Wilcox
Head of Sales & Marketing
- Name RD
- INDUSTRY Education
- SIZE 70 people
- LOCATION UK
Great working with Plus Your Business - I would recommend them to everyone!!!
Onboarding to new CRM seems very hard and is most of the times. But our implementation was very smooth with Plus Your Business. I had all the attention and help from them. I haven't heard any ''No'' from them with any of my queries. Thanks to them we are a very happy user of the HubSpot. Since our journey was amazing that helped us to decide get Marketing side of the HubSpot as well. We will work with Plus Your Business of implementation of Marketing as well. I can say this with confident that I can and will recommend them to everyone. Lastly money well spent :) Thank you Martin and Elisa.
Zeki Mehmet Ilmen

- Name Brandmagic
- INDUSTRY Education
Martin is a marketing master.
I worked with Martin on a client's platform building/NY Times Bestseller campaign. He was Pro, creative and worked well with myself and the client. I highly recommend him if you require unique campaigns that stand our and truly work.
Elizabeth Hamilton
Marketing and Communication Consultant
- Name Universitat Passau
- INDUSTRY Education
Profound knowledge
As it comes to get your business thriving and improving your online performance on any platform and channel, Martin Shervington is the adress to go and get support and advice. He can clearly analyze your state of biz and anticipate future situations and your way to go. Martin is running very kind conversations and always gives some humorous spice to the soup. Happy to work with him, highly recommended :)
Monika Schmidt
Lecturer
- Name Valley Kids
- INDUSTRY Education
Great Support
This was our first time with C. R. M. and we couldn't have done it without support from Martin. Excellent advice and assistance.
Richard Morgan
Employer Partnership Manager
- Name Alacrity Foundation
- INDUSTRY Education
HubSpot Specialists
Passionate experts in sales and digital acquisition. Specialists who offer Proservice too. I highly recommend.
James Lewis
Director of Startup & Commercial ProgrammesEducation Sector HubSpot FAQs
Education institutions face unique CRM requirements: managing both individual student relationships and institutional partnerships, handling seasonal enrollment cycles, integrating with learning management systems, and coordinating marketing across multiple programs or campuses. HubSpot's flexible platform, configured by Plus Your Business, addresses these specific educational sector needs.
As an education provider, how can HubSpot help us manage our student recruitment cycle?
HubSpot's flexible CRM platform allows education institutions to track and nurture prospective students through the entire recruitment funnel—from initial inquiry to enrollment and beyond. Plus Your Business helps configure custom objects, properties, and automations that mirror your unique enrollment process.
"Finding an off the shelf CRM has been a challenge in our sector, and so it's great that this service helped us customise HubSpot to the needs of the business." — Laurance Bridge, Head of Sales, WaterBear The College of Music
Our education institution manages multiple programs and courses. Can HubSpot track these effectively?
Yes. We've helped education clients across different sectors—from music colleges to universities—set up custom objects, deal pipelines, and reporting dashboards that accurately capture diverse educational offerings, from short courses and certificates to degree programs and continuing education.
"We turned to Plus Your Business after finding the initial onboarding experience with HubSpot too generic for our business needs. Martin and Elisa stepped in and provided a very Pro, tailored and speedy service." — Marie de Tito Mount, CEO, Westbourne School
How does HubSpot's Marketing Hub help education providers with student recruitment?
The Marketing Hub provides powerful tools for prospect segmentation, personalized content delivery, and engagement tracking. We've helped education clients implement sophisticated marketing strategies that nurture prospective students from initial interest through to application and enrollment.
"Plus Your Business have been excellent throughout the implementation process. This included understanding our specific business challenges and training us to build solutions ourselves." — Jonathan Batty, Director of Marketing and Communications, University of Wales Trinity St David
Can HubSpot help us manage the complex workflows involved in student admissions?
Absolutely. Using Operations Hub and custom workflows, we've helped education clients manage complex enrollment processes—from application intake to qualification assessment, interviews, and final decisions. HubSpot becomes your central system for tracking every step in the admissions journey.
"PYB is a full service firm - able to handle data structure issues, integrations, workflows and more. Martin and Elisa came to our rescue when we realized we had launched our CRM with a problematic data structure." — Jessie Collins, Director of Technology Strategy, Really Great Reading
How can we use HubSpot to manage relationships with alumni and industry partners?
We configure HubSpot to track alumni engagement, career progress, and giving history, while simultaneously managing relationships with industry partners for placements, research, and funding opportunities. This comprehensive approach creates a unified view of your institution's relationship network.
"We had particular challenges with producing bilingual content and automation but Elisa directed us towards a sustainable and easy-to-implement solution. Would definitely work with PYB again." — University of Wales Trinity St David
Our education business has seasonal application cycles. How can HubSpot help manage these patterns?
HubSpot's flexible automation and reporting capabilities allow education institutions to adapt to seasonal enrollment patterns. We help clients implement cyclical marketing campaigns, automated nurture sequences, and capacity management tools that align with academic calendars.
"I wanted an individual to be able to purchase directly on our website, process their transaction, pass their information into HubSpot and finally enrol them in the relevant course in our Learning Platform... that is exactly what we achieved. All of the above is completed within 3 minutes of purchase." — Amy McPartlan, Chief Operating Officer, Digital Learning Institute
We need to track both student and corporate/institutional relationships. Is this possible in HubSpot?
Yes. We've helped education clients implement hybrid CRM strategies that effectively manage both individual student relationships and institutional partnerships within a single HubSpot instance—maintaining clear segmentation while enabling cross-relationship insights.
"Where this proved difficult Elisa was always willing to build for us and then walk us through the solution. We had particular challenges with producing bilingual content and automation but Elisa directed us towards a sustainable and easy-to-implement solution." — Jonathan Batty, Director of Marketing and Communications, University of Wales Trinity St David
How can HubSpot help us coordinate marketing across multiple schools or departments?
Using HubSpot's partitioning capabilities and custom property structures, we help education institutions maintain distinct departmental identities while leveraging shared resources and insights. This approach has helped multi-department clients efficiently scale their marketing and recruitment operations.
"I wouldn't hesitate to use Plus Your Business again." — WaterBear The College of Music
Can HubSpot integrate with education-specific platforms like learning management systems?
Absolutely. Using HubSpot's robust API capabilities and Operations Hub, we integrate with education-specific platforms like learning management systems, student information systems, and application portals—creating seamless data flow between systems.
"They were both very responsive and helped to rectify any issues that cropped up during the migration from our existing CRM. This can also be said for the rest of the team; Darian has been extremely helpful and quick at rectifying any issues." — Really Great Reading
Our institution is growing rapidly. How can HubSpot support our scaling needs?
HubSpot's scalable architecture and Plus Your Business's implementation approach set education institutions up for sustainable growth. We build flexible, future-proof configurations that adapt as your programs expand—from small cohorts to enterprise-scale enrollment operations.
"Ongoing support after the initial sessions proved swift and easy, particularly as Elisa understood our business needs and could provide targeted advice. We would highly recommend them as a valuable alternative to the standard onboarding package offered by HubSpot." — Westbourne School
What's the typical implementation timeline for education institutions?
Education CRM implementations vary based on complexity, but we align with academic calendars to minimize disruption. Most K-12 schools and colleges see initial functionality within 4-6 weeks, with full customization complete before key enrollment periods. We prioritize getting core student tracking and communication workflows operational quickly.
"Martin and Elisa stepped in and provided a very Pro, tailored and speedy service face to face with our team. Exactly what we were looking for." — Westbourne School
Can HubSpot handle complex education pricing models and financial aid workflows?
Yes. We've configured HubSpot for institutions with diverse pricing structures—from course-based fees to semester tuition, payment plans, and scholarship tracking. Custom objects and automated workflows can manage the entire financial journey from initial quote to payment processing and financial aid coordination.
"I wanted an individual to be able to purchase directly on our website, process their transaction on Stripe, pass their information into HubSpot... and finally enrol them in the relevant course... All of the above is completed within 3 minutes of purchase." — Digital Learning Institute
How do you handle parent/guardian communication alongside direct student outreach?
Our education CRM configurations include family relationship mapping, allowing institutions to manage both student records and parent/guardian communications effectively. We set up automated workflows that respect communication preferences while ensuring all stakeholders stay informed throughout the enrollment and academic journey.
"Plus Your Business have been excellent throughout the implementation process. This included understanding our specific business challenges and training us to build solutions ourselves." — University of Wales Trinity St David
What education technology integrations have you successfully implemented?
We've integrated HubSpot with learning management systems (LMS), student information systems (SIS), payment processors like Stripe, financial systems including Xero, and specialized education platforms. Each integration creates seamless data flow between your existing education technology stack and your CRM.
"I wouldn't hesitate to use Plus Your Business again." — WaterBear The College of Music
Getting Started: Quick Wins for Education Institutions
Immediate benefits include centralized student inquiries, automated follow-up sequences for prospective students, and unified reporting across recruitment channels. Week 1 priorities typically focus on contact management and basic enrollment tracking. Month 1 goals involve marketing automation for recruitment campaigns and integration with your primary education platforms.
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