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"We turned to PYB after finding the initial HubSpot onboarding too generic for our needs. Martin and Elisa provided a tailored and speedy service face to face with our team. Ongoing support proved swift and easy."
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An implementation runs eight to twelve weeks. Weeks one to four migrate family and enquiry data and build the family-account and waitlist architecture. Weeks five to eight cover the waitlist pipeline, funded-hours fields, and parent-communication workflows. Weeks nine to twelve train the admissions and setting teams.
Yes. The family is the account with children as connected contacts, and enquiries, registrations, and attendance persist across years and siblings. PYB has built family-and-child architectures for early-years and school settings whose admissions depend on long relationships.
Funded-hours eligibility and entitlements are held as structured data with automated parent communications, and sensitive child data is handled to the standards an early-years setting requires under UK GDPR and safeguarding obligations. PYB builds the workflows and data model behind it.
Sales Hub Professional for the waitlist and registration pipeline, Marketing Hub Professional for open-day and parent communications, Service Hub for parent query handling, and Custom Objects (Enterprise tier) to model families, children, and funded hours.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for child and family data under UK GDPR and safeguarding obligations. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.
A 15-minute call to walk through how the waitlist, family records, and parent communications could connect and what closing the gaps looks like. No prep, no pitch deck.