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HubSpot for Education & Training

Close the enquiry-to-enrolment, intake-cycle, and alumni-relationship gaps.
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Three education-sector problems HubSpot solves

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Why do schools lose families in the gap between enquiry and visit?

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  • An admissions pipeline treats every family as a relationship, not a form fill. Independent fee-paying schools, early-years and nursery groups, and ELT and English-language schools get builds where the enquiry, the visit, the offer, and the sibling three years later all sit on one record.
  • Programme-shaped businesses need programme-shaped objects. Independent tutoring and supplementary-education groups run configurations where students, parents, tutors, and sessions are modelled separately and associated properly, so safeguarding, scheduling, and billing all read from the same truth.
  • Publishers selling into schools run a different motion again. K-12 reading and literacy curriculum publishers get district-and-school account structures where pilots, adoptions, and renewals are visible across every campus, and a champion moving schools is an opportunity rather than a lost contact.
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Why does a university’s left hand never see the right hand’s contacts?

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  • The institutional view starts with one architecture rather than five departmental databases. Universities and higher education institutions and UK universities and institutional marketing teams get builds where faculties, campaigns, and audiences share a data model instead of fighting over one.
  • Recruitment is a pipeline with seasons, agents, and conversion points. University admissions and enquiry-management teams, UK university student recruitment teams, university international and overseas recruitment offices, and international education and pathway providers run intake-cycle pipelines where agent partners, applicants, and offer-holders each carry their own status and history.
  • The relationships that outlast the student record are the ones universities monetise worst. University alumni, development and fundraising teams, university research and knowledge-exchange offices, teacher-education and education-research centres, and independent music and creative arts colleges each get architectures where donors, industry partners, and alumni stay warm between campaigns rather than being rediscovered for each one.
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Why do training providers re-win the same client every year?

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  • Commercial training runs on employer relationships, cohort logistics, and funding evidence at the same time. Apprenticeship training providers, corporate L&D providers, and health, safety and compliance training providers get builds where the employer account, the learner cohort, and the compliance record stay associated from enquiry to completion certificate.
  • Specialist and technical training carries sector-specific proof requirements. Energy-sector technical training providers and national biopharma skills institutes run configurations where accreditations, competency records, and renewal dates drive the follow-up, so the rebooking conversation starts before the certificate expires.
  • Coaching, platforms, and awarding bodies each have their own shape. Leadership development and executive coaching consultancies, coach-led personal development programmes, online learning and digital course platforms, teacher CPD platforms, and awarding organisations and qualification bodies each have a dedicated page showing how enrolment, delivery, and renewal are modelled for that business.
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  • Name University of Wales Trinity Saint David

Reliable and excellent support every time.

Working with PYB and Elisa has been an absolute pleasure. Elisa’s experience and deep knowledge of HubSpot have been invaluable — from our initial onboarding through to fully embedding the system across our organisation. She is always approachable, patient, and proactive in helping us get the most out of HubSpot for our projects. In addition, other members of the PYB team, such as Darian, have provided excellent technical support in areas beyond our own expertise. Thank you, Elisa, Darian, and the rest of the PYB team!
Lisa Corcoran
CRM Enquiries Manager

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FAQs

How long does a HubSpot implementation take for an education provider?

Most education and training implementations run 8-16 weeks depending on the number of departments involved. The first phase covers data migration and architecture: enquirers, applicants, parents, employers, agents, and historic intake data. The middle phase covers automation and integration with student record systems and event tooling. The final phase is user training, usually staged by team.

Can HubSpot model the relationship between students, parents, agents, and employers?

Yes. Custom objects and associations model the family unit behind a school enquiry, the agent behind an international applicant, or the employer behind a cohort of apprentices, with relationships that persist across intake years. PYB has built education architectures for clients whose biggest losses came from treating every cycle as a fresh start.

Can HubSpot integrate with student record and learning systems?

Yes. PYB has delivered integrations with Tribal SITS and Tribal EBS for universities, Arlo for training providers, and Thinkific and other LMS platforms for online course businesses, alongside finance systems for invoiced and funded learners. The pattern is one record of the relationship in HubSpot, with the systems of record feeding it.

What HubSpot products does an education or training provider typically need?

Marketing Hub Professional for enquiry generation and nurture, Sales Hub Professional for admissions or B2B training pipelines, Service Hub Professional for learner and parent support, Operations Hub for integration with student record systems, and Custom Objects (Enterprise tier) for programmes, cohorts, and intake cycles.

Does HubSpot meet education-sector data protection requirements?

HubSpot holds SOC 2 Type II and ISO 27001 certification with GDPR-compliant consent and retention tooling, which matters when records concern minors and family data. PYB is itself ISO 27001 and ISO 9001 certified and holds the HubSpot Data Migration Accreditation: relevant proof when a governing body or university procurement team is assessing who handles student data.

Talk to PYB about HubSpot for your education or training business.

A 15-minute call to walk through enquiry response times, intake-cycle pipelines, and alumni and employer relationships and what closing the gaps looks like. No prep, no pitch deck.

Quality assured, by HubSpot and ISO

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