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"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!"
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"A typical national skills institute implementation runs twelve to sixteen weeks from kick-off to live. Weeks one to five cover data migration from existing systems (often a mix of Mailchimp, the LMS, spreadsheets of historic cohorts, and the finance system) and learner-and-account architecture covering enquiry, enrolment, programme completion, employer sponsorship, and funding-attribution lifecycle. Weeks six to eleven cover automation for enrolment workflows, cohort handling, and integration with the LMS, finance (Stripe, Xero, Sage), and any funding-body reporting infrastructure. Weeks twelve to sixteen are user training across admissions, business development, and the data and reporting team."
Yes. The standard account model treats the corporate client as the primary account, with teams and divisions as associated structures, individual learners as contacts, and programme bookings as deal records. Sibling bookings, multi-year engagement, and employer-sponsored learner outcomes persist as relationships. PYB has built corporate-account-and-learner architectures for skills institutes whose growth depends on recognising enterprise clients across multiple training engagements over years.
HubSpot's structured-property model, pipeline architecture, and reporting practice handle learner-outcome tracking, employer-contribution attribution, sponsorship sources, and qualification completion — with dashboards live for funding-body reporting rather than assembled quarterly. PYB's reporting practice routinely builds bespoke funding-and-outcome dashboards for skills institutes operating under government or industry funding arrangements.
Most national skills institutes run Sales Hub Professional for the corporate-client pipeline, employer-sponsorship handling, and account management, plus Marketing Hub Professional for learner nurture, programme campaigns, and industry communications. Service Hub is the right addition where learner support, employer relationship management, and qualification administration need structure. Custom Objects (Enterprise tier) are usually required to model programmes, cohorts, sponsorship attribution, and funding-body reporting properly.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the security standards that matter when learner records, employer contracts, and funding-attribution data sit inside the platform. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation — relevant proof when skills institutes are pre-qualifying for government funding arrangements and industry framework procurement.
A 15-minute call to walk through how your corporate account model, returning-learner visibility, and funding-body reporting could connect and what closing the gaps looks like. No prep, no pitch deck.