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An edtech-platform implementation runs ten to fourteen weeks. Weeks one to four migrate school, trust, and contact data and build the MAT account architecture and trial pipeline. Weeks five to nine cover product-usage integration, lead scoring, and the trial-to-paid and renewal workflows. Weeks ten to fourteen train the sales and customer-success teams.
Yes. The trust is the parent account, schools are connected records, and teachers are contacts, so usage and engagement roll up to the level the buying decision is made. Subscription, trial, and renewal status are held as structured data. PYB has built MAT and multi-site account architectures for platforms selling above the single-school level.
Product events — logins, observations recorded, active teachers — flow into HubSpot through Operations Hub and custom integration and sit on the account record as properties that drive lead scoring, health, and renewal workflows. PYB builds the event integration and scoring logic that turns raw usage into a signal the sales team can act on.
Sales Hub Professional for the trial and renewal pipeline, Marketing Hub Professional for school and trust nurture, Service Hub for customer success and support, Operations Hub for the product-usage integration, and Custom Objects (Enterprise tier) to model trusts, schools, subscriptions, and usage.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected by schools and trusts assessing a supplier's data handling under UK GDPR. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation — relevant proof when a platform is selling into safeguarding-conscious education buyers.
A 15-minute call to walk through how trial conversion, MAT-level selling, and product-usage signals could connect and what closing the gaps looks like. No prep, no pitch deck.