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Training Resources & Account Blueprint (Add-On)

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Empower your team with the tools to succeed — long after onboarding ends.

Our Training Resources Add-On is the perfect companion to any of our Onboarding packages. Designed specifically for education providers, this one-off service equips your internal teams with the knowledge and tools to confidently manage your HubSpot setup, onboard new staff, and maintain momentum beyond initial implementation.

What's included?

Delivered by your dedicated HubGem Consultant and Exec team, who know your unique account inside out, this add-on includes a series of custom-recorded training videos and a comprehensive PDF blueprint tailored to your organisation’s unique HubSpot setup.

Training Resources add-on

🎥 Bespoke Training Videos Covering:

  1. Your HubSpot Entry Points
    See exactly how data flows into your system — from enquiry forms and open day bookings, to manual adds and imports. We walk through what happens next: how automation kicks in, where to find tasks, and how your team can filter and action student records with ease.

  2. Communicating with Prospective Students and Parents
    From personalised marketing emails and smart content, to one-to-one outreach using templates, snippets, and meeting links — we demonstrate how your team can communicate effectively using the tools set up in your portal.

  3. Your Automation Workflows
    Get a clear view of how automation supports your student journey, from application to enrolment. We’ll explain key journeys, subscription types, marketing contacts, and how to manage these confidently in-house.

  4. Reporting on Your Students
    Understand the reports we’ve created for your teams — and learn how to build your own. We’ll walk through key properties like “Date entered stage” so you can track pipeline activity, engagement, and outcomes.

  5. Mini Sessions on Additional Tools
    Bite-sized guides covering event management (e.g. Open Days via Simple Events), data hygiene best practices (e.g. deduplication using Insycle), user permissions, and more — all personalised to your setup.

📄 Your HubSpot Blueprint PDF

Alongside your video bank, you’ll receive a custom PDF guide that breaks down your account’s structure in plain English:

  • 🔹 Object Mapping & Entity Relationships – A clear, visual map of how your data flows

  • 🔹 Key Terms Glossary – Translate HubSpot language into terms your team understands (e.g. “Deal” = “Student”)

  • 🔹 Admissions Journey Map – A simplified view of how your system works, built using your real-world terminology

Perfect for onboarding new staff, keeping teams aligned, and referring back to when you need a refresher.

🎯 Who It’s For

This add-on is ideal for:

  • Education organisations who want to manage staff onboarding to HubSpot internally

  • Teams looking for on-demand, reusable training resources

  • Anyone needing a clear, accessible overview of their customised HubSpot setup

Teamwork

Pricing