Exploratory call · 30 minutes
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There's a better way to work, and it starts with a conversation
Book an exploratory call with education specialists who understand your world. We'll get to know your goals and challenges, so every step that follows is built around you.
- Diamond HubSpot Solutions Partner
- Specialists in schools, colleges, universities and training providers
- 130+ years of combined education experience
You'll meet Chloe, Rose or Joe from our business development team
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Chloe Snedden Business Development & Strategy Lead -
Rose Young Business Development Consultant -
Joe Blackmore Business Development Consultant
What happens before, during and after your call
Follow the trail to see every step, from booking your call to your very first day on HubSpot.
01Before your call
Pick a time and we'll take it from there
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Book a time that suits youChoose a 30-minute slot in the calendar. You'll get a confirmation straight away.
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Your consultant says helloYour consultant will introduce themselves by email before your call.
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Tell us your goals and strugglesA few quick questions help us arrive prepared and make the most of your time.
02Your exploratory call
30 minutes, all about you
A relaxed conversation so we understand how your team works today. That way, your HubSpot demo becomes a walkthrough of exactly how the platform could work for you.
- Your goals
- Your current challenges
- Your systems today
03After your call
From tailored demo to your first day on HubSpot
- Tailored HubSpot demoBuilt around your needs, with sector examples
- Follow-up Q&ABring your team, ask questions, dig deeper
- Pricing and scopingUnderstand your investment and implementation
- Data and integrationsPlan your migration so the project starts right
- Your quoteEverything agreed, clearly laid out in a proposal
- Getting started callOnboarding begins. Let's transform your marketing, admissions or sales
Who you'll meet
Book a time with the team
Friendly faces who know education
What education providers say after their call
"The team asked plenty of questions in the call to ensure that the demo was tailored to our needs and to the multiple stakeholders involved."
"The demo was clear, tailored to our queries, and all parties were very friendly! Thanks!"
"The demo was very informative, and Chloe was helpful in answering all of our questions while focusing on the areas she felt were most important to us."
Trusted by schools, colleges, universities, training providers and education groups
Quick questions
Who should join the call?
We recommend inviting the people who know your current marketing and admissions processes and the challenges you’d like to solve. That might be a marketing lead, registrar or admissions colleague. If your questions involve connecting systems, a colleague who understands your current setup can be helpful too.
Do I need to prepare anything?
It’s helpful to think about your main challenges, the systems you currently use and what you’d like to improve. Bring any questions you’d like to explore, and share an existing requirements document if you have one, so we can focus the conversation on your team’s needs.
Is there any cost or commitment?
The exploratory call is free, with no obligation to go ahead. It’s a chance to discuss your challenges and explore whether we’re the right fit. If you’d like to take things further, we can give you an idea of likely costs, with full pricing confirmed once we’ve scoped your project together.
What if we already use HubSpot?
Already using HubSpot? Tell us how your team uses it today, what’s working well and where you’re getting stuck. We can discuss your current setup and explore where additional support could help you get more from it.
End of the trail, start of yours
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