An edtech company that runs online, career-focused programs with leading universities, for adult learners in Australia and the UK.
A simple project that turned out to be tangled
It started as a simple project. Once we were in, the data turned out to be badly tangled. Their learning platform pushed contacts into HubSpot without the program they belonged to, automations were running that nobody had a full list of, and properties and workflows had piled up over time. The enrollments team and the student experience team couldn't trust what they saw.
Untangled it first, then built on clean data
Untangled the data
Mapped every automation coming in from the learning platform, fixed contacts arriving without a program, and cleaned up properties and workflows.
Rebuilt the sales process
A new process and data points for the enrollments team, rolled out with training in stages.
Built spaces for teaching teams
Custom objects for each learner in each program, so teachers and coaches can track learning progress, pass and fail.
Built the reporting
Dashboards for enrollments, student success and career coach meetings.
Wrote it down
SOPs so the setup stays clean.
Before and after
Before
- Contacts arriving without a program
- Automations nobody had a list of
- Properties and workflows piled up
- No view of learner progress
After
- Every learner linked to their program
- Every automation mapped
- A clean setup
- Progress, pass and fail tracked in HubSpot
Clean data, and a clear view of every learner
What was one complicated system with a lot of moving parts now works as one connected setup. The enrollments team moved onto the new process, and teachers and coaches can see each learner's progress in one place.
"Going really well... we had a record April and I feel the 'new world' certainly assisted in us achieving this!"
D. CairnsHead of Enrolments"Alyssa has been an incredible support and operator in working through complex data model changes, planning and migration. From ideation through to implementation and training support she has been a great communicator and clearly has an incredible depth of knowledge and insight regarding HubSpot's functionality, potential and limitations. Our project was interrupted and delayed on multiple occasions for internal reasons and Alyssa was a willing and flexible partner reassessing timelines and focussed on ensuring the delivery was still to her high standards. A great consultant to work with."
M. PowerWhy it matters
Clean data to build on. Once the tangle was gone, the business could add what it really needed, like tracking each learner's progress, without the old problems coming back.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.