PLC Sydney Preschool needed a structured CRM environment to manage incoming leads and customer information more effectively. The CRM needed to reflect their lead management processes while providing the team with an organized way to track and manage prospective families.
The challenge was to configure HubSpot around their requirements and create workflows that could support a consistent lead management process.
Hub Resolution configured and developed a customized HubSpot environment for PLC Sydney Preschool.
The implementation included CRM setup, customized properties, workflow configuration, and development aligned with their lead management requirements.
The setup created a structured environment for capturing, organizing, and managing lead information while supporting the team's day-to-day processes.
- A HubSpot CRM configured around PLC Sydney Preschool's requirements
- More structured lead management
- Organized prospective family and customer information
- Customized workflows supporting the lead journey
- A scalable CRM foundation for future growth
PLC Sydney Preschool's story
Managing enquiries and prospective families requires a clear process for capturing information, following up, and maintaining accurate records.
PLC Sydney Preschool partnered with Hub Resolution to build a HubSpot environment that could support these activities in a more structured way.
The project focused on creating a CRM setup that aligned with their lead management process while providing the flexibility to accommodate future requirements.
Creating a stronger lead management foundation
For an education organization, every enquiry represents an opportunity to build a relationship with a prospective family.
PLC Sydney Preschool needed a CRM structure that could help the team organize those enquiries and maintain visibility throughout the lead management process.
Hub Resolution configured HubSpot to create a more organized environment for managing lead information and related activities.
Customized CRM properties helped structure the information required by the team, while workflows supported recurring lead management processes.
HubSpot customized around the preschool's needs
Rather than relying solely on HubSpot's standard configuration, the CRM was adapted around PLC Sydney Preschool's specific requirements.
Hub Resolution handled the CRM setup, customization, and development required to create a business-specific environment.
The configuration brought together lead information, CRM properties, and workflows to support a more consistent process for managing enquiries.
How PLC Sydney Preschool uses HubSpot
The customized HubSpot environment supports PLC Sydney Preschool's lead management activities.
Centralized lead information
Enquiry and prospective family information can be organized within the CRM, creating a central environment for managing lead records.
Structured lead processes
Customized workflows help support recurring activities throughout the lead management journey, creating greater consistency for the team.
A connected CRM environment
CRM configuration and development bring the relevant information and processes together within HubSpot, giving the team a structured foundation for managing enquiries.
Supporting future growth
The HubSpot implementation provides PLC Sydney Preschool with a CRM foundation that can evolve as its lead management requirements develop.
The customized environment can be expanded with additional workflows, CRM configurations, and functionality as new operational needs emerge.
For Hub Resolution, the project demonstrates how HubSpot setup and development can create a structured CRM environment that supports education organizations in managing leads and building stronger customer journeys.
Neel Kalaria
CEO & Co-founder
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