HubSpot in Higher Education: Digital Transformation Checklist

Transform your institution digitally with HubSpot—download your checklist today!

Are you ready to start your digital transformation?

There's been a big shift in higher education, quietly, but the digital transformation is accelerating to meet the expectations of its students. With online learning, digital classrooms, and digital libraries becoming the new normal, are you ready to find out how HubSpot could help you keep up? Whatever you're implementing, a strategic framework is crucial. This guide outlines steps to:

  • Define your digital transformation objectives: not sure exactly what you are looking for yet or if HubSpot would be the right fit? In our guide, we will take you through a few questions to help you define exactly what it is you want from a platform. 
  • Create the perfect action plans: Once you have decided if HubSpot is going to suit your goals, then it's time to create the perfect action plan to make sure your migration is as smooth as can be. A well-thought-out roadmap can prevent future bumps, potholes, and even road blocks along the way. 
  • How to implement your plans:  How you implement depends purely on which platform you are coming from and what tier you are heading to in HubSpot. In this guide we will walk you through several factors which will effect you and make sure you know how to tackle each one efficiently. 
  • The next steps: Digital transformation isn't static, once you are up to speed it doesn't mean you are going to stay there. With the goal posts forever moving you need to make sure you are ready to adapt with new technology and trends. This is where your post implementation review comes in, so you know where you are now and where you aim to be in the future. 

With these crucial steps, plus many more in the guide, you will have all you need to get started on your journey to digital transformation. 

HubSpot in Higher Education: Digital Transformation Checklist

Transform your institution digitally with HubSpot—download your checklist today!

Education download laptop

Download your copy

Our reviews

Excellent partner for support with scaling your HubSpot Environment

Gem was excellent at helping us review our existing HubSpot Environment to see where there were gaps, as well as helping onboard multiple departments in our company on the functionality of HubSpot. I would definitely recommend BabelQuest for any company ...

Cailin Sadler | Growth & Digital Marketing Manager | Kneat Solutions

BabelQuest are simply AMAZING

I can't compliment Eric & his team enough! We are a very needy client given the growth we're experience at the moment. Bridget has been looking after us and it has been a very fun, professional and valuable service. Our HubSpot portal is still not fully ...

Peter McCarthy | Chief Commercial Officer | Tommy's Tax

Very responsive - Bridget it great!

I just had to write this review to thank Bridget for all her hard work and attention to detail. She has been most helpful and has always been on hand to speak to and resolve any problems we may of had.

Julie Oldroyd | Sales & Marketing Director | Mixamate

Reliable - Trustworthy - Proffesional

I thought it would be fair to take a few minutes to feedback on my recent experience with Babelquest. Since we started working with Gem, it has been a bless and it has reminded me why I have decided to choose Babelquest in the first instance for HubSpot ...

Larisa Lucaciu | Consultant | 4D

Hoppiest froods!

We employed BabelQuest to assist in the transformation of our existing HubSpot CRM. We gave them the brief, walked them through the vision and design of the new-build and told 'em what we needed from them. They got it immediately and couldn't have been ...

Nigel Griffen | Sales Operations Manager | Solidatus

A 5 star service, babel quest will help you grow

Babel Quest have been working with VFE now for around one year and they have been great investment for us. Both the traffic to our website as well as the number of direct requests converting into business opportunities and sales has increased due to the ...

Adrian Goodbrand | Director of Sales and Marketing | Vacuum Furnace Engineering Ltd

Excellent product knowledge and guidance all through our CRM project

After talking to a few providers of HubSpot we settled on using Babelquest as their enthusiasm for the product was clear to see. At every stage from initial concept, through workshop and design they have been such a key part of our project and provided ...

Jonathan Bushell | Head of IT | Student Roost

Best Marketing We Have Ever Had!

BabelQuest have been absolutely fantastic to work with! Our marketing strategy and the content we are now putting out has gone from 0 to 100! And the resulting leads and new business speaks for itself! In the past year of working together we have built a ...

Slater Jinkinson | Head Of Sales | Vacuum Furnace Engineering Ltd

New to BabelQuest and HubSpot

We have started our HubSpot journey through BabelQuest. The level of professionalism and flexible support though the sales and then onboarding process has been very impressive. We at VFE, are really looking forward to BabelQuest's support with unlocking ...

David Byrne | CEO | Vacuum Furnace Engineering Ltd

Data clean up Strategy

Gem at BabelQuest was instrumental in supporting us to come up with data clean up strategy and plan of attack. There were many points of consideration and nuances which meant it wasn't a straight forward solution, but we worked together came up with a ...

Kara Staegemann | Global Marketing Information Systems Manager | Symphony RetailAI

Excellent system design and project management

We worked with Babelquest on an Enterprise environment for 20 schools within our group. Working directly with Eric, Gem and Chris. Excellent system design and project management throughout the entire process. Efficient team, excellent knowledge of ...

Liza Humphrey | Executive Director Global Admissions | GlobEducate

Quick, professional and incredibly helpful

I've been working with Gem at BQ for almost a year now and with no hesitation, I can wholeheartedly recommend them as a project and business partner. Knowledgeable, hands-on, quick, efficient - are only few ways to describe how great they are. On top of ...

Sylwia van Nieuwkerk | CRM & Marketing Automation Manager | CEG Digital

Knowledgeable and Comprehensive support

The team at Babblequest ( specifically Gem) are through and efficient with any request thrown there way. The needs of the individual business are always taken into account along with a strategic look at the bigger picture. Not only that they are a great ...

Liza Wrigley | Digital Marketing Analyst | CEG Digital

Fantastic Service!

I've been working directly with Babelquest for a little over a year, and am always surprised by how quickly, and pleasantly my queries are resolved. Whilst I mainly speak with Gem (who is, as her name suggests, a gem!), everybody else at BQ that I have ...

Oliver Dawson | Operations and Channel Development Specialist | CEG Digital

Great knowledge and customer service

Within CEG, we have been working with Gem Latimer as our main consultant. She has brought a breadth of knowledge that has helped our business grow and expand, with her clear insights into how data should be represented, processed and cleaned-up.

Silvana K. Tafur Yasuda-Bakker | Director of Marketing, Demand Generatio | CEG Digital

Supportive and Knowledgeable

Working with Gem from Babelquest has been great, she has an extensive knowledge of HubSpot and has provided solutions to all of our needs.

Ben Timney | Senior Director of Technology | CEG Digital

Supportive and Knowledgeable

Working with Gem from Babelquest has been great, she has an extensive knowledge of HubSpot and has provided solutions to all of our needs.

Ben Timney | Senior Director of Technology and Partner Support | CEG Digital

Best HubSpot agency by a mile!

We worked with Babelquest to help us set up HubSpot as our CRM and marketing tool in a small HR Consultancy. The team at Babelquest were super helpful and knowledgable and we have now been using HubSpot for a year and absolutely love it! It We will ...

Emma Browning | Managing Director, Award Winning, Independent HR Expert | Meraki HR

An absolute Gem!

Working with Gem at Babelquest is a joy. She keeps projects on track in the most professional and pleasant manner and her knowledge of HubSpot is enviable. Currently working on a new website launch within HubSpot and with tight deadlines it's very ...

Suzanne Bull | Director of Content and Communications | CEG Digital

Inbound marketing delivered by passionate experts

I've worked with the folks at BabelQuest and always been impressed with their knowledge, dedication and passion for inbound marketing. A friendly, approachable agency, it's great to see them delivering such top results. Recently they have also helped me ...

Charlie Williams | Freelance SEO & Content Strategy Consultant | Chopped Digital


I cant thanks these guys enough. At first glance i had no idea how to use the system but after 2 meetings with Chris i am well on my way to being a seasoned pro. As a tradesman i have no idea about CRM systems and tech but Chris and the team have been ...

Byron Morris | Business Owner & Gas Engineer | SureGas Boiler Repairs

Customer Focused Solutions

The only thing more adaptable around our business needs than HubSpot CRM, is the team at Babelquest. A great organisation that puts us first to find solutions that create value for us.

Andrew Davidson | |

HubSpot Business Unit Implementation

We had a brilliant experience working with Hannah on the implementation of our business unit within our global HubSpot platform. Hannah was quick to resolve any issues and kept us on track with the project plan. The documentation was well laid out and ...

Fran Battson | |

Great work by Laura and Gem to achieve tight timelines and led the CEG team through the work.

Great - very professional. Very impressed with Gem's technical skills and Laura's management of the schedule. "Can do" attitude from both.

Adrian Booth | CIO | CEG Digital

Rebuilding our CRM

It was a pleasure to work with Babel Quest. As a smaller company the complexities of creating a CRM system were relatively new to us, however Chris Grant (Consultant) was able to help us align our goals and build the perfect foundations to grow upon. The ...

Rob Dagwell | Head of Business Operations | Bidstack Group PLC

Makes HubSpot come alive

My company only joined HubSpot and last week I made contact for help and support, Lily was one of the most professional and helpful person I have came across, she made HubSpot alive to me, but most importantly showed me what a major benefit it will to my ...

Tom Magowan | Business Development Manager | Pulse Sales Solutions

Great account management experience

Working with BabelQuest has been a great experience so far. Working with Lily during the presale run up and onboarding phase was great. Clear expectations were set as to pricing, timelines and deliverables and the approach was professional throughout.

Ross Howard | Head of Product | Inbox Insight

Fantastic service

Lily and the team at Babel Quest carried out an in-depth audit of our HubSpot platform and we begun implementing some of their suggestions already. The service was straight-forward and Lily was a pleasure working with. Would definitely recommend.

Oisin Fahim | Marketing Manager | Hawk Training

Excellent sales experience

The initial sales process with Lily, Hannah and Eric has been professional, structured, clear and efficient. Lily really went above and beyond throughout; even reaching out to key members of our team to give advice on some things she'd been doing that ...

Ben Simpson | Director | MyWorkwear

Great Experience of HS integration with Hannah

Hannah assisted us sales leaders and the wider organisation to implement HS throughout our business whilst migrating older and underused and fragmented CRM systems. Wonderfully kind and helpful coaching was offered by Hannah, she was a great person to ...

Christian Wheeler | Head of European Sales | Shufti Pro

Experienced team who delivered on time, every time with our CRM project.

Our BabelQuest Project leader was fantastic to work with. Hannah was always available if needed. She would respond quickly, was very professional, pleasant, a product expert and was very adept at working with multiple silo's across our organization ...

Patrick Kelly | | Shufti Pro

Lily-Francesca Bristow et al

Project managing a six-month-long RFP and supplier selection process was made utterly enjoyable thanks to Lily Bristow and her colleagues at BabelQuest! What more can I say really... Lily herself is there to help, not to sell. She understands when to ...

Adrian Ashby | Digital Marketing Manager | AJW Group

Great Experience

I have been looking for a HubSpot partner to assist us to complete the sales and marketing implementation that we started some time ago. Discussing the project with Lily it was evident that our principles were aligned so we decided to proceed with ...

Jim Leitch | Managing Director | Link Integrated

Fantastic support & expertise

Second time working with BabelQuest now. Their expertise and support were great the first time around so I reached out when I moved company and we needed help get HubSpot running smoothly. Lily made the pre-sales process quick, clear and painless.

Melissa Pereira | Head of Revenue Marketing | 7 Bridges

Excellent Support and Service

At the beginning of our HubSpot Journey but have a had a great experience with BabelQuest to-date. Lily couldn't have been more patient and helpful - de-mystifying the different HubSpot platforms and services so that we have the right package for our ...

Sarah Chapple | Marketing Manager | THX Hire Xperts

Developing an operable sync between Salesforce and HubSpot

Hannah was extremely professional, guided us well through the process of identifying root causes and issues surrounding our country custom properties, which resulted in a step by step process on fixes. The issue has now been resolved and has meant that ...

Puneet Bola-Moore | Marketing Operations Manager | Ethixbase360

HubSpot support

Lily helped me choose the most suitable package for our business needs, we are excited to start our journey improving HubSpot to fit our business growth

Nigel Dunand | Managing Director | Sandler Training

A great team to work with

We have worked with Babelquest on several occasions, initially to help with onboarding and migrating our CRM to HubSpot, and have since further invested in additional services and learning support. The team is incredibly accommodating of our needs and ...

Libby Jones | Marketing Executive | The Cabling Company

Custom Margin Reporting Datasets

My team and I reached out to BabelQuest early in 2022 to help us with some custom margin and reporting functionality that was lacking in HubSpot. From the very beginning, their response time was impressively fast, and we were soon on a call with Hannah, ...

Matthew Bainbridge | Digital Strategist | Advatek

Very helpful

Hannah Fisher was friendly and helpful when helping us understand how to use HubSpot for inbox management.

Katie Macnamara | Community Management Lead | Neighbourly Limited

A real expert!

We approached Babelquest to help us with bringing our CRM closer to out of the box functionality. We had heavily customised our CRM, however as part of this we had lost basic reporting and insights. Hannah is a real gem. She clearly scoped out the work, ...

Cara Hyde | Finance Strategy Business Partner at Threadneedle | Threadneedle Software Limited T/A Solidatus

Chris is a wonder

Chris is highly professional, very talented and all round fun to work with.

Lincoln, S | |

Switched on and able to bring our ideas to life

We worked with Chris on a CRM project to help tidy up existing HubSpot data and implement processes that aligned with our new sales strategy. Chris was extremely switched on and able to assist and resolve the major queries we had going into the project.

Moro, M | |

Excellent execution and follow-through

The team at BQ did a wonderful job on a client website redesign and platform migration, including complex custom integrations - Platform is running smoothly, looking and performing better than ever. Thank you.

Satchwell, T | |

HubSpot Healthcheck - highly recommend

Fast, efficient and insightful! I would highly recommend a Health check from Bablequest to all businesses that use HubSpot. Bablequest made some excellent recommendations and uncovered issues that we were unaware of. We are looking forward to working ...

Fox, K | |

HubSpot CRM Implementation

BabelQuest fully supported the implementation. The knowledge base and cooperation throughout the whole process was to the highest standard. Support at meetings including senior reviews were fully supported. Our internal processes for Project management ...

Weaver, M | |

Lily gave us the confidence to make the final decision

Making the move from Goldmine to HubSpot, on functionality seemed like a no-brainer. But on cost, was a big decision to make. We knew the key to success was a successful implementation and onboarding process and we had a LOT of questions, and didn't ...

Young, M | |

Fast track to unlocking HubSpot's full potential

Chris Grant and the Team at HubSpot have delivered a rapid shortcut to unlocking the full potential of HubSpot. We knew it was a great tool but navigating the enormous capabilities of HubSpot and making choices that work for us was sometimes slow ...

Parkinson, S | |