Training and education

HUBSPOT EXAMPLE 07

Education Enrolment Funnel and Student Follow-Up

Nurture course enquiries with program guides, call tasks, application reminders, and enrolment pipeline visibility.

CourseBridge

Education Enrolment Funnel

CRM automation workspace with scoring, ownership, tasks, and reporting.

Qualification form

Smart fields collect the minimum data needed to route the lead.

Work email
Company size
Primary goal
Timeline
Submit and route
New
Acme Corp$45,000 ARR
Northfield$28,000 ARR
Qualified
Finova$72,000 ARR
Proposal
Stackr$96,000 ARR
Closed
Cloudvara$118,000 ARR
Enquiries
1,240
primary signal
Applications
312
routing logic
Enrolments
146
business outcome
Jane Doe
Lifecycle stageMQL
Enquiries1,240
Applications312
Enrolments146
12
OwnerSarah Martinez
TerritoryMid-Market
StatusActive

Automation Status

Workflow active

Tasks, owner assignment, and lifecycle updates are running.

01
Course enquiry
Supporting step
02
Guide sent
Current journey stage
03
Advisor task
Supporting step
04
Enrolment
Supporting step