EdTech

Two motions, one architecture. B2B institutional and B2C learner motions, separated and engineered.

TEach compounding independently.

The challenge

A B2C HubSpot serving a business that had become B2B too.

An EdTech platform sold to individual learners and to enterprises. The HubSpot had been built for the original B2C motion — and it was now mixing the two. Conversion data showed it. Forecasts did too. The same nurture sequences were treating procurement leads like undergraduates.

Both motions were growing, but neither was being properly served by the architecture. Cohort enrolment was being managed manually because automation built two years earlier couldn't keep up. The team was the bottleneck, not the platform — and the platform was the reason.

"Our enrolment ops team can finally focus on improving the experience. The system handles the volume."

The context

Architecture engineered for the company they had become.

The business engaged RevM™ for a Revenue Reset followed by a combined Foundations and Acceleration programme. The brief was specific: distinct pipelines and motions, one shared source of truth, and automation that scaled with cohort intakes rather than against them.

The data model was rebuilt around accounts, contacts, learners and enrolments. Two pipelines, distinct workflows, one architecture.

We'd spent two years trying to make one HubSpot serve B2B institutions and B2C learners. The motions kept colliding. RevM separated them inside the same instance — each compounds independently now.

PT
Head of Growth
EdTech — institutional & B2C
What we did

A Revenue Reset followed by a structured Foundations engagement.

01
Revenue System Health Score
A full audit across all six assessment areas — CRM data integrity, pipeline and sales process, automation architecture, reporting, website and AI readiness.
02
Revenue Architecture Blueprint
A prioritised roadmap defining what needed to be restructured, rebuilt or removed — sequenced to deliver immediate commercial impact.
03
Revenue Foundations delivery
Implementation of the blueprint — CRM restructure, pipeline rebuild, workflow architecture cleanup and lifecycle stage alignment.
The deliverable

Two-Motion Architecture Inside One HubSpot

Institutional B2B and B2C learner motions engineered to compound independently.

Dual-motion · Cross-program attribution · Lifecycle-true
Revenue System Health Score
Confidential
Prepared for
Learning Forward
Score
52
Revenue Capture
68
Revenue Data
45
Revenue Engine
41
Revenue Intelligence
51
Revenue Optimisation
55
The outcomes

Two motions, one architecture, both compounding.

2
Motions separated

B2B institutional sales and B2C learner enrolment — each engineered with its own lifecycle, segmentation and attribution.

100%
Cross-program attribution

Clean answer to which course, cohort or curriculum is compounding revenue — finally measurable, finally defensible.

qtrly
4d
Time to programme insight

Programme performance now available within four days of cohort close — from a quarterly retrospective review cycle.

What came next

From diagnostic to ongoing architecture partnership.

Following the Foundations engagement, the business moved into a Revenue Acceleration programme — focused on engineering performance inside the now-stable HubSpot system.

The Revenue Reset created the conditions for everything that followed.

← Back to all work
The service used
Revenue Reset

A structured diagnostic that maps exactly where your HubSpot architecture is breaking down — and produces a prioritised blueprint for what needs to change.

Learn about the Revenue Reset →
Start with a diagnostic

Every engagement starts with a Revenue Reset.

A structured diagnostic that maps exactly where your HubSpot architecture is breaking down — and produces a prioritised blueprint for what needs to change.
Book a Revenue Reset →
Fixed scope No ongoing commitment
Delivered in 2–3 weeks

"A Revenue System Health Score and a Revenue Architecture Blueprint — specific enough to present to your board or your investors as a plan of action."