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Case Study

A customised HubSpot onboarding built around real integration and migration decisions

aXcelerate-logo

aXcelerate is an experienced HubSpot user, not a beginner - 8+ years on the platform. Lupo delivered a tailored onboarding shaped around CRM integration reality, a website move from a custom-coded setup to a theme-based build, and the practical implementation calls that come with a complex education platform.

CMS Education CRM & Integration Website migration

8+ years on HubSpot

Specialist help to level up, not start from scratch

~40 pages scoped for migration

Custom-coded → theme-based, SEO continuity planned in

Integration governance

duplication and sync risk designed out up front

About the client

About aXcelerate

aXcelerate is an Australian education-management company providing a student management platform used by training organisations. An experienced, enterprise-scale HubSpot user, aXcelerate needed specialist support to move off a custom-coded website build and get its integration architecture right.

Industry
Education management (software)
Location
Milton, Queensland
HubSpot
CMS
Scope
Customised onboarding · Website migration· integration planning (~40 pages)
Client since
Since 2019

The challenge

An experienced HubSpot team that needed specialist, not generic, onboarding

Core problem

After 8+ years on HubSpot, aXcelerate knew the platform well, but needed specialist help to migrate off a custom-coded build and get the integration architecture right. This called for a practical engagement, not a stock rollout.

Custom-coded to theme

Moving a custom-coded website to a theme-based HubSpot build while keeping SEO and content structure intact.

Integration reality

Planning how aXcelerate and HubSpot work together, including the risk of connecting multiple aXcelerate environments to one HubSpot instance.

Duplication & plugin risk

Reducing duplication, avoiding search-heavy sync behaviour, and assessing enrolment plugin changes during the rebuild.

The solution

A customised onboarding built around integration and migration reality

Lupo reviewed the real environment first, validated scope early, and designed around how the integration actually needed to behave.

employee-working-on-computer-in-office-aXcelerate
  1. 01

    Review the live environment

    Temporary portal access to review licences, hubs in use, technical setup and website requirements before finalising recommendations.

  2. 02

    Validate assumptions early

    Worked through assumptions, exclusions, the chosen theme, sitemap direction and migration requirements to keep onboarding grounded in real scope.

  3. 03

    Design around integration reality

    Addressed sync behaviour, record-association logic, plugin dependencies, and more efficient alternatives to repeated per-record lookups.

  4. 04

    Coordinated follow-up

    Meetings, email follow-up and Professional Services coordination turned technical questions into clear next actions.

Solution Stack

Platform

  • HubSpot CRM
  • CRM

Growth infrastructure

  • Theme-based website build
  • Sitemap & migration plan
  • Integration governance
  • Duplication/sync design

Enablement

  • Live-environment review
  • Scope validation
  • Professional Services coordination
CMS Theme build Integration governance SEO continuity Onboarding

The results

A clearer HubSpot roadmap across CRM, website and integration

The onboarding positioned aXcelerate with a practical roadmap across CRM setup, technical review, website migration planning and integration governance, aligned to how the team actually needs HubSpot to work.

Clarity

Implementation decisions tied to the actual portal setup, chosen theme and migration scope

Control

Visibility into duplication risk, sync-design choices, and how website changes affect CRM/enrolment workflows

Confidence

A reliable path to getting HubSpot working within a complex education environment

Grounded in the real setup

Recommendations built from a live portal review, not assumptions.

Momentum maintained

An active engagement with follow-up meetings keeping the roadmap moving.

Before & after

What changed for aXcelerate

Before

After

Custom-coded website build
Theme-based HubSpot CMS build planned
Integration approach undefined, risk unassessed
Integration governance and sync design defined
Duplication and search-heavy sync risk
Duplication risk reduced by design
Assumptions unvalidated
Scope validated against the live environment

The client's voice

In their words

We have worked with Michael, Glenn and the rest of the Lupo Digital team over a number of years and have always found them to be highly skilled and professional… Their knowledge and skills in HubSpot implementation are also exceptional…

R. Mackay aXcelerate

Questions buyers ask

FAQ

Delivered a customised HubSpot onboarding covering CRM setup, a custom-coded-to-theme website migration, and integration governance.

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