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  • Online
Coming soon

Lead Finder: University B2B Outreach

Turn real demand signals into action. No licences, no waiting.
Register your interest
Register your interest

Smarter Outreach Starts Here

If you’re responsible for partnerships, short courses, research development, or executive education, this practical session is for you.

Right now, thousands of UK companies are actively searching for services and expertise that universities offer. In this live session, we’ll show you how to set up a lightweight ABM system using HubSpot Free, so you can spot these signals, build your target list, and start engaging your top prospects.

You’ll learn how to:

  • Set up a usable CRM in HubSpot Free (without touching your student systems)
  • Configure research intent filters to track real company interest
  • Create segmented target lists based on region, sector, and demand
  • Set up alerts and digests for your team to stay ahead

Whether you’re just getting started or trying to prove value before investing in tools, this workshop will show you how to take the first step.

When?
Coming soon
Location
  • Online
Event type
Sector
Tags

What We’ll Cover

This is a hands-on session designed to give university teams the tools and clarity to start using Account-Based Marketing straight away, even if you’ve never used a CRM before. We’ll walk through each step, from setup to outreach, using real examples and free tools.
Setting Up HubSpot Free
How to create your account, configure the CRM for B2B outreach, and get your team started, all without touching your student systems or requesting IT support.
Building a Target Account List
Use smart filters to identify companies that match your course offers, research strengths, or partnership goals, and import them straight into HubSpot.
Using HubSpot’s Research Intent Tools
See how to track companies that are actively researching education, training, and research topics, and how to filter the data for your department.
Segmenting and Prioritising Prospects
Create meaningful segments by industry, region, company size, and intent signals, so you can focus on the most relevant opportunities.
Setting Up Alerts and Digest Reports
Automate weekly or monthly reports and notifications that keep your team informed about who’s showing interest, without needing to log in daily.
Choosing Your ABM Path
Learn the differences between our CRM Kickstarter, ABM Launchpad, and Accelerator, and how to choose the right starting point for your department.

Who should attend?

This workshop is designed for higher education teams who work directly with employers, funders, or industry partners. Whether you’re driving income, engagement, or collaboration, this session will help you focus your efforts and prove value quickly.

Executive Education Teams

Looking to boost enrolments, streamline outreach, and build lasting relationships with corporate clients.

Research & Innovation Offices

Seeking to engage funders and partners more strategically, and track interest in research collaboration and knowledge exchange

Corporate Partnership Managers

Focused on building long-term relationships with employers, sponsors, or philanthropic partners.

International Recruitment Teams

Working to personalise outreach to key regions, agents, and institutions to grow international enrolment.

Short Course and CPD Leads

Wanting to attract the right learners and decision-makers, and grow demand for professional development offers.

CRM and Marketing Support Staff

Helping teams manage data, configure systems, or coordinate campaigns — especially where no B2B-ready CRM is in place.

Agenda: Your Hour, Well Spent

This session is structured to maximise your time, with a blend of walkthrough, real examples, and actionable steps. You’ll leave with the confidence and tools to move forward straight away.

1 -

Welcome & Setup

Quick intros, context-setting, and why this workshop matters now for HE teams.

2 -

HubSpot Free: Fast CRM Setup

Live walkthrough of a B2B-ready CRM build — tailored for non-technical teams.

3 -

Finding & Segmenting Your Best-Fit Accounts

How to import data, apply filters, and prioritise high-value organisations.

4 -

Using Research Intent to Spot Real Demand

See how to configure HubSpot to surface companies already researching topics you offer.

5 -

Automating Alerts & Digest Reports

Step-by-step setup of notifications and weekly/monthly roundups for your team.

6 -

Mapping Your Next Step

Compare Kickstarter, Launchpad, and Accelerator routes — and assess your ABM readiness.

7 -

Live Q&A and Wrap-Up

Open floor for questions, tips, and a quick recap of what you’ll leave with.

What You’ll Leave With

This isn’t just a walkthrough, it’s a working session. By the end of the workshop, you’ll have a functioning system, a clear approach, and practical tools to start engaging your best-fit prospects right away.
A Working CRM Setup in HubSpot Free
A clean, B2B-ready CRM built for partnerships, not students — including key fields, pipelines, and tracking settings.
A Segmented List of Target Accounts
A focused list of companies filtered by sector, location, size, or topic interest, ready to engage or export.
A Configured Research Intent Dashboard
A live view of which companies are actively researching your services, training, or research themes.
Weekly or Monthly Digest Alerts
Automated reports showing which companies to follow up with, no login required.
A Clear Next Step for Your Team
You’ll know exactly how to continue — whether that’s DIY, a Lighthouse Kickstarter, or a full ABM rollout.

Your Hosts

Mike Scott
Chief Tea Boy and Marketeer
Mike helps purpose-driven organisations build systems that drive member value and reduce churn, using the best of inbound marketing, HubSpot, and a strategic dash of common sense.
Archie Homer
Digital Project Manager & University Lecturer
Equal parts strategist and practitioner, Archie helps teams translate member experience challenges into digital solutions, and teaches Digital Business at Harper Adams University.

FAQs - What You Might Be Wondering

Still on the fence? Here are some quick answers to the questions we hear most often from university teams exploring ABM for the first time.

Still have questions?
We’re happy to help. Drop us a message or ask live during the session. No question is too small, especially if you’re just starting out.
Register your interest
Lead Finder: University B2B Outreach
Turn real demand signals into action. No licences, no waiting.