CASE STUDY Platform Sports Management TBC · PSM SIGN-OFF

PSM takes athletes from New Zealand and Australia to US college sport.Now every family can see exactly where they are on the way.

We built PSM a members-only athlete portal on HubSpot CMS: one place where each athlete and their family see their upcoming calls, the notes from every meeting, the trainings still to do, the documents PSM is waiting for, and the coaches PSM has contacted for them. All of it read live from the CRM their team works in.

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Tuesday 9:41
MAIL · NOWRe: Where are we at?Just checking in again…
MAIL · 2H AGOFwd: Transcript?Which folder was it in?
MAIL · YESTERDAYRe: Which link do we book?Sorry, one more question…
9:41
Platform SportsTA
Hi, Test Athlete
THU16 UP NEXTParent call · 10:00
NOTES
6 saved
TRAININGS
2 to do
WAITING ON YOUVisa formUPLOAD
COACHES CONTACTED4 colleges
LATEST NOTESUMMARY
Parent call
Book your athlete manager
ILLUSTRATIVE DATA
DEPARTURES LIVE AUCKLAND {{ clock }}

Illustrative departures board for five athletes. Before the portal, every status read “Where are we at?”. With the portal, every status is read live from HubSpot: 4 coaches emailed, 2 trainings due, visa document needed, call Thursday 10:00, notes saved.

{{ hero.cap }} ILLUSTRATIVE DATA
BOARDING PASS TBC · PSM LOGO
AKLAuckland, New Zealand
1–2 YEARS
USAUS college sport
PASSENGER
Platform Sports Management (PSM)
ROUTE
Sports recruitment, US college scholarships
PLATFORM
HubSpot CMS + Google Cloud
CREW
Joseph Roxas, Senior Solutions Engineer
MANIFEST
Members-only athlete portal on HubSpot CMS, a Google Cloud function for meeting data, masterclass video migration, a staff preview tool
Platform Sports Management
PSM × THE REVOPS COMPANY
FLIGHT STATSLIVE Athletes placed and scholarships: PSM.
{{ st.a }} athletes PSM has placed in US college sport
{{ st.b }} in scholarships secured for them
5 → 1
CallsNotesTrainingsDocumentsCoaches
things families used to chase, now on one dashboard
{{ st.d }} pages to build when PSM adds an athlete
GATE OPENTHE ONE PLACE

One place for everything about their journey.

Every athlete gets a dashboard of their own, and so do their parents. Five things that used to live in inboxes, folders and other logins now sit together, always current.

Athlete portal · Dashboard
Platform SportsTA
Welcome back, Test AthleteStage 3 of 4 · Placement
1
Upcoming calls
THU16Parent call10:00
MON20Placement review14:30
Book your athlete manager
2
Saved notes6
Parent callSUMMARY
Profile reviewSUMMARY
3
Trainings2 to do
✓▶▶
4
Documents2 waiting
Visa formWAITING
Passport copyWAITING
TranscriptRECEIVED ✓
5
Coaches contacted4 colleges
D1EMAILED
D2REPLIED
NAEMAILED
D1CALL SET
ILLUSTRATIVE DATA
01 THE PATHWAY LEG 1 OF 4

A one-to-two-year road from a first consultation to a US college team.

An aircraft wing above the clouds at sunset
FROMNew Zealand & Australia
4 STAGES · ABOUT A DOZEN MILESTONES
TOA US college team

Platform Sports Management helps athletes from New Zealand and Australia win places and scholarships at US colleges. The team is made up of former college coaches and student-athletes. In more than a decade they have placed over 2,000 athletes and secured more than $200 million in scholarships.

The road is long. Each athlete moves through four stages, Onboarding, Building, Placement and Finalising, with about a dozen milestones along the way. Eligibility, grades, documents, coach conversations and offers all have to line up.

STAGE 1 OF 4
Onboarding
STAGE 2 OF 4
Building
STAGE 3 OF 4
Placement
STAGE 4 OF 4
Finalising

Every step involves three parties: the athlete, their parents and a PSM athlete manager. Parents usually fill in the signup form and take the calls. Athletes have the most at stake, and before the portal they saw the least of it.

SEAT 1BParents SEAT 1AThe athlete CREWPSM athlete manager
A swimmer mid-stroke
SWIMMING
A golfer at the top of a swing
GOLF
A tennis player stretching for a forehand
TENNIS
A football at a player’s feet
SOCCER
Volleyball players at the net at sunset
VOLLEYBALL
02 THE BLIND SPOT LEG 2 OF 4

“Where are we at?”

Everything about an athlete’s journey already lived in PSM’s systems. Their stage sat on a placement ticket in HubSpot, eligibility and GPA on their contact record, documents in Google Drive, and every call in the meeting log. None of it was visible to the family it was about.

So every “where are we at?” became an email or a call to a small team, and four things lived in four places:

INBUNCLAIMED
Status lived in inboxes. The only way to know the stage was to ask.
DRVUNCLAIMED
Documents lived in folders. CVs, transcripts and visa papers sat in shared Drive folders.
CRSUNCLAIMED
Learning lived on another platform. The masterclass videos sat on a separate course site with its own login.
CALUNCLAIMED
Booking lived in links. Families had to find the right athlete manager’s calendar.

PSM had already designed the answer. Their own designer had mapped a members-only portal in Figma, and HubSpot Support had confirmed the basics were possible. What nobody had solved was getting each athlete’s private CRM data onto it, safely.

THE MANDATE What the portal had to do.
✓One place. ✓Your whole journey. ✓Only ever your own.
03 HOW WE RAN IT LEG 3 OF 4

Their design, made real, then sharpened by the people who use it.

FLIGHT LOG
PSM PORTAL · FIGMA
Dashboard · desktop
Mobile JRCan HubSpot do this? PSSettled on the call TBC · PSM’S FRAMES, WITH THEIR OK
MISSING Serverless functions Needed to call the API privately
MISSING Custom objects Nowhere obvious for documents
↓↓
BUILT INSTEADOne small function on Google Cloud Run
BUILT INSTEADHubSpot’s standard Listings object
HANDOVERLIVE · 20 APR 2026
▶
VIDEO GUIDE 1Editing the portal
▶
VIDEO GUIDE 2Managing athlete profiles
PSM owns everything it runs on, Google Cloud billing included.
A laptop showing a video call with a team
WORKING SESSIONS · MAY & AUG 2026
Pamela SavilleOperations Manager Sammi TawharuHead of Athlete Support

Their questions produced the best features. View As exists because Sammi asked how to see the portal the way an athlete does.

04 UNDER THE HOOD LEG 4 OF 4

One page for every athlete, read live from the CRM.

There is one membership page, not a page per athlete. When an athlete logs in, each section reads their own records:

  • Stage and checklist from 12 properties on their placement ticket
  • Eligibility and GPA from their contact record: NCAA D1, D2, NAIA, NJCAA
  • My Documents from their Listings records, each linking to their Google Drive folder
  • Meetings and summaries through a small Google Cloud function, parent calls included
  • Booking straight into the calendar of whoever manages their ticket
  • Members-only resources: the Knowledge Center, the Information Booklet and the masterclass videos, moved into HubSpot from the old course platform
CONTACT PROPERTYPortal Ready

Adding an athlete means setting up their record and switching on Portal Ready. HubSpot sends the invitation. There is no page to build.

PSM ATHLETE PORTAL: WHERE EACH DASHBOARD SECTION GETS ITS DATA One page reads each athlete’s own records. Only meetings need Google Cloud.
Read on the page itself Through Cloud Run Preview only
PSM’S HUBSPOT
ONE MEMBERSHIP PAGEPlatform Sports
OUTSIDE HUBSPOTCloud Run functionPSM’s own Google Cloud · calls the HubSpot API
↑ PREVIEW ONLY
View As, in the page editorStaff preview any athlete. The live page ignores it.
ROUTE{{ rt.from }} → {{ rt.to }}· {{ rt.how }}
Portal data flow: 5 sources, 1 page

Five walls, and how we got through them

Page editor · Athlete dashboard
Platform Sports{{ va.label }}
Welcome back, Test Athlete
Stage 2 of 4
Building
GPA
3.6
Documents
4
No member logged in A membership page only shows the logged-in member.
ILLUSTRATIVE DATA
THE DAY VIEW AS WORKED

“This is great news Joseph!! You have made my day.”

Pamela SavilleOperations Manager, the day View As worked
✓ NEXT SEASON ARRIVED

The portal is the base. Whatever staff log next, families can see next.

Inbox5
PRe: Re: Re: Where are we at?Fri
PRe: Which link do we book?Thu
PFwd: Transcript?Wed
PRe: Re: Where are we at?Tue
PRe: Where are we at?Mon
Re: Re: Re: Where are we at?5 messages
P
Parent · MonWhere are we at with the applications?
PSM
Athlete manager · TueLet me check and come back to you.
P
Parent · FriAny update? And which link do we book?
Platform SportsDashboardMy DocumentsMeetingsResourcesTA
Welcome back, Test Athlete
Stage 3 of 4Updated from HubSpot
Placement
OnboardingBuildingPlacementFinalising
Checklist9 / 12
✓Transcript uploaded
Coach shortlist
MeetingsSUMMARY
Parent call · Placement review
My Documents
Transcript.pdf
Visa documents
Book your athlete manager
BEFORE · EMAIL THREAD AFTER · DASHBOARD ILLUSTRATIVE DATA
ARRIVALS For PSM’s team, the work runs differently now:
The answer to “where are we at?” is on the dashboard.Families don’t have to email to find out, and it stays current through work staff already do in HubSpot.
One source of truth.The CRM drives the dashboard, so staff and families always see the same thing.
Better prepared calls.Staff open an athlete’s dashboard before a call, parent meetings included, without the athlete’s password.
Theirs to run.It runs on PSM’s own HubSpot, plus one small Google Cloud function they own.
THE NEXT LAYERTBC · CONFIRM IT’S LIVE

The same setup now carries the next layer: the scholarship amount recorded at verbal commitment, on the same placement ticket that already drives the dashboard. Because the portal reads the CRM, offers are the natural next thing families see.

A US college campus building
Scholarship offerCOMING NEXT
VERBAL COMMITMENT $—
ILLUSTRATIVE DATA

“Joseph, this is amazing.”

Sammi TawharuHead of Athlete Support
TBC · FOUNDER’S LINE MAY CLOSE THE PAGE
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