We don’t just configure HubSpot—we build a foundation for sustainable fundraising and community engagement by deeply understanding your mission:

• Mission-Driven Discovery Workshop — A focused session with your leadership team to align on fundraising challenges, program needs, and growth opportunities
  
  
• Constituent Journey Mapping — We chart how donors, volunteers, and community members interact with your organization to ensure HubSpot supports every meaningful moment
  
  
• Technology Ecosystem Assessment — A full audit of your tools (email, CRM, finance, donor portals, etc.) to ensure seamless integration and minimal disruption
  
  
• Team Alignment Across Departments — We bring together development, marketing, and program teams to break down silos and create unified engagement strategies
  
  
• Implementation Blueprint — A customized roadmap that outlines your requirements and goals so we can execute with precision and clarity

We set up your HubSpot account with nonprofit-ready configurations that support fundraising, engagement, and internal collaboration:

• Website Integration — We connect your site and donation forms to HubSpot, enabling visitor tracking, conversion capture, and personalized donor experiences

• Brand Consistency Setup — Logos, colors, and branding elements are embedded to create a consistent look and feel across all touchpoints

• Communication Engine Configuration — Custom email and communication preferences ensure deliverability and relevance to your supporters

• Analytics Accuracy Configuration — Internal IP filters and attribution tools give you clean, reliable campaign performance data

• Role-Based Access Control — We establish user permissions so each team member sees exactly what they need, without overwhelm

We help you transform your data into a powerful asset that drives mission success and donor retention:

• Mission-Aligned Data Model — Custom fields and objects built around programs, donors, volunteers, grants, and more

• Fundraising Operations Setup — Pipelines for major giving, recurring donors, events, or grant cycles—tailored to how your team works

• Data Cleanup & Migration — We cleanse, organize, and import your historical data—no matter how messy—to ensure continuity and clarity

• Complex Migration Expertise — From spreadsheets to Salesforce or Blackbaud, our “eat the whale” method tackles the toughest transitions

• Integration-Ready Architecture — Data structures designed to work well with accounting tools, email platforms, or fundraising apps

We build the infrastructure that powers multichannel engagement and sustained giving:

• Asset Migration & Rebuilds — Transfer and optimize your existing emails, forms, and landing pages for use in HubSpot

• Lead & Donor Capture System — Build forms, pages, and pop-ups that capture the right information at the right time

• Email Engagement Framework — Set up branded, high-performing templates for newsletters, appeals, event invites, and more

• Custom Integrations — We connect HubSpot with the rest of your ecosystem: Fundraise Up, QuickBooks, Givebutter, Classy, Google Sheets, and more

We equip you with clear, customizable reporting dashboards to track what really matters:

• Leadership Dashboards — Visualize high-level metrics across fundraising, communications, and engagement (10 key reports + 1 master dashboard)

• Impact-Driven Goal Tracking — Track KPIs like donor retention, average gift, or campaign ROI tied to organizational outcomes

• Campaign Performance Visibility — See which emails, appeals, or content are driving real donations—not just opens and clicks

   

We empower your team to confidently use HubSpot—not just learn where to click:

• Role-Based Training Paths — Custom sessions for fundraisers, marketers, program staff, and leadership

• Live Working Sessions — Three intensive 1-hour workshops based on your unique use cases

• Hands-On Practice — Real-world examples and activities that build confidence and clarity

• On-Demand Resources — Curated self-paced materials to support long-term growth

• Custom Support Materials — Internal guides, cheat sheets, and process documentation to onboard new staff and reinforce best practices