The Solution

Phase 1: Discovery & Alignment

• Interviewed leadership, marketing, membership, and technology stakeholders
• Documented the current stack: iMIS, Mailchimp, Hootsuite, Agency Analytics
• Built user stories defining required HubSpot functionality
• Confirmed two-way iMIS integration approach and reporting needs
• Delivered a phased roadmap with costs for discovery, design, and build

Phase 2: System Design & Data Modeling

• Mapped ten iMIS IQA queries to HubSpot Contact, Company, and Deal objects
• Designed field-level mapping for individuals and contractor/non-contractor companies
• Defined upsert logic for core records, insert-only for transactional deals
• Created a custom iMIS ID property to prevent duplicate records
• Set governance rules separating association-side and foundation-side data

Phase 3: Implementation & Integration

• Built a two-way Python integration for nightly syncs
• Configured upsert and insert logic across ten IQAs
• Enabled HubSpot-to-iMIS email open write-back via activity records
• Migrated 2,400 prospects into HubSpot, ending manual list uploads
• Configured properties, forms, landing pages, brand kit, and dashboards

Phase 4: Training & Enablement

• Trained the team on imports, landing pages, email builds, and forms
• Documented sync logic, field mappings, and error handling
• Ran weekly status meetings with a shared tracking board through go-live
• Trained membership and marketing teams on their respective workflows
• Moved NALP to a monthly retainer for hygiene and enhancements

Phase 5: Reporting & Analytics

• Connected Google Analytics and Canva for content and reporting
• Built landing page and email templates for ongoing campaigns
• Configured a nurture series and subscription preference page
• Built dashboards consolidating social, email, and web reporting
• Set permissions for integration admins, super admins, and general users