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Case Study

National Fatherhood Initiative® Revamps Subscription Management System

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Improved Tracking

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Enhanced User Experience

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Reduced Manual Processes
AUTOMATION & ORCHESTRATION:

Streamlining Subscription Management with HubSpot

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The Client

 

National Fatherhood Initiative® is a non-profit organization. Its mission is to increase the involvement of fathers in their families’ lives  by equipping communities and human service organizations with the engagement training, programs, and resources they need to be father-inclusive. 

The Problem

  • Subscription tracking via hundreds of Google Sheets caused inefficiencies and avoidable mistakes for the National Fatherhood Initiative®.
  • Manual processes hindered subscription management, leading to errors, especially in distinguishing between renewed and new subscriptions and identifying cancellations.
  • Lack of automated tools led to difficulties in monitoring and managing bulk subscriptions, particularly for state agency customers.
  • The heavy reliance on manual input posed information security and financial risks as a result of human errors.
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The Solution

  • Integration of diverse event hosting platforms with HubSpot streamlined data consolidation, allowing seamless capture and synchronization of event information.
  • Employing Zapier as middleware facilitated the unification of orders from Eventbrite and Thinkific into HubSpot, centralizing products and transactions for streamlined management.
  • A comprehensive overhaul of the product library involved refining data by removing redundant products, incorporating essential fields, and making necessary adjustments to enhance data accuracy.
  • Implementation of robust reporting capabilities within HubSpot empowered the National Fatherhood Initiative to efficiently track revenue and monitor deals across all event hosting platforms from a single, consolidated interface.




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The Outcome

As a result of Aptitude 8’s efforts, The National Fatherhood Initiative® now has better tracking across its member lists and product portfolio, as well as a better overall user experience. The nonprofit now has a fully functional subscription tracking system. Most importantly, National Fatherhood Initiative® has a much more holistic view of their active, inactive, lost, and upcoming subscriptions.

All their sales reports and figures are pushed into HubSpot for a complete view on a single platform. This significantly cuts down the organization's administration times when creating monthly and quarterly reports, as the team doesn't have to pull from three different systems.
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Improved Tracking
Enhanced tracking across member lists and product portfolio for the National Fatherhood Initiative®.
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Enhanced User Experience
Achieved a better overall user experience through a fully functional and easily manageable subscription tracking system.
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Reduced Manual Processes
As a result of the new subscription management workflow, National Fatherhood Initiative® was able to reduce the time spent in manual processes allowing them to spend more time in value-add activities. 

The Tools

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Why Aptitude 8?

Nonprofits choose to work with Aptitude 8 because we specialize in building custom HubSpot integrations and automations that make operations more accurate, efficient, and user-friendly. Our team can solve highly specific problems using HubSpot’s custom objects and its sophisticated data modeling features.

With just a few inputs from the National Fatherhood Initiative®, Aptitude 8 built an integration that significantly improved their overall subscriber management and customer success processes.
Whether you need a complete system overhaul or a small, custom-built integration, we can find a way to make HubSpot work for you.


 

HOW WE SET YOU UP FOR SUCCESS

Next Steps

The Aptitude 8 team provided the team with training materials and eventually worked together again on a HubSpot CMS project you can read about here. 





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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