Mint Strategies

Associations · Configuration

Associations on HubSpot

For the association that has outgrown its AMS's reporting, or has none: the member as a contact, dues as deals, renewals as workflows.

The Stack

What Runs Where

8 layers, with HubSpot holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no association engagement has been delivered yet.

System of record
HubSpot
Contacts, companies, deals, tickets, every email and call, and the reporting across all of it.
Intake
Forms and phone into HubSpot
Every enquiry becomes a record with a source and an owner.
Pipeline
HubSpot deals
Stages that mean something, with the rules as properties and workflows.
Follow-up
HubSpot sequences and workflows
Automated follow-up that stops the moment someone replies.
Reporting
HubSpot dashboards
Lead source, response time, pipeline and revenue in one place.
Payments
Stripe or QuickBooks
Dues and event fees posted once.
Mail
Google Workspace
One domain, one mailbox structure, staff mail on the record.
Visibility
Google Business Profile
Kept current for the members who search for the office.

What We Switch On

Inside HubSpot

  • Pipelines and stages built from how the business actually decides
  • Owners, sources and required properties so no record is half-filled
  • Sequences for the enquiries nobody has answered yet
  • The last ninety days of jobs imported, deduplicated and costed
  • Dashboards the owner reads weekly
  • The review request as a workflow

What it does not do. HubSpot starts free and grows with the business; the paid tiers are a decision for later, made on the numbers.

The Path

One Job, Start to Finish

The join

A join becomes a member record with the level, the dues and the source.

The dues

Billed on a schedule; the renewal sequence starts sixty days out.

The event

Registered and paid on the record; attendance tracked.

The lapse

Caught by the sequence, then by a person, before it is final.

The report

Retention and engagement the board can read in a page.

Connections

What We Wire In

Payments

Dues and fees posted once

Google Workspace

Staff mail on the record

Reporting

The monthly retention report

What It Costs

The Full Build

The general CRM is the system of record, built out to how the business runs: the Full Build, and the Score Card sets the number.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, FullFrom $12,000

Four weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$17,750 and up

$16,750 and up on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with HubSpot or any platform named here.

Start Here

Find Out Where You Actually Stand

Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

Get Your Score