Payments
Dues and fees posted once
Associations · HubSpot
HubSpot Setup for Associations
For the association that has outgrown its AMS's reporting, or has none: the member as a contact, dues as deals, renewals as workflows.
At a Glance
- Platform
- HubSpot
- Build
- Full, From $12,000
- Built In
- About Four Weeks
- First Engagement
- $16,750 and up
The Stack
What Runs Where
Eight 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
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 audit sets the number.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, FullFrom $12,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$16,750 and up
$15,750 and up with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with HubSpot or any platform named here.
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