The American Occupational Therapy Association (AOTA) was ready to revolutionize how they interacted with their members, event attendees, and customers. They selected HubSpot Marketing Hub to replace their outdated email system and selected Ricochet to seamlessly implement the new platform and train their staff.
Ricochet took the lead on the HubSpot implementation, completing four project tracks in just 14 weeks. Our team provided comprehensive HubSpot system training, preparing AOTA staff to ace the HubSpot Marketing Software Certification Exam. We spearheaded the HubSpot system configuration, including email templates, forms, automations, data hygiene, and essential technical settings. Additionally, we oversaw the AOTA team’s efforts to integrate over 400,000 records from their existing AMS system into HubSpot. Finally, we revamped the AOTA email preference center, introducing new email subscription categories and strengthening their data privacy policy.
The HubSpot Marketing Hub implementation launched on time and encountered minimal unexpected challenges. AOTA was so impressed with Ricochet’s expertise and efficiency that they decided to continue our partnership. Today, we provide year-round support and innovative marketing ideas, working closely with AOTA to continuously enhance their outbound communications and overall digital marketing strategy.
