Ricochet Association Transformation
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HubSpot

How do I implement HubSpot for my association?

Ricochet sets up your Marketing Hub in 16 weeks and Sales Hub in 12, set up for your marketing, sales and sponsorships, with your systems integrated.

Choosing HubSpot? Meet with us

Training

How does Ricochet train my team?

Every user gets training on how HubSpot works and how to use it for real association work, so your team can run it on its own after launch.

  • A laptop showing a video lesson.

    Weekly video lessons

    Short lessons matched to each week of the launch.

  • A printed quiz card with a pencil.

    Quizzes

    Quick checks that the lesson stuck, through the HubSpot certification exam.

  • Two coffee cups beside an open notebook.

    One-on-one sessions

    Time with a Ricochet HubSpot expert on your own work.

Marketing Hub and Sales Hub

What does Ricochet set up in each Hub?

Implement one Hub or both. Ricochet handles most of the configuration, and your IT team handles a few tasks with step-by-step guidance.

Attract and keep members

Marketing Hub

  • Your web domain connected and tracking code installed
  • Team inboxes, user permissions and custom CRM fields
  • A move from Adestra, Constant Contact, Higher Logic Informz or Mailchimp, with opt-outs carried over
  • New sending addresses and sender reputation protected
Sell memberships, sponsorships and booths

Sales Hub

  • A pipeline for each product: corporate membership, sponsorship and exhibit space
  • Sales sequences written for your audience
  • Lead routing, task assignments and follow-up reminders
  • Workflows that move marketing leads into sales
Platinum Agency Partner

Why implement HubSpot with a Platinum Agency Partner?

Ricochet is a HubSpot Platinum Agency Partner with a perfect five-star rating, plus Implementation and Trainer certifications.

HubSpot Partner Platinum Tier badge.HubSpot Partner perfect five-star rating badge.HubSpot Implementation Certification badge.HubSpot Trainer Certification badge.
The timeline

What happens each week?

Every week has a status meeting. Training and AMS data mapping run alongside the setup, so your team learns the system as it is built.

Marketing Hub16 weeks
  1. Week 1

    Account setup

  2. Weeks 2-3

    Data map

  3. Weeks 3-6

    Email templates

  4. Weeks 6-11

    Automations

  5. Weeks 11-12

    Subscriptions

  6. Week 13

    Reports

  7. Weeks 14-16

    Launch and observation

Sales Hub12 weeks
  1. Week 1

    Account setup

  2. Weeks 1-2

    Data map

  3. Weeks 2-4

    Segments and collateral

  4. Weeks 5-9

    Pipelines and stages

  5. Weeks 10-12

    Launch and observation

Your team

What does our team need to do?

Have an active HubSpot subscription. Bring us in while you are still choosing, so the plan and the purchase line up.

  • Marketing leaders join discovery sessions and co-develop email templates and workflows
  • Sales leaders join discovery sessions and approve pipelines
  • Reps test the system before launch
  • Your IT team completes a few guided technical tasks
30 - 50 hoursOf staff time during Marketing Hub implementation
20 - 30 hoursOf staff time during Sales Hub implementation
What you get

What do I get from a HubSpot implementation?

HubSpot set up for how your association earns revenue, with your data connected and your team trained to run it.

  • Built for your membersEmail, automations and subscriptions set up for association marketing.
  • Your data connectedYour AMS and other systems integrated, so records stay current.
  • A team ready to run itEvery user trained on real association work.
  • A launch on scheduleMarketing Hub in 16 weeks, Sales Hub in 12, with weekly status meetings.
Preview of the guide How should my association prepare for a move to HubSpot?
Free download
How should my association prepare for a move to HubSpot?

After launch, keep improving with Evolution Coaching, connect member data with the AMS Connector and give members a branded Preferences Portal.

Questions

What associations ask about HubSpot implementation

How long does a HubSpot implementation take?

Sixteen weeks for Marketing Hub and twelve for Sales Hub. Smaller scopes can launch faster, and we recommend a timeline after we review your goals.

How much of our staff's time does it take?

Plan on 30 to 50 hours of staff time for Marketing Hub and 20 to 30 hours for Sales Hub, spread across the project.

Do we need HubSpot before we start?

You need an active HubSpot subscription before implementation begins. If you are still choosing, we help you pick and license the right Hubs.

Can we implement one Hub or several?

Either. Marketing Hub, Sales Hub and Service Hub can launch alone or together.

Will you migrate our emails, forms and workflows?

No. We guide what to bring over and train your team to rebuild or import it on a schedule that fits.

We already use HubSpot. Can you help?

Yes. We audit and refresh your setup, then expand automation and AMS syncing.

How should we prepare before buying HubSpot?

Plan before you sign. Line up the purchase with your budget cycle and capital approval, check your current email platform contract for its end date and notice window, and plan at least four weeks with both platforms running. Ricochet helps you prepare the whole move at no cost, before you sign anything with HubSpot or with us.

Is the HubSpot license negotiable?

Yes, when you go in with a plan. Buying the right Hubs, tier and contact count matters as much as the price. Ricochet's experts negotiate these purchases for associations and help you apply for the nonprofit discount. For the implementation discount on Ricochet's services, Ricochet must make the first contact with HubSpot.

Let's talk about your association

Bring your toughest question. We'll help you find the next step.

Meet with us