The Colorado Medical Society (CMS) needed a true home for its marketing, membership, and communications work, and turned to Ricochet to lead a full HubSpot Marketing Hub implementation.
Ricochet led over 100 general and specific configuration tasks to get CMS’s new HubSpot instance built to spec, prepared integration documentation and coordinated with the integration developer, and worked alongside an AMS implementation project running at the same time. The team also refreshed CMS’s email templates using HubSpot’s newer cloning tools and established a sensible starting set of automations ahead of launch, while managing a data cleanup so the new system started with clean records.
CMS staff moved through weekly on-demand training assignments plus live in-person sessions, with an optional HubSpot Marketing Software Certification available at the end. CMS targeted a partial launch by Labor Day and a full launch by Halloween, with time built in afterward for bug resolution. With implementation complete, Ricochet is now providing ongoing HubSpot Evolution Coaching to keep CMS’s team confident and current as they put the new system to work.
