The Florida Institute of CPAs (FICPA) wanted to broaden their marketing horizons and ditch their outdated Adestra email system for the powerful HubSpot Marketing Hub. Recognizing the need for expert guidance, they brought Ricochet on board to oversee the implementation and training for this new system.
Ricochet didn’t just stop at setup; we rolled up our sleeves and dove into the nitty-gritty. First, we helped FICPA negotiate the best deal for the HubSpot software and a second integration platform to connect their AMS. Then, Ricochet mapped out the entire data integration plan and drafted all the necessary technical requirements.
But that’s not all! Ricochet also led a comprehensive staff training program spanning over three months and provided valuable advice on how to redefine FICPA’s marketing processes for maximum efficiency. Spotting a golden opportunity, Ricochet even took the initiative to update FICPA’s privacy policy and email subscription options before the new system went live.
