NCACPA's Digital Transformation
Ricochet set up HubSpot Marketing Hub for the North Carolina Association of CPAs and stayed on as a digital mentor to keep its member data clean.
What was holding NCACPA back?
The North Carolina Association of Certified Public Accountants (NCACPA) serves a community of more than 12,000, and it wanted stronger engagement with its members and customers. Its marketing needed one platform to manage campaigns across channels. Any new tool also had to work with the NetForum AMS, where member records lived. NCACPA asked Ricochet to explore marketing automation and bring HubSpot Marketing Hub into its operation.
What did Ricochet build?
Ricochet implemented HubSpot Marketing Hub as NCACPA's platform for multi-channel marketing. Before connecting it to NetForum, the team ran thorough data hygiene reviews so clean records moved between the two systems. Ricochet then helped NCACPA develop campaign strategies for the new platform. Over time the role grew into digital mentorship. Ricochet gives ongoing HubSpot guidance and keeps adding to NCACPA's marketing toolkit while protecting the integrity of its data.
What changed for NCACPA's members?
NCACPA's members and customers now hear from an association that knows them better. Because HubSpot and NetForum share clean, matched data, messages can reflect each person's actual record instead of a generic list. Campaigns run across channels from one platform, so outreach feels more personal and more consistent. With Ricochet guiding the team, NCACPA is set up to build stronger connections with the people it serves.
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