AI Business Automation
AI Workflow Automation (End-to-End Processes)AI-Powered Growth Marketing
Marketing Automation (Email, Funnels, Drip Systems)From manual outreach to automated engagement across every program.
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A nonprofit, growing organization ran community outreach, housing, and support to underserved families. With increased participation, manual communication and a lack of participant information was used by staff.
Spreadsheets and individual email accounts were used to maintain program updates, invite to events, and follow up. This proved challenging to get consistent communications out and record engagement.
They required an integrated marketing system to handle participant information, automate marketing outreach and enhance communication between the various programs.
It also wanted a solution that was scalable and would work well for future growth, but with less administrative work in the team.
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Director of Community Programs
The Unboxx team adopted HubSpot Marketing Hub to streamline the data of the participants, marketing efforts and community outreach, bringing everything into a single connected platform.
In all programs, custom contact properties, audience segmentation and lead capture forms all grouped information about participants, and enhanced data quality.
Employees got timely communications and were better able to keep participants engaged by using automated email workflows to replace repetitive follow-ups.
Reporting dashboards gave leadership instant insight into the performance of the outreach, campaign activity and the engagement of participants, allowing them to make informed decisions.
The solution developed a scalable marketing platform which minimized manual efforts, standardized communication and facilitated future community awareness activities.
HubSpot replaced manual outreach with automated marketing that made it easy to keep participant information organized and communications consistent throughout each program.
Teams reduced the amount of time spent on spreadsheets and spent more time helping the community with automated workflows and central data.
Marketing performance was more visible, and reporting was more reliable, as leaded by leadership through real-time dashboards.
The outcome was an effective and efficient outreach platform, better engagement and sustainable organization development.
Reduction in Manual Follow-Up Activities
Automated Pre-Enrollment Email Workflows
Improvement in Contact Data Organization
Faster Participant Response Times
Automated Form Routing to the Right Teams
Improvement in Marketing Visibility Through Dashboards