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Transform Engagement, Revenue & Efficiency — Fast.
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Built for mission-driven organizations
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Integrates with HubSpot + your core systems
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Includes strategy, automation, reporting & training
Disconnected Experiences Are Costing You Revenue
Your Audiences Expect More Than Manual Processes Can Deliver
Organizations today struggle with fragmented systems, inconsistent communication, and manual workflows that slow teams down. Without automation, every department feels the burden — and opportunities are lost.
- Leads don’t convert consistently
- Members/customers lapse without reactivation
- Campaign follow-up is manual and inconsistent
- Donor nurturing lacks structure
- Data lives in disconnected systems
- Teams operate in silos
- No real-time dashboards leaders can use
- Staff spends hours on repetitive tasks
Recreation Organizations We've Worked With
The Solution
The Recreation Marketing Automation Engine
Our structured, 60-day program gives your team a unified lifecycle blueprint, industry-specific workflows, clear dashboards, and a prioritized technology roadmap — all designed to reduce manual tasks and accelerate growth.
The Five Pillars of the Engine
What's Included
Member & Program Lifecycle Blueprint
- Audience segmentation
- Core personas: Member, Program Buyer, Donor
- Member → program → donor lifecycle
- Communication pathways
- Channel recommendations
- KPI framework
Automation Engine Build
- Purpose-built for recreation revenue cycles.
- Core workflows:
- Member welcome
- Member engagement
- Member reactivation
- Donor nurture
- Cancellation risk triggers
- Campaign follow - ups
- Seasonal flows
Reporting & Measurement Setup
- Membership dashboard
- Program performance dashboard
- Cancellation trends
- Donor pipeline basics
- Acquisition vs retention reporting foundations
Technology + Integration Roadmap
- Tech stack audit
- System integration viability
- Data flow diagram
- Integration tier recommendations
- Proposed architecture
- Impact analysis on automation & reporting
Team Training + Launch Support
- Automation walkthrough
- Dashboard training
- Launch plan
- 30-day stability period
Flexible Automation Engine Tiers
Pricing Options
- Starter Engine
- Standard Engine
- Advanced Engine
Starter Engine
Perfect for: organizations with smaller budgets needing quick wins and a simple automation foundation.
- 6-10 core workflows
- Light persona/journey mapping (1 persona)
- Basic reporting dashboards
- Launch enablement & training
- Tech stack discovery (high-level only)
Standard Engine
Perfect for: Recreation organizations ready to modernize and unify key journeys.
- 10-14 workflows (member → program → donor touchpoints)
- Full journey blueprint (2–3 personas)
- Core reporting dashboards
- Integration roadmap
- Seasonal starter automation
- Team training + 30-day support
Advanced Engine
Perfect for: Multi-branch organizations with overlapping cross-functional pipelines requiring deeper automation and reporting.
- Everything in Tier 2
- Expanded journey blueprint (3 personas)
- Additional automation expansion pack
- Expanded seasonal flows
- Full Reporting & Analytics Suite
- Multi-department enablement (membership, programs, donor development)
From a YMCA in Action
“Integrating our YMCA registration software with HubSpot has been a total game-changer.”
“We can now build dynamic lists, track conversions through our sales pipelines, automate follow-ups and personalize outreach like never before. It streamlined our processes, saved our team time, and elevated how we connect with our community. I’d recommend that every organization integrate their registration software with their marketing CRM — it’s an investment that pays off quickly.”
- YMCA Brandywine
Grow Beyond the Engine With Flexible Expansion Add-On's
Automation Expansion Packs
Add-on automation bundles that deepen lifecycle engagement across members, donors, visitors, and seasonal campaigns. Each pack extends the core Engine with targeted workflows that drive higher retention, reactivation, and revenue lift.
Automation Examples Include:
- Membership Renewal Pack
- Program Enrollment Pack
- Family Segmentation Pack
- Seasonal Campaign Pack
Reporting & Analytics Suite
Advanced dashboard package that gives leadership clear visibility into member retention trends, program performance, donor pipeline health, and cancellation risk—turning fragmented data into actionable insights.
Dashboard Examples Include:
- Member Retention
- Program Category Performance
- Donor Pipeline
- Cancellation Risk
Integration & Migration Implementation
Migrate and create custom integration builds that connect your core systems directly into HubSpot. Unlock real-time data sync, complete customer profiles, and automated journeys triggered by actual behavior.
System Examples Include:
- Donor tools
- Ticketing tools
- Facility tools
- Membership tools
- Reporting tools
- POS tools
Ongoing Optimization Retainer
Monthly partnership that continuously improves your automation, launches seasonal campaigns, optimizes dashboards, and keeps your roadmap advancing—ensuring your Engine scales with your organization.
Retainer Examples Include:
- 3-Months | Stabilize & Optimize: Short-term support to refine workflows, launch seasonal campaigns, and optimize dashboards after go-live.
- 6-Months | Grow & Expand: Add new automation journeys, enhance reporting, support programming cycles, and advance your roadmap.
- 12-Months | Transform & Scale: Full partnership for continuous automation improvements, multi-season campaigns, system enhancements, and long-term lifecycle growth.