Nonprofit Marketing Operations Platform
AKA New Media
Challenge
Multiple disconnected tools creating data silos. Manual reporting consuming operational capacity. Inconsistent donor data preventing effective segmentation. Lean teams unable to scale personalized outreach.
Approach
Audited cross-platform data architecture (CRM, email, social, web)
Centralized operations in HubSpot as single source of truth
Designed behavior-based segmentation and automation framework
Built modular content system enabling non-technical team execution
Execution
Restructured data flow eliminating donor information fragmentation
Developed nurture workflows aligned to donor lifecycle stages
Created reusable landing page, email, and dashboard templates
Established automation rules reducing manual campaign processes
Democratized content creation through self-service templates
Impact
Improved donor retention rates
Increased qualified lead volume
Reduced campaign setup time 40%+
Enabled lean teams to execute enterprise-level personalization