Hubspot Automation
Power Up Your Member Journey
HubSpot can elevate your digital marketing to a whole new level — if you know the platform and understand credit union marketing. Automatically send member onboarding, recapture abandoned applications, or trigger cross-sell campaigns with real account data in an organized CRM tailored to your credit union.
I help credit unions unlock HubSpot’s potential by building workflows and content that nurture leads, engage members, and drive growth. My experience in credit union marketing, credit union's internal systems, and the HubSpot platform means I understand your data points and how to structure them for smarter automation.
You'll get workflows built to last, designed around how your credit union actually works, and optimized to help you communicate and grow efficiently.
To get started, contact me and let’s talk more about ways we can automate together.
Member Communication
Every member’s financial journey is unique. This means you need software and expertise that can precisely communicate with each member with the right message at the right time.
I build automated communication workflows that send personalized touchpoints based on any data point in your system, such as account types, loan balances, term dates, primary branch location, lifecycle stage, or website behavior. When communication is relevant and timely, members stay engaged. That precision is what keeps retention high, loyalty strong, and your credit union growing.
Together, we will identify the strategic moments that matter most to your members, then create the automations that reach them when it counts. Your members get timely, relevant communication, and your team stops having to pull custom exports every time you have a good idea.
Lead Generation & Nurturing
Your website has a conversion funnel hiding in plain sight. Potential members are researching rates, using calculators, reading loan pages, and even starting applications. For many credit unions, none of that activity is visible, let alone tracked, segmented, and nurtured with automation.
I build nurturing workflows that follow up with leads with the right message at the right time. Boost your organic and paid campaigns by adding this strategic nurturing layer to your digital strategy.
Together, we can incorporate application data to build and visualize your member or product journey pipeline. I will customize each stage to represent your credit union’s approach to the acquisition process, so gaps can be found and strategies developed.
