Hubspot Automation
Grow your credit union and earn member loyalty with HubSpot’s Smart CRM.
As a certified HubSpot Partner, I design and implement marketing automation engines that can power your entire member journey. With 16 years in credit union marketing, and half of that was working in the HubSpot platform, I’ve been in your seat and can understand your strategy, your systems, and how to structure them for smarter automation.
I help credit unions unlock HubSpot’s potential by integrating their core data, building member journeys, and implementing automated workflows that nurture leads, engage members, and drive growth.
Power Your Entire Member Journey
Integrate With Your Core
I create comprehensive advertising strategies and campaigns focused on conversions that matter. This means transparency and clarity through every step of the process and reporting that’s informative. You’ll have confidence that your paid spend is delivering real results and getting the most value for your budget.
Credit Union Onboarding
I create comprehensive advertising strategies and campaigns focused on conversions that matter. This means transparency and clarity through every step of the process and reporting that’s informative. You’ll have confidence that your paid spend is delivering real results and getting the most value for your budget.
Expert Strategies
I design automation systems with HubSpot that grow leads, nurture relationships, increase retention, and earn loyalty. This includes strategic touchpoints to trigger at the right time so your members receive the communications that matter most. Workflows and integrations run in the background so your team can focus on the big picture.
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 is your most consistent opportunity to grow members. 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.
