Tell us best practices for setting up our new Hubspot CMS

Best practices

The nonprofit is upgrading their contact management system for donors in order to improve their ability to track interactions over time, optimize their communications, etc. They have decided on using Hubspot for that purpose, but need help setting it up optimally.

Background provided by the nonprofit

  • A brief spec about (a) what they hope to accomplish with their CMS, (b) key uses cases, and (c) who the users will be.
  • Any available detail about why they chose Hubspot vs. other comparable tools, and why they chose to upgrade from whatever they were using previously.
  • Background on the organization (usually a link to their website).

Well-written challenge provide volunteers with 100% of the information they’ll need to make a great contribution. We provide you with handy tools to assemble and organize this information painlessly (<10 mins).
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Contribution made by the volunteer professional

A great response will include:
  • A list of detailed suggestions about how to set up Hubspot optimally for their organization.

Supporting nonprofits on Laurels is a group effort, so always make sure to note how far you got, what needs more work, tips for accessing your content, etc.
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