How a Legal Organization Transformed Its CRM and Delivered a Successful Tribal Summit.
Client's Previous Situation
This client managed their data through Excel spreadsheets and emails. Their audience consisted of tribal leaders and state attorneys general, and they wanted a more efficient way to centralize their information and connect with these groups. They were also preparing for a major tribal summit and needed tools to handle event invitations, registrations, and follow-ups seamlessly.
Challenges and Short-Term Successes
Within weeks of implementing HubSpot CRM, FHC:
✅ Imported 235 contacts and created custom properties to categorize tribal leaders and attorneys general.
✅ Built segmentation lists identifying 26 attorneys general and 35 tribal leaders for targeted outreach.
✅ Designed a custom landing page and registration form for the summit, including questions like dietary restrictions to personalize the event experience.
The Solution: A Streamlined Approach to Implementing HubSpot CRM
Key Features Implemented:
✅ Contact segmentationfor targeted outreach.
✅ Custom landing pageand form creation.
✅ Event automationfor invitations, registrations, and follow-ups.
✅ Integration with HubSpot automation for post-event engagement.
✅ Creation offive strategic segmentation listsaligned with litigation topics.
Key Highlights of the Implementation
Data Management Simplified All contact data was centralized, categorized, and easily accessible. Segmentation lists made targeted email outreach efficient and easy to update.
Event Success with Targeted Outreach
✅ Sent invitations to 107 contacts. ✅ Achieved 35 registered interactions. ✅ Narrowed outreach to 22 high-value contacts, reducing unnecessary calls by 80%. ✅ Generated 19 online registrations, including participation from five significant tribal nations.
Key Highlights of the Implementation
Automated Engagement Post-Event Automated follow-up emails segmented by attendee status:
✅ Attendees received personalized messages, summit images, and resources. ✅ Non-attendees got re-engagement emails. ✅ Post-event emails achieved a 35% open rate.
Key Highlights of the Implementation
Resource Allocation Optimized Reduced outreach from 107 to just 22 meaningful calls, enabling leadership to focus on high-impact connections.
Dashboards and Reporting for Insightful Decisions Lead conversion funnel dashboard tracked the journey from invite to registration, helping identify:
✅ Leads ready for personal outreach.
✅ Contacts likely to engage in multi-district litigations.
Strategic Growth Enabled Created five segmentation lists for future targeted campaigns aligned with litigation topics.
💡Conclusion and Results
With the customized HubSpot CRM in place, FHC is now equipped with efficient tools, streamlined processes, and stronger connections to drive impactful outcomes.
The CRM transformation enabled FHC to:
✅ Centralize and segment their contact data. ✅ Launch a successful tribal summit, boosting engagement and building key relationships. ✅ Prepare for future growth with tailored campaigns and actionable insights.
