From Frustration to Focus:

How AIDN Transformed Engagement with The Lever

Strategic growth and leadership

The Australian International Development Network (AIDN) struggled with a legacy system that limited their ability to engage effectively with their growing community. Relying on manual processes and constrained by Mailchimp’s capabilities, they were unable to scale operations or leverage automation effectively.

AIDN needed expert CRM implementation to break free from these limitations and build stronger relationships with their contacts.

Enter The Lever: A strategic partner equipped to revolutionise their engagement through professional CRM setup, migration, and training — enabling them to effectively communicate with their community while seamlessly referencing and updating contact information within their new system.

Challenges

AIDN faced three critical issues:

1

Time-Consuming Manual Processes

Inefficiencies hampered their ability to focus on their mission of supporting communities.

2

Limited Scalability

Their existing tools failed to adapt to the growing complexity of their operations.

3

Fragmented Data Management

Manual exports and imports led to inconsistencies, limiting insights and clarity.
These challenges left their team overworked and their community under-engaged.

The Lever designed a four-step plan, led by a dedicated Virtual Business Manager (VBM) and supported by a HubSpot specialist:

1
Data Preparation and Setup: Mapping and customising fields to ensure seamless data migration.
2
Strategic Segmentation and Configuration: Tailored audience segmentation for precision-targeted communications.
3
Automation and Training: Developing workflows to reduce manual effort and empower team independence.
4
Post-Project Support: Providing ongoing system optimisation and training for long-term success.
This collaborative process spanned 3-4 weeks, with minimal disruption to AIDN’s daily operations.

The Transformation

The Lever implemented a comprehensive HubSpot solution that transformed AIDN’s operations:
Efficient Data Management
A 100% accurate migration of historical data eliminated time-consuming manual processes.
Enhanced Community Engagement
New strategic segments and automated workflows delivered more targeted and timely communications.
Team Empowerment
Training sessions equipped AIDN’s team with the confidence to manage the system independently.
Streamlined Operations
Integrated forms and automation workflows saved hours every month.
The Lever’s expertise was instrumental in transforming our operations. Their no-nonsense approach and practical training have empowered us to manage our new system with confidence.
Emily, Marketing and Engagement Manager, AIDN

Key Takeaways

  • Leadership Unlocked: With manual processes eliminated, AIDN’s team can focus on strategic growth.
  • Confidence to Scale: HubSpot’s integrated tools provide the foundation for sustainable expansion.
  • Mission Amplified: AIDN can now focus on what matters—supporting communities—with efficiency and clarity.

More Transformations

Justine Parsons
Business Process Transformation: Chaos to Empowered Scaling
From Operations to Leadership

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