From Frustration to Focus:

How AIDN transformed engagement with their members

Case Study | Hubspot Migration Project

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.

Steph, The Lever’s tech specialist, revolutionised their communications through professional Hubspot setup, migration, training and follow-up support … enabling them to effectively communicate with their community.

Challenges

AIDN faced three critical issues:

1

Time-Consuming Manual Processes

Inefficiencies affected 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 to solve each of these challenges:

1
Data Preparation and Setup:

Mapping and customising fields to ensure seamless data migration of their existing data.

2
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 with resources and training to ensure long-term success.

This collaborative process spanned 3-4 weeks, with minimal disruption to AIDN’s daily operations.

The Transformation

We delivered a comprehensive HubSpot solution that transformed AIDN’s communications.
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.
Steph’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 future expansion.
  • Mission Amplified: AIDN can now focus on what matters, supporting communities, with efficiency and clarity.

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Justine Parsons
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