HubSpot Customer Platform

Implementation Explainer

This document outlines how Kongo, in partnership with HubSpot, will design and implement a customer engagement platform purpose-built for the way industry bodies and educational institutions actually communicate with their audiences.

#1
Australian Partner2023, 2024, 2025
#2
JAPAC Partner2023, 2024, 2025
HS
Platform SpecialistsEducation & Industry Bodies
HubSpot Elite Solutions Partner
Prepared by Kongo · April 2026 · Confidential
HubSpot for Industry Bodies & Educational Institutions

Speaking to the Right Person
at the Right Time.

How HubSpot helps industry bodies and educational institutions communicate with purpose across the audiences, moments, and brands that define your organisation.

Trusted by industry bodies & educational institutions
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01

Built around the journey

We build engagement frameworks around how your audiences (students, members, partners) actually move through their journey with you, not how your internal systems happen to be structured.

02

One view across brands

Across multiple brands, we design segmentation and automation so every touchpoint is relevant, timely, and personal. Not generic blasts dressed up in different colours.

03

Mapped to key moments

We help you map communications to the moments that matter: enrolment, credentialing, professional development, renewals and re-engagement. Every message earns its place in the sequence.

04

Ownership, not dependency

Then we make sure your team can read the data and refine the approach independently, so HubSpot keeps paying off long after the implementation is done.

Team Enablement

We Don't Just Build HubSpot.
We Elevate Your Team Using HubSpot.

Every engagement includes structured enablement so your team can own the platform confidently once we step back. The goal is self-sufficiency. A team that gets better at their job because of HubSpot, not dependent on us to keep it running.

01

Enablement baked into every engagement

Training isn't a line item at the end. It's structured into the work from day one, so your team learns the platform as it's being built, not after it's handed over.

02

Upskilled within their roles

Marketers learn to build and optimise campaigns. Ops teams learn to manage data and reporting. Leaders learn to read performance. No one-size-fits-all curriculum. Training follows the role.

03

Hands-on, in your portal

Not generic certification content. We teach your team using your portal, your data, your workflows, so what they learn on Tuesday is in production on Wednesday.

04

Self-sufficiency is the goal

A team that doesn't just use HubSpot, but gets better at their job because of it. When we step back, you keep moving, confidently and independently.

Implementation Phases

Three Strategic Phases

Our 12-month fixed-cost implementation is organised into three distinct phases, each with AI governance woven through every deliverable.

Phase 1
Months 1-3

The Foundation

Discovery, AI readiness assessment, data migration, and the core MVP build. We deliver the architecture that handles your primary business logic and establish governance boundaries.

Phase 2
Months 4-6

The Nuance

Optimisation and secondary implementation. We layer in complex integrations, handle the exceptions real users surface, and configure AI agent escalation paths.

Phase 3
Months 7-12

The Scale

Continuous telephone and email support, continuous builds, and ongoing AI governance refinement. Your system evolves alongside your business.

Phase 1 Detail

Discovery and MVP

Real discovery requires human friction. Requirements are found when we challenge your definitions and your Sales Director disagrees with your CFO.

4 Weeks

Foundation

Discovery workshop, process audit, AI readiness assessment, and project briefing.

2 Weeks

Feature Build

Platform configuration, data migration, AI governance boundaries, and core automation logic.

2 Weeks

Operational Readiness

User acceptance testing, tailored training, and go-live with governed guardrails in place.

Unlimited Builds

One Fee. Unlimited Builds.

Kongo's Unlimited Builds model gives your team a single, predictable fee for as many platform changes and builds as you can reasonably request. You log the work, we prioritise it with you, then design, configure and deploy.

As long as the work fits your platform and agreed architecture, we keep shipping until the backlog is empty.

✓

No change orders or billing surprises

✓

You log the work, we prioritise together

✓

AI governed builds maintain data integrity

✓

We keep shipping until the backlog is empty

Custom Integrations

Your Data Lives in Silos

AI cannot bridge these gaps alone. We build the secure logic layers that connect specialised tools to your commercial platform, ensuring your Commercial Truth matches your Financial Truth.

▢

Enterprise Resource Planning

💳

Financial & Payment Systems

🎓

Student & Learning Management

📋

Investment & Fund Registries

🎫

Event Management Platforms

🔧

Specialised Operational Tools

Integration Process

1

Establish the operational and commercial objective

2

Design sync strategy and data flow

3

Define data types and validation rules

4

Versioning and conflict resolution

5

Logging, notifications, and AI governance

How We Work

Transparency at Every Stage

Project Management

A dedicated client area showing completed tasks, open requests, and a live project overview. Full transparency at every stage.

Change Management

We align change to business goals, engage stakeholders early, communicate with clarity, and train for confidence rather than compliance.

Session Recordings

Every discovery, training, and strategy session is recorded. Your team has on-demand access to review, revisit, and onboard new staff.

Phase Reviews

At the conclusion of each phase we review goals, plan upcoming priorities, and address hesitations. Phase 3 concludes with a formal completion session.

Project Inclusions

Everything in the Box

✓

Implementation discovery and project planning

✓

AI readiness assessment and governance framework

✓

Complete platform implementation and onboarding

✓

Data migration with validated integrity checks

✓

12 months implementation support

✓

Continuous email and phone support

✓

Continuous builds for 12 months

✓

AI guardrail logic and escalation design

✓

Training, including recordings of all sessions

✓

Dedicated Project Manager and Principal Solutions Architect

✓

Dedicated Customer Success Specialist introduced at month six

Your Melbourne Team

The People Behind the Engine

Alex Bortignon

Alex Bortignon

Principal Solutions Architect

Discovery, Solution and Training

Joel Whitford

Joel Whitford

Implementation Specialist

Data Migration and Build Support

Kim Wells

Kim Wells

Implementation Specialist

Data Migration and Build Support

Mitchell Beck

Mitchell Beck

Implementation Specialist

Data Migration and Build Support

Tony Truong

Tony Truong

Customer Success Specialist

Phase 3 Support

Beth James

Beth James

Customer Success Specialist

Phase 3 Support

Year 2

Pay It Forward Options

After Kongo's initial year of support, ongoing assistance can be tailored to your needs with flexible ad hoc service options. Purchase a block of support hours and access our expertise as and when required. No expiry dates.

50
Hours
AU$8,750
(ex GST)
Unrestricted package
No expiry date
Includes AI governance support
25
Hours
AU$4,750
(ex GST)
Unrestricted package
No expiry date
Includes AI governance support
10
Hours
AU$2,250
(ex GST)
Unrestricted package
No expiry date
Includes AI governance support

We look forward to
working together.

Managing Director
Adrian Bortignon
Email
adrian@hellokongo.com
Phone
0414 280 097
Team
implementation@hellokongo.com
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