challenge

Challenges:

12WBT faced the challenge of migrating from Salesforce to HubSpot without losing critical member data, including complex membership structures and historical interactions. They needed an efficient way to reduce churn by identifying disengaged members and re-engaging them with personalised communications. Additionally, automating the 12-week program’s content delivery—workout plans, nutrition tips, and motivational messages—was crucial to maintain engagement and drive program completion rates. The solution needed to be scalable and adaptable to members’ interactions.

solution

Solutions:

We managed the Salesforce-to-HubSpot migration by meticulously transferring member data into custom objects, preserving complex membership structures. To reduce churn, we utilised HubSpot’s analytics to identify at-risk members and implemented dynamic workflows that adjusted communication—emails, app notifications, and SMS—based on engagement levels. For the 12-week program, automated content delivery tailored workout plans and nutrition tips to user interactions. Custom reports provided real-time insights, enabling continuous optimisation of engagement strategies and member retention.

Key Achievements:

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Seamless Data Migration: Successfully migrated complex membership structures from Salesforce to HubSpot using custom objects, preserving member history and ensuring data integrity.

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Enhanced Member Engagement: Dynamic workflows delivered personalised communication based on engagement levels, increasing member satisfaction and reducing churn.

Conclusion:

Our strategic implementation of HubSpot transformed 12WBT’s operational efficiency and member engagement. The seamless data migration preserved intricate membership structures, ensuring a smooth transition from Salesforce to HubSpot. Dynamic workflows delivered personalised, timely communications that kept members motivated and engaged throughout the 12-week program. Automated content delivery adapted to user interactions, maintaining relevance and enhancing satisfaction. This holistic approach not only reduced churn but also deepened community connections, reinforcing 12WBT’s position as a trusted, motivating fitness program. By leveraging HubSpot’s powerful automation and analytics capabilities, 12WBT achieved a scalable, engaging member experience that drives ongoing success.