Enterprise marketing automation, built for 250 communities—and one team.

Stand up the enterprise marketing foundation: portal configuration, sending trust, lifecycle definitions, governance, and the reporting Sunrise leadership needs from day one.

• Current-state reverse demonstration and implementation discovery
• Marketing process and technology-stack review
• Portal and account configuration
• Email settings and sending-domain validation
• Brand, subscription, tracking, frequency and personalization settings
• Lifecycle stage and core contact-property setup
• Initial segments and marketing-contact governance
• Up to five foundational marketing automations
• Marketing reporting and dashboards
• Standard and role-specific training
• Project management and coordination

Put guardrails around a database of roughly 550,000 records so the active marketing-contact cohort stays accurate, deduplicated and affordable.

• Data-quality and duplicate-management configuration
• Initial data-health review
• Third-party field mapping
• Data synchronization planning
• Data-management training, Q&A and coordination

Connect HubSpot to WelcomeHome as the sales system of record so community, tour, stage and counselor data drive marketing, and marketing engagement flows back to the sales team.

• Integration discovery and solution architecture
• Source-of-truth decisions by object and field
• Contact, lifecycle, community, brand, counselor, tour, status, score and activity mapping
• MQL-to-SQL handoff design
• Marketing-email activity synchronization
• Workflow-trigger requirements
• Authentication and connection configuration
• Assessment and development of required custom extensions
• Error handling, monitoring and reconciliation
• Technical testing plus up to two UAT cycles
• Production cutover support
• Integration documentation and administrator handoff

WelcomeHome's documented OAuth and webhook capabilities are the foundation of this build. Custom code is reserved for gaps confirmed during discovery — not assumed up front.

Move contacts, consent and engagement history out of Further and into HubSpot with the reconciliation steps that keep a 550K-record database trustworthy.

• Source-data and asset inventory
• Export and API extraction planning
• Field and value mapping
• Data normalization and transformation
• Contact import
• Subscription, opt-out, suppression and consent migration
• Agreed engagement and campaign history where technically available
• Duplicate-management rules
• Test migration and reconciliation
• Final production migration and validation

Turn 100+ one-off templates into a small set of reusable masters, then build the priority nurtures and teach the Sunrise team to extend them without us.

• Audit and rationalization of approximately 100+ email templates
• Identify reusable template families
• Create up to 10 reusable master email templates and modules
• Dynamic personalization for approved community, brand and tour fields
• Configure up to seven general lead-nurture brand variants
• Tour-confirmation and post-tour automation support
• Up to 10 production workflows total, inclusive of onboarding automations
• Enrollment, suppression, exit, re-enrollment and exception logic
• Responsive rendering and functional QA
• Replication documentation and train-the-trainer sessions
• Launch support for January 1 priority assets

This scope creates a scalable system of masters and patterns. It does not assume hand-rebuilding 100 unique emails — Sunrise duplicates and extends from the masters we build together.