HubSpot + Fundraising Diagnostic
You already use Blackbaud Raiser's Edge NXT® and HubSpot, connected or not. In two weeks we look at your data in both systems before anything is switched on or changed, and give you a plan with three options for what to do next, each with a fixed price.
We start here instead of with a proposal so the work gets done once, your staff answers our questions once, and you know what each next step costs before you commit to it. It works the same whether you use RaiserSync, another connector or nothing yet.
$2,500, about two weeks. Paid at the start, and credited toward the option you choose within 60 days.
Who it's for
Organizations already on Raiser's Edge NXT and HubSpot that want to know what they're working with before connecting them, or that connected them and aren't sure the data is right.
Your development and communications teams usually want different things from the two systems. This is where we sort that out.
What you get
- A data blueprint (PDF) with what we found
- A field-by-field mapping table
- A duplicate and cleanup list
- A plan with three options, each with a fixed price, so you can do the work yourselves or hire us
What we do
1. Kickoff call
60 minutes with development and communications: what each team wants from the two systems.
2. HubSpot review
Contacts with no email, duplicates, lifecycle and marketing contact status, forms on donation and sign-up pages, the tracking code, existing lists and workflows, and how gifts are tracked today, if at all.
3. Raiser's Edge NXT review
Constituent codes and how consistently they're used, solicit codes and email preferences, attributes, relationships and households, membership, and a sample of your last 100 gifts to see how funds, campaigns and appeals are coded.
4. Matching check
How many HubSpot contacts already carry a System Record ID or a matching email, and how many would become duplicates when the systems connect.
5. Field plan and households
Which attributes and relationship types to bring over, which solicit codes mean “no email”, which team owns which fields, and how couples who share one email should appear in HubSpot.
6. Results call
We walk you through the blueprint, then send one proposal with three options, from the most complete to the essentials, each with a fixed price.
What we need from you
- A HubSpot Super Admin login for us
- A Raiser's Edge NXT user who can screen-share and run exports
- About two hours of your team's time
Not included
Fixing anything. The Diagnostic tells you what to fix and what it costs; the fixes are priced separately in your options.
Questions
Do we have to use RaiserSync?
No. The Diagnostic looks at your data in both systems, whatever connects them today. If RaiserSync isn't the right fit, the plan will say so.
We already connected the two systems. Is it too late?
No. We'll check what has synced, find duplicates and gaps, and tell you what to clean up.
How is this different from the Evaluation?
The HubSpot + Fundraising Evaluation is for organizations still deciding whether to use HubSpot. The Diagnostic is for organizations already on both.
Want to talk it through first?
Book a 30-minute call. We'll learn where you are and point you to the right first step. Recommendations come from the Diagnostic itself, so the call is mostly us listening.
Blackbaud and Raiser's Edge NXT are trademarks or registered trademarks of Blackbaud, Inc. RaiserSync is a product of Yodelpop. HubSpot is a registered trademark of HubSpot, Inc.