Pledge
FounderScale Case Study
At a Glance:
Client:
Pledge
Industry:
SaaS / Nonprofit Fundraising
Location:
Los Angeles, California
Company Size:
11–50 Employees
Background
Pledge is a fundraising and donation platform that partners with companies, nonprofits, and individuals. Founderscale helped Pledge migrate from MailChimp to HubSpot for email automation.
Services Provided:
- CRM Migration (MailChimp → HubSpot)
- Email Automation & Strategy
- Custom Objects & Workflow Implementation
- Reporting & Dashboard Setup
“They were experts in HubSpot. They had the technical knowledge to make the most out of the platform.”
Core Problems to Solve
Disjointed email marketing stack
Pledge had recently migrated from MailChimp to HubSpot but lacked the structure to maximize automation and campaign impact.
Limited internal HubSpot expertise
The team needed help with advanced implementation, behavioral triggers, and using custom objects within HubSpot.
Scaling without strategy or templates
Email creation was inefficient and inconsistent, with no clear process for content strategy, testing, or optimization.
Quick Wins
Email open rate doubled, from 10% to over 20%
75+ emails, 25 workflows, and 5 custom objects built for marketing and sales automation
The Solution
FounderScale provided expert HubSpot configuration, email automation, and strategic campaign guidance for Pledge’s marketing and product teams. The partnership included:
- Full migration from MailChimp to HubSpot
- Development of smart, behavior-based workflows using custom objects and trigger logic
- Creation of 75+ branded emails, with optimized subject lines, copy structure, and calls to action
- Setup of reports, dashboards, and 25 workflows for both sales and marketing
- Hands-on coaching and transition planning for internal team enablement
By combining strategic guidance with deep HubSpot expertise, FounderScale helped Pledge streamline marketing operations and measurably improve engagement.
“FounderScale did a lot of the heavy lifting to ensure the implementation was correct.”
“They always made sure we were focused in our meetings. They kept us on track and were delightful to work with.”
"We migrated, automated, and scaled our email strategy—with HubSpot, powered by FounderScale."
Summary (TLDR)
- Email open rate increased from 10% to over 20%
- Over 75 emails and 25 workflows implemented
- HubSpot stack optimized with custom objects and reporting
- Strong collaboration via Zoom and Slack
- Final phase included internal training and documentation for independence
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