Non-Profit / Veteran Career Readiness

FourBlock Migrates from Salesforce to HubSpot to Maximize Enrollment and Fundraising

 

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CHALLENGE

FourBlock needed to modernize its CRM and marketing operations to support scaling outreach, reporting, and performance metrics.

RESULTS

Growth implemented a scalable, audience-aligned HubSpot ecosystem with CRM automation, tailored reporting, and simplified campaign management.

KEY PRODUCTS

HubSpot Implementation + Training & Enablement, Salesforce Integration, Data Migration, Classy Integration, Zoom Integration, Data Enrichment, HubSpot Marketing Hub Pro, HubSpot Sales Hub Pro, HubSpot Service Hub Pro.

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Reduction in Admin Hours

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New Veteran Community Members In First 3 Months

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Tools Integrated/Migrated

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On-Time Scope Delivery 

"Working with Growth on FourBlock’s HubSpot implementation was an outstanding experience from start to finish. As a national nonprofit helping veterans and military families transition into meaningful civilian careers, we knew we needed to modernize our marketing and sales ecosystem — and Growth immediately understood both the technology and the mission behind it.They helped us design a platform that truly connects our community — prospective students, employer partners, alumni, and funders. A heartfelt thank‑you to Jason, who was the driving force behind our success. He brought deep expertise, incredible energy, humor, and real investment in our outcomes. He didn’t just implement a CRM — he built it in our language. Every detail reflected our culture, from mission briefs to after‑action reports and performance metrics.As a veteran himself, Jason took personal pride in helping us build something that advances the veteran community. The result is a modern, scalable platform that reflects who FourBlock is today and supports where we’re going next. I can’t recommend Growth — and especially Jason — highly enough."

Karin Childress | National Director of Marketing, Communications & Growth - FourBlock

Customer Overview

FourBlock is a national nonprofit dedicated to equipping veterans, transitioning service members, and military spouses for successful careers after service. Through career readiness training, strategic employer partnerships, and community-based programs, FourBlock empowers its participants to pursue and achieve meaningful civilian employment.

As their programs scaled, FourBlock needed a centralized CRM system to unify marketing, sales, program operations, and data visibility—without losing the mission-first culture embedded in how their teams communicate and operate.

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The Challenge

FourBlock relied on Salesforce Nonprofit Cloud and a patchwork of disconnected tools to manage marketing, fundraising, and partnerships.


The lack of a centralized CRM resulted in manual processes, limited visibility, and data inconsistencies—especially when tracking donors, employers, and alumni across overlapping systems. Reporting was slow, cross-department handoffs were cumbersome, and staff often had to manually update contact data or export lists between Salesforce, Classy (GoFundMe Pro), and spreadsheets.


As the organization doubled in size following its post-pandemic expansion, these silos became a serious barrier to growth. Leadership needed a more scalable, intuitive, and data-driven CRM infrastructure that could unify outreach, improve transparency, and empower staff to operate efficiently without heavy technical administration.

The Solution

To modernize FourBlock’s operations and better align with their mission, Growth designed and executed a full-funnel HubSpot implementation across four core hubs: Marketing Hub Pro, Sales Hub Pro, Service Hub Pro, Data Hub Pro.

We began with an in-depth discovery and mapping process to understand FourBlock’s unique ecosystem—spanning prospective students, alumni, employer partners, and funders—and then architected a system tailored to their workflows and nonprofit culture.

Implementation Highlights

  • Data Migration & Structuring – Consolidated and cleaned CRM data to support scalable outreach, automation, and reporting.
  • Salesforce Migration - Transitioned FourBlock from Salesforce to HubSpot to centralize CRM operations, streamline reporting, and simplify user experience. 
  • Classy Integration -Integrated and migrated Classy fundraising platform to ensure real-time visibility into donor activity and campaign performance within HubSpot. 
  • Audience Segmentation & Forms – Built segmented intake and engagement workflows for students, employers, and donors using HubSpot forms and automation.
  • Sales & Pipeline Architecture – Designed new deal pipelines for grants, sponsorships, and corporate partnerships, replacing Salesforce’s outdated “host record” model.
  • Service & Support Systems – Introduced ticketing and shared inbox tools to streamline communication and reduce internal bottlenecks.
  • Reporting & Dashboards – Delivered a full suite of dashboards for executive, marketing, and partnership teams, enabling real-time insight into outreach, pipeline health, and engagement performance.
  • Training & Enablement – Delivered customized workshops and internal documentation to ensure team self-sufficiency post-launch.

Every element of the configuration was built to reflect FourBlock’s nonprofit structure—balancing enterprise-grade reporting power with user-friendly workflows. Growth’s wrap-up included full after-action documentation and architecture diagrams, ensuring operational continuity well beyond implementation.

Going Beyond the Scope

While the project was scoped for core system transformation, Growth identified several opportunities to deliver even greater value.

Our team collaborated with FourBlock to develop a digital invoicing and proposal process within HubSpot, replacing manual PDF invoices and paper-based approvals. This included building a custom product library and quote templates for sponsorship tiers, allowing partners to receive proposals, accept terms, and remit payment all within HubSpot.

We also designed donor and partner lifecycle journeys—helping FourBlock map how a veteran, mentor, employer, or foundation moves from awareness to engagement to long-term advocacy. These journeys now serve as the foundation for future automation and personalization initiatives.

The Results

By project completion, FourBlock had successfully transitioned from disjointed, manual systems into a centralized, scalable HubSpot ecosystem that supports every part of its engagement funnel—from first contact to long-term partnerships.

  • Unified CRM - Donor, employer, and sponsorship data now live in one connected system integrated with Classy and Zoom.
  • Automated Outreach - Workflows and segmentation power lifecycle communication across alumni, employers, and funders.
  • Transparent Pipelines - Real-time visibility into active grants, sponsorships, and partnership opportunities.
  • Reduced Manual Effort - Admin hours cut by 70% through automation and integrated reporting.
  • Better Reporting & Accountability - Leadership dashboards now reflect live impact data for grant reporting and board updates.

Just as importantly, the new platform reflects FourBlock’s collaborative culture—empowering staff to work faster, smarter, and with greater confidence. The organization is now positioned to scale its impact across the veteran community with data-driven precision and personalized engagement. engagement.