Conduct a comprehensive audit of Hatch's current revenue and fundraising tech stack—including Salesforce and HubSpot—and design a unified automation strategy that integrates donor, marketing, and sales data flows. This creates a roadmap for seamless GTM execution, eliminating manual handoffs and enabling cross-team collaboration.

Deploy an automated data enrichment and deduplication workflow for Salesforce and HubSpot, layering in 100+ third-party data points and AI-driven deduplication to ensure donor and prospect records remain complete, current, and accurate—key for both fundraising and reporting.

Reduces time spent on manual research and data cleaning by up to 70% (saving ~10–12 hours/week), while improving forecasting accuracy and campaign ROI. This also increases major donor identification rates, directly impacting fundraising outcomes.

Implement an AI-powered enablement system that auto-generates and updates consistent fundraising, marketing, and sales playbooks, and delivers role-specific reports and alerts to each team. This ensures all teams align on lead lifecycle management and donor engagement strategies.

Boosts lead conversion by 10–15% through improved process consistency, and reduces ramp time for new hires by 30%. This directly addresses operational inefficiency and ensures every team operates from the same, up-to-date best practices.