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Platinum Solutions Partner

Ricochet | Membership Associations Experts

Remote
Contact business
Services we provide
  • Account based marketing
  • CRM Implementation
  • CRM Migration
  • Customer Marketing
  • Customer Survey and Analysis
  • Email Marketing
  • Full Inbound Marketing Services
  • HubSpot Onboarding
  • Programmable Automation
  • Sales and Marketing Alignment
Industries we specialize in
  • Nonprofit
Budgets we work with
    $5,000+
Languages we support
  • English
Regions we serve
  • North America

About Ricochet | Membership Associations Experts

Ricochet helps nonprofit membership associations implement and harness the power of HubSpot Marketing Hub and Sales Hub. We advance your membership acquisition, onboarding, engagement, and retention. We launch top-performing sales efforts that close sponsorships, partnerships, exhibit booths, and more. Led by the past CMO of the American Bar Association, Ricochet can also connect HubSpot to your Association Management Solution (AMS), including: - Aptify - iMIS - Impexium - netFORUM - Personify - Protech - Salesforce - Fonteva - Nimble ...and more! We can help associations transition from existing email solutions including: - Adestra - Higher Logic Informz - Higher Logic Thrive - Constant Contact - MailChimp ...and more! We implement AMS connections to synchronize your data, using custom-built solutions or popular association IPaaS providers such as - Shuffle Labs / Shuffle Exchange - Data Sangria - HighRoad Spark ...and more

Client Reviews for Ricochet | Membership Associations Experts

Average rating

5.0

Based on 14 ratings

Total reviews

14

Number of reviews all-time

Overall rating

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14 Reviews


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5/5
  • Jun 27, 2025

Do yourself a favor: Hire Ricochet in a NY Minute!

We couldn’t be more pleased with Ricochet’s partnership on our move from Mailchimp to HubSpot. From Day 1, their team was supportive in helping with every technical detail and their hands-on training sessions were tailored to every skill level. Best of all, they truly listened: when we suggested improvements, our training got better week over week. Ricochet also challenged us to rethink audience engagement across Marketing Hub. Together, they've helped us think through cross-promotion strategies and coached us in setting clear KPIs for opens, clicks, and conversions. Thanks to their blend of deep expertise and big-picture strategy, we’re confident in our new HubSpot environment and excited to grow our audiences in fresh, data-driven ways. We wholeheartedly recommend Ricochet as not just a a migration vendor, but a true strategic partner.

Services providedEmail Marketing, HubSpot Onboarding, and CRM Migration

Do yourself a favor: Hire Ricochet in a NY Minute!

We couldn’t be more pleased with Ricochet’s partnership on our move from Mailchimp to HubSpot. From Day 1, their team was supportive in helping with every technical detail and their hands-on training sessions were tailored to every skill level. Best of all, they truly listened: when we suggested improvements, our training got better week over week. Ricochet also challenged us to rethink audience engagement across Marketing Hub. Together, they've helped us think through cross-promotion strategies and coached us in setting clear KPIs for opens, clicks, and conversions. Thanks to their blend of deep expertise and big-picture strategy, we’re confident in our new HubSpot environment and excited to grow our audiences in fresh, data-driven ways. We wholeheartedly recommend Ricochet as not just a a migration vendor, but a true strategic partner.

Services providedEmail Marketing, HubSpot Onboarding, and CRM Migration
  • Connors, M.

5/5
  • Mar 6, 2025

Great Partner

Ricochet has been an invaluable partner for our HubSpot efforts. They helped us negotiate the Marketing Hub license, implement the solution, and train our staff. Now we work with them to maximize our HubSpot use. Their unwavering commitment to clean data ensures our communications and reporting are accurate and reliable. Beyond data, Ricochet's team provides exceptional support, readily assisting with campaign setup and optimization. They're also fantastic troubleshooters, efficiently resolving any issues that arise with our partners.

Services providedEmail Marketing

Great Partner

Ricochet has been an invaluable partner for our HubSpot efforts. They helped us negotiate the Marketing Hub license, implement the solution, and train our staff. Now we work with them to maximize our HubSpot use. Their unwavering commitment to clean data ensures our communications and reporting are accurate and reliable. Beyond data, Ricochet's team provides exceptional support, readily assisting with campaign setup and optimization. They're also fantastic troubleshooters, efficiently resolving any issues that arise with our partners.

Services providedEmail Marketing
  • Brown, R.

5/5
  • Mar 6, 2025

Excellent HubSpot Partner for Associations

Ricochet provided invaluable support during our Protech AMS to HubSpot integration, helping us evaluate third-party providers, preparing documentation, troubleshooting, and driving our timeline. Their team's expertise was instrumental in navigating the complexities of the integration, saving us time and resources. Beyond integration, Ricochet's creative services revitalized our email newsletters and templates to adhere to email best practices. Their deep understanding of HubSpot was crucial for translating our vision into functional and effective email campaigns. We highly recommend Ricochet for both technical integrations and email template HubSpot services.

Services providedEmail Marketing

Excellent HubSpot Partner for Associations

Ricochet provided invaluable support during our Protech AMS to HubSpot integration, helping us evaluate third-party providers, preparing documentation, troubleshooting, and driving our timeline. Their team's expertise was instrumental in navigating the complexities of the integration, saving us time and resources. Beyond integration, Ricochet's creative services revitalized our email newsletters and templates to adhere to email best practices. Their deep understanding of HubSpot was crucial for translating our vision into functional and effective email campaigns. We highly recommend Ricochet for both technical integrations and email template HubSpot services.

Services providedEmail Marketing
  • Worthington, M.

5/5
  • Feb 10, 2025

A great partner for system transition

Ricochet guided us through the transition of our costly Click Dimensions platform and onto HubSpot . They did a great job training our staff on the social, email, and other Marketing Hub functions and led the data mapping for our integration partner that connected the system to our Protech AMS. We couldn’t have done it without them!

Services providedHubSpot Onboarding, CRM Migration, and Custom API Integrations

A great partner for system transition

Ricochet guided us through the transition of our costly Click Dimensions platform and onto HubSpot . They did a great job training our staff on the social, email, and other Marketing Hub functions and led the data mapping for our integration partner that connected the system to our Protech AMS. We couldn’t have done it without them!

Services providedHubSpot Onboarding, CRM Migration, and Custom API Integrations
  • Spriggs, B.

5/5
  • Feb 7, 2025

Exceptional HubSpot Implementation and Support from Ricochet

Ricochet has been an invaluable partner in implementing our HubSpot Marketing and Service Hubs. Their expert training empowered our staff to utilize the platforms effectively. They also provided crucial guidance on updating our email standards and leveraging surveys for better engagement. Ricochet managed our integration partner, ensuring a smooth and efficient changeover from our old Adestra system. We highly recommend Ricochet for their proactive approach, helpful suggestions, and prompt responses to all our questions.

Services providedHubSpot Onboarding, Conversational Marketing, and Custom API Integrations

Exceptional HubSpot Implementation and Support from Ricochet

Ricochet has been an invaluable partner in implementing our HubSpot Marketing and Service Hubs. Their expert training empowered our staff to utilize the platforms effectively. They also provided crucial guidance on updating our email standards and leveraging surveys for better engagement. Ricochet managed our integration partner, ensuring a smooth and efficient changeover from our old Adestra system. We highly recommend Ricochet for their proactive approach, helpful suggestions, and prompt responses to all our questions.

Services providedHubSpot Onboarding, Conversational Marketing, and Custom API Integrations
  • Dunn, M.

5/5
  • Feb 6, 2025

Expert Advice

Ricochet's expertise in negotiating our HubSpot agreement was invaluable. They assisted in securing pricing and features to meet our specific needs, exceeding our expectations. Thanks to Ricochet, we're now equipped with the right HubSpot tools to drive our marketing efforts forward.

Services providedHubSpot Onboarding

Expert Advice

Ricochet's expertise in negotiating our HubSpot agreement was invaluable. They assisted in securing pricing and features to meet our specific needs, exceeding our expectations. Thanks to Ricochet, we're now equipped with the right HubSpot tools to drive our marketing efforts forward.

Services providedHubSpot Onboarding
  • Campisi, T.

5/5
  • Feb 6, 2025

An indispensable partner for our HubSpot journey

Chris, Tom, and the Ricochet team are phenomenal partners who are committed to our success and the maximization of our investment in HubSpot. Ricochet helped us select the HubSpot Marketing Hub platform, coordinated our Dynamics/Protech AMS integration, and now help us troubleshoot and expand our use of HubSpot. We rely on them to bring new ideas from the association and membership industry and they never disappoint. Armed with insights and spreadsheets, their knowledge and effort expands the capabilities of our team tremendously - we wouldn't be where we are without them.

Services providedEmail Marketing, Full Inbound Marketing Services, HubSpot Onboarding, CRM Implementation, Social Media, Custom API Integrations, Paid Advertising, and Sales and Marketing Alignment

An indispensable partner for our HubSpot journey

Chris, Tom, and the Ricochet team are phenomenal partners who are committed to our success and the maximization of our investment in HubSpot. Ricochet helped us select the HubSpot Marketing Hub platform, coordinated our Dynamics/Protech AMS integration, and now help us troubleshoot and expand our use of HubSpot. We rely on them to bring new ideas from the association and membership industry and they never disappoint. Armed with insights and spreadsheets, their knowledge and effort expands the capabilities of our team tremendously - we wouldn't be where we are without them.

Services providedEmail Marketing, Full Inbound Marketing Services, HubSpot Onboarding, CRM Implementation, Social Media, Custom API Integrations, Paid Advertising, and Sales and Marketing Alignment
  • Zickel, K.

5/5
  • Feb 6, 2025

Marketing and Sales Automation

Tom, Chris and the Ricochet team did a great job helping us identify the need for a campaign automation platform, selecting HubSpot Marketing Hub and Sales Hub, and implementing it across our association. Ricochet also coordinated our integration partner and redefined our sales processes. we value them as a partner for ongoing evolution of marketing and sales and work with them regularly to ensure we get the best HubSpot performance possible

Services providedEmail Marketing, HubSpot Onboarding, Sales Enablement, Sales and Marketing Alignment, and Sales Coaching and Training

Marketing and Sales Automation

Tom, Chris and the Ricochet team did a great job helping us identify the need for a campaign automation platform, selecting HubSpot Marketing Hub and Sales Hub, and implementing it across our association. Ricochet also coordinated our integration partner and redefined our sales processes. we value them as a partner for ongoing evolution of marketing and sales and work with them regularly to ensure we get the best HubSpot performance possible

Services providedEmail Marketing, HubSpot Onboarding, Sales Enablement, Sales and Marketing Alignment, and Sales Coaching and Training
  • Buchanan, L.

5/5
  • Mar 14, 2024

Great HubSpot Partner; Seamless Onboarding

Ricochet helped us understand how HubSpot could connect with our AMS to power great marketing automation. They trained our staff and configured the HubSpot system. Now Ricochet is providing more advanced training, including reviews of our complicated workflows and more. We appreciate the Ricochet devotion to our business and value them as a partner.

Services providedEmail Marketing, HubSpot Onboarding, and Programmable Automation

Great HubSpot Partner; Seamless Onboarding

Ricochet helped us understand how HubSpot could connect with our AMS to power great marketing automation. They trained our staff and configured the HubSpot system. Now Ricochet is providing more advanced training, including reviews of our complicated workflows and more. We appreciate the Ricochet devotion to our business and value them as a partner.

Services providedEmail Marketing, HubSpot Onboarding, and Programmable Automation
  • Rutberg, R.

  • Nonprofit
  • 51 to 200 employees
5/5
  • Mar 11, 2024

Ricochet showed us the way

We were curious about HubSpot, and Ricochet helped us understand everything the platform could do for us and how we could make it really work for our business. The implementation was very easy, and they got us up to speed very quickly. It has transformed our business. We manage every aspect of our sales process in HubSpot and could not live without it. It would have never happened without Ricochet.

Services providedHubSpot Onboarding and CRM Implementation

Ricochet showed us the way

We were curious about HubSpot, and Ricochet helped us understand everything the platform could do for us and how we could make it really work for our business. The implementation was very easy, and they got us up to speed very quickly. It has transformed our business. We manage every aspect of our sales process in HubSpot and could not live without it. It would have never happened without Ricochet.

Services providedHubSpot Onboarding and CRM Implementation
  • Vaughan, C.

  • Consulting/Advisory
  • 6 to 10 employees
Services we provide
  • Account based marketing
  • CRM Implementation
  • CRM Migration
  • Customer Marketing
  • Customer Survey and Analysis
  • Email Marketing
  • Full Inbound Marketing Services
  • HubSpot Onboarding
  • Programmable Automation
  • Sales and Marketing Alignment
Industries we specialize in
  • Nonprofit
Budgets we work with
    $5,000+
Languages we support
  • English
Regions we serve
  • North America