KVC Health Systems
Enterprise HubSpot implementation for a 2,800-employee nonprofit operating across 5 states in child welfare services.
The Challenge
KVC operated multiple business units within HubSpot (regional entities across states) and needed a way to properly segment contacts, workflows, and communications so that content intended for one business unit didn't bleed into another
A joint venture with CMC (Children's Mercy Camber) required its own marketing infrastructure within the shared HubSpot portal — dedicated forms, contact lists, campaigns, and workflow automation — without disrupting existing KVC operations
The team needed to clearly define what constituted a "CMC contact" versus a KVC contact, and handle edge cases where contacts interacted with both entities
Website and digital marketing governance needed to be established across the organization
The broader organization also needed Microsoft 365 consulting and cybersecurity guidance
Multi-Entity HubSpot Configuration
KVC Health Systems operates across five states with multiple regional business units, all sharing a single HubSpot portal. When the organization launched a joint venture with CMC (Children's Mercy Camber), the marketing team needed to run CMC's marketing independently within the same HubSpot instance — without CMC content reaching KVC-only contacts, and without KVC workflows accidentally enrolling CMC contacts.
Impact
• Enabled a multi-entity nonprofit to run independent marketing operations for a joint venture within a shared HubSpot portal without cross-contamination
• Built segmentation and automation logic that properly handled complex edge cases (contacts belonging to multiple entities)
• Established scalable patterns for future joint ventures — the architecture was designed so adding a new entity requires updating a single list rather than reconfiguring multiple workflows
• Provided digital marketing governance guidance across a 2,800-person organization spanning five states
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