Yes—this is a strong, coherent system. I’ll walk through it in the exact order you asked, and I’ll keep everything implementation-ready, not conceptual fluff.

1. Map This Directly into HubSpot

(Contacts, CRM logic, automation, and reporting)

Think of HubSpot here as relationship infrastructure, not a sales funnel.

A. Core Objects You’ll Use

Contacts

Every expert, participant, or sponsor is a Contact.

Key custom properties to add

Create these once and reuse everywhere:

Expert Profile

• Expert Status (dropdown)
  • Prospect
  • Invited
  • Participated
  • Commons Circle Member
• Primary Expertise (multi-select)
  • Technology
  • Law / Policy
  • Healthcare
  • Internet / Digital Equity
  • Renewable Energy / Climate
  • Research / Science
• Ethical Exit Indicator (checkbox)
  • Defunded
  • Resigned for ethical reasons
  • Still in role but dissenting
• Engagement Preference
  • AMA
  • Mentor
  • Scholarship Sponsor
  • Observer

Event-Specific

• Earth First SW – Registered (yes/no)
• AMA Participation Status
  • Invited
  • Confirmed
  • Completed
• Scholarship Interest
  • Yes – Individual
  • Yes – Organization
  • No