HubSpot Implementation for Make a Home

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Transforming a founder-led architecture business into a scalable, automated operation powered by HubSpot.

Uniting Sales and Marketing with a Seamless Salesforce-to-HubSpot Migration

Make A Home is a residential architecture practice helping homeowners design and deliver high-quality extensions and refurbishments. Led by founder Angus, the firm provides an end-to-end service that balances creative design with a transparent, client-first process.

The goal was simple but transformative: to replace manual, fragmented systems with HubSpot as the central operating system for the business. The objective was to streamline client management, automate marketing and sales communications, and create scalable processes that would enable growth without additional admin burden.

Make a Home

The Challenge

From Manual Management to Modern Automation

As a growing independent practice, Make A Home’s success had outpaced its operational systems. Angus managed enquiries, proposals, and follow-ups manually, which made the process time-consuming and inconsistent.

There was no CRM in place, meaning opportunities could easily be lost in inboxes, and there was no automated way to nurture early-stage leads. The lack of structure also made it difficult to track project stages or prepare for future growth.

Key challenges included:

No CRM or automation framework in place prior to the project
Manual quoting, follow-ups, and proposals consuming valuable time
No structured lead nurturing for early-stage prospects
Technical barriers between HubSpot and PandaDoc integrations
Uncertainty around form setup, gated content, and automation

Angus partnered with Forbidden Marketing to build a scalable HubSpot setup from day one, ensuring everything was configured correctly, automated effectively, and aligned to the future vision of the business.

Make a Home

What we did

We designed and delivered a tailored Sales and Marketing Hub onboarding project that would allow Angus to manage every client interaction, from first enquiry through to signed proposal, all within HubSpot. The focus was on structure, automation, and long-term scalability.

1

CRM Setup

We started by mapping Make A Home’s client journey and built custom contact, deal, and lead pipelines aligned to project stages. Custom properties and folder structures were created to make the CRM intuitive, consistent, and ready for future scaling.
2

PandaDoc Integration

Next, we connected PandaDoc to HubSpot to enable digital quoting and proposal management. Stripe payments were also integrated, giving Angus a seamless way to send proposals and collect payments without manual intervention.
3

Making Infrastructure

We introduced gated content forms and set up automated email sequences to nurture leads and re-engage prospects. This allowed Make A Home to capture, qualify, and follow up with leads automatically, reducing time spent on manual outreach.
4

Finance Integration

To bring financial visibility into the CRM, QuickBooks was integrated with HubSpot. This allowed Angus to see client and project financial data in one place, connecting operational activity directly with financial performance.
5

Automation Workflows

We built automated workflows for client communications, task management, and lifecycle progression. These ensure no enquiry or client update is missed, while keeping every interaction logged and trackable.
0

Enablement & Training

Finally, we delivered hands-on training sessions to empower Angus to manage HubSpot independently. Each session focused on practical use cases; from deal tracking to reporting, ensuring confidence and self-sufficiency post-launch.

Throughout the project, Forbidden used Motion for project tracking and visibility, allowing Angus to see progress, updates, and deliverables at every stage.

VerseOne

The impact

Within just eight weeks, Make A Home moved from spreadsheets and manual admin to a fully automated CRM system that now runs the business end-to-end. HubSpot has become the central platform for client communication, proposals, and project management, giving Angus the confidence and structure to operate efficiently and plan for growth.

HubSpot established as the single source of truth
Automated forms and follow-ups saving hours of admin
Full visibility of client journey from enquiry to proposal
Improved lead qualification through lifecycle automation
Professional, scalable system ready for marketing expansion

Within just two months, all workflows were live and fully operational. Angus has already seen significant time savings through automation, with proposals, follow-ups, and client communication now handled seamlessly within HubSpot.

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