HubSpot Implementation for Red Umbrella

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Red Umbrella partnered with Forbidden to replace manual processes with a fully integrated HubSpot platform that supports scalable sales, delivery, and operations.
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No more guesswork. A platform to scale.

Red Umbrella delivers specialist mental health training across the UK; MHFA, Qualsafe, Suicide First Aid. High-impact sessions run by real people who care deeply about what they do. 

The business had scaled organically. It worked, but we could see the scope for improvement in our early conversations with the team to enable them to spend more time doing what they were brilliant at, and have the more manual tasks automated.

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Red Umbrella

The Challenge

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Red Umbrella weren’t short on clients or ambition, they just didn’t have the infrastructure to match it.

As the business grew, it became clear they needed smarter systems to match their momentum, the manual processes and limited visibility were holding them back.

    • Sales lived in inboxes. No CRM meant cross-team comms were a challenge.
    • Courses were run through spreadsheets. Manual coordination was chewing up hours. 
    • With Marketing outsourced, they didn't have the visibility of which individual people were interacting with the efforts.

In a business providing such a valuable service, technology needed to be an enabler, not a hinderance. They needed more than a CRM. They needed a rethink. A way to simplify, streamline, and scale without losing what made the business work in the first place. 

Red Umbrella

What we did

We built a scalable, fully integrated system in HubSpot that supports how Red Umbrella actually works.

  • 1

    Sales Hub That Delivers

    We implemented a comprehensive sales pipeline for Red Umbrella, featuring automated lead nurturing and follow-up sequences.

    We integrated Xero to streamline quoting and invoicing, introduced trackable, templated communications, and deployed instant branded quoting tools providing the team with full visibility across the entire sales process, from lead to closed-won.

  • 2

    Care Coins Made Scalable

    We transformed Care Coins, Red Umbrella’s prepaid wellbeing currency, from a manual spreadsheet into a scalable solution.

    We built a custom HubSpot object, a dedicated pipeline to track sales, usage, and redemptions, gave the sales team full visibility of client balances, and enabled automation to link Care Coins with training delivery.

  • 3

    Training Delivery On Autopilot

    Manual scheduling and follow-ups were slowing things down, so we replaced them with a fully automated process in HubSpot.

    Courses are created at the point of sale, comms go out automatically, and certificates are issued and tracked, freeing the team up to focus on delivery, not admin.









    Ask ChatGPT

  • 4

    Custom Build on HubSpot's Object Library

    We customised HubSpot’s native Courses object to fit Red Umbrella’s delivery model, rolling out a tailored training pipeline with custom Supered cards, cross-object automation between sales, training, and Care Coins, and a process HubSpot reps now showcase as a standout use case.

Red Umbrella

The impact

With HubSpot at the core, Red Umbrella now has the systems, structure, and visibility to scale without the chaos. Sales is structured and trackable. Training delivery is automated from sale to certificate. Care Coins are now a scalable, commercial product with end-to-end visibility. 

  • Sales outreach is automated and fully integrated with quoting and invoicing
  • Training delivery runs end to end with zero manual coordination
  • Care Coins are productised with real-time balance tracking and redemption workflows
  • Dashboards give the team live visibility across sales, delivery, and operations

This wasn’t about adding tools. It was about building a business that runs smarter, not harder.

Nathan, Director of Services, Red Umbrella

"Very knowledgeable and talented team, who walked us through the complete set up of HubSpot from start to finish, incorporating our unique needs into the mix. Very detailed and patient training, and always made to feel like nothing was too much to ask for. Scott has been a pleasure to work with and we're very happy with the results."

Nathan Shearman

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