Case Study
Found-Space Finds Massive Savings by Replacing Point Solution with Custom E-Signature Solution Native to HubSpot
Challenge
Found—Space, a leader in wellness technology, sought to improve customer interactions by streamlining the confirmation process for product deliveries and service requests. The company previously relied on manual confirmation procedures and ticket generation, leading to inefficiencies, delayed responses, and a suboptimal customer experience.
- A HubSpot form with integrated e-signature functionality for customer confirmation upon delivery and installation.
- Automated email receipts with PDF attachments to enhance customer communication.
- Automated service ticket creation triggered by customer-submitted service requests.
Solution
No Bounds Digital partnered with Found—Space to design and implement a custom HubSpot automation solution that streamlined the entire process while maintaining an intuitive user experience.
1. E-Signature-Enabled HubSpot Form
- Developed a HubSpot form with fi elds for name, email, model selection, job notes, and photos.
- Integrated e-signature functionality, allowing customers to sign upon receipt and installation.
- Added QR code scanning for auto-populating serial number data.
2. Automated Email Confirmation with PDF Receipt
- Created a workflow that automatically emails a confirmation receipt to customers upon form submission.
- Included a PDF attachment dynamically populated with customer details.
- Integrated SMS follow-ups for customer service review feedback.
3. Service Ticket Automation
- Developed a workflow to generate service tickets if customers indicated an issue.
- Implemented dynamic routing to assign tickets to the correct regional support team based on customer location.
- Configured automated notifi cations to ensure service reps promptly addressed issues.
Results
First and foremost, Found-Space was able to toss their document point solution that they were paying user based fees each and every month for 30 users with this solution. In less than three months, No Bounds Digital’s solution paid for itself, and for each subsequent month, Found-Space realizes nearly $1,000 USD in savings.
Impact
The implementation of these solutions led to measurable improvements in efficiency, customer satisfaction, and internal workflows:
- Improved customer experience through structured, automated communication.
- Seamless service request tracking, ensuring issues are addressed without delays.
Future Opportunities
The successful implementation of this project has opened new possibilities for Found—Space, including:
- Self-Service Customer Portal for tracking service requests, past interactions, and submitted forms.
- Further CRM Optimization to enhance segmentation, automation, and lead nurturing within HubSpot.
Conclusion
No Bounds Digital successfully delivered a fully automated HubSpot solution that enhanced customer interactions, streamlined internal workflows, and improved service efficiency for Found—Space. This project demonstrates the power of HubSpot automation in enhancing customer experience and reducing operational inefficiencies for businesses in the wellness technology sector.
More Case Studies
Want to Learn More?
We’d love to hear from you.