Case Study

Seamless Delivery Confirmation Automation for Found-Space

Challenge

Found-Space, a premium sauna manufacturer serving customers across Australia and New Zealand, needed a more efficient way to manage delivery and installation confirmations. With more than 1,000 units delivered annually and a network of over 30 installation contractors, the company relied on manual processes to capture customer sign-off after installations.

The team wanted a scalable solution that would allow customers to electronically sign delivery confirmations, automatically receive documentation of their completed installation, and provide Found-Space with visibility into potential service issues. Their goal was to replace expensive third-party e-signature platforms while keeping all customer data and operational workflows centralized within HubSpot.

Solution

No Bounds Digital designed and implemented a custom delivery confirmation system directly within HubSpot.

The solution included a custom HubSpot form that captured critical installation information, including customer details, model information, installation notes, and electronic signatures. The form was designed specifically for use by installation teams in the field, providing a streamlined experience for both contractors and customers.

To enhance the customer experience, No Bounds Digital developed an automated workflow that generated and delivered confirmation documentation immediately after form submission. Customers received a professional confirmation email containing details of their completed installation, providing reassurance and a documented record of delivery.

The project also included service workflow automation within HubSpot. When specific conditions indicated a potential service requirement, HubSpot automatically created and associated service tickets with the appropriate customer records. This ensured that service issues could be identified and addressed quickly without requiring manual intervention from the Found-Space team.

By leveraging HubSpot's automation capabilities, No Bounds Digital delivered a centralized system that connected delivery confirmation, customer communication, and service management into a single process.

Results

The new delivery confirmation system provided Found-Space with a scalable process capable of supporting thousands of annual delivery confirmations without the recurring costs typically associated with third-party e-signature platforms.

Key outcomes included:

Digital capture of customer delivery and installation sign-offs within HubSpot.
Automated customer confirmation emails delivered immediately following installation.
Elimination of manual documentation and record-keeping processes.
Faster identification and tracking of post-installation service requirements.
Improved visibility for management through centralized customer and service records.
A scalable solution capable of supporting continued business growth across Australia and New Zealand.

The implementation reduced administrative effort for installation teams while creating a more professional and consistent customer experience.

Conclusion

Found-Space needed a reliable way to manage delivery confirmations at scale while improving customer communication and reducing manual administrative work. No Bounds Digital delivered a customized HubSpot solution that combined electronic signatures, automated documentation, and service workflow automation into a single streamlined process.

As a Diamond HubSpot Solutions Partner, No Bounds Digital specializes in helping organizations extend HubSpot beyond traditional sales and marketing use cases. By building custom operational workflows, automation systems, and customer experience solutions, No Bounds Digital enables businesses like Found-Space to improve efficiency, reduce costs, and create scalable processes that support long-term growth.