Onboarding Motion Homes into HubSpot

Motion Homes is the open-market sales brand of Morro Partnerships, a build-to-sell housebuilder delivering new homes for private buyers.

The challenge

Morro Partnerships needed a CRM setup to support Motion Homes as it managed enquiries & sales progression for new-build homes.

The business needed more than a standard CRM onboarding. As a build-to-sell developer, Motion Homes had to manage a structured customer journey from first enquiry through to reservation, exchange & completion.

That meant the CRM needed to reflect the way new-home sales actually work, with clear visibility across applicants, developments, plots, enquiries & deal stages.

The core challenge was to create a system that could:

• Capture web enquiries reliably
• Segment activity by development
• Support structured sales progression
• Automate branded follow-up communications
• Give management clearer visibility of the sales process
• Create a repeatable framework for future developments

The team also needed confidence that the CRM would be simple enough for sales users to adopt, while flexible enough to support additional developments over time.

What we did

We delivered a tailored HubSpot onboarding designed around Motion Homes’ customer journey, rather than forcing the business into a generic sales pipeline.

Customer journey mapping

We started with a collaborative planning phase to map the full new-home buyer journey.

This included workshop sessions with the Motion Homes team, followed by a visual process map in Miro. The purpose was to agree how enquiries, applicants, developments & deals should move through HubSpot before any build work began.

• Mapped the end-to-end customer journey
• Defined key sales stages & handover points
• Created a visual process map for review
• Refined the structure before configuration began

This gave the project a clear foundation & ensured the HubSpot setup was based on Motion Homes’ real sales process.

HubSpot setup for a housebuilder sales journey

We configured HubSpot around a property-development sales model, with the system designed to support enquiry capture, qualification, deal progression & customer communication.

A key part of the setup was the use of a Development field across Contacts, Leads & Deals. This allowed activity to be segmented by site, helping the team understand which development each enquiry related to & report more clearly across different schemes.

• Built the CRM around developments, enquiries & sales progression
• Added development-level segmentation across key records
• Created structure for applicants, leads & deals
• Supported future developments without major rework

This gave Motion Homes a more relevant CRM foundation for managing new-build sales.

Brand, domain & email configuration

We set up HubSpot to support Motion Homes as the outward-facing brand, while retaining Morro Partnerships as the registered business behind the portal.

This included configuring the brand setup, preparing HubSpot for Motion Homes communications & connecting the required domain infrastructure.

• Set up Motion Homes branding in HubSpot
• Configured branded marketing email sending
• Connected the motionhomes.co.uk domain
• Prepared HubSpot landing page, blog, email & tracking infrastructure

This ensured customer-facing communications reflected the Motion Homes brand clearly & consistently.

Forms & enquiry capture

We created HubSpot forms to capture enquiries & registrations from the Motion Homes website.

The aim was to ensure new enquiries entered HubSpot in a structured way, with the right information captured from the start & linked to the correct development where possible.

• Created enquiry & registration forms
• Embedded forms into the microsite journey
• Captured applicant data directly into HubSpot
• Reduced reliance on manual lead handling

This gave the sales team a cleaner starting point for managing new buyer enquiries.

Sales process & workflow automation

We built workflows to support key points in the new-home sales journey.

HubSpot was configured to help Motion Homes manage progression through important stages, including reservation, exchange & completion. Automated communications were designed to keep applicants informed while reducing manual admin for the sales team.

• Designed deal stages around new-home sales progression
• Created automated follow-up communications
• Supported key milestones such as reservation, exchange & completion
• Improved consistency across customer touchpoints

The system was built to give the team a clearer view of where each applicant sat in the sales journey.

Reporting & visibility

We configured HubSpot to give management better visibility over enquiry flow, applicant status & sales progression.

By structuring data around developments, contacts, leads & deals, the business could more easily understand what was happening across its sales process.

• Improved visibility across active enquiries
• Supported reporting by development
• Created a clearer view of sales progression
• Helped management track activity in one place

Training & rollout

HubSpot training was structured to help the team understand the system in context, rather than simply walking through HubSpot features.

The training approach included preparation materials, a live session using a test contact, a usage period & a follow-up review. This helped the main sales user understand how the customer journey worked inside HubSpot & how to manage enquiries day to day.

• Provided practical sales-user training
• Walked through the journey using test records
• Focused training on real sales workflows
• Supported the team through early adoption

The outcome

Motion Homes launched with a structured HubSpot setup designed around the realities of new-home sales.

Instead of a generic CRM implementation, the business received a tailored system built around developments, applicants, enquiries & sales progression.

The project gave Motion Homes:

• A central platform for enquiry capture
• A structured customer journey inside HubSpot
• Development-level visibility across records
• Branded communications from the Motion Homes domain
• Automated follow-up workflows for key sales stages
• A repeatable framework for future developments

Most importantly, the onboarding gave Motion Homes a scalable sales & marketing foundation for managing build-to-sell enquiries in HubSpot.

The system helped turn a new-home buyer journey into a clear operational process, giving the team more structure, better visibility & a platform that could grow with the business.