The Client

3D Imagined creates 3D renders, animations, and floor plans for property, architecture, and construction clients in the US. 

When RevOps Automated joined the project, 3D Imagined was preparing a new WordPress website alongside a fresh HubSpot portal. The founders needed a practical system ready for live enquiries, quotes, payment follow-up, and project delivery.

The Challenge

3D Imagined was bringing its website and sales operation online at the same time. The founders needed a reliable way to capture interest, respond quickly, turn viable enquiries into quotes, and keep track of each project after the sale.

Their commercial process also had to reflect the way customers buy. Some projects are paid upfront, while others use a deposit and final payment. The hand-off from signed quote to invoicing needed to be clear, and both founders needed the same view of what was happening.

They faced several practical hurdles:

• Fresh portal, immediate launch pressure: The new website was approaching launch while the CRM still needed its core structure, records, views, and reporting set up.

• Website enquiries in the right hands: Project details and attachments needed to reach the sales team with clear ownership and a prompt for follow-up.

• A quote-to-payment journey: The business needed a consistent way to move from a quote being accepted to invoicing, payment, and delivery.

• Different payment arrangements: Upfront and split-payment projects needed to be easy to record and follow.

• Two founders, one customer view: Shared visibility was needed without relying on separate email threads, spreadsheets, or calendar reminders.

The Solution

RevOps Automated began with a launch workshop with the founders to understand the business model, existing tech stack and desired customer journey. From this, RevOps designed a full Lead-to-Deal sales funnel and implemented a custom HubSpot portal, ready for the first 3DI lead.

The result is a connected commercial process that gives each enquiry a clear next step and gives each project a visible route through invoicing and delivery.

Key pillars of the project included:

• A connected sales process: We created separate routes for early enquiries and active projects, with a clear hand-off when an opportunity is ready for a quote.

• Website enquiry capture: Custom website forms now send project details and attachment links into HubSpot, with ownership, internal alerts, and follow-up tasks attached to the enquiry.

• Cross-functional collaboration: We worked with the founders’ separate website development and marketing agency to develop bespoke contact forms and marketing attribution setup. 

• Follow-up users can rely on: We configured owner notifications, task prompts, overdue-payment follow-up, and delivery reminders around the work that needs attention.

• A cutting-edge invoice tech stack for quote-to-invoice hand-off: When a customer signs a quote, Invoice Stack creates a Xero invoice and carries across the line items and payment information. For split-payment work, the team can use Invoice Stack's ‘Deposit’ function to create the deposit and final-payment arrangement.

• A shared founder workspace: We tailored the forms used to add contacts, enquiries and projects, prepared views for quote activity and lost opportunities, and checked the build against 24 practical scenarios before launch.
  
  

  

The Impact in Numbers

1. A clear route from website enquiry to follow-up

3D Imagined's website enquiries now arrive with the information the founders need to decide what happens next.

Project details and attachment links are carried into HubSpot. The right owner receives an alert and a follow-up task, so each enquiry has a visible next action from the moment it arrives.

2. A practical quote-to-invoice hand-off

When a customer signs, Invoice Stack creates the Xero invoice and carries the line items across. The team can review the invoice before sending it, while split-payment projects can be divided into deposit and final payment through Invoice Stack's Deposit function.

The hand-off is easy to follow, and the commercial record stays connected to the work that comes next.

3. Clear visibility across payment and delivery

3D Imagined can record whether a project is paid upfront or in two parts, then track the dates and follow-up needed for each route.

Payment information, overdue reminders, and delivery prompts give the founders a shared view of what has been paid and what still needs attention.

4. Two founders can work from the same process

The founders now have one place to see new enquiries, active projects, quote activity, and lost opportunities.

They can work through the daily follow-up and review the wider pipeline simultaneously. Phone enquiries and website enquiries also start from the same tailored record forms.

5. Ensuring a successful business launch

RevOps Automated ran a 24-scenario check covering the main project steps, service types, customer segments, payment arrangements, and loss reasons. This was followed by a comprehensive training and handover session to the Founders, ensuring all affected areas were useful, flexible, and easy to use day-to-day.

3D Imagined had a cleaner starting point for live work, with the agreed process checked before the portal began carrying real opportunities.