A SaaS startup reached out to me with a common problem.
“We’re getting traffic,” they said, “but no one’s booking demos.”
Their site looked modern. The product was solid. But conversions? Flat.
They didn’t want to redesign everything. Just fix what was quietly broken.
So I took a look—and the culprit was obvious.
It was the form.
One static, one-size-fits-all demo request form. Same questions for every visitor, regardless of who they were, where they were, or how many times they’d visited.
No personality. No memory. Just a wall of blank fields.
That’s where I stepped in.
I built a custom Smart Form module in HubSpot CMS. But not just smart—strategic.
It dynamically adapted to the user:
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If they were known? Fields pre-filled.
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Returning user? Shorter form, faster flow.
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From the US, CA, or UK? Custom CTAs appeared based on their region.
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Mid-funnel visitor? The messaging shifted to match their journey stage.
All powered through HubDB, fully editable by the marketing team—no dev needed after launch.
Two weeks later, the data spoke loud and clear.
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Demo bookings up by 42%
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Form drop-off down by 31%
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Marketing team testing new versions without a single ticket to dev
And the best part?
The client told me:
"We didn’t expect this small change to have such a big impact. It felt like we finally unlocked HubSpot’s full potential."
💡 The Moral?
Not every fix needs a full redesign.
Sometimes, the form is the funnel.
And when it’s smart, it sells for you—quietly and efficiently.
Want your HubSpot forms to work smarter, not harder?
