Partner Quick-Start Guide
Everything you need to refer confidently, from the first conversation to closed deal.
Who We Are
Simple Machines is a technical HubSpot partner specializing in data trust and AI readiness for B2B companies — working with revenue and marketing ops leaders who need HubSpot to actually perform, not just exist.
Simple Machines builds the HubSpot infrastructure that B2B companies need to run AI, automation, and executive decisions on data they can actually trust.
Why Refer Us
Your clients are being sold AI tools faster than they can evaluate them. Most will fail — not because the tools are wrong, but because the data underneath isn’t ready.
Why partners refer us:
Not a fit:
What You Can Refer
HubSpot Value Audit
$500 fixed fee
A clear picture of where HubSpot stands — and what to do about it.
Best for: Any existing HubSpot user who isn't confident they're getting full value.
Who it’s for
Outcome
A prioritized report on what’s healthy, what’s broken, and what to fix first. The starting point for any HubSpot investment that follows.
Usually sounds like…
Quote text goes here
We’ve had HubSpot for two years but I don’t think we’re using it right
We’re paying for features we’ve never turned on
I inherited this instance and have no idea what’s in it
We’re about to renew and I want to know if it’s worth it
Before we hire someone to run HubSpot, I want to know what we’re working with
Data Trust Snapshot
$1,700 fixed fee
A definitive answer on whether your client’s CRM data is trustworthy — in a week.
Best for: HubSpot users who rely on it for pipeline visibility, forecasting, or exec reporting but can’t fully trust what they’re seeing.
Who it’s for
Outcome
A yes/no answer on whether CRM data is trustworthy enough to run the business on — with traceable proof, not just a recommendation.
Usually sounds like…
Our pipeline numbers never match what sales is telling us
We ran a campaign but can’t tell if it actually worked
I don’t trust the reports I’m pulling out of HubSpot
Our CFO keeps asking me to prove marketing ROI and I can’t
We’re about to implement AI and I’m worried our data isn’t ready
Something feels off but I can’t figure out what
Groundwork: Demand Gen
$4,500 fixed fee
Lead-to-revenue infrastructure for teams running inbound, content, or paid demand generation.
Best for: Companies generating leads but not confident in what’s driving revenue or what happens after capture.
Who it’s for
Outcome
A HubSpot instance configured to support their actual GTM motion. Clean lifecycle logic, a working pipeline, lead scoring, automated handoffs, and reports that reflect reality.
Usually sounds like…
We’re generating leads but they’re falling through the cracks
Sales says marketing leads are garbage
We don’t have a real handoff process between marketing and sales
Our lifecycle stages are a mess — nothing is in the right stage
We’re about to hire a demand gen person and need to clean up before they start
Groundwork: ABM
$6,500 fixed fee
HubSpot configured for the way ABM actually works.
Best for: Companies running or planning targeted outbound against a defined account list, with a CRM that can’t keep up.
Who it’s for
Outcome
Target accounts loaded, tiered, and tracked. Buying committee coverage visible. Account-level scoring. Sales knows when to move and why.
Usually sounds like…
We know exactly who we want to sell to but HubSpot isn’t built for that
We’re running an ABM program but can’t tell which accounts are actually engaged
Sales and marketing can’t agree on which accounts to focus on
We’re targeting enterprise but our CRM is built for inbound
Fulcrum: AI Agent
From $1,000 setup + from $50/mo
A self-managed or fully managed AI agent trained on your client’s content — live in under a week.
Best for: Any business with a website that answers the same questions over and over — to leads, customers, or both.
Who it’s for
Outcome
An AI agent trained on their business, live on their site, answering questions around the clock. Leads captured. Visitors helped. Team freed from repetitive inquiries.
Usually sounds like…
We spend half our day answering the same questions
We want to add AI to our website but don’t know where to start
We looked at building a chatbot but don’t have the engineering bandwidth
We tried HubSpot’s chatbot and it was useless
Our competitors all have AI on their sites and we don’t
We’re already using HubSpot Breeze but someone has to manage it constantly
Where to Start: The First Referral
The easiest first referral is a low-dollar diagnostic. It’s low-risk for your client, fast to deliver, and it answers the question every client should be asking before they invest in AI or automation: is my data actually ready for this?
HubSpot Value Audit — $500
Data Trust Snapshot — $1,700
Fulcrum: Self-Managed — $1,000 + $50/mo
The pattern that works: Start with the audit or snapshot. The gaps it surfaces become the brief for a Groundwork package or Fulcrum implementation — and it gives leadership a credible answer to the question they’re already asking: can we trust what’s in our CRM before we build AI on top of it?
How to Introduce Us
You don’t need a pitch deck — just a bridge into a conversation that’s already happening. Use these word-for-word scripts or adapt them to your voice.
When your client mentions HubSpot isn’t performing
When your client is evaluating AI tools or chatbots
When your client is worried about data quality before a big initiative
When your client is planning an ABM program
Objection Handling
Common questions — and how to answer them.
“We already do data hygiene in HubSpot.”
You say: Data hygiene and Data Trust are different things. Hygiene cleans records. Data Trust validates whether the data your business decisions are built on is actually reliable — traceability, not just cleanliness. It’s a layer above hygiene.
“We’re already using HubSpot’s Breeze chatbot.”
You say: Breeze is HubSpot-native and has real limitations outside that ecosystem. Fulcrum is stack-agnostic, fully managed, and trained on your specific content. The question is whether your team has the time and expertise to keep Breeze performing — or whether you want that handled for you.
“Fixed fees make me nervous — what if scope changes?”
You say: That’s exactly the point. The scope is defined upfront and doesn’t change. What’s included is what’s delivered. If a client needs something outside scope, it’s a new engagement — not a change order that shows up after the fact.
“We have internal HubSpot resources.”
You say: Simple Machines isn’t a replacement for internal ops — they’re a specialist layer. Internal teams are often too close to the instance to audit it objectively. An independent read on data trust or HubSpot health has different credibility than an internal one.
“$6,500 seems like a lot for a setup package.”
You say: Compare it to the cost of running an ABM program on an infrastructure that can’t support it. One quarter of misallocated spend easily exceeds that number. The Groundwork packages are priced to pay for themselves in the first campaign cycle.
“We’re not sure we need this right now.”
You say: That’s exactly what the $500 Value Audit is for. It gives you a clear answer without committing to anything bigger. If nothing’s broken, you’ll know that too.
“We already have a HubSpot partner.”
You say: Simple Machines is a specialist layer, not a general HubSpot agency. If your current partner doesn’t focus on data trust and AI readiness, there’s no conflict — Simple Machines works alongside existing relationships regularly.
How Referrals Work
What to expect after your intro.
Make the intro
We respond within 24 hours
Discovery call within the week
Proposal within 5 business days
You stay in the loop
What You Can Count On
How to Make an Intro
Email or copy both of us — we’ll take it from there.
Jill Golden — jgolden@simplemachinesmarketing.com
Charlie Nadler — cnadler@simplemachinesmarketing.com
Questions? Reach out before the intro — better to get it right than to guess.