Onboard the smart way with experienced technical implementers.
When you onboard with Simple Machines, you get a team of seasoned HubSpot experts to do the heavy lifting and ensure you’re set up for success.
HUBSPOT ACCREDITED
HubSpot Onboarding Accreditation
Simple Machines holds HubSpot’s Onboarding Accreditation, recognizing our team’s ability to onboard new HubSpot customers the right way.
Choose your Hub
Marketing Hub Onboarding & Implementation Package
See what’s included in HubSpot’s standard onboarding compared with onboarding with Simple Machines.
Included in onboarding
HubSpot onboarding
Simple Machines onboarding
Customized onboarding roadmap
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Import and create contacts in HubSpot CRM
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Assistance setting up forms in HubSpot
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Assistance adding tracking code to website
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Assistance connecting social media profiles in HubSpot
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Assistance setting up chatbot in HubSpot
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Connect domain to HubSpot subdomains
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Assistance setting up calendar, meeting links and Outlook/Gmail integration
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Create custom email templates
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Training for team
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Choose up to three objectives
Your onboarding focuses on the goals you pick
Organize and Segment Your Data
Configure your database with the views, lists and filters you need to target and track your key segments.
Increase Conversion Rate
Get help designing conversion paths and optimizing pages to convert traffic into leads.
Generate More Website Traffic
Use our SEO expertise to sharpen your SEO strategy and to leverage HubSpot’s search optimization and content strategy tools.
Capture, Convert and Engage Your Leads
Ready to create your first campaign? We’ll develop the campaign and build out the assets designed to engage visitors and convert more leads.
Measure Traffic and Understand Your Results
With your specific goals in mind, we’ll create and populate the dashboard and reports needed to track traffic trends and uncover useful insights.
Automate and Personalize Your Marketing
Improve efficiency and engagement with hands-on automation and personalization buildout.
Sales Hub Onboarding & Implementation Package
See what’s included in HubSpot’s standard onboarding compared with onboarding with Simple Machines.
Included in onboarding
HubSpot onboarding
Simple Machines onboarding
Customized onboarding roadmap
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Import and create contacts in HubSpot CRM
–
Create custom email templates
–
Assistance setting up calendar, meeting links and Outlook/Gmail integration
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Assistance setting up first deals pipeline
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Set up productivity tools
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Create sales dashboard and baseline reports
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Set up standard sales automation
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Sales intake and routing consulting
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Training for team
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Choose up to three objectives
Your onboarding focuses on the goals you pick
Automate Your Sales Process
Define the most impactful opportunities for automation and let us help automate your processes for more efficient sales.
Configure, Price and Quote
Get help setting up your product library, integrating your quoting process and reporting on revenue.
Report On Your Team’s Performance
From tracking activities and KPIs to uncovering insights from sales team data, we work with you to design and build custom reports that help you make better decisions.
Accelerate Your Sales Efforts
Let us prioritize and activate the HubSpot tools that will improve your team’s efficiency, accuracy and scalability.
Managing Large Scale Teams
Have a large team with extensive partitioning and permissions requirements? We’ll define and build the structure that works for your business.
Service Hub Onboarding & Implementation Package
See what’s included in HubSpot’s standard onboarding compared with onboarding with Simple Machines.
Included in onboarding
HubSpot onboarding
Simple Machines onboarding
Set up service intake channels
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Add users and assign roles
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Set up live chat and responses
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Create custom ticket properties
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Assistance setting up ticket pipeline and automation
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Set up productivity tools
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Create service dashboard and baseline reports
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Connect subdomain to knowledge base
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Service intake and routing consulting
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Training for team
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Choose up to three objectives
Your onboarding focuses on the goals you pick
Set Up Your Helpdesk in HubSpot
From configuring your ticket pipelines, intake channels and service-related properties, we’ll do the heavy lifting to get your service team up and running.
Quantify and Visualize Results
Get help determining your reporting needs and let us build out the reports you need to gain valuable insights.
Help Customers Use Self-Service Tools
Use us to help create the automation, chat and knowledge base features that will help your customers get help through self-service channels.
Measure and Improve Customer Experience
Ensure you’re continually improving your customer experience with surveys and feedback channels that help you measure and optimize your customer service.
CMS Hub Onboarding & Implementation Package
See what’s included in HubSpot’s standard onboarding compared with onboarding with Simple Machines.
Included in onboarding
HubSpot onboarding
Simple Machines onboarding
Organize CRM and website data
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Optimize website and blog for search
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Develop lead capture and conversion paths
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Create website traffic and analytics dashboard & reports
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Content strategy tools setup and guidance
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Training for team
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CMS setup with theme installation and customization
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Page content additions
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Base SEO setup
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Blog post imports from WordPress
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Choose up to three objectives
Your onboarding focuses on the goals you pick
Build Out SEO and Content Strategy for Visibility
Use our SEO expertise to sharpen your SEO strategy and to leverage HubSpot’s search optimization and content strategy tools.
Develop Custom Reporting to Track Business KPIs and Website Performance
With your specific goals in mind, we’ll create and populate the dashboard and reports needed to track traffic trends and uncover useful insights.
Execute Advanced Website Speed and Security Optimization
For those whose website speed and security requirements go beyond the default HubSpot CMS benefits, we will address issues and needs to help ensure performance is up to your standards.
Manage Multiple Brand Domains or Business Units
Beyond best practices and guidance, we will configure your portal and settings to accommodate multiple brand domains or business units in the most effective way.
Client success
"The Simple Machines team helped us to move from HubSpot struggle bus to HubSpot polished in a short timeframe.”
"Simple Machines has been a strong partner for us to be able to implement HubSpot and make the most of that investment."
“The Simple Machines team played a crucial role in launching our new website and kickstarting our Sales and Marketing endeavors.”
Why onboard with Simple Machines?
As a new HubSpot customer, you can onboard directly with HubSpot or with a solutions partner like Simple Machines. Our service delivers benefits that go beyond a standard technical onboarding.
Deep Technical HubSpot Expertise
Growth Support
Mutual Success
Complex migrations and integrations
Looking to integrate your CRM, CMS, LMS, or ERP with HubSpot? Need to migrate from Salesforce or from one HubSpot to another? No problem! Our team has helped clients integrate HubSpot Marketing, Sales and CMS Hubs with a range of other systems and software.
Custom reports & dashboards
HubSpot’s reporting tools can help you not just track your data, but also uncover new revenue opportunities. From revenue forecasting and deal attribution reports to multi-channel ABM-focused dashboards, we go the extra mile to set you up with actionable reporting, tailored to your business.
Industry focus
While we partner with clients across several industries, Simple Machines has vast experience helping B2B service, technology and manufacturing companies generate top-line revenue and close more deals with HubSpot.
About Simple Machines
Simple Machines is a Chicago-based, woman-owned and certified LGBT Business Enterprise. As a Certified Platinum HubSpot Solutions Partner, we adhere to the industry’s highest standards in our approach to digital work. From consulting and strategy to automation, web design and data analysis, we provide all the resources, tools and talent needed to drive growth.
It’s how we make ourselves indispensable.
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