HubSpot Onboarding Service
Get up and running fast with hands-on help from certified experts
Marketing Hub Onboarding Package
$4,900
$7,500
Customized onboarding roadmap | ||
Import and create contacts in HubSpot CRM | Limited | |
Assistance setting up forms in HubSpot | ||
Assistance adding tracking code to website | ||
Assistance connecting social media profiles in HubSpot | ||
Assistance setting up chatbot in HubSpot | ||
Connect domain to HubSpot subdomains | Limited | |
Assistance setting up calendar, meeting links and Outlook/Gmail integration | ||
Create custom email templates | ||
Training for team | Limited |
Choose up to three objectives
Sales Hub Onboarding Package
$4,900
$7,500
Customized onboarding roadmap | ||
Import and create contacts in HubSpot CRM | Limited | |
Create custom email templates | Limited | |
Assistance setting up calendar, meeting links and Outlook/Gmail integration | ||
Assistance setting up first deals pipeline | ||
Set up productivity tools | ||
Create sales dashboard and baseline reports | Limited | |
Set up standard sales automation | ||
Sales intake and routing consulting | ||
Training for team | Limited |
Choose up to three objectives
Service Hub Onboarding Package
$4,900
$7,500
Set up service intake channels | ||
Add users and assign roles | ||
Set up live chat and responses | Limited | |
Create custom ticket properties | Limited | |
Assistance setting up ticket pipeline and automation | Limited | |
Set up productivity tools | ||
Create service dashboard and baseline reports | ||
Connect subdomain to knowledge base | Limited | |
Service intake and routing consulting | ||
Training for team | Limited |
Choose up to three objectives
CMS Hub Onboarding Package
STARTING AT
$4,900
STARTING AT
$8,000
STARTING AT
$12,000
STARTING AT
$20,000
Organize CRM and website data | ||
Optimize website and blog for search | Limited | |
Develop lead capture and conversion paths | ||
Create website traffic and analytics dashboard & reports | ||
Content strategy tools setup and guidance | ||
Training for team | Limited | |
CMS setup with theme installation and customization | ||
Page content additions | ||
Base SEO setup | ||
Blog post imports from WordPress |
Choose up to three objectives
Client Success
“Simple Machines is a great partner to work with. Their team is always available for questions and will do whatever it takes to get things right. As with any project, issues may arise but it’s refreshing to have a partner that is transparent and available to help resolve any roadblocks. I’d recommend their firm for any marketing needs. We will be working with them again in the future!”Brad Rosen, Sales Assembly
Why onboard with Simple Machines?
As a new HubSpot customer, you can choose to onboard directly with HubSpot or with a solutions partner like Simple Machines. With our onboarding service, businesses receive several benefits that go beyond a standard technical onboarding:
Expertise from a well-rounded team of strategists, technologists, content creators and problem-solvers who work in HubSpot every day
Direction and support from professionals who are capable of helping your business grow well beyond onboarding with HubSpot
A highly accountable partner whose success depends on yours
Areas of specialty
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 their HubSpot Marketing, Sales and CMS Hubs with a range of other systems and software, including:
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. We put in the hard work every day to really understand our clients, adapt to their needs and make them look good.
It’s how we make ourselves indispensable.
Our HubSpot certifications
Get started
Want to learn more about our HubSpot onboarding service? Fill out the form and we’ll be happy to help.