HubSpot Onboarding Service

Get up and running fast with hands-on help from certified experts

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.

Marketing Hub

Marketing Hub Onboarding Package


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

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

Sales Hub Onboarding Package


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

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

Service Hub Onboarding Package


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

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

CMS Hub Onboarding Package


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

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

“From day one, they dived deep into the intricate fabric of our operational challenges, primarily when it came to our HubSpot. Anyone familiar with CRM will know the monumental task that is data hygiene, and the Simple Machines team approached it with unparalleled finesse and precision. The result? A squeaky-clean HubSpot that flows like a dream, optimized for maximum efficiency.”

Mike Zack, Chief Operating Officer

“We worked with Simple Machines to get our HubSpot Marketing up and running. They supported our team to get a handle on our contact database, create marketing campaigns, design workflows, create landing pages, etc. They customized landing pages and email templates to align with our existing website and answered all of our questions along the way. Overall, a great experience and great partners!”

Lauren Frank, Director, Talent and Organizational Development Consulting

“We recently cut over to HubSpot from another CRM and we were looking for guidance to allow for a quick transition and the ability to start doing business as quickly as possible. Simple Machines put together a great roadmap of all the items we needed to accomplish. In a short 6 week period, we accomplished all of our tasks including a custom integration with our ERP system.”

Peter Argondizzo, Argo Translation

See what other clients have to say

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:

Deep Technical HubSpot Expertise

Recommendations, best practices and creative problem-solving from technical HubSpot specialists who also understand the big picture

Growth Support

Direction and highly responsive support from seasoned professionals who can help your business grow well beyond onboarding with HubSpot

Mutual Success

A highly accountable partner that considers urgency, responsiveness and shared stakes as guiding principles for every engagement

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.