Simple Strat

Excellent partner who always has a solution for everything we ask

Alexis and the team at Simple Strat have been terrific to work with. After an original engagement to help us implement HubSpot into our existing site design with no disruption, Alexis helped us with onboarding. As new HubSpot users on our end, she made sure we understood what was going on at every step and was able to expertly guide us through the onboarding process. After the implementation and onboarding phases, we transitioned to a monthly support arrangement with Simple Strat which includes making sure everything is up to date, that we're aware of the near constant flow of new HubSpot capabilities and which ones can benefit our usage most, and fielding just about any request we have. Alexis and team understand our business and tailor recommendations to fit our strategy. Another thing I've always appreciated about Simple Strat is that I never feel like I'm being sold the biggest solution. Alexis (our main point of contact), along with Tyler, have been great at presenting various options that align with our goals, outlining the options for investments in our site, and helping advise us on the right option that balances our needs and limitations best. A partner I can trust in that way is so valuable to me.

Expert HubSpot Fixes That Are Saving Our CRM

Working with Camille has been an absolute game‑changer for our team. She was originally brought on to support our marketing efforts, but it quickly became clear that her value extended far beyond that role. As our team uncovered issue after issue stemming from a poorly configured HubSpot instance, Camille stepped in—again and again—to help diagnose problems, untangle broken processes, and guide us toward scalable, sustainable solutions. When I joined the team to lead a full HubSpot cleanup and reconfiguration, Camille was already deeply embedded in the work, and she immediately became an essential partner in the effort. She has played a huge role in cleaning out our CRM, rebuilding foundational elements, and setting up clear, effective workflows. Her solutions are not only well‑structured but thoughtfully simplified, making our system significantly easier for the entire team to use and maintain. We’re a more unconventional HubSpot user with many unique use cases, and Camille has helped us navigate every one of them with creativity, patience, and technical expertise. She’s effectively become our in‑house HubSpot expert—filling a major knowledge gap on our team—and her ability to explain, document, and operationalize complex configurations has been invaluable. Beyond her technical skill, Camille brings exceptional project management to the table. She always arrives prepared, organized, and focused, ensuring we continue making steady, meaningful progress in what could have been an overwhelming cleanup effort. We truly couldn’t have gotten our HubSpot environment back on track without her.

Super helpful experience!

We had a great experience working with Simple Strat. They helped us build out a variety of things in HubSpot - such as our marketing and sales reporting, workflow automations, etc. We thought that the work was both high quality and appreciated Camille's approach of taking ownership and driving things forward, even when we had multiple projects and delays. Would definitely recommend!

Streamlined, Supportive, and Successful Partner for HubSpot Implementation!

Simple Strat was an amazing partner to work with in implementing HubSpot. We worked specifically with Ellie Pavlichek, who truly shone as our north star throughout the implementation process. Simple Strat has a fantastic structure to support your HubSpot implementation. They establish a strong foundation by clarifying best practices, expectations, and roles early on. This was a great level-set because there was never any confusion about who was responsible for what and every task had a clear owner. Simple Strat also takes the time to truly understand your goals, which allows them to translate those directly into the platform’s configuration and give you a successful platform. Simple Strat has a very structured and efficient approach to implementation. HubSpot can do a lot, which can easily become overwhelming, but Ellie truly championed the process and helped keep our feet on the ground. Because she understood our strategic goals so well, she was able to combine that understanding with her deep knowledge of HubSpot to make our goals a reality. We never felt lost along the way because Ellie always broke things down into clear, actionable steps that helped us learn & understand HubSpot throughout the implementation process. Her efficiency, organization, communication , and exceptional ability to follow-through was what kept us productive and our project moving forward. What's even better is that our collaboration was fun! We shared a lot of laughs while getting the job done, making the experience very enjoyable. Support from Ellie and team has been outstanding. They are responsive to emails, take the time to develop documentation of your implementation, and can point you to HubSpot resources that helped us feel very supported. Their guidance helped us find answers quickly and feel confident in using the platform. Overall, we had a fantastic experience and highly recommend Simple Strat if you are looking for a thoughtful, structured, supportive, and effective HubSpot implementation Partner. And if you get Ellie, you can be confident you’re working with someone who will guide you through the process with expertise, clarity, and a genuine commitment to your success.

Hands-On, Business-Minded, and Results-Driven

We’ve worked with Simple Strat as our HubSpot Solutions Partner for quite some time, and they’ve been instrumental in transforming our systems and operations. They led our migration from Zendesk to HubSpot, moved us from Insightly CRM into HubSpot, transitioned our website from Webflow to HubSpot, and have played a critical role in syncing HubSpot with NetSuite. That includes troubleshooting integrations, reconciling data errors, improving reporting, and helping us build processes that actually work across teams. What sets Simple Strat apart is that they do not just push HubSpot features. They take the time to understand the business model, operational realities, and revenue goals before architecting solutions. Their recommendations are grounded in business outcomes, not software for software’s sake. They are also hands-on. They do not stop at strategy or advisory. They are in the system with us building, optimizing, cleaning up data, and training our team. They have helped level up our internal capabilities while improving the integrity of our tech stack. If you are looking for a partner who understands both HubSpot and how businesses actually run, Simple Strat is an easy choice.

NPS and CSI Survey Design Implementation

Our NPS survey implementation was the latest project we've partnered with Simple Strat on, and they did their usual exceptional job. Alexis was our main point of contact for this project, and her knowledge and expertise related to HubSpot in general, and feedback surveys in particular was fantastic. Alexis was great to work with, got the project done on budget and ahead of schedule, and was always available for questions and on demand support!

Training and assisting with the migration of the customer database to HubSpot

Jessica has been responsive and helpful in assisting our team as we migrate from Impexium to HubSpot. We look forward to her assistance for the next few weeks as we get our staff up to speed on the tool.

Great experience

Simple Strat was a fantastic partner in implementing new and streamlining existing HubSpot processes. Jessica is knowledgeable and a great problem solver.

Awesome team

We've been working with Simple Strat for at least 7 years now, and it's always been a wonderful experience! They're very responsive, helpful, knowledgeable, and care about our business growing as much as we do!

So great, I partnered with them twice!

I implemented HubSpot at my previous employer through a different HubSpot partner. After a year or so, we realized we needed to enhance the system. This time, we partnered with Simple Strat to "Fix my HubSpot" and enhance the platform. They were so amazing to work with that when I moved to a new employer and was tasked with implementing HubSpot, I went straight to Simple Strat. They are responsive, friendly and have such a broad knowledge of the system. Jenny was amazing to work with both times!