Simple Strat

A big help!

I really appreciated Ellie's help and patience in bringing me up to speed in order to use HubSpot more efficiently. We are looking forward to working with SimpleStrat moving forward in the future.

Review of Alexis – HubSpot Expert & Implementation Partner

Working with Alexis has been an incredible experience from start to finish. She played an instrumental role in helping OutSnapped successfully transition, optimize, and fully adopt HubSpot as our all-in-one CRM and support platform. From the very beginning, Alexis brought structure, clarity, and patience to a complex process that involved multiple teams, data migration, and new workflow creation. Her expertise went far beyond basic setup. She truly partnered with us to build a system that reflects how our business actually operates. Here’s a quick overview of the key areas she supported us with: 1. CRM Migration Alexis led the full migration from our legacy tools into HubSpot, ensuring all client data, deals, and workflows were properly organized and mapped. She made the transition smooth, caught potential errors before they became issues, and provided clear documentation that our team still relies on today. 2. Customer Support Training She also designed and conducted hands-on training sessions for our Customer Support and Production teams. Alexis helped us streamline ticketing, automate notifications, and track client communication more effectively. As a result, our response time and visibility into client needs improved dramatically. 3. HubSpot Onboarding & Customization Beyond the basics, Alexis tailored our onboarding experience to fit OutSnapped’s unique production flow — integrating Sales, Operations, and Support in one cohesive system. Her guidance on custom properties, automation, and reporting made HubSpot not just a CRM, but a central hub for our entire business. What stood out most was her collaborative approach. She took the time to understand our challenges, offered smart solutions without overcomplicating things, and always followed through with clarity and kindness. Thanks to Alexis, HubSpot has become one of the strongest foundations of our operations. We now have a CRM that supports our growth, improves team communication, and helps us deliver an even better experience for our clients. We’re deeply grateful for her expertise and the lasting systems she helped us build.

Fantastic Problem Solvers

We were very impressed by Simple Strat and their ability to dive in to our workflows and uncover the core issues with their performance, with complicated integrations. We would definitely work with Ellie again!

Great Experience

SimpleStrat was instrumental is getting us onboarded efficiently with HubSpot. We eliminated the potential of user mistakes and we're excited to scale with them. Highly recommend. Also, Ellie P. was fantastic to work with.

Excellent service!

We really enjoyed working with SimpleStrat. As a company that previously didn't use a CRM, implementing HubSpot felt daunting, but Ellie and Tyler made the onboarding and training process efficient and painless. They listened carefully, delivered what we needed, and responded quickly to our questions. We are very happy with the results and experience and highly recommend them.

One of the best partners I've ever worked with!

I come from a marketing background and have spent 8 years as an entrepreneur, and rarely have I had the pleasure to work with such an effective and professional team. Everyone from Simple Strat approached our account with care and respect, genuinely wanting us to be successful. Their processes were streamlined and we made quick progress against our goals. I look forward to continuing to work with them for a long time!

A great experience!

Our team loved working with Tyler, Ellie, and Ali throughout our engagement. They really listened to us in order to fully understand where we are currently and where we want to go, and tailored every session to our unique needs. We now have a great foundation with HubSpot and our team is much more comfortable with the product. Their team helped us set the foundation for our future growth and scale, and we hope to be able to work with them again!

A true Partner!

Ellie and Tyler have been amazing throughout our collaboration with Simple Strat. They treated the entire project as a true partnership where they really wanted to be involved and understand our process. Communication was great and they made sure to capture every single detail on issues, wants and needs. They are proactive in giving recommendations with context. Implementation with our team was seamless and smooth. We highly recommend their team when it comes to fixing your HubSpot!

Great team - quality work!

We've worked with Alexis / SimpleStrat for years - and absolutely love this team. They've empowered our CRM (HubSpot) usage, expanded capabilities and implemented reports, segmentation and other features to drive marketing and sales. Thank you, SS!

Highly Recommend Simple Strat for HubSpot Success!

We had an excellent experience working with Simple Strat on our HubSpot implementation. Ellie and Tyler managed our onboarding, sales pipeline development, sales and service workflows, and team training with a high level of professionalism. They were knowledgeable, thoughtful, and detail-oriented throughout the process. Ellie and Tyler were also incredibly responsive, flexible, and attentive to our unique needs. Their friendly approach made the entire experience seamless and collaborative. We're very pleased with the results and highly recommend Simple Strat to any organization looking to maximize the value of HubSpot.