Help Your Customers Be Successful at Every Stage of Their Journey
Scale your onboarding & success process to drive more revenue and engagement without adding headcount. Help your customers stay on task by automating the most important steps in the process.
Your onboarding checklists like you’ve never seen them before
Give customers an action plan focused on one thing: what’s next. Whether that's filling out a form, uploading a file, downloading a template, scheduling a meeting and everything inbetween...
It's exactly what you need to keep the momentum going on the path to success.
Keep your team inside HubSpot
Nobody needs another inbox to check. Give everybody visibility by attaching a customer-facing action plan to any deal or ticket, then sync data from your onboarding plans directly into HubSpot.
With a native-like integration, your team can focus on what matters most.
Here’s an overview of some of the onboarding benefits offered by Smart Site Services.
Automation will improve the speed and efficiency of the onboarding process for new customers.
Customizable Welcome Packages
Personalized onboarding software can be configured to offer a tailored, customized welcome experience.
Data Collection and Management
Send auto reminders to new customers to ensure they complete all necessary steps in a timely manner.
Integration Made Easy
Improved Customer Satisfaction
Improve customer satisfaction by providing a fast, efficient, and personalized experience
Let’s Be Partners
If you’ve made it this far, we hope you’ve gotten the impression that Smart Site Services offers the full array of onboarding solutions and marketing services. Let us help you achieve customer success.
About Smart Site Services
Smart Site Services began as a Michigan Website and SEO agency, but today we have clients nationwide across multiple industries and provide a variety of digital marketing services. Smart Site Services also offers other business services such as ERPs, CRMs and other technology that businesses need to succeed.
Hire an Expert Marketing Agency
Simply put, Smart Site Services offers the latest in digital technology at a competitive price. And our experience with a broad variety of industries makes us an excellent choice for your brand. Contact us today, and a marketing consultant will be in contact with you in 1-2 business hours.