Solutions Library

Simple Strat applied campaign-based association labels in HubSpot, giving a financial services client one repeatable report for invited, registered, and attended counts across every in-person event.

Simple Strat used HubSpot Custom Events and JavaScript to track individual content downloads on a HubDB-powered gated content page, eliminating the need for manual setup each time new content is published.

Simple Strat built a HubSpot Operations Hub workflow that detects each contact's time zone, formats meeting times accordingly using a custom datetimeformat formula, and delivers branded event reminders in the attendee's local time.

Simple Strat configured HubSpot Feedback Surveys and Workflows to automatically send a satisfaction survey every time a client meeting is marked as completed, giving a marketing agency a structured, hands-off system for capturing client sentiment after every onboarding, delivery, and success call.

Simple Strat configured Custom Properties and HubSpot's Custom Report Builder to automatically tag commissioned services on deal line items and generate accurate vendor commission reports, eliminating the manual deal reviews that were costing the team 20–30 hours every quarter.

Simple Strat built custom HubSpot Quotes templates that replicated the look and feel of PandaDoc, embedded deal-close automation directly in HubSpot Workflows, and eliminated the Zapier integration that had been creating disruptions, consolidating the entire quoting process into a single platform the team already owned.

Simple Strat built a Zapier-powered system that flags referral leads in one HubSpot portal and automatically creates the corresponding contact and deal record in a partner's portal, triggering instant follow-up workflows on the receiving side and eliminating all manual data entry between companies.

Simple Strat built Calculated Properties in HubSpot that automatically compute monthly commission payouts by fund type and schedule incremental disbursements over 36 months, replacing a manual Excel process and consolidating all commission data into a single deal-level view.

Simple Strat configured a bidirectional HubSpot Tickets and Jira integration that automatically pushes new issues to the dev team's Jira board, syncs status changes back to HubSpot, and notifies ticket owners when a Jira issue is closed, giving CX and development teams a single, connected workflow.

Simple Strat configured HubSpot Journey Analytics Reporting to track each step of an email drip sequence from SQL to booked meeting, segmented by marketing source, giving leadership a live view of conversion rates by email and a calculable forecast of upcoming conversions in each delay period.

Simple Strat embedded custom HubSpot CTAs on each ungated content page of a WordPress site, capturing real-time view and click data at the contact level, giving the marketing team visibility into who was engaging with their content and enabling downstream nurture automation, all without adding a gate.

Simple Strat configured HubSpot Workflows and automated emails to trigger a staged onboarding sequence the moment an employee's status is set to Active, delivering critical information on a paced schedule over the first month to avoid information overload and ensure consistent training delivery.

Simple Strat created a dedicated quote builder section directly on HubSpot Deal records and built a custom Quotes template that auto-populates from deal properties, replacing a Word-and-DocuSign workflow with a fully in-platform quoting process that gives every stakeholder real-time visibility.

Simple Strat configured HubSpot Workflows and multiple deal pipelines to automatically create renewal deals 90 days before End of Service dates and trigger equipment upgrade deals every fourth renewal cycle, replacing a manual spreadsheet process that was missing deadlines and revenue opportunities.

Simple Strat configured HubSpot Feedback Submissions and automated workflows to trigger post-support surveys with a built-in incentive, pushing email survey response rates from 15% to 23.4% and chat responses from 12.5% to 16% within 30 days.

Simple Strat built a dedicated onboarding pipeline using HubSpot's Services object and Deal Line Items, automatically triggering the correct onboarding path based on products sold, giving a SaaS team clean separation between new client setup and ongoing support for the first time.

Simple Strat connected referral partner Contact records to referred users in HubSpot using association-based workflows and Rollup Properties — giving a SaaS company a live view of which partners drive the most referrals, trials, and revenue without leaving their CRM.

Simple Strat configured HubSpot Datasets to automatically categorize and calculate Net Revenue Retention across new revenue, churn, and expansion, giving a SaaS finance team a live NRR engine inside HubSpot without spreadsheets or external integrations.