Customer Onboarding

Turn Your Closed Deals Into Happy Customers

Guarantee Customer Success Stories
Automate Text & Email Sequences
Create Customer Expectations
Track Onboarding Progress
Collect All The Info You Want
One Tool That Connects Everything

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.

Industry Experience

With over 15 years of serving customers, Smart Site Services has provided digital marketing to customers in the following industries:













Onboarding Benefits

Here’s an overview of some of the onboarding benefits offered by Smart Site Services.

Efficient Onboarding

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

Simplify the process of collecting and managing data from new customers during the onboarding process.

Automated Reminders

Send auto reminders to new customers to ensure they complete all necessary steps in a timely manner.

Integration Made Easy

Integrate seamlessly with other systems, such as CRM and ERP, for a streamlined, efficient experience.

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.

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