Choosing the Right Certified Simplero Expert: A Step-by-Step Guide

For coaches, consultants, educators and online business owners who are ready to get expert Simplero help but want to make sure they hire the right person.

Before you start your search, it helps to understand what “certified” actually means in the context of Simplero.

A Certified Simplero Expert is not just someone who uses Simplero or has watched the tutorials. Certification is an official program run by Simplero itself, one that Simplero describes as “not your ordinary software certification.”

To become certified, an expert must:

• Complete a comprehensive training program in Simplero
• Pass a challenging certification exam
• Participate in mindset coaching and business development training
• Maintain their certification annually as the platform evolves

Simplero also notes that they “know these people personally”, meaning certified experts are vetted by the Simplero team directly, not just by completing a self-paced course.

Why this matters for you: When you hire a Certified Expert, you’re hiring someone Simplero itself has vetted and trained. Your systems get built to the platform’s best practices, not guesswork.

The safest place to start your search is Simplero’s own certified experts directory.

Every expert listed there has completed the official certification program. This immediately filters out anyone who simply calls themselves a “Simplero expert” without formal credentials.

From the directory, you can browse certified experts and see their listed specializations, locations, and how they describe their services.

Not every Certified Simplero Expert does the same things. Some specialize in specific areas: courses and memberships, email automations, full migrations, and ongoing support, while others offer a broader range of services.

Before reaching out to anyone, get clear on what you actually need:

• New setup or migration – you need someone who specializes in account setup, platform migration, and getting everything configured correctly from the start
• Course or membership buildout – look for an expert with specific experience delivering courses and memberships inside Simplero
• Email and automation – if your priority is email sequences, automations, and funnels, make sure their portfolio includes this
• Ongoing support – if you want a long-term relationship rather than a one-off project, confirm they offer retainer-based support
• One-time help or troubleshooting – if you’re stuck on something specific, look for an expert who offers tech sessions or power hours

Hiring a specialist for your specific need will always get you a better result than hiring a generalist who does a bit of everything.

A Certified Simplero Expert should be able to show you examples of their work. Look for:

• Live examples of websites, landing pages, or funnels built inside Simplero
• Before/after case studies showing what a client started with and what was achieved
• Specific results, not just “I helped them launch their course” but “their course launched on time, the automations worked correctly, and they didn’t need to change anything after launch”

If a potential expert can’t show you any portfolio examples or case studies, that’s a flag worth noting, especially for larger projects.

Client testimonials tell you a lot, but only if you know what to look for. When reading testimonials for a Simplero Expert, pay attention to:

Green flags:

• Specific mentions of what was built or fixed
• References to reliability, communication, and follow-through
• Testimonials from clients whose business type matches yours (coaches, course creators, consultants)
• Before/after language – “I used to struggle with X, now Y works seamlessly”

Yellow flags:

• Vague testimonials that could apply to anyone (“great to work with,” “would recommend”)
• No client names or business details
• All testimonials are from the same time period

Red flags:

• No testimonials at all on a live service website
• Testimonials that don’t mention Simplero specifically on a page claiming Simplero expertise

Every reputable Certified Simplero Expert will offer a free discovery or consultation call before you hire them. Use this call to ask:

About their experience:

• How long have you been working with Simplero?
• Are you currently certified, and when does your certification renew?
• Have you worked with clients in my industry (coaching / course creation / consulting)?
• Can you share an example of a project similar to what I need?

About the project:

• Have you done this specific type of work before (migration / course setup / automation buildout)?
• What do you need from me to get started?
• What does your process look like from start to finish?
• What happens if something doesn’t work as expected after the project is complete?

About ongoing support:

• Do you offer support after the project is delivered?
• What’s the best way to communicate and submit tasks?
• How do you handle scope changes or requests that go beyond the original project?

Even after a great discovery call, there are a few things to watch for:

• No formal certification – if they can’t confirm they’re currently certified by Simplero, they’re not a Certified Expert regardless of their experience
• Vague pricing with no scope conversation – reputable experts always scope a project before quoting, not after
• Overpromising timelines – a good expert gives realistic estimates, not whatever you want to hear
• No written agreement – any legitimate project should have a clear scope of work and terms before work begins
• Poor communication before you hire – if they’re slow to respond or unclear during the sales process, it rarely improves once you’re a paying client

Technical skill is important, but so is working style. The best Certified Simplero Expert for your business is one whose communication style, process, and working approach match how you operate.

Consider:

• Do they ask good questions? A strategic expert will want to understand your business goals, not just your task list
• Do they communicate clearly? You should always know what’s happening, what’s next, and what they need from you
• Do they push back when needed? A great expert will tell you if something won’t work the way you’ve planned, not just execute blindly
• Do you feel comfortable asking questions? Your working relationship will be most productive if you feel at ease reaching out 

Hiring a Certified Simplero Expert is one of the most effective investments you can make in your online business. The right person will save you weeks of setup time, prevent costly mistakes, and give you systems that actually work the way your business needs them to.

The key is to do your due diligence. Start with the official directory, match their specialization to your needs, ask the right questions on the discovery call, and trust both the credentials and the fit.

Looking for a Certified Simplero Expert who specializes in done-for-you implementation, ongoing support, and expert migrations? 

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