INSIDEA

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Day Hagan Asset Management

Describe what your company does in a single sentence.

Wealth Management Firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Organized our client pipeline
• put all our processes in one place
• build out drip campaigns for cold outreach

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The consulting company assisted Day Hagan with setting up and optimizing our free HubSpot CRM to streamline outreach efforts related to the Smart Sector proxy vote and broader sales initiatives. They helped configure the initial CRM environment, including core settings, user roles, and email integration using Microsoft 365. They also supported troubleshooting around two-factor authentication issues that arose during setup. They prepared and imported our contact data into HubSpot, ensuring fields were properly mapped and contacts were segmented by relevant categories such as RIA and Family Office. In addition, they developed a professional cold email template and follow-up structure to support time-sensitive proxy communications and future engagement campaigns. They advised on best practices for CAN-SPAM compliance and provided strategic guidance on how to manage cold outreach efficiently within the constraints of the free HubSpot tier. Lastly, they offered recommendations for expanding functionality with tools like Instantly or Mailshake, and helped align our CRM processes to support scalable, trackable communication with advisors and decision-makers across platforms.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

As a result of the project, Day Hagan now has a fully functional and organized CRM system tailored to our distribution strategy. Over 1,000 advisor contacts were successfully imported and segmented by channel (RIA, Family Office, etc.), enabling targeted outreach for the Smart Sector proxy vote and beyond. Email integration was completed, allowing for real-time logging of outreach, tracking open and click rates, and documenting advisor engagement. Within the first week, several follow-up conversations were initiated with advisors who had not yet voted, demonstrating improved visibility and responsiveness. Additionally, the cold email process was streamlined, saving multiple hours per week that were previously spent on manual outreach, and setting a foundation for scalable campaigns in the future. The CRM structure now supports team collaboration and efficient lead tracking, significantly enhancing our ability to prioritize high-value relationships and increase voting participation across custodial platforms.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The consulting company demonstrated strong project management throughout the engagement. They delivered all agreed-upon items on time, often ahead of schedule, and maintained clear communication during each phase of the setup. They were highly responsive to our evolving needs — particularly around the time-sensitive nature of the proxy vote — and quickly adapted when priorities shifted. When technical issues arose, such as challenges with Microsoft two-factor authentication during email integration, they provided fast, effective solutions without delay. Their proactive approach, combined with a clear understanding of our objectives, helped ensure a smooth and efficient rollout of our HubSpot system.

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most about the consulting company was their ability to combine deep technical knowledge of HubSpot with a practical understanding of our industry and sales process. They weren’t just focused on CRM setup — they thought strategically about how to align the platform with our distribution goals, advisor relationships, and proxy outreach. Their responsiveness, flexibility, and willingness to roll up their sleeves to meet tight deadlines made them feel more like an extension of our internal team than an outside vendor. Their ability to simplify complex processes and deliver immediate, tangible value set them apart.

Are there any areas for improvement or something INSIDEA could have done differently?

At this stage, INSIDEA has been a strong partner for us, especially given that we came into the project with zero background in HubSpot. They've been patient, clear, and thorough in walking us through each step. If there’s any area for improvement, it might be in providing a more structured onboarding checklist or phased rollout plan upfront — something we could refer back to as we build on the foundation they've set. That said, they’ve adapted well to our pace and priorities, and overall, their hands-on support and responsiveness have far exceeded expectations.

BACKGROUND

Please describe your company and position.

I am the VP of Sales of Becker 360

Describe what your company does in a single sentence.

Becker 360 helps companies reduce waste, reuse materials, and implement smart recycling programs—offering single-source solutions backed by rebates and tailored to sustainability goals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Hubspot Onboarding
• Zoominfo Integration
• Training

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

Good value for cost

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Discovery & Strategy Alignment

Initial discovery sessions to understand business goals, sales processes, marketing funnels, and customer journeys.
Recommendations on how to best structure HubSpot to support those goals.
Technical Setup & Portal Configuration

Account setup and permissions configuration.
Custom property creation, pipeline setup, deal stages, and lifecycle stage mapping.
Integrations with existing tools (where applicable).
CRM & Data Migration

Import and cleanup of contact, company, and deal data.
Deduplication and field mapping to ensure accurate, usable data in HubSpot.
Marketing & Sales Enablement Setup

Email templates, forms, CTAs, landing pages, and automation workflows.
Sales sequences, task queues, and lead scoring rules tailored to your sales process.
Reporting & Dashboards

Setup of customized dashboards and reports to track KPIs across sales, marketing, and service functions.
Team Training & Support

Live training sessions for relevant teams (sales, marketing, admin).
Access to documentation and support for post-launch troubleshooting.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Faster CRM Adoption

100% of sales and marketing users were fully onboarded and active within the first 30 days.
User engagement with the CRM increased by over 75% compared to prior systems.
Improved Sales Efficiency

Deal pipeline visibility improved, reducing sales cycle time by an average of 20%.
Automated lead assignment and task creation resulted in a 30% increase in follow-up rates.
Enhanced Marketing Automation

Email open rates improved by 18% with better segmentation and customized templates.
Automated workflows reduced manual outreach by over 40%.
Data Accuracy & Reporting

Clean CRM data improved reporting accuracy and dashboard reliability.
Custom dashboards enabled leadership to track KPIs in real time, increasing decision-making speed.
Lead Conversion

Conversion rates from lead to opportunity improved by 15% within the first 60 days post-onboarding.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Insidea’s project management was highly organized, responsive, and efficient. They laid out a clear onboarding timeline from the start, with defined milestones and regular check-ins to ensure everything stayed on track. All deliverables were completed on or ahead of schedule, and they remained flexible when we needed adjustments along the way. Communication was seamless—they were quick to respond to questions, open to feedback, and proactive in addressing our needs. Their ability to balance structure with adaptability made the onboarding process smooth and stress-free.

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most about INSIDEA was their ability to deeply understand our business needs and translate them into a HubSpot setup that actually works for us—not just a generic template. Their team brought a thoughtful, strategic approach that combined both technical expertise and a real commitment to our success. The level of personalization, responsiveness, and clarity throughout the process made them feel like a true extension of our team rather than just a vendor.

Are there any areas for improvement or something INSIDEA could have done differently?

none

BACKGROUND

Please describe your company and position.

I am the Director of Operations of HCIM

Describe what your company does in a single sentence.

Software Development

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Implement CRM

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

ales Hub Setup & Customization

Configured pipelines, deal stages, and custom properties tailored to our sales process.
Integrated email tracking, task automation, and reporting dashboards.
Service Hub Implementation

Set up ticketing system, knowledge base, and customer feedback tools.
Customized workflows for ticket routing and escalation.
User Training & Enablement

Conducted hands-on training sessions for Sales and Support teams.
Provided additional training support beyond the original scope to ensure smooth adoption.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Sales Pipeline Efficiency

Reduced average deal cycle time by 25% within the first 60 days post-implementation.
Increased visibility into deal stages, resulting in a 30% improvement in forecast accuracy.
Customer Support Performance

Achieved a 40% faster ticket resolution time through automated workflows and ticket routing.
Improved customer satisfaction scores (CSAT) by 15% within the first quarter.
User Adoption & Training Impact

Trained over 95% of the Sales and Support teams within the first two weeks.
Achieved a 100% user login rate within the first month, indicating strong adoption.
Reporting & Insights

Enabled real-time dashboards that reduced manual reporting time by 80%.
Provided leadership with actionable insights, leading to more data-driven decisions.
Operational Efficiency

Reduced manual data entry by 50% through automation and integrations.
Streamlined internal communication and task management across departments.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was stellar

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

We recently partnered with the Insidea team for the implementation of HubSpot’s Service and Sales Hubs, and the experience was outstanding from start to finish. Their expertise, clear communication, and dedication to our success truly set them apart.

Not only did they deliver on the core implementation with precision, but they also went above and beyond by providing training and support that extended beyond the original scope—a gesture that significantly accelerated our team’s adoption and confidence in using HubSpot effectively.

I highly recommend the entire Insidea team to any organization looking for a knowledgeable and reliable partner for HubSpot services. Their professionalism and commitment to client success are second to none.

Are there any areas for improvement or something INSIDEA could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Founder of RK Maru & Associates

Describe what your company does in a single sentence.

RK Maru & Associates is a CPA firm providing accounting, auditing and tax compliance services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• We reached out to Insidea to help improve our online visibility through local SEO. They focused on local SEO optimization and providing a clear content strategy that would help us stand out in a competitive market.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from INSIDEA were assigned to this project?

5-6

Describe the scope of work in detail. Please include a summary of key deliverables.

 Insidea helped us enhance our local SEO and provided creative content strategies. They delivered valuable keyword research, optimised local business listings, and offered practical suggestions to improve our visibility. Now we are also heading towards the website development with them.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased local inquiries and improved visibility in local searches

Describe their project management. Did they deliver items on time? How did they respond to your needs?

INSIDEA’s project management was highly efficient and organized. They maintained clear timelines, regularly updated us on progress, and ensured all deliverables were completed on schedule. Communication was seamless—they were always responsive, understood our needs well, and proactively suggested solutions whenever needed. Their team was collaborative and reliable throughout the engagement.

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out the most was their ability to truly personalize their approach. They took the time to understand our business, goals, and challenges, and crafted strategies that felt tailor-made. Their deep SEO knowledge, creative thinking, and proactive mindset have made a lasting impression.

Are there any areas for improvement or something INSIDEA could have done differently?

Honestly, nothing comes to mind. We were very happy with their work and the overall experience. Everything was handled professionally and exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Director of Sales of SmartStory Technologies

Describe what your company does in a single sentence.

We offer customizable digital engagement experiences in the healthcare industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Elevate brand awareness.
• Increase lead generation activities.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Pricing fit our budget
• Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have worked with the Insidea team on the following activitinges:

Update and implement some automation in our CRM. 

Implemented email marketing strategies to elevate our brand awareness.  

Implemented LinkedIn outreach activities to build out our networks.

Developed blog content to drive thought leadership and begin to impact SEO for our company.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have received some inbound leads from the efforts with Insidea.  Additionally, we have experienced increased engagement of our target audiences when attending industry conferences, increased exhibit booth traffic and more meetings are scheduled at those events.  We have heard folks recognize our brand for the first time when at conferences as well.  Also, the CRM efficiencies have been very helpful for our small team.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Insidea team is extremely fast and responsive to all of our needs and team requests.  They bring subject matter experts to meetings to ensure topics are fully addressed.

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They have a great depth of knowledge and resources on their team.  They are also a very collaborative team to work with.

Are there any areas for improvement or something INSIDEA could have done differently?

I do not have any areas of improvement to suggest at this time.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of nOps Inc.

Describe what your company does in a single sentence.

Cloud cost optimization platform!

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• HubSpot Optimization: To streamline our marketing automation, improve reporting, and enhance lead management through better use of HubSpot tools.
• SEO Support: To improve website visibility, optimize on-page content, and drive more organic traffic through targeted SEO strategies.

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

INSIDEA was brought on to support our marketing team with execution across HubSpot, SEO, design, and campaign operations. Their role was to help us move faster on high-priority projects while maintaining brand consistency and operational efficiency.

Key Deliverables:

HubSpot Optimization:

Audit and cleanup of existing workflows, lists, and properties
Build and manage marketing automation workflows and lead routing
Set up reports and dashboards for campaign performance tracking

SEO Execution:

On-page SEO improvements for key landing pages and blog content
Keyword research and content recommendations
Monthly SEO performance reporting

Campaign Support:

Webinar setup and promotion support
Email campaign creation and scheduling
Coordination across teams to ensure timely delivery of assets

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved Marketing Efficiency:

Reduced campaign execution time by 30% through optimized HubSpot workflows and task automation.
Faster turnaround on design assets and landing pages, allowing us to launch campaigns on schedule.
SEO Performance Gains:

Achieved a 25% increase in organic traffic over three months due to targeted on-page optimizations.
Improved keyword rankings for priority pages, with several moving into the top 10 search results.
Enhanced Lead Management & Reporting:

Built custom dashboards in HubSpot, improving visibility into campaign performance and lead attribution.
Increased email open rates by 15% and click-through rates by 10% through better list segmentation and content alignment.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

INSIDEA demonstrated reliable project management throughout the engagement. They consistently delivered items on time and were proactive in communicating timelines, updates, and any blockers.

They responded quickly to our requests—often turning around urgent tasks within a day—and adapted well to shifting priorities. Their team was organized, collaborative, and easy to work with, making it feel like a seamless extension of our internal marketing team.

What was your primary form of communication with INSIDEA?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about INSIDEA was their ability to integrate seamlessly into our team and hit the ground running. They quickly understood our brand, tools, and workflows, which made collaboration smooth and efficient.

Their versatility stood out—they were able to support everything from HubSpot automation and SEO to creative design and campaign execution, all with a high level of quality and consistency. That flexibility made a big impact on our ability to scale quickly.

Are there any areas for improvement or something INSIDEA could have done differently?

Honestly, there wasn’t anything significant that stood out as an area for improvement. 

BACKGROUND

Introduce your business and what you do there.

I’m a program coordinator at Literacy Academy Collective (LAC). Our goal is to break the cycle of illiteracy for students with dyslexia, language-based learning disabilities, and other struggling readers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with INSIDEA?

We needed help setting up and onboarding HubSpot. We wanted to have systems set in a CRM like HubSpot to begin tracking admissions.

SOLUTION

What was the scope of their involvement?

INSIDEA handled onboarding, data imports, creating segments, adding properties, and providing resources on how to navigate HubSpot. Regarding the imported data, we provided them with interest form data, prospecting families data, and interested teacher data. The segments or properties were dependent on fields within the form, such as which of our schools they were interested in.

What is the team composition?

We worked with 2–5 teammates from INSIDEA.

How did you come to work with INSIDEA?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, and they were referred to me.

What is the status of this engagement?

We worked together from April–June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We tracked measurable outcomes in meeting notes sent after the meetings and a spreadsheet that tracked the progress of our project. For example, we used a percentage bar that was filled to 100% if a result was accomplished. The creation of segments and importing data helped our admissions tracking.

How did INSIDEA perform from a project management standpoint?

INSIDEA’s project management was timely, and they always delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

INSIDEA’s ability to be responsive and provide updates and check-ins weekly to ensure we stayed on track with this project was impressive.

Are there any areas they could improve?

They could have provided a better scope of what would be done over the six weeks of onboarding. Besides that, everything and their service was great.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of an AI legaltech platform company.

Describe what your company does in a single sentence.

Legal AI platform for in house counsel

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Migrate from Attio to HubSpot

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

migrate data from attio to hubspot

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Hubspot works well and is organized

Describe their project management. Did they deliver items on time? How did they respond to your needs?

10/10

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

professionalism and helpfulness

Are there any areas for improvement or something INSIDEA could have done differently?

better communication in terms of understanding reporting requirements

BACKGROUND

Introduce your business and what you do there.

I’m the COO of International Filter Products Inc. We supply medical filtration products to pharmacies and the food & beverage industries, offering expert guidance and developing solutions based on emerging technologies and customer needs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with INSIDEA?

We needed help implementing a CRM and integrating a Shopify store.

SOLUTION

What was the scope of their involvement?

INSIDEA has set up our CRM, integrated Shopify, and set up some automation.

What is the team composition?

We’ve worked with 2–5 teammates from INSIDEA.

How did you come to work with INSIDEA?

We found them through an online search. They had high ratings and were referred to me.

What is the status of this engagement?

We worked with them from May to June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Everything seems to be working properly.

How did INSIDEA perform from a project management standpoint?

INSIDEA delivered on time. We communicated via virtual meetings.

Are there any areas they could improve?

INSIDEA did a great job.

BACKGROUND

Please describe your company and position.

I am the Operations & Business Development of Dawson Design Associates

Describe what your company does in a single sentence.

Hospitality Architect and Interior Design Studio

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish?

• Build our CRM
• Assist with Building CRM Process and Proceedures
• Train us on using HubSpot

SOLUTION

How did you find INSIDEA?

HubSpot

Why did you select INSIDEA over others?

Referred to me

How many teammates from INSIDEA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Set up, Integrate and connect calendars and Emails, Confuguring our CRM, Build SOP's, Train.  

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

There was a Roadmap created and followed, each step of the road map had clear deliverables, Details and Strategies that were intially prioritized and then completed.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Responded very quickly.  Delivered what I asked of them on time. 

What was your primary form of communication with INSIDEA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were very generous with their knowledge and time.  Assisted with all that I needed with grace and professionalism.

Are there any areas for improvement or something INSIDEA could have done differently?

No