INSIDEA

BACKGROUND

Please describe your company and position.

I am the Associate of Marketing of BlueWater Marinas

Describe what your company does in a single sentence.

Assemble a best-in-class portfolio of irreplaceable marinas in high barrier-to-entry markets.

OPPORTUNITY / CHALLENGE

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

• Get all our contacts organized in HubSpot
• Teach us how to use HubSpot
• Overcome technological hurdles as we worked through implementation

SOLUTION

How did you find INSIDEA?

HubSpot sales

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?

2-5 Employees

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

It was a very hands-on implementation because my team and I came in without any prior HubSpot experience, so defining a SOW was difficult. Ultimately we knew that we wanted to centralize our all of our marketing efforts and source of lead management. Throughout the 10 or so weeks of implementation time, we were able to import all contacts (across multiple locations and business lines) into HubSpot, as well as gain further understanding on what is a rather intimidating and overwhelming tool for those inexperienced with it.  

RESULTS & FEEDBACK

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

Import and segmentation of over 12,000 contacts. It was much more complicated than just exporting and importing - and Insidea got us to where it was exactly how we needed it to be, as well as while showing us how and why they did what they did. The next one isn't quite 'measurable' but our overall ability to navigate HubSpot has improved drastically, which takes off a tremendous amount of stress and anxiety around adopting a new CRM.

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

The team was very diligent about getting work done on time. They did a great job following up with action items and to-do's after each call. They made sure to answer all our questions. There was a bit of a delay in always fully understanding something that was more technical, but Insidea always made sure it was done.

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?

The white glove experience!!!

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

Maybe slower implementation time for our slow learners!

BACKGROUND

Please describe your company and position.

I am the SVP of Customer Success of WriteWise

Describe what your company does in a single sentence.

WriteWise is a company focused on bringing financial certainty to pharmacy benefits for employers through its MavRx platform, using AI and data to guarantee predictable drug spending, reduce costs, and increase transparency, acting as a risk transfer platform for health plans

OPPORTUNITY / CHALLENGE

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

• Hubspot Marketing Integration

SOLUTION

How did you find INSIDEA?

• Referral
• Other

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.

HubSpot Marketing Implementation 

RESULTS & FEEDBACK

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

• HubSpot marketing tools were fully configured and aligned to business goals.
• Marketing workflows, lists, and templates were standardized and documented.
• Reporting and dashboards were implemented to support ongoing optimization.
• The team is now self-sufficient in managing campaigns and automation.

Describe their project management. Did they deliver items on time? How did they respond to your needs? 
Insidea’s project management was excellent from start to finish. The project was well-structured, clearly scoped, and thoughtfully paced, which made the entire implementation feel manageable rather than overwhelming. Deliverables were consistently met on time, and expectations were clearly communicated at every stage.

What stood out most was how responsive and adaptable the team was. They were quick to adjust based on our feedback, prioritized our questions and requests, and made sure nothing fell through the cracks. When new needs came up, they handled them seamlessly without disrupting the overall timeline.

Overall, the experience felt collaborative and well-orchestrated. Insidea didn’t just execute tasks—they actively guided the process and ensured we stayed aligned, supported, and confident throughout the project.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

What impressed me most about Insidea was their ability to combine deep technical expertise with a very human, practical approach. They didn’t just implement HubSpot—they took the time to understand where we were, how we work, and what would actually be useful for our team.

Their ability to simplify complex concepts without talking down to us was unique. Everything was explained clearly, thoughtfully, and in a way that made us more confident and self-sufficient. It never felt like a one-size-fits-all engagement; it felt tailored, collaborative, and genuinely supportive.

That balance of expertise, clarity, and partnership is what really set Insidea apart.

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

no

BACKGROUND

Please describe your company and position.

I am the Branch Administrator of a landscaping company.

Describe what your company does in a single sentence.

Lawn care and landscaping service provider.

OPPORTUNITY / CHALLENGE

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

• CRM Migration
• API Integration

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.

The scope of work focused on the implementation and optimization of HubSpot for our sales and marketing functions. Key deliverables included CRM setup and configuration, sales pipeline and deal stage customization, marketing workflows and automations, forms and landing page integration, custom properties, and reporting dashboards to support performance tracking and decision-making.

In addition, the engagement involved a custom API integration between HubSpot and our primary ERP system, Aspire, to enable data synchronization and ensure alignment between sales, marketing, and operational systems. The work was completed in close collaboration with our internal team, with ongoing support, troubleshooting, and refinements to ensure effective adoption and usability.

RESULTS & FEEDBACK

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

The expected outcomes from the project include:

• Improved Sales and Marketing Visibility: Customized dashboards and reports in HubSpot will allow the team to track leads, deals, and campaign performance more effectively, providing clearer insights for decision-making.
• Efficiency Gains through Automations: Marketing and sales workflows, including automated lead nurturing and follow-ups, are designed to reduce manual effort and streamline processes.
• Data Accuracy and Integration: The custom API integration with our ERP system, Aspire, ensures accurate and timely data synchronization between sales, marketing, and operations, minimizing errors and improving reporting reliability.
• Faster Lead-to-Close Cycle: Optimized pipelines and deal stages are expected to enable quicker management of opportunities and improved client engagement.
• Smooth Adoption and Collaboration: The collaborative implementation and training are helping the team effectively adopt HubSpot, setting the stage for enhanced productivity.

While the platform is now implemented, we are still in the data enrichment phase, so specific ROI or performance metrics are not yet available. These expected outcomes will be better measured and realized by Spring 2026, once the system is fully operational and sufficient data has been collected.

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

The project management throughout the HubSpot implementation was highly organized and responsive. INSIDEA demonstrated clear planning and coordination, keeping the project on track despite a few unavoidable delays, which were communicated transparently. Deliverables were completed according to agreed-upon timelines whenever possible, and any adjustments were handled professionally and promptly.

The team was very responsive to our needs, taking the time to understand our sales, marketing, and operational requirements, and providing guidance and solutions that aligned with our objectives. Overall, their approach to project management fostered a collaborative and supportive experience, ensuring that both our team and the company as a whole felt well-assisted 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 I found most impressive about INSIDEA was their combination of technical expertise and client-centric approach. They not only demonstrated deep knowledge of HubSpot and CRM integrations but also took the time to understand our unique business processes and goals.

Their responsiveness, willingness to collaborate, and ability to provide clear guidance throughout the implementation stood out. Even when challenges or delays arose, the team handled them with transparency and professionalism, making the experience seamless and reassuring for both individual users and the company as a whole.

The level of support and attention to detail felt personalized, which is rare for a company of their scale — it truly set them apart.

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

Overall, INSIDEA delivered an excellent experience, but one area for potential improvement could be managing expectations around timelines. While delays were understandable due to factors outside their control, earlier communication or proactive updates might have provided even greater clarity.

That said, the team was highly responsive whenever questions or issues arose, and any adjustments were handled professionally. This minor point aside, the project was managed very effectively, and the overall experience was highly positive.

BACKGROUND

Please describe your company and position.

I am the CMO of NobelBiz

Describe what your company does in a single sentence.

NobelBiz provides contact centers with a fully integrated communications platform combining voice carrier services, compliant outbound dialing, and omnichannel CX software to improve connect rates, agent performance, and customer experience.

OPPORTUNITY / CHALLENGE

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

• CRM Set Up and Integration
• Email marketing automations
• Email marketing outreach

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?

2-5 Employees

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

Over our one year partnership, Insidea provided comprehensive digital marketing services across three key areas: Website & SEO, Email Marketing, and HubSpot Management. Their deliverables included creating SEO-optimized blog posts and other website pages, designing and executing multiple email campaigns across HubSpot and Instantly platforms with A/B testing and performance optimization, and managing our HubSpot system including lead scoring, workflow automation, and reporting. The team consistently delivered on monthly commitments while maintaining flexibility to adapt to our evolving business needs.

RESULTS & FEEDBACK

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

We successfully implemented several automated email workflows that are now functioning smoothly, including a multi-touch welcome sequence for new leads and various nurture campaigns designed to improve engagement over time. The HubSpot infrastructure they set up, including lead scoring models, workflow automations, and campaign tracking, has provided us with a solid foundation for our marketing operations. We also appreciated their collaborative approach and responsiveness during our weekly syncs, which kept us aligned on priorities and deliverables. The team consistently delivered quality blog content and managed our email campaigns professionally across both HubSpot and Instantly platforms. While the partnership ultimately didn't continue due to strategic realignment of our marketing priorities, the systems and processes they established have remained valuable assets for our ongoing marketing efforts.

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

 Insidea's project management was one of their strongest attributes. They maintained consistent weekly syncs that kept us aligned on priorities, deliverables, and expectations throughout the partnership. Items were delivered on time according to our agreed-upon schedule, and they demonstrated strong responsiveness to our needs and feedback. What stood out most was their collaborative approach, they felt less like an external vendor and more like an extension of our internal team. Communication was smooth and professional, with dedicated points of contact who understood our business context and could adapt quickly when priorities shifted. Their project management style fostered a genuine partnership dynamic rather than a typical client-vendor relationship, which made the collaboration feel personal and integrated into our day-to-day operations.

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?

Their genuine partnership approach stood out most. They felt like an extension of our internal team rather than an external vendor. They brought specialized expertise across multiple marketing disciplines and maintained excellent communication through weekly syncs that kept us strategically aligned. Their deep HubSpot knowledge, combined with their responsive and collaborative working style, made the engagement feel integrated and seamless throughout our time working together.

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

While their execution was strong, they could have been more proactive in providing strategic recommendations based on performance data. Establishing clearer KPIs and success metrics upfront would have helped better align expectations and measure impact throughout the partnership.

BACKGROUND

Please describe your company and position.

I am an executive at Bookme.com, Inc.

Describe what your company does in a single sentence.

Bookme.com is a booking and marketing platform for freelancers, solopreneurs and small businesses to launch, manage and grow their business.

OPPORTUNITY / CHALLENGE

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

• CRM Set Up and Integration
• Email Templates and Automation
• Managing User Data

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.

We hired Insidea to help us set up an integrate, our HubSpot CRM, including managing the user data, creating email templates and automated workflows.

RESULTS & FEEDBACK

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

We have different types of email template set up, including a welcome pack of three emails that go to users during the first week, including automations that continue over several weeks and many other promotional emails designed to improve conversions and all the automations are working.

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

Their communication was excellent. We had weekly scheduled video chat calls as well as spoke to email for deliverables and anything that was given to him. They turned it around sometime the same day or within a couple of days.

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, communication and timelines of deliverables.

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

A little more attention to detail during the first pass of setting up the email templates, but once the issue was addressed and improved.

BACKGROUND

Please describe your company and position.

 I am the Head of Marketing of an imaging equipment distributor. 

Describe what your company does in a single sentence.

We are into the distribution of imaging equipment and services to the photographic, medical and graphic systems markets.

OPPORTUNITY / CHALLENGE

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

• Full Hubspot CRM Implementation

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• 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.

So we contacted INSIDEA Firm to re-establish our executive level brand appearance.

Some deliverables included a full SEO plan and use of high intent executive search terms, LinkedIn Sponsored Content and InMail campaigns, retargeting funnel on LinkedIn and Twitter, and email automation of executive newsletters and complete rollout on HubSpot with an account-based marketing package.  

RESULTS & FEEDBACK

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

The measurable outcomes we received are:

Lead generation at Linked In increased by 145% in 4 months.

The open rates of the executive newsletters increased by 22 down to 47. 

Search engine optimization with regards to 12 major terms took up top 3 positions. 

HubSpot ABM dashboards provided more rapidly, 25%, deal qualification results.  

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

The agency involved strategy calls monthly and had a special project manager who ensured that all milestones were met. We appreciated their responsiveness. Any executive scheduling issue was handled with a small amount of downtime.  

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their level of account based marketing skills in assimilating the ABM capabilities of HubSpot, with our executive outreach, was unparalleled. The unobtrusive connection between paid campaigns and CRM data enabled us to follow the high-value prospects and cultivate them in a more efficient manner than ever.  

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

Constant HubSpot training on changes would ensure that our team is leveraged to the fullest.  

BACKGROUND

Please describe your company and position.

I am the Head of sales and marketing of HAHN Plastics Ltd

Describe what your company does in a single sentence.

Manufacturing of recycled plastic products. 

OPPORTUNITY / CHALLENGE

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

Assistance with our Hubspot CRM

SOLUTION

How did you find INSIDEA?

Clutch Site

Why did you select INSIDEA over others?

• Pricing fit our budget
• 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.

Our company had enlisted the digital marketing company to remodel the complete inbound funnel of our B2B wholesale site. The project was initiated as a result of a tiresome audit of our current site, landing pages, and the configuration of our HubSpot CRM. 
Their multi-channel plan combined industrial query search engine optimization, PPC commercial architects, and email promotion cycle that formed prospects throughout the sale cycle. The major deliverables were a fully optimized CMS, a retargeting creative suite, and a custom HubSpot dashboard that clearly showed lead quality, sales velocity and ROI in real time.  

RESULTS & FEEDBACK

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

In the first quarter, the organic traffic on our product pages increased by 38%, the list of marketing-qualified leads (MQLs) increased also. Some satisfactory changes also occurs in our PPC cost per lead . Most importantly, our sales team has claimed that the sales had an increased with the new lead nurturing workflow having translated into a great ROI in our quarterly revenue.  

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

There was a clear and transparent workflow maintained in the team. They also arranged weekly status calls, had a shared Trello board on which tasks were to be done, and achieved every milestone earlier than expected, such as landing pages appeared two weeks before the scheduled go-live date, and even the PPC campaign was operational a week before the scheduled go-live date.

On the occasion when we asked them to pivot in their keyword focus to reflect a new trend in the industry, they re-prioritized the sprint and got the fresh assets before us within 48 hrs. They responded to and proactively communicated to transform what would otherwise be a friction-prone project into a perfect collaboration.  

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their data-oriented mindset and the true collaborative approach. Most agencies have been promising an increase in traffic, but this team conducted some research in our sales pipeline and mapped the buyer journey, creating a proof of work that was a HubSpot automation that resembled our real sales processes.

The fact that they would break down complex analytics into manageable marketing strategies was revolutionary to us, as it allowed us to make marketing expenditure decisions at an appropriate scale and assured us of reliability.  

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

 All in all, the level of their expertise, agility, and ROI dedication has seen them stand as an excellent partner to any distributor in the B2B industry.  

BACKGROUND

Please describe your company and position.

I am the Marketing/Business Development of HLM Associates

Describe what your company does in a single sentence.

Protect classified information.

OPPORTUNITY / CHALLENGE

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

• Help us set up a CRM
• Help set up the sales hub for hubspot
• make it fit our teams needs

SOLUTION

How did you find INSIDEA?

Hubspot

Why did you select INSIDEA over others?

Hubspot

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 set up our Saleshub so that it was functional for our company. They answered all the questions we had along the way and made additional changes that were necessary. All the automated functions were easy to utilize in the system created. They walked us through the setup of marketing emails and created workflows that will help our company nurture future business. 

RESULTS & FEEDBACK

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

INSIDEA was able to create a system that is easy for my team to utilize and put in automated features to lessen the workload for our team. 

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

They were quick to follow up after meetings and were clear on what was expected of my team to complete and what items they would take care of on their end. When I had questions about a specific item, they were very helpful in finding the answer or solution to the problem. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

They were friendly, timely, and knowledgeable 

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

Nothing comes to mind. 

BACKGROUND

Please describe your company and position.

I am the Director of Concentrix

Describe what your company does in a single sentence.

I am the Director of Concentrix, we specialize on IT Services and IT Consulting

OPPORTUNITY / CHALLENGE

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

• They assist with our onboarding for HubSpot

SOLUTION

How did you find INSIDEA?

• Referral
• Other

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.

Our entire HubSpot onboarding process was managed by INSIDEA. They integrated essential features for sales and marketing, oversaw all setup duties, and tailored the platform to our unique operations. Their staff was very professional, communicated well, and gave clear instructions at every stage. Their procedure was effective and comprehensive from the first setup to the last hand-off.

RESULTS & FEEDBACK

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

The outcomes have been noteworthy. HubSpot has been thoroughly embraced by our team, and we have witnessed significant efficiency gains automated workflows have decreased human labor by more than 40%. We now have better follow-ups using templates and sequences, precise lead attribution, and real-time visibility into the performance of our pipeline and campaigns through customized dashboards. A solid basis for quicker and better decision-making was established by the onboarding process.

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

One definite strength was project management. They regularly reached milestones, spoke openly and honestly, and swiftly adapted to changes in our priorities. The entire onboarding process was maintained on course by their methodical, solution-focused approach.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their extensive product knowledge and consultative, client-first methodology were what truly made them stand out. They took the time to learn about our company, made considerate, tailored suggestions, and remained proactive all the way through. They collaborated with us rather than only implementing

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

Nothing needs to be improved

BACKGROUND

Please describe your company and position.

I am the CEO of Plus Outdoor

Describe what your company does in a single sentence.

I am the CEO of Plus Outdoor, Plus Sized Snow and Outdoor Clothing, we do retail Services

OPPORTUNITY / CHALLENGE

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

• Fix Domain Health and Warm-Up Domain
• Relaunch Email Journeys

SOLUTION

How did you find INSIDEA?

• Online Search
• Other

Why did you select INSIDEA over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned
• Other

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.

A range of services were offered by Insidea, all of which focused on email marketing. Following the launch of our campaign, we identified a few problems that we hired Insidea to help with. These included a deliverability audit to see if our emails were ending up in users' spam folders, a warm-up to address domain health issues, and a relaunch of our email campaigns using the deliverability and domain components that had been updated. Insidea completed all of these deliverables in a timely, thorough, and professional manner. 

RESULTS & FEEDBACK

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

Our email open rates have increased from less than 10% to the 40–80% range, suggesting appropriate inbox placement, and our domain health and IP reputation have both improved from bad to high. 

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

Insidea always replied to emails promptly; the feedback loop was very valued, particularly given our short turnaround time. Along with completing all deliverables on schedule, they also considered what would improve the campaign's overall performance. Insidea consistently offered a wealth of experience and a strong knowledge transfer that we will apply to all of our future undertakings.

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 might offer a wide range of tools and a deep level of experience. It was evident that they were all professionals in the field of email and knew exactly what we needed to do to restart our campaign.

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

Although Insidea has many excellent resources and gave us a lot of information in our meetings and email exchanges, I might value having more formal off-boarding material to use as a resource when our interaction with them is over.