INSIDEA

BACKGROUND

Introduce your business and what you do there.

I’m the managing partner of Behavioral Health Partners, a marketing agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with INSIDEA?

We needed help with the implementation of a CRM and email marketing.

SOLUTION

What was the scope of their involvement?

INSIDEA built out our HubSpot platform. The team also set up email campaigns and automations.

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 because their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We worked together from August–November 2025.

RESULTS & FEEDBACK

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

INSIDEA set up and delivered a working HubSpot platform.

How did INSIDEA perform from a project management standpoint?

We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

INSIDEA did the work.
Are there any areas they could improve?
None.

BACKGROUND

Introduce your business and what you do there.

I’m the director of commercial operations at Rapalogix Health, a biotechnology company focused on translating the powerful learnings from longevity science into transformative solutions for dermatological diseases and skin health.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire INSIDEA to accomplish for your dermatological and skin health projects?

We needed help with HubSpot implementation for the marketing and sales hubs.

SOLUTION

What was the scope of their involvement?

INSIDEA implemented HubSpot marketing automation and the sales hub, including web forms, automated email responses, lead tracking, and the sales funnel. The team also added leads to the system.

What is the team composition?

We worked with 2–5 teammates from INSIDEA.

How did you come to work with INSIDEA?

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

What is the status of this engagement?

We worked together from November–December 2025.

RESULTS & FEEDBACK

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

We’re now able to capture leads from our website and track social posting. INSIDEA has helped us set up automation, and we’re now able to focus on the best leads. Before working with INSIDEA, we weren’t capturing leads from various social channels, and now we can see where our consumers are hearing about us. In the past week, we’ve captured 1,000+ leads.Moreover, the automated emails save us a significant amount of time.

How did INSIDEA perform from a project management standpoint?

INSIDEA’s project management was excellent. The team was organized and delivered on time. We mainly communicated through virtual meetings.

What did you find most impressive about them?

INSIDEA worked on my timelines and helped onboard me. The project manager was also helpful in training me on HubSpot.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I am the Senior Inside Sales Specialist of Spectraone

Describe what your company does in a single sentence.

We are AI driven Supply Chain Platform helps company to get their end to end visibility and Demand Forcasting.

OPPORTUNITY / CHALLENGE

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

• Automation
• Sales Workflows
• End to End Visibility in Actions

SOLUTION

How did you find INSIDEA?

Company

Why did you select INSIDEA over others?

• High ratings
• 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.

Helps in settiong up the Marketing and sales Hub with custom automation

RESULTS & FEEDBACK

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

Better outcomes optimizing CRM

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

Yes. wonderful Team. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Good in Giving time for asking questions and good Demonstration of the product. They are friendly and make you feel comfortable at meetings.

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

Not at the moment.

BACKGROUND

Please describe your company and position.

I am the Executive Director of a nonprofit arts organization.

Describe what your company does in a single sentence.

Non-profits arts organization focused on art exhibitions and events

OPPORTUNITY / CHALLENGE

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

• help with data migration to new CRM (HubSpot)
• HubSpot onboarding and team training
• support with customization of tool

SOLUTION

How did you find INSIDEA?

• Online Search
• Other

Why did you select INSIDEA over others?

• High ratings
• 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.

INSIDEA has supported our team with data migration, set-up and customization and onboarding of new CRM (sales and marketing hubs) HubSpot.

RESULTS & FEEDBACK

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

Completion of data migration, team training/usage of new CRM during onboarding process

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

The INSIDEA team are exceptional with project management. They are well organized and thorough with clear communication; setting managable goals and expectations for upcoming training sessions. They are highly responsive, supportive and knowledgable about the HubSpot products we're implementing.

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?

We're impressed with the ease of working with them, combined with their deep product knowledge- they are very flexible with scheduling and they are highly accessible via slack and email.  Our INSIDEA team responds quickly to requests and have provided us with top tier support and training. They are a pleasure to work with!

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 former CEO of Quattrone Brands

Describe what your company does in a single sentence.

Brand Consulting

OPPORTUNITY / CHALLENGE

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

• Build a massive Lead scoring matrix for my client
• Create solid workflow automations for buyers of priority products
• Train me so I can train my org

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

Pricing fit our budget

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.

This was a Hubspot rollout. I was developing a CRM spine to run through my clients B2B org, touching every facet of the business. 

Insidea helped port our customer contact information over, clean the data, setup Lead scoring logic, automated workflows and built custom dashboards for reporting. 

RESULTS & FEEDBACK

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

Deliver the lead scoring matrix by a certain time

Get all of our Marketing and Sales stack integrated properly

Get a number of workflows automated so that hundreds of emails could start flowing

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

excellent. They are top notch project managers. 

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?

I really liked their bedside manner and willingness to entertain my ideas. 

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

Not really. Maybe go a bit deeper on the education side

BACKGROUND

Please describe your company and position.

I am the Business Development of 1st Facility of TX / Guardian Case Management

Describe what your company does in a single sentence.

provide trewatment to personal injury patients and services to personal injury attorneys 

OPPORTUNITY / CHALLENGE

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

setting up CRM

SOLUTION

How did you find INSIDEA?

Hub Spot

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 and provide training on CRM set up and navigation. 

set up and provide trainig on marketing processes for new lead generation through CRM automations and social platforms 

RESULTS & FEEDBACK

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

CRM set up. 

liked profiles for marketing 

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

for the most part deliverables for set up 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 allow a lot of flexibility when it comes to meeting and hours spent on what and when.

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

more examples / demo of the process during the process set uo for easier understadning 

BACKGROUND

Please describe your company and position.

I am the Corporate General Manager of At The Lake Distributing Inc.

Describe what your company does in a single sentence.

We are a wholsale distributor of exciting water toys and custom docks.

OPPORTUNITY / CHALLENGE

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

• CRM Implementation

SOLUTION

How did you find INSIDEA?

word of mouth

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.

We were pleased with the service and training we received with INSIDEA.  The team was professional and extremely knowledgeable.  Their organization and communication skills kept us on track and helped us understand the overall system.

RESULTS & FEEDBACK

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

We were pleased with the service and training we received with INSIDEA.  The team was professional and extremely knowledgeable.  Their organization and communication skills kept us on track and helped us understand the overall system.

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

The INSIDEA team was well organized and responsive to our needs and questions.  Very professional.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Their knowledge and expertise.

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

NO

BACKGROUND

Please describe your company and position.

I am the Co-founder, Co-owner of Lucky Dog Insurnace

Describe what your company does in a single sentence.

Commercial Insurance Brokerage. 

OPPORTUNITY / CHALLENGE

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

• Tailor HubSpot's SalesHub CRM for our needs

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.

Tailor CRM to our unique sales process needs, pre-load HubSpot database with our desired customers lists, tailor dashboards to report key outside sales metrics. 

RESULTS & FEEDBACK

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

Did tailoring of CRM align with how we plan to use it.

Can we track and report on key metrics through dashboards.

Are our desired customers present and correctly loaded in system. 

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

Items were delivered on time and according to schedule. Encountered issues were explained and solutions offered then implemented. 

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

They did great work and were a friendly team that delivered on our needs.

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

Nope. 

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of a construction company.

Describe what your company does in a single sentence.

Professional Construction Services

OPPORTUNITY / CHALLENGE

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

Hubspot Integration

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

• Great culture fit
• 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.

INSIDEA installed a HubSpot-based pipeline utilized to aggregate and cultivate contractor leads, established PPC advertisements across on-industry websites, and implemented a Salesforce integration on bid tracking.  

RESULTS & FEEDBACK

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

The lead volume increased by 80% over months; mean victory rates on bidders increased to 32% (previously it was 18 percent). The deal-stage visualization feature through the CRM reduced manual reporting time by 4hrs/week. 

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

To our altmost suprise, the team got some part of the tasks done before ealier than the scheduled date and the final deliverables were 2 days ahead of the schedule. The communication was fast-paced, their responce to email shows how proactive they are. 

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 technical expertise and their ability to combine HubSpot with Salesforce and embed custom API without interfering with any current processes. While working with them they ensured to get all carried along with the least activity, and that actually made us progress faster.

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

Nothing actually, hoping to work with them again.

BACKGROUND

Please describe your company and position.

I am the CMO of American Paper Optics

Describe what your company does in a single sentence.

Our company is into the manufacturing and marketing of paper and plastic 3D glasses aswell as eclipse glasses.

OPPORTUNITY / CHALLENGE

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

Hubspot implementation

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.

INSIDEA implemented a HubSpot lead-scoring tool, initiated LinkedIn sponsored content, and combined with Monday.com in terms of project following up. The significant deliverables: lead-scoring model, 2 LinkedIn campaigns, a 6-step nurture workflow and a weekly KPI report.

RESULTS & FEEDBACK

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

There was an increase in quality of leads in 5 months; lead-to-demo conversion increased to 9%, as opposed to 4 percent. The level of LinkedIn interaction increased twice fold and the Monday.com integration reduced the time of task hand-offs.

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

Our PM and INSIDEA had a kickoff meeting and established a clear schedule of milestones. Every deliverable was delivered punctually; the nurture workflow was launched earlier than the due date.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

We were impressed by their cross-platform knowledge-condensed into a single, clean HubSpot point of entry, which connects all the data points.

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

The minor area i feel that they need to improve more on is adding a mid-campaign checkpoint, it would be great to find the small tweaks early enough.