SeriesX Marketing

BACKGROUND

Introduce your business and what you do there.

I'm the co-founder of Cuebo, an AI-powered tool for sales leaders. Our platform offers roleplay simulations and automated assessments to enhance team performance and provide actionable feedback for sales reps.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeriesX Marketing?

We hired SeriesX Marketing to revamp our website and sharpen our overall positioning and messaging. Our goal was to better communicate our AI-powered sales offering, improve the customer experience on the website, and create a stronger foundation for our client acquisition efforts.

SOLUTION

What was the scope of their involvement?

SeriesX Marketing handled the end-to-end redesign of our website, including website strategy, messaging and content, UI/UX design, and development.
The key deliverable was a completely revamped website that better communicated our product, positioning, and value proposition to prospective customers.Beyond the website redesign, SeriesX Marketing supported us with ongoing content updates, case studies, sales collateral, and broader marketing inputs as our product and positioning evolved.

What is the team composition?

We worked with 2–5 teammates from SeriesX Marketing.

How did you come to work with SeriesX Marketing?

We found them through the ISB Alumni Portal. We chose them because their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We worked together from October 2024–January 2025.

RESULTS & FEEDBACK

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

The revamped website received positive feedback from both customers and prospects and gave us a much stronger foundation for our client acquisition efforts. It also helped us communicate our product and value proposition more clearly as we scaled our enterprise customer base.
Although we didn't track website-attributed metrics separately enough to quantify a specific uplift, we saw positive feedback on the new website and stronger engagement from prospects, which supported our broader client acquisition efforts as we scaled.
By stronger engagement from prospects, I mean qualitative signals. Prospects responded positively to the website, and we found it easier to communicate Cuebo's offering and credibility during sales conversations. The website also became a stronger reference point that we could confidently share with prospective enterprise customers.

How did SeriesX Marketing perform from a project management standpoint?

SeriesX Marketing's project management was good. We primarily communicated via email and messaging apps.

What did you find most impressive about them?

Their responsiveness, proactive approach, and ownership stood out. The team was well-organized, easy to work with, and consistently incorporated our feedback while keeping the project moving.

Are there any areas they could improve?

No, everything was good.

BACKGROUND

Introduce your business and what you do there.

I’m one of the former executives at CareStack. We provide a cloud-based dental software platform that streamlines scheduling, clinical, billing, patient engagement, and reporting for dental practices of any size. Our platform has features for automation, analytics, and centralized management.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeriesX Marketing?

We needed help reworking our testimonial content library.

SOLUTION

What was the scope of their involvement?

SeriesX Marketing refreshed our existing testimonials and case studies with more depth and analysis. The team updated our existing materials.

What is the team composition?

We worked with 2–5 teammates from SeriesX Marketing.

How did you come to work with SeriesX Marketing?

Someone referred SeriesX Marketing to us. We chose them over other marketing agencies because they were close to our geographic location, their pricing fit our budget, they had a great culture fit, and their company values aligned with ours.

What is the status of this engagement?

We worked together from April–June 2025.

RESULTS & FEEDBACK

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

SeriesX Marketing's work resulted in better SEO visibility and branding.

How did SeriesX Marketing perform from a project management standpoint?

SeriesX Marketing's project management was good. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

SeriesX Marketing was easy to communicate with. They were quick to understand our requirements and were very thorough.

Are there any areas they could improve?

I didn't think there was anything they could improve on.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of ZORP, an AI-powered platform that enables autonomous management of facility and asset maintenance programs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeriesX Marketing?

We needed help building our brand and generating organic leads.

SOLUTION

What was the scope of their involvement?

SeriesX Marketing handles our SEO, creates organic content, and works on our website.

What is the team composition?

We work with 2–5 teammates from SeriesX Marketing.

How did you come to work with SeriesX Marketing?

Someone referred SeriesX Marketing to me. I chose them over other options because they had high ratings, their pricing fit our budget, they were a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working with them in January 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

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

SeriesX Marketing has helped us get better organic leads. Our website traffic, search rankings, and engagement rates have also significantly improved.

How did SeriesX Marketing perform from a project management standpoint?

SeriesX Marketing delivers on time. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

SeriesX Marketing is always available.

Are there any areas they could improve?

I can’t think of anything for them to improve.

BACKGROUND

Please describe your company and position.

I am the Head of Content of an AI-Powered Procurement Platform

Describe what your company does in a single sentence.

Ours is an AI-powered procurement platform built for finance and procurement teams. Its AI workforce helps automate the procurement lifecycle, from intake and approvals to contracts, renewals, invoices, and payment workflows.  

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SeriesX Marketing to accomplish?

• Write thought leadership content for us

SOLUTION

How did you find SeriesX Marketing?

Referral

Why did you select SeriesX Marketing over others?

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

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

We worked with Series X on a couple of thought leadership blogs for us. The scope involved developing well-researched, long-form content that aligned with our brand voice, messaging, and the topics we wanted to establish authority in. The team was quick to understand our business, audience, and expectations, which made the collaboration fairly seamless. The initial drafts were strong and required minimal revisions. Any feedback we did share was incorporated quickly and thoughtfully, making the overall process efficient and easy to manage.

RESULTS & FEEDBACK

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

The biggest wins were the quality of the deliverables and the efficiency of the process. The content required minimal revisions, which significantly reduced the time our internal team spent on editing and reviews. The team was also responsive to feedback, with changes incorporated quickly. While we didn’t track specific performance metrics for this engagement, the project met our expectations in terms of content quality, turnaround time, and alignment with our brand voice.

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

The team was easy to work with, delivered on time, communicated clearly, and was quick to respond to feedback and incorporate changes.

What was your primary form of communication with SeriesX Marketing?

• Virtual Meeting
• Email or Messaging App

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

Their ability to quickly understand our business and translate that into high-quality content with minimal back-and-forth was what stood out most.

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

Nothing specific comes to mind. The engagement was smooth, and the team delivered on our expectations.