IdeasUnlimited

BACKGROUND

Please describe your company and position.

I am the Co-Founder of SettleSavvy

Describe what your company does in a single sentence.

SettleSavvy helps home-buyers (primarily in the US) by providing data-driven neighborhood analysis, real-estate insights, and connections to vetted agents and lenders to help them "find their perfect neighborhood."

OPPORTUNITY / CHALLENGE

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

• We needed help handling all the customer messages we get on email and chat. Many home buyers reach out every day with questions about neighborhoods and our platform, and we could not keep up on our own.

SOLUTION

How did you find IdeasUnlimited?

Referral

Why did you select IdeasUnlimited over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from IdeasUnlimited were assigned to this project?

3

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

We worked with three full time team members from IdeasUnlimited. They handled all email and chat support and stayed in touch with us on Slack through the day. They also sent us regular audits so we could see what customers were struggling with. Over time they felt like part of our own team.

RESULTS & FEEDBACK

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

Our customer satisfaction went up a lot. Our NPS went up more than 10 points, which was big for us. Their team knows how to follow our process but also adjust when a customer needs something different. They treat people with care, and our users feel that.

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

Very good. They always responded fast and were easy to reach. We also had monthly audits that helped us improve our support, not just keep it running. They stayed on time with everything we asked.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They really act like part of our team. They were steady, kind, and very focused on doing the work right. They care about our customers and about helping us grow. It is rare to find that in a partner.

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

The only thing we ask is to keep being honest with us when something on our side needs to improve. Their feedback helps us a lot.

BACKGROUND

Please describe your company and position.

I am the Founder and Director of Cutting Edge Entertainment Inc

Describe what your company does in a single sentence.

Cutting Edge Entertainment Inc is an event-management company that books and coordinates DJs, musicians, comedians and variety acts, and provides full sound, lighting, staging and event-production services for weddings, corporate events, festivals and private parties.

OPPORTUNITY / CHALLENGE

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

• We wanted help getting new meetings with large companies. Our goal was to reach more corporate clients and speak with the people who make decisions about events and production.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• Great culture fit
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

IdeasUnlimited handled all the outreach for us. They found the right people, made the calls, followed up, and set meetings for us. Most meetings were 40 minutes to an hour. They also shared notes, recordings, and weekly updates so we always knew what was going on.

RESULTS & FEEDBACK

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

They brought in several strong leads and real opportunities, including some very large ones in the Northeast and Mid-Atlantic. These were companies we had tried to reach before with no luck. The quality was always high. We paid based on performance, which made it easy to track the value.

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

Their process was organized and clear. John stayed in touch all the time and made sure things were done right. Everything came on time and they were quick to answer us.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They care a lot about the quality of the work. If a meeting wasn’t strong, John didn’t charge for it. That level of honesty is rare. The whole team knew what they were doing and made us feel supported.

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

I don’t have anything to suggest. They did everything well.

BACKGROUND

Please describe your company and position.

I am the Owner/Founder of NEUROGENICSS, LLC

Describe what your company does in a single sentence.

NEUROGENICSS, LLC is an outpatient speech-pathology practice that provides personalized speech, voice, swallowing and cognitive therapy to adults who have communication or swallowing difficulties due to neurological injury or disease.

OPPORTUNITY / CHALLENGE

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

• I hired IdeasUnlimited because we needed help finding the right people inside hospitals and rehab systems. It’s hard to know who actually handles referrals or rehab program decisions, and I didn’t have the time to chase the wrong contacts.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

3

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

They built lists of the right contacts, handled early outreach, and talked with prospects until they were ready for me. They also tailored messages based on what we were focusing on, like neuro rehab, outpatient care, or care coordination.

RESULTS & FEEDBACK

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

We got meetings with people we couldn’t reach before. A lot of old leads warmed up again, and we opened new conversations with hospitals that never replied to us before.

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

Project management was steady and simple. We met each week, they delivered what they said they would, and they responded fast when I needed something changed.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They are very accurate about identifying the real decision makers in healthcare. Titles can be misleading, but they know how to sort it out. They also adapt fast when I shift direction.

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

The only thing is they sometimes pushed me to narrow my criteria more. But that actually helped us stay focused on the hospitals that matched our services best.

BACKGROUND

Please describe your company and position.

I am the Founder and Owner of PATCH Chiropractic PA

Describe what your company does in a single sentence.

PATCH Chiropractic PA provides specialized non-surgical care for soft tissue injuries, aches, and pains through its proprietary PATCH Technique, a unique form of myofascial release used by athletes and performers to reduce pain, prevent injuries, and improve flexibility.

OPPORTUNITY / CHALLENGE

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

• I hired IdeasUnlimited to help us set appointments with vendors we could partner with. The goal was 3 new appointments each week from the list we gave them.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

They reached out to the right people at the companies we wanted. They set up intro calls for us. We paid a monthly fee for them to go through a set number of accounts. I got support from their sales team and also their leadership.

RESULTS & FEEDBACK

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

They booked about 15 meetings a month. Some of those turned into signed vendor partnerships. Each meeting could mean a $50,000 customer for us. The ROI has been very strong.

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

They delivered on time. We had weekly check-ins and real-time reports. They listened to feedback and made changes when needed.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They were smaller but still delivered big results. They care about details and feel more like a partner than a call center.

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

No, they’ve been great to work with.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Shed

Describe what your company does in a single sentence.

Shed is a telehealth-clinic-style wellness company that delivers personalized weight-loss, longevity, hair and vitality treatments (including GLP-1 meds and coaching) completely online.

OPPORTUNITY / CHALLENGE

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

• We needed help handling the growing number of patient calls and support requests as our company scaled.

SOLUTION

How did you find IdeasUnlimited?

Clutch Site

Why did you select IdeasUnlimited over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

IdeasUnlimited handles our call center work. They take calls, respond to customer concerns, and help patients with scheduling and follow-ups. They also make sure important messages get to the right people on our team.

RESULTS & FEEDBACK

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

We’ve seen a clear difference. Our response time is faster, and we’re getting more positive feedback from patients. Our internal team now has more time to focus on improving our services and products.

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

They’ve been great. The team is organized and easy to work with. We mostly talk through email and Teams, and if I ever need to reach someone higher up, they’re always available. Everything runs smoothly without much oversight.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They care. You can tell they want to do things right. Their team really feels like an extension of ours. They’re reliable and responsive, which makes a big difference in our kind of business.

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

Nothing to mention so far. They’ve done a really solid job.

BACKGROUND

Please describe your company and position.

I am the Founder and Executive Chairman of LumaBridge

Describe what your company does in a single sentence.

LumaBridge is an oncology-focused clinical contract research organization (CRO) that offers end-to-end services—from trial design and regulatory strategy to operations and data management—to advance novel cancer therapies.

OPPORTUNITY / CHALLENGE

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

• We brought in IdeasUnlimited to help our internal teams with virtual assistant support. Our goal was to take some of the administrative load off our staff so they could stay focused on clinical and research priorities.

SOLUTION

How did you find IdeasUnlimited?

Referral

Why did you select IdeasUnlimited over others?

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

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

Their team handled different back-office tasks for us, things like data entry, scheduling, document prep, and some coordination work across departments. They worked closely with our operations team and adapted to our systems pretty fast.

RESULTS & FEEDBACK

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

We’ve seen smoother workflows and faster turnaround on admin work. Our staff has more time for higher-value tasks, and overall, communication between teams improved because of the consistent support.

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

They’ve been consistent and dependable. Communication is steady, and they always check in. If we need something changed, they handle it quickly. The regular updates and reports make it easy to track progress.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

Their professionalism and how they make an effort to really understand our business. They treat our work with care and are reliable, which is important in our field.

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

I’d say just improve how fast new assistants get trained when we scale up. It’s not a big issue, but speeding that up would help.

BACKGROUND

Please describe your company and position.

I am the Founder and Physical Therapist of Cypress Physical Therapy

Describe what your company does in a single sentence.

Cypress Physical Therapy is a rehabilitation clinic that offers personalized physical, occupational and manual therapy services such as sports rehab, post-surgical recovery, vestibular rehab and neurological rehab to help people of all ages regain mobility and return to the activities they love.

OPPORTUNITY / CHALLENGE

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

• We were struggling with our billing and insurance claims. It was taking too much time from our front desk and I noticed we were missing follow-ups on denied claims. Our focus needed to stay on patient care, not paperwork. So we hired IdeasUnlimited to handle all our medical billing and back office work.

SOLUTION

How did you find IdeasUnlimited?

Referral

Why did you select IdeasUnlimited over others?

• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

They take care of everything related to billing-checking insurance eligibility, submitting claims, posting payments, and managing denied claims. They also help with patient billing questions when someone calls or emails about a statement. They send us reports every day and make sure everything is updated in our system. It’s like having our own in-house billing team, just more organized.

RESULTS & FEEDBACK

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

It’s made a big difference. Our claim turnaround is much faster, about a week now instead of several weeks. The accuracy improved a lot too, and our collection rate went up. They follow up on denials right away, which used to be a big problem for us. Overall, we’re saving time and money, and we can focus more on our patients instead of chasing paperwork.

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

They’re very consistent. Everything gets done on time and they keep us in the loop with daily updates. If we need anything or have a question, they respond fast. We also do weekly meetings just to make sure everything is going smoothly. They’ve been really reliable.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

Their attention to detail really stood out. Medical billing can get complicated, especially for physical therapy, but they picked it up quickly and handle it carefully. They understand the codes and what’s needed for different insurance companies. It’s nice working with a team that actually knows what they’re doing and keeps things consistent.

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

At first, it took a little time for them to learn our EMR system, but that was expected. Once they got the hang of it, everything moved fast.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of AVPMi

Describe what your company does in a single sentence.

AVPMi provides AI- and IoT-powered unified technology solutions for parking, access, and guest service operations across industries.

OPPORTUNITY / CHALLENGE

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

• We needed someone to handle our incoming calls and be available 24/7 for clients. Our business deals with parking and guest service systems, so calls can come in at any hour. The goal was to make sure every call got answered and no client was left waiting.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

2-5 Employees

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

Their team took over our inbound calls. Most callers want quotes, support info, or to check if we can handle their setup. Calls can take a while since clients often have detailed questions. IdeasUnlimited answers those calls, gives the info, collects details, and logs everything into our CRM. They also forward calls to the right team if needed.

RESULTS & FEEDBACK

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

They always pick up fast, usually on the first ring. I listened to a few call recordings and was impressed with how professional they sounded. When small issues came up, it was mostly because we needed to fix our script, not because of them. They also helped us connect their system with our CRM, which saved us a lot of time on manual data entry.

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

They were very hands-on in the beginning. We worked together every day for about a week to get the call script right. After that, everything ran smoothly. Our account manager was easy to reach, even after hours, and always followed up when we needed to make small changes.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They make everything simple. No setup fees or hidden costs, and we could have different scripts for each department. Their agents are consistent too, it’s usually the same group taking our calls, so they got used to our products and could handle calls more naturally. It really felt like they were part of our own team.

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

Their scripting system could be a little more flexible. It covers the basics well, but for more detailed or unusual situations, we had to create a second script. Not a big deal, but it would be nice to have more room to customize those parts.

BACKGROUND

Please describe your company and position.

I am the Founder, CEO of Sunrise Treatment Center

Describe what your company does in a single sentence.

We help people who struggle with drug and alcohol addiction by giving them caring treatment, counseling, and support so they can build a better life.

OPPORTUNITY / CHALLENGE

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

• We needed help with medical billing so our staff could spend more time with patients. We also wanted fewer errors and faster claim processing.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

3

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

They handled billing, insurance claims, payment posting, and follow ups. We showed them our system and they picked it up pretty quick.

RESULTS & FEEDBACK

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

Our claim errors dropped and payments came in faster. Cash flow got better and our staff had more time for patient care.

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

They were always on time and easy to reach. If we needed changes they adjusted right away.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They learned our billing process quickly and paid close attention to detail. That gave us trust early on.

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

Not really. Nothing is perfect but they came very close.

BACKGROUND

Please describe your company and position.

I am the CEO and Co-Founder of Opteev

Describe what your company does in a single sentence.

We build simple tools that can quickly spot and track airborne viruses so people and places can stay safe.

OPPORTUNITY / CHALLENGE

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

• We hired IdeasUnlimited to give us virtual assistant support. We needed help with back office work like scheduling, data entry, and research so our team could stay focused on product and client work.

SOLUTION

How did you find IdeasUnlimited?

Online Search

Why did you select IdeasUnlimited over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from IdeasUnlimited were assigned to this project?

7

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

They handle everyday admin tasks for us, things like reports, email tracking, scheduling calls, and some research. They also help organize customer inquiries and keep things moving when we’re busy.

RESULTS & FEEDBACK

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

It’s still early but we already save a lot of time. My team doesn’t get stuck in small admin work anymore. They’ve also picked up more complex tasks without much training and they do it well.

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

They’re always on time with what we ask for. If we need something changed or explained, they’re quick to respond and easy to reach.

What was your primary form of communication with IdeasUnlimited?

• Virtual Meeting
• Email or Messaging App

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

They don’t just do tasks and walk away. They tried to understand how we work and fit into our process. That makes it feel like they’re part of our team

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

The onboarding took some time, just making sure we were on the same page. But once we set things up, everything started running smooth.