INSIDEA

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

Please describe your company and position.

I am the Sales Manager of IDmelon

Describe what your company does in a single sentence.

CRM Implementation

OPPORTUNITY / CHALLENGE

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

• Implementing workflows for the premium version of our CRM
• Educating the team on assets of the CRM

SOLUTION

How did you find INSIDEA?

Referral

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 helped us learn the features Hubspot, they created a plan with us to understand what we needed and executed the workflows on their end for us to use.

RESULTS & FEEDBACK

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

Being able to use the workflow and automations that we needed in place.

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

They were very on time, very organized, and very responsive. We were very very happy. Exceeded expectations.

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

Very professional

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

None.

BACKGROUND

Please describe your company and position.

I am the Client Relations Manager of United Field Services

Describe what your company does in a single sentence.

Property Maintenance and Turn Service

OPPORTUNITY / CHALLENGE

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

• Hub Spot automation

SOLUTION

How did you find INSIDEA?

Referral

Why did you select INSIDEA over others?

High ratings

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 great in helping us set up and intigrate HubSpot automation to allow time for our team to work on other projects.

RESULTS & FEEDBACK

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

allowed time to complete and concentrate on important tasks

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

yes delivered on time and provided all information

What was your primary form of communication with INSIDEA?

Virtual Meeting

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

INSIDEA was knowledgeable and helpful.

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

None

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