Built for your industry, from day one.
SaaS, healthcare, financial services, e-commerce, real estate, professional services, and more. We don't translate generic playbooks into your business; we run the playbook we've already shipped 100+ times in your industry.
Where else we operate.
Healthcare
Compliant, HIPAA-aware ops for clinics, networks, telehealth, and digital health.
- Patient lifecycle CRM
- Compliance-aware integrations
- Multi-clinic networks
Financial Services
Built for compliance, audit trails, and the long deal cycles of FinTech, lending, wealth, and insurance.
- Lead scoring under SOC 2
- Compliant CRM for advisors
- AI for risk and underwriting
E-commerce
DTC and B2B e-commerce that ties paid, organic, lifecycle, and retention into one system.
- Klaviyo + Shopify + HubSpot
- Subscription LTV models
- Performance creative ops
Real Estate
Lifecycle CRM for agents, developers, and property managers. From lead capture to closing.
- Agent enablement
- Listing-to-close pipelines
- Buyer nurture sequences
Professional Services
Agencies, consultancies, accounting firms. Long-cycle deals, retainer models, project margin tracking.
- Proposal + scope tracking
- Retainer revenue ops
- Margin and utilization reporting
Manufacturing & B2B
Industrial, supply chain, B2B distribution. Long cycles, multi-stakeholder, channel sales.
- Channel partner enablement
- Distributor portal ops
- Quote-to-cash automation
Education
EdTech, course creators, universities, training platforms. Enrollment funnels, student lifecycle, retention.
- Enrollment funnel CRM
- Student lifecycle marketing
- Cohort and retention reporting
Travel & Hospitality
Hotels, OTAs, travel platforms, hospitality groups. Bookings, loyalty, post-stay lifecycle, and partner ops.
- Bookings and CRM integration
- Loyalty program marketing
- Multi-property operations
Generic playbooks don't ship on day one.
A SaaS funnel is not a real estate funnel. A healthcare CRM is not an e-commerce CRM. Industry knowledge is the difference between sprint 1 and sprint 4 productivity.
Sector-specific patterns
We've shipped the same playbook 100+ times in each industry. We don't reinvent. We adapt the proven pattern to your specific business.
Compliance-aware by default
HIPAA for healthcare. SOC 2 and PCI for FinServ. GDPR everywhere. We architect for your compliance posture from day one, not as a retrofit.
Native vocabulary
On day one we already speak your industry's language: MRR for SaaS, claims for insurance, GMV for e-commerce, CMA for real estate. No translation overhead.
Industry-specific stack knowledge
We know the apps that win in each industry. Drift in healthcare? Riskalyze in wealth? Klaviyo in DTC? Yardi in real estate? We've built integrations to all of them.
Real outcomes, real industries.
Renewal rate 76% to 88%
RevOps transformation tied automation, scoring, and lifecycle plays to retention. Renewal moved from 76% to 88% in one engagement.
8 clubs unified on one platform
Eight padel clubs unified onto one HubSpot CRM: bookings, members, ops, and cross-club reporting under one roof.
8.32x purchase ROAS
DTC craft spirits brand. Flash-sale playbook combining paid media, lifecycle, and creative engineering hit 8.32x ROAS.
28% ticket volume reduced
Ticket deduplication automation cut inbound volume by 28% for a U.S. medical imaging provider without losing visibility.
Common questions.
What if my industry isn't listed?
We probably still know it. The list above is what we ship most often, but we have engagements in 20+ verticals. The strategy call gets us into the specifics of yours.
Can you work with regulated industries?
Yes. Healthcare (HIPAA), FinServ (SOC 2, PCI), insurance, legal. We sign BAAs and DPAs as standard, and we architect for compliance from day one.
Do you specialize in one industry?
We specialize in the operating model: senior team, sprint cadence, fixed fees. The industry knowledge layers on top. Most agencies pick a vertical and stay narrow; we picked an operating model and got deep across many verticals.
How do you keep current on industry trends?
Continuous engagement. The team running your account is shipping in your industry every week, not reading research. Our internal knowledge base updates with every engagement.
Don't see your industry? We probably still know it.
We have engagements in 20+ verticals. Strategy call gets us into the specifics of yours.
How INSIDEA works
