How INSIDEA actually builds, migrates, and ships.
The methodology behind 1,500+ engagements, written by the senior consultants who ship them. Each playbook covers the discovery, architecture, build, migration, and enablement phases for a specific engagement type. No fluff, no theory, just how it actually works.
The HubSpot Migration Playbook
How INSIDEA migrates GTM teams from Salesforce, Pipedrive, Monday, Zoho, HubSpot CRM Free, or spreadsheets onto HubSpot without breaking the sales motion in flight.
- A written architecture brief signed by sales, marketing, customer success, and leadership before any property is created
- A property model with type-discipline, ownership, naming convention, and a quarterly audit
- Lifecycle stage definitions gated by workflow, not enforced by Slack arguments
The RevOps Build Playbook
The methodology for turning a CRM into an operating system. Diagnostic, foundation, scoring, routing, forecast, reporting, and the operating cadence that holds it all together.
- A written diagnostic of the eight RevOps areas with severity and recommended sequence
- Lifecycle stage definitions enforced by workflow with required properties as the gate
- A lead scoring model calibrated against actual sales-accepted leads from the trailing 90 days
The Breeze AI Assistant Production Playbook
How INSIDEA ships a HubSpot Breeze AI Assistant into daily executive use. The Lagan Aviation pattern, generalised.
- A scoped, single-job assistant configured against the customer's own CRM data
- A data readiness audit that catches messy CRM before configuration starts
- An evaluation harness with a golden set, run on launch and on a regular cadence after
The Salesforce → HubSpot Migration Playbook
How INSIDEA migrates GTM teams from Salesforce to HubSpot. The Migration Risk Assessment, the parallel build, the phased cutover, and the five sync conflicts that always show up.
- A Migration Risk Assessment covering every custom object, Apex trigger, Flow, integration, and report
- A clear stage-gate decision (commit to migrate with a signed plan, or stop with a clean exit)
- Parallel build with Operations Hub data sync so the sales team is not stranded mid-migration
The Growth Marketing Stack Playbook
How INSIDEA builds the growth marketing stack that actually compounds: lifecycle architecture, the five-tool stack, conversion paths, and the reporting that ties channel back to revenue.
- A written audit of channels, tools, budgets, integrations, and attribution
- Lifecycle stages defined and gated by workflow
- A coherent five-tool stack with no duplications and no orphan integrations
Want this playbook delivered for you? Book a strategy call.
30 minutes with a senior INSIDEA consultant. We scope the engagement against the playbook and you walk away with a clear timeline and price.
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