Inbound Marketing Basic

An Entry-level Offering to Implement Inbound Marketing  

Our Inbound Marketing Basic Program is a great starting point for your organization to make the transition to inbound marketing. This program is also a great way to learn about what is involved in maintaining a successful inbound marketing strategy.

Our Inbound Marketing Basic program is designed for small to mid-size organizations.


Inbound Basic Includes:

Inbound Marketing Setup

We provide the marketing and CRM software including the initial set-up and the on-going management.

Deliverables Included:

  • Importing your existing contacts
  • TSI Industry Contacts
  • Email software set-up with your domain
  • Marketing analytics
  • Online custom reports and views
  • Website tracking


Insurers are seeking solutions to their problems online and in their timeline, and require different types of content at different times. They are also interested in solving business problems working with solution providers who understand their business and not just the features and benefits of their solution.

What's Included:

  • Two (2) blog posts per month
  • Monthly content calendar
  • Develop a list of topics
  • Write the blog post
  • Images for each blog article
  • Formatting of content

Email Marketing

Email marketing continues to be an effective method of communicating with prospects and customers.

Some of the reasons why email works:

  • Email is a channel that you own
  • 77% of consumers prefer email for marketing communications
  • Email lets you be highly personal
  • 91% of consumers check their email daily

What's Included:

  • Two (2) email campaigns per month
  • Images or diagrams
  • Custom email template
  • Custom blog email template
  • Email analysis and custom reports


Program Management

We provide on-going support for your inbound marketing program.

Deliverables Included:

  • Inbound lead scoring with email notification
  • Weekly strategy/review calls
  • Contact management
  • Prospect management

HubSpot Upgrade Path

If you should decide to upgrade to HubSpot, your investment is protected! The Inbound Marketing Basic Program includes a future upgrade path to HubSpot Marketing Hub Professional or Enterprise.

Upgrade Deliverables Include:

  • The migration of all contacts, activities and blog posts
  • The migration or repurposing of existing website content
  • HubSpot setup and on-boarding

We only require a 3-month commitment with the option to extend the engagement.



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Optional Services

In addition to the services provided with our inbound marketing programs, we offer optional services on a project or on-going basis.

Inbound Basic Optional Services:

Website Assessment

Have you recently invested a significant amount of time and money launching a new website that isn't generating leads for your company? If your answer is yes, you are not alone.

Most websites are not designed to generate leads, but rather showcase the products and services offered by the company. 

The good news is this can be relatively easy to correct. We analyze several aspects of your website and provide recommendations on how your website can be working hard generating leads for your company.

Project Deliverables Include:

  • Content Review: Does your website provide helpful information at all three stages of the buyer's journey?
  • Conversion Opportunities: What conversion opportunities or calls-to-action (CTAs) exist and where new CTAs should be placed.
  • Site Navigation: How easy is it for visitors to find the information they are looking for? We evaluate how your menus are set up along with links to both internal and external pages.
  • Performance: The performance of your website is crucial to increasing traffic, improving conversion rates, generating leads and revenue.
  • Mobile readiness: With traffic from mobile devices increasing, your website should be optimized for mobile. We review your website to grade how mobile-friendly your site is.
  • SEO: Your site has to be easy to find by interested buyers. We assess your website to determine how easy your site is to discover via search bots by grading page titles, meta descriptions and other data.
  • Security: Having an SSL certificate protects your website from attacks and provides your visitors with the confidence that your site is authentic. Visitors to your site may feel safer to enter their contact information.

Our blog post "3 Reasons Your New Website Isn't Generating Leads" has more details on how companies can increase traffic to their website AND generate leads from interested buyers.


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Website Migration

If you choose to host your website on the HubSpot Content Optimization System (COS), we offer several migration options to meet your specific needs:

Options Include:

  • Migration and hosting of your current website content and theme style to the HubSpot COS
  • Migration of your website content to a default HubSpot website theme
  • Migration of your website content to a website template pack purchased through the HubSpot Marketplace

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Training - Inbound Marketing for the Insurance Industry

We can provide your sales and marketing teams with online training on how to leverage the power of inbound marketing when targeting the insurance industry.

Deliverables Included:

  • Overview of targeted industry segments
  • Best practices for marketing to insurance carriers, MGAs, TPAs and program administrators
  • Best practices for marketing to self-insured organizations

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Inbound Sales Assessment

Our Inbound Sales Assessment service can help you decide if an inbound sales approach makes sense for your organization. 

Deliverables Include:

  • Analysis of your current sales process; what has worked well and what hasn't
  • Inbound sales SWOT analysis of your organization:
    • Strengths
    • Weaknesses
    • Opportunities
    • Threats
  • Implementation plan: from the SWOT analysis, we develop a plan that includes the approximate cost and time required to implement an inbound sales strategy for your company
  • Key findings and recommendations

If you decide to move forward with implementing an inbound sales strategy, we can work with you to develop a transition plan that spans weeks or months.


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Marketing Strategy and Gameplan

Develop a marketing strategy to achieve your business goals

Working closely with your senior team, we will develop a comprehensive marketing strategy and gameplan that will identify the best opportunities for your marketing budget. We take into consideration upcoming opportunities in the industry where your product or service would be of interest to your target audience. Our goal is to provide you with a well thought-out, proactive marketing gameplan.

Project Deliverables Include:

  • Identify target market segments
  • Buyer persona development
  • Keyword research
  • Social media integration of your company's LinkedIn, Twitter, Google+ and Facebook accounts
  • Blog topics
  • Email campaigns
  • Competitive analysis

By having a marketing gameplan in place, you can set goals for your marketing team and measure the results. We can help you set the appropriate goals to determine what is working well and what's not so adjustments can be made to your strategy.