What Insight Strategic Concepts does

Insight Strategic Concepts, Inc. is a privately held, founder-led management consulting firm founded in 1999 by Shelley Moore and headquartered in Elkhart, Indiana. The firm provides strategic growth planning, organizational design, team alignment, and leadership development services to small and medium-sized businesses, nonprofits, and community organizations. Its primary segments are SMBs, nonprofits, and community organizations, with additional work in healthcare, education, and workforce development through public-private partnerships.

The firm's core offering is the Insight Growth System, a branded methodology built around four pillars — Passion (Leadership), Strategy (Growth Plan), Collaboration (Team), and Process (Experience) — integrated through a proprietary framework called SymbioSys. Delivery is supported by the Insight Execution Engine (70+ actionable tools), the BLOOM Online Team Leadership Platform (a SaaS-style learning and performance management portal), and structured programs including the 90-Day Living Strategy System, Team Success Bootcamp, Board Stewardship Workshop, Leadership Trust Reset, and Integrated Succession Architecture. The firm also sells downloadable resources (70 Ways to Grow, BLOOM Optimal Performance Playbook), the SymbioScore Assessment, and the Lead Strong podcast. Assessment tools include Kolbe (RightFit, A Index, B Index) administered under Shelley Moore's 25+ year Kolbe Certified Consultant status.

The business model is professional services with custom, quote-based engagement pricing supplemented by subscription-like access to the BLOOM platform and online courses. The go-to-market is sales-led and event-driven, combining direct consulting engagements, speaking engagements, workshops, and content marketing. The firm works regional Midwest (especially Northwest Indiana) with select national exposure via the podcast and online courses. Documented scale includes 300+ organizations served, 10,000+ strategic sessions, and client growth claimed at nearly $1 billion over 25 years. The company is bootstrapped, with no external funding, no parent company, and a headcount of 1–10.

Name

Insight Strategic Concepts

Legal name

Insight Strategic Concepts, Inc.

Website

https://shelleymoore.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Insight Strategic Concepts is a founder-led management consulting firm, founded in 1999 in Elkhart, Indiana, providing strategic growth planning, organizational design, and leadership development services to small and medium-sized businesses, nonprofits, and community organizations across the Midwest.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Strategic management consulting
• Leadership development services
• Team alignment consulting
• Organizational growth strategy
• Nonprofit board consulting

Headquarters

HQ city

Elkhart

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Consulting Services: Engagements include strategic growth planning, organizational design, team alignment, and leadership development. Services are delivered through direct consulting engagements with organizations.
2. Programs and Workshops: Structured programs including Insight 90-Day Living Strategy System, Team Success Bootcamp, Board Stewardship Workshop, Leadership Trust Reset, and Integrated Succession Architecture delivered through multi-session engagements.
3. Online Courses and Platform Access: BLOOM Online Team Leadership Platform provides courses with videos and worksheets. 6-week online projects implement specific growth toolkits.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Insight Strategic Concepts provides strategic growth consulting, leadership development, team alignment, and organizational design services for small and medium-sized businesses, nonprofits, and community organizations. Its core offering is the Insight Growth System, a methodology that aligns leadership, strategy, collaboration, and process through the proprietary SymbioSys Organic Integration framework, delivered via field-based consulting, structured programs, and the BLOOM online platform.

Product overview

Insight Strategic Concepts offers a unified platform-plus-services model centered on the Insight Growth System, which integrates the Insight Strategy Core (Passion, Strategy, Collaboration, Process), the Insight Execution Engine (70+ actionable tools), and the proprietary BLOOM Team Leadership Platform. The company provides structured programs including the 90-Day Living Strategy System, Team Success Bootcamp, Board Stewardship Workshop, Leadership Trust Reset, and Integrated Succession Architecture. Additional offerings include the SymbioScore Assessment, the Lead Strong Podcast, and downloadable resources like the BLOOM Optimal Performance Playbook and 70 Ways to Grow guide. The company also offers Opportunity Collaboratives as a community development service.

Differentiator

Problem solved

Functional benefit

Brands

• BLOOM: The proprietary online team leadership platform that connects teams to optimal performance, providing role definition, learning activities, performance templates, development goals, and strategic resources.
• SymbioSys
• Insight Growth System
• Insight Execution Engine

Products and services

• Insight Growth System A comprehensive growth ecosystem that integrates the Insight Strategy Core, BLOOM Team Leadership Platform, and online courses with videos and worksheets to deliver the Organic Integration methodology for SMB, nonprofit, and community organization clients.
• BLOOM Team Leadership Platform Proprietary online platform that connects teams to optimal performance by providing role definition, learning and training activities, performance dialogue templates, development goals, performance journals, organization strategies, and a resource center for SMB, nonprofit, and community clients.
• Insight Strategy Core A four-element strategic framework (Passion, Strategy, Collaboration, Process) that guides strategic alignment for accelerated growth in organizations.
• Insight Execution Engine A toolbox of over 70 actionable tools designed to ensure complete implementation of the Organic Integration methodology in SMB, nonprofit, and community organization contexts.
• Insight 90-Day Living Strategy System A strategic growth plan immersion program that helps organizations develop and execute their growth strategy within a 90-day timeframe.
• Insight Team Success Bootcamp A team development program focused on building successful teams using the BLOOM methodology.
• Insight Board Stewardship Workshop A workshop designed to help board members understand their stewardship responsibilities and align with organizational strategy.
• Insight Leadership Trust Reset A program focused on rebuilding and strengthening leadership trust within organizations.
• Insight Integrated Succession Architecture A comprehensive program for developing organizational succession planning and leadership continuity.
• SymbioScore Assessment An organic integration assessment that measures alignment across Passion, Strategy, Collaboration, and Process to determine the level of SymbioSys in an organization.
• Lead Strong Podcast A weekly podcast hosted by Shelley Moore exploring leadership practices, ideas, and experiences for developing strong leaders during transformational times.
• Opportunity Collaboratives Neighborhood-based initiatives that revitalize distressed communities by centralizing services and resources into hubs for workforce development, education, health and wellness, and economic engagement.

Quantifiable outcome

• Nearly $1 billion in revenue growth achieved by client organizations
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Nine partnerships are on record, tiered core and notable.

• OBE Advisors LLCcoreStrategic or Co-development PartnerPartnership with OBE Advisors LLC for developing Opportunity Collaboratives in distressed communities. Both companies collaborate on community-driven revitalization initiatives, combining strategic consulting with advisory services.
• NWI WorkscoreStrategic or Co-development PartnerNWI Works is building Indiana's first integrated workforce system in Northwest Indiana. Insight supports this initiative through strategic planning, stakeholder engagement, and community development expertise for workforce opportunity hubs.
• Michigan City Area Schools (MCAS)coreStrategic or Co-development PartnerPartnership between MCAS school board and NWI Works for repurposing former Elston High School into the Elston Opportunity Hub. Insight contributed strategic planning and community development expertise.
• The Urban Renaissance Network (TURN)coreStrategic or Co-development PartnerTURN principals specialize in development and implementation of growth projects with progressive community leaders. Insight collaborates with TURN on community development initiatives across business and government sectors.
• Kolbe CorpcoreTechnology or IntegrationKolbe Certified Consultant partnership since 1998. Shelley Moore is authorized to administer Kolbe assessments including RightFit, A Index, B Index, and related tools for team optimization.
• BloomwarecoreTechnology or IntegrationTechnology platform partner providing the engagement and learning management system for Insight programs, assessments, and online courses including the 90-Day Living Strategy System and Team Success Bootcamp.
• Beacon Health SystemnotableStrategic or Co-development PartnerHealthcare system partner in the Elkhart Health & Aquatics public-private partnership project, contributing to community health and wellness development.
• Community Foundation of Elkhart CountynotableStrategic or Co-development PartnerPhilanthropic partner in Elkhart community development initiatives, supporting projects like the Elkhart Health & Aquatics center.
• Wellfield Botanic GardensnotableStrategic or Co-development PartnerCommunity partner in Elkhart River District development. Strategic consulting support for the $17 million expansion including new visitor center and pavilion.

Scale indicators5 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Dale Carnegie & Associates: Dale Carnegie offers established leadership and professional development training programs globally. It competes with Insight in leadership training, team development workshops, and executive coaching categories.
• Korn Ferry: Korn Ferry is a global organizational consulting firm with practices in leadership development, talent, and strategy. While far larger and broader than Insight, it overlaps in strategy and leadership advisory services for organizations.
• FranklinCovey: FranklinCovey is a large, established leadership and organizational performance firm offering consulting, training, and content. It overlaps broadly with Insight's leadership development, team alignment, and executive coaching work but serves a much wider client base.

Emerging players

• AchieveForum: AchieveForum provides leadership, sales, and customer experience training and coaching solutions for mid-market organizations. It overlaps with Insight's leadership development and team alignment offerings, particularly in workshop-based delivery.

Direct peers

• Vistage Worldwide: Vistage provides CEO peer advisory groups and executive coaching for small and mid-sized business leaders, the same core SMB segment Insight targets. Both firms combine facilitated peer/executive work with leadership development methodology and structured programs.
• Strategic Coach: Strategic Coach delivers entrepreneur and leadership coaching with proprietary methodology and tools to owner-operators, mirroring Insight's entrepreneur-focused, methodology-driven approach. Both monetize through structured programs plus workshop offerings.
• EOS Worldwide: EOS Worldwide sells the Entrepreneurial Operating System — a codified set of tools and a certified-implementer network for SMBs — closely paralleling Insight's Insight Growth System, Execution Engine, and assessment-anchored methodology.
• Gazelles (Scaling Up): Gazelles / Scaling Up provides strategy execution coaching and growth tools for SMBs based on the Rockefeller Habits methodology. It competes directly with Insight's Strategic Growth Planning and Insight Execution Engine offerings.

Others

• Kolbe Corp: Kolbe Corp is the assessment vendor whose tools Insight licenses and administers as a Kolbe Certified Consultant. As a long-standing technology/integration partner, Kolbe is an ecosystem enabler rather than a direct competitor but is comparable in the assessment-based leadership space.
• Hogan Assessments: Hogan Assessments provides personality and leadership assessment instruments used by consultants and coaches. It is comparable as an assessment-driven leadership development ecosystem player and an adjacent tooling provider to Insight's Dynamynd and Kolbe-based practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/insightsc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Strategic Concepts