Cleverly

BACKGROUND

Please describe your company and your position there.

I am a financial planner

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly, and what were your goals?

get more meetings on the calendar

SOLUTION

How did you select this vendor and what were the deciding factors?

My friend Mike Montpas works for Cleverley and someone I enjoy doing business with.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

we set up campaigns to recruit potential financial advisors and clients.

How many resources from the vendor's team worked with you, and what were their positions?

just mike- account manager

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

I have put 8 meetings on the calendar in the last 2 months

How effective was the workflow between your team and theirs?

Working with them has been easy and great.

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

their ability to start conversations with people

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

none

BACKGROUND

Please describe your company and your position there.

I'm an Account Executive at a business intelligence software company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

My company was building out a brand new sub-vertical and needed an innovative, new way to network and build pipeline.

SOLUTION

How did you select this vendor and what were the deciding factors?

Online research and recommendations from my network narrowed down to Cleverly. Started on a trial and it exceeded expectations and became our vendor of choice for 15+ users at my company.

Describe the project in detail and walk through their service package.

Provided a CSM to onboard and customize different pipeline building activities and metrics for different users / use cases. Mike Montpas was incredibly helpful throughout the entire process and I'll continue to direct business his way.

How many resources from the vendor's team worked with you, and what were their positions?

Three in total, from sales, tech support, and customer service.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Exceeded KPIs and went from 1 to 15+ users. Varying degrees of success but all had positive ROI.

How effective was the workflow between your team and theirs?

Direct email communication with named CSM. They always showed a fast response and were very proactive.

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

Minimal maintenance needed from my end. Automation was key and results were immediate.

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

Not from my perspective. Very straightforward way to solve my problem.

BACKGROUND

Please describe your company and your position there.

I am a recruiting company that focuses on direct hire opportunities, I am the President.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly, and what were your goals?

We utilitized Cleverly to help grow our social media client relations. Our goal was to increase the number of connections which Cleverly was very productive in helping us accomplish.

SOLUTION

How did you select this vendor?

I was referred by a friend who is also an entrepreneur.

Describe the scope of their work in detail, including any steps and the final deliverables.

They helped me identify my targeted audience of folks I wanted to connect with along with other identifiers to narrow our scope and connect with the proper leads.

How many people from the vendor's team worked with you, and what were their positions?

One person and he is an Account Manager

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Since utilizing Cleverly, I have landed 5 new clients and have been able to increase my companies revenue.

Describe their project management style, including communication tools and timeliness.

The person I work with is very thorough and resourceful when strategizing different campaigns.

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

I'm most impressed with their level of service and expertise in what they provide.

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

I wouldn't think so, the job they have done for me has helped me reach goals that I'm very happy with.

BACKGROUND

Please describe your company and your position there.

Director of Client Development & Operations at Collective[i]

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Cleverly has been extremely helpful in helping me recruit for our SDR & Sales Team along with giving me time back in my day!

SOLUTION

How did you select Cleverly and what were the deciding factors?

I was referred by a friend that's also an SDR Leader

Describe the project in detail and walk through their service package.

I knew I was looking for a specific candidate with certain experience so set up campaigns to engage those folks. Had a ton of conversations and ended up hiring quite a few.

How many resources from the Cleverly team worked with you, and what were their positions?

Mike Montpas is a fantastic partner and really appreciated his support. He was on the customer success team.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Gained 100's of new connections with potential candidates. Gained 20+ interviews. Gained 2 new hires.

How effective was the workflow between your team and theirs?

The team has always reached out to make sure I was seeing value.

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

Great support. Simple to use. Gave me time back.

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

Been pretty smooth

BACKGROUND

Please describe your company and your position there.

I'm the Director of Strategic Growth for Open Book Extracts, we are an extraction and manufacturing company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Lead generation

SOLUTION

How did you select Cleverly?

Research online

Describe the scope of their work in detail.

They met with us and gathered main points on what we were trying to achieve and what clients would be best to reach out to. They did a great job of building a campaign to suit our needs

What was the team composition?

I worked closely with their rep Mike, and he handled all of our campaign build-out

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We have had many meaningful conversations over the course of the campaign, that have led to multiple current relationships

How effective was the workflow between your team and theirs?

Very effective

What did you find most impressive about this company?

Their customer service and attention to detail were impressive.

Is there any area for improvement or anything that could have been done differently?

Integrating lists from CSV files would be helpful

BACKGROUND

Please describe your company and your position there.

Expense Reduction firm - owner

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

LinkedIn Marketing campaign

SOLUTION

How did you select Cleverly and what were the deciding factors?

Referral, reputation & past success using their services

Describe the project in detail and walk through the stages of the project.

- LinkedIn Message Campaign - Send messages - Schedule meetings - Close sale

How many resources from the Cleverly team worked with you, and what were their positions?

One, SVP of Strategy

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Responses to messages sent out, meetings scheduled

How effective was the workflow between your team and theirs?

Very good

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

Platform to track progress & send responses to prospect. They've worked hard to help us improve

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

Allow user / client to adjust messaging without Cleverly having to do it for me

BACKGROUND

Please describe your company and your position there.

I'm the owner of a marketing firm based on providing outsourced CMO services to small to medium size businesses. We don't focus on a particular industry. Instead we are looking for prospects in a particular business situation.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We needed a way to scale our prospecting to help grow the agency to drive more proposals and create increased growth. We hired Cleverly to run lead generation campaigns for me as the primary outbound sales person for our firm.

SOLUTION

How did you select Cleverly and what were the deciding factors?

We searched online for a vendor that offered this service and were pleased with the level of support and the platform that Cleverly offered. In addition, the service was at a price point that made sense for our small agency.

Describe the project in detail and walk through the stages of the project.

After we completed the initial questionnaire, we had a kickoff call with Cam to go over the goals of our campaign and talk about who we are as a company. We discussed the initial audience we wanted to target through our prospecting campaigns and received feedback from the team on what they thought would be most successful.

Once the campaign was launched, I began seeing a lot of connections to our profile that fit our target demographic. Shortly after that, I received more and more responses from prospects. The campaign was extremely successful at driving regular leads to our agency. Throughout the time we've worked together, Cam has provided me with recommended changes or adjustments or ideas for new campaigns if we saw ongoing campaigns taper off.

How many resources from the Cleverly team worked with you, and what were their positions?

I worked with an account strategist who did an excellent job of helping me craft my messaging and refine my audience targeting for the best possible results.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

I credit Cleverly for playing a major part in our agency achieving 20% revenue growth last year resulting in our highest revenue year ever. The service has been great at driving consistent pipeline for the agency.

How effective was the workflow between your team and theirs?

The communication is great between Cleverly and our agency. Whenever I have a need, all it takes is a single email and it's taken care of. They've made it extremely easy for me to grow this business and it's a service I recommend to a number of my clients.

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

They've taken what most people see as a complicated job and made it easy to understand, analyze and drive success.

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

It's hard to think of anything they could do differently to improve the product. I have to say I'm very pleased.

BACKGROUND

Please describe your company and your position there.

I am the owner of a growth marketing agency specializing in the start-up and e-commerce niche.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We needed a new lead gen tactic for LinkedIn.

SOLUTION

How did you select this vendor and what were the deciding factors?

Searched online and saw that Cleverly had a high amount of god reviews.

Describe the project in detail and walk through the stages of the project.

After a kick-off meeting with my account manager we set up a target audience and a series of messages (copy) to capture leads with through LinkedIn sales navigator.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with 1 account manager.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We had an increase in connections on linkedin within my target demographics. About 50 new connections.

How effective was the workflow between your team and theirs?

We met once to start and one follow up. This was perfect for the amount of work that was being done, nothing more was really needed.

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

We were impressed by how specific the targeting was.

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

Wish my account manager had a better understanding of copywriting. Had to have my copywriters rewrite our messaging to make it more effective.

BACKGROUND

Please describe your company and your position there.

I am a Strategic Account Executive in the Financial Services vertical at Domo.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We used Cleverly for an outbound marketing project to get more touches with prospects in our respective revenue bands.

SOLUTION

How did you select Cleverly and what were the deciding factors?

We were referred.

Describe the project in detail and walk through the stages of the project.

We specified criteria and ran campaigns in different areas of our patch to generate leads and conversations with targeted prospects.

How many resources from the Cleverly team worked with you, and what were their positions?

1 - Mike Montpas, Senior Account Manager

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The results were successful in getting me several conversations booked.

How effective was the workflow between your team and theirs?

The collaboration was strong.

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

They could move on a dime to update preferences.

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

Not really.

BACKGROUND

Please describe your company and your position there.

Sought help automating requests for my book project

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Help connecting with LinkedIn connections.

SOLUTION

How did you select this vendor and what were the deciding factors?

A business associate referred them to me

Describe the project in detail and walk through the stages of the project.

I was sending messages out to to my audience by myself and they took over and automated the process with led to $$$,$$$ of business.

How many resources from the vendor's team worked with you, and what were their positions?

I had anyone from the CEO to the marketing manager help us in the service.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Impressed with the feedback and resolutions and the marketing of the book to those I was interested in serving.

How effective was the workflow between your team and theirs?

Our teams interacted very well.

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

The best thing about them was their simplicity and effectiveness.

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

No-everything was great.