Cleverly

BACKGROUND

Please describe your company and your position there.

I'm the owner of an executive coaching and strategic business consulting firm that provides mastermind groups, executive 1:1 advisory services, and business strategy consulting.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We needed a company experienced in LinkedIn marketing, specifically for lead generation. Our goal was to increase the qualified leads for our newly launched Executive Advisory Program.

SOLUTION

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

This vendor came highly recommended by a trusted colleague. The price and services provided were exactly what we were looking for.

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

After a kickoff meeting, Cleverly designed and submitted the marketing content for approval. Once we gave approval, the program was launched. Cleverly managed the initial, second, and final connection messages, while we handled the accepted connections and scheduled phone calls.

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

We worked with the account manager and let him successfully drive the program forward with his team.

RESULTS & FEEDBACK

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

The outcomes included better qualified leads and LinkedIn connections which led to increased sales. Within the first 3 months, we had nearly 250 new connections with a 40% positive reply response.

How effective was the workflow between your team and theirs?

We met as needed, but no less than monthly.

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

We were impressed by the quality of the LinkedIn connections. Cleverly was more interested in getting quality leads to help drive revenue as opposed to just getting numbers.

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

The initial geographic area could have been extended within the first month to draw in more qualified leads.

BACKGROUND

Please describe your company and your position there.

I am in charge of sales and business development for Electronic Lab Logs. We are a start up SaaS company selling to clinical and FDA labs across the country (soon to be global).

OPPORTUNITY / CHALLENGE

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

We hired Cleverly to help drive more sales and outreach initiatives to laboratory administrators/management through linkedin. We needed a cost effective alternative to add to our sales tools and help get more leads in.

SOLUTION

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

We went with Cleverly because at the time, our only and main outreach was through cold calling. This was largely ineffective due to the onset of the pandemic and we wanted a less invasive way of approaching prospects.

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

We met with the team at Cleverly, defined our target audience, and created an outreach campaign script to begin sending out. We then worked together to create a "lead list" on Sales Navigator compiling anyone who could be a prospect and then went live. I saw immediate traction with a wide variety of labs.

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

I intially spoke with Oz, who is the director of sales. Then I worked with Jordan who is a campaign strategist and Cam, the SVP of Strategy. Now I work mainly with Will, who is the VP of client success but I also have worked with Erik, VP of client growth.

RESULTS & FEEDBACK

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

Since we started using Cleverly, I have been able to close 8 accounts which is north of 200k in contract value. That number is soon to double (or more) as we are scheduled to close more leads generated through the use of Cleverly.

How effective was the workflow between your team and theirs?

It has been great since we initiated the relationship, even now as we are going past 1 year of use. As soon as I reach out for help, Will responds quickly and sets up a meeting. They have been a great team to work with and always gets what I need accomplished.

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

Well, to start, I don't believe there are other companies that take this approach (that is, taking over your LinkedIn and organizing outreach and connection requests). They are extremely organized and give you metrics to report on to ensure we are getting the response we are looking for.

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

The only issue I've had was that one time my account got disconnected, and I did not realize until a week later due to dramatically decreased activity/response rates. I reached out to Will and he immediately took care of it. While it is worth noting that this could have been avoided if I used my Dashboard more (my fault), it would have been nice to be notified to bring it to my attention. Extremely minor....

BACKGROUND

Introduce your business and what you do there.

I’m the CEO, founder, and main legal recruiter of Shannon Recruiting Services. Currently, I primarily recruit litigation attorneys throughout the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cleverly?

As a one-person company, I was on LinkedIn all day long, sending out messages to different candidates. Thus, I wanted to duplicate my efforts to reach more people.

SOLUTION

What was the scope of their involvement?

Cleverly helps me reach out to different candidates, sending them emails and messages to duplicate my efforts. To help me with this effort, they integrated themselves into my LinkedIn profile so that they could send out messages as if they were me.

What is the team composition?

So far, I’ve only communicated with one person from Cleverly, who I think is the account representative.

How did you come to work with Cleverly?

My husband had heard about Cleverly and mentioned them to me, so I looked them up and gave them a shot.

How much have you invested with them?

I’ve spent around $2,800.

What is the status of this engagement?

We started working with Cleverly around August 2021, and our engagement is ongoing. We have a monthly agreement, so I can cancel at any point, but I keep working with them because their work is very good.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

So far, our engagement has been very good, and Cleverly has found the right candidates for me, which was my biggest concern. When I thought about working with an external company, I was worried that they wouldn’t understand what type of candidate I was looking for. However, Cleverly has a good search process going on, and they’ve provided results; that’s why I keep working with them. Additionally, I’ve also received a return of my investment because I've placed 2–3 of the candidates they found.

How did Cleverly perform from a project management standpoint?

I enjoy working with Cleverly because they’re very communicative, timely, and easy to reach out to. Regarding budget, I basically decide the cost because they have different service levels, so I haven’t found any issues there either.

Cleverly uses a very user-friendly dashboard to ease our collaboration, where I can see who has responded to the messages and where I can answer messages as well. Additionally, I have frequent meetings with my account representative to go over the project. We communicate via email and phone calls, and if there is any issue, I can call them, and they will fix it.

What did you find most impressive about them?

Cleverly’s communication is their strong point. They’re very communicative, and the tools they use are very user-friendly, which I appreciate.

Are there any areas they could improve?

It would be great if the account manager did more check-ins with us. Currently, the check-ins are somewhat random, and sometimes, I’ve needed to wait a few days for our next call to ask a question. However, this is not an issue, and I wouldn’t change anything about how they work.

Do you have any advice for potential customers?

If you’re looking for a user-friendly and helpful collaboration, I definitely recommend working with Cleverly. They’ve helped me duplicate my efforts and grow my business.

BACKGROUND

Please describe your company and your position there.

CYRISMA is a cyber risk SaaS platform designed for Managed Service providers. I am the Chief Sales Officer responsible to identify profile service providers, message the value to the partner and their end customer, Sell - LAND the partner then, then EXPAND selling to all of the partners customers in a Revenue sharing model.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

To message a list of target service providers using LinkedIn contacts to connect and based on messaging, interest level and need convert to a response and/or meeting. The multiple campaigns are target specific with unique messaging based on target personas.

SOLUTION

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

We looked at what tools our peers and/or competitors are using. We researched several sources that provide rankings and customer feedback on tools and automation.

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

The campaigns are directed at new partner prospects messaging by each of the buying personas. 3 or 4 message drops sent to the list of partners in LinkedIn Navigator.

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

We were fortunate by chance to get a seasoned leader WIll Guerrero

RESULTS & FEEDBACK

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

Three campaigns are in process the first starting in January. 2 of the 3 have shown connection rate ranges from 25% to 35% (66% for 7 days). Only a few responses asking for meeting or call. Once we complete the 4 messages, we will have better results to report.

How effective was the workflow between your team and theirs?

Since we opted for a custom list it seemed we were uncharted territory on how many messages could be sent daily with out raising a flag by LinkedIn. They have been helpful in getting the information needed to set up and calibrate our campaigns.

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

They seem to have a process that is repeatable and scalable. We are waiting to see the metrics and results. Qualified meetings and sales pursuits.

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

No since the custom list is not typical they have been helpful.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and VP of Squigl, a media and software organization that primarily serves Fortune 500 enterprises. We have a very successful brand with higher-level executives in the marketing and the training and development industries, so corporate communications is a throughline for us. We employ around 25 full-time employees, and we’ve been in business for 11 years, currently reaching over 1,000 customers worldwide.

OPPORTUNITY / CHALLENGE

We were having an issue using LinkedIn effectively. For a salesperson, LinkedIn has an annual cost of $500. We had a five-person sales team, so we were paying $2,500 a year without seeing any ROI.

SOLUTION

What was the scope of their involvement?

Cleverly has been helping us hyper-target and find the right people within LinkedIn to increase our sales using their intelligence and data science. On top of that, they continuously advise us on the content that we should be sending to those people.

After meeting with Cleverly and telling them about our challenge, they did a significant market analysis to find the ideal customers within LinkedIn that we could be targeting. Using data science, they created a database of audiences similar to our ideal buyer based on the people we already did business with, which was very helpful.

The response we got from new potential customers within the first months was so impressive that we continued our relationship with Cleverly. Since then, we’ve added different nodes to our account. Additionally, every time we hire a new salesperson, we onboard them to Cleverly first and refer them to our trusted partners and clients.

What is the team composition?

We work directly with Cam (Senior VP of Strategy), and although he brings account managers to our calls, he has remained our main point of contact.

How did you come to work with Cleverly?

One of our senior directors came to me and told me about Cleverly, saying that they could help us with an automated LinkedIn solution to target the right audience without doing it ourselves, and therefore, increase our reach.

What is the status of this engagement?

We started working together in June 2019, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The key result of this project is the ROI we’ve seen thanks to the new connections we’ve made. The data created by Cleverly was so valuable that, within one month, our sales team was amazed by the response we got from new potential customers. People suddenly were writing back, asking for a sales call to learn more about our product.

In addition to that, within six months, we onboarded Google and multiple new businesses as customers and expanded our relationship with Microsoft. The response we’ve got is so impressive that, for example, one of our sales representatives sent a message to a high-level executive of an important company, and he wrote back from his personal mobile phone asking for a call.

Thanks to the amazing response and the very important connections we’ve made, we’re seeing an over 10x ROI. Regarding general statistics, we’ve achieved the following numbers so far:

• 30% connection rate.
• 2,000 new connections.
• 1,400 added connections.
• 6,000 invitations were sent.
• 500 people have written back.
• I’ve sent 5,000 messages
• 71% of people have replied to sequencing efforts.
• 25% of people have accepted a new connection.

Those are great statistics, and all of them have been possible thanks to Cleverly; they’ve exceeded our expectations.

How did Cleverly perform from a project management standpoint?

Cleverly offers unbelievable customer service. One month, I had to pause my collaboration with them because I was busy doing other things. However, the pause was only mine, and they kept working with my sales team. Surprisingly, they paused the billing for that month without asking. They knew that my sales team wouldn’t be focused as I was busy, so they kept working free of charge that month until I was involved again.

Cleverly’s team is also very responsive. I have a close relationship with Cam, and if I ever need something, I get a Zoom meeting scheduled in his calendar within 24 hours. He also adds a support person to our calls for follow-up.

What did you find most impressive about them?

I don’t know what Cleverly is doing exactly, but I know they’re doing something different in the data science space that others don’t. They know how to target buyer personas in a better way than other companies.

In our industry, we call intent data to customers’ behavioral data that is collected and used to predict their intentions to buy consumer products. For example, with intent data, companies try to accurately predict when a customer will need or want to buy their products. Cleverly has intent data figured out at an enterprise level for executive buyers. I have no idea how they do it, but I’ve never seen something like it, and I’ve been in the industry for over a decade. I can only attribute this talent to their subject matter expertise.

Are there any areas they could improve?

It would be great if Cleverly created some kind of internal matchmaking network with clients of theirs. If they’re helping us grow, I bet they’re helping their other customers too, and I think we could make great connections with them. However, I’ve never met another of their clients.

Do you have any advice for potential customers?

Run your own content and don’t let it on Cleverly’s hands; it has to be a partnership. They will give you advice on it, and you have to follow it, so be open to feedback as well. You’ll be paying for an industry expert, so let them help you change your strategy to get better results.

BACKGROUND

Please describe your company and your position there.

I am the CEO and Co-Founder of Worthright, a company providing financial technology to senior care service providers and their clients.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

After conducting customer discovery, we discovered a multiple pain points among our target customer segment. In order to validate that pain point and prioritize which segment we would build our product for, we began using Cleverly to conduct personalized, highly scalable prospecting with the target persona; testing various value propositions and segments.

SOLUTION

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

We evaluated hiring an internal resource to conduct this work; as well as absorbing the effort among the existing team. However, the cost of hiring was substantially greater than Cleverly, and given we were primarily looking to validate, and then if effective, scale our prospecting. Cleverly was the obvious choice.

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

The team at Cleverly conducted a thorough onboarding process to understand our key objectives, the target personas, specific problems they had and how we wanted to position our solution. They then created personalized content that would be used in automated outreach. We worked closely with a member of the team to align on the tone of voice.

In the meantime, Cleverly took our target persona and built a list of those target individuals using LinkedIn Sales Navigator. Once the goals were defined, tone of voice was satisfactory, and lists were spot-checked, we launched Cleverly to begin automated LinkedIn Outreach to that list.

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

Two or three individuals. An onboarding specialist, a copy writer, and an account specialist. They were all extremely punctual, energetic and ready to put in the work to make our experience with Cleverly successful.

RESULTS & FEEDBACK

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

Almost immediately we began seeing results. We had a ~40% connection rate and a +70% conversation rate. Within a matter of days we had started conversations with our target persona in a way that would scale our b2b customer acquisition. The next step was figuring out how to prioritize that demand which resulted in us building a qualification framework for leads.

How effective was the workflow between your team and theirs?

Very. It was fast, well organized and easy.

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

The team did a lot of work on our behalf, enabling us to make great use of the software platform.

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

I'd like to see the messaging feature improved and made a bit more robust. The only way to track or categorize prospect messaging is with tagging; adding some additional functionality there would powerful.

BACKGROUND

Please describe your company and your position there.

I'm a marketing coordinator for a technology services company.

OPPORTUNITY / CHALLENGE

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

We worked with Cleverly to develop messaging for LinkedIn outreach specific to industry, location, and specialty of each sales representative we had active accounts for. Our goal was to provide our sales reps with some warm leads via LinkedIn Messaging.

SOLUTION

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

After vetting a few different options, Cleverly's support team and product offerings were the most appealing.

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

Each time we hired a new sales rep, we would work with Cleverly to get them an account. Cleverly would train each rep we onboarded and working with them to determine all the aspects of their campaigns like targeting, messaging, and specific services they'd be selling.

If we didn't know where to start, Cleverly's team would create messaging from scratch and provide us with multiple best practices to consider.

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

We worked solely with an account manager, who was by far, the most responsive, easy-to-work-with rep I've ever worked with.

RESULTS & FEEDBACK

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

Each sales rep had different metrics, but every rep with a cleverly account saw an increase in meetings booked.

How effective was the workflow between your team and theirs?

Wonderful. Sometimes the Cleverly team would notice issues before we would and would bring them to our attention.

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

The responsiveness of our rep made working with Cleverly a breeze. The team is a joy to work with.

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

I think in general, LinkedIn messaging is a pretty saturated space now, so maybe thinking of how to break through all the noise.

BACKGROUND

Please describe your company and your position there.

I am the National Account Executive With Strategic Partnerships. "Make communicating and collecting contactless payments effortless through Everyware's two-way text and Pay by Text platform.

Everyware is a full service Payment Processor and fully agnostic with integrations from many of the main processors and gateways such as Authorize.net, NMI, CardConnect, PayTrace, PaySafe, USA E-Pay, Zapier and more. Send secure PCI & HIPAA compliant Pay by Text/Email Invoices, batch and recurring billing with automated eBill reminders, text marketing campaigns and much more."

OPPORTUNITY / CHALLENGE

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

Working with Cam to drive qualified leads in industries we are looking to make an impact in. With filtering the demographics and titles down to companies specifically interested in what we are selling.

SOLUTION

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

Automated outreach was key to supplement my day to day.

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

Kick off meeting with Cam to discuss what we we're looking to accomplish. Then putting together a list based off of keywords. Then channeling that list by demographic and job titles. Filtering out any keywords for positions we did not want. Finalizing copy and cadence on outreach for that list. Launch!

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

Cam has been my pain point of contact for any and all changes. Extremely helpful.

RESULTS & FEEDBACK

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

Have ran several very successful campaigns in all types of industries. Have had success rates of accepted connections ranging from 15-55% and reply rates ranging from 5-50% depending on industry. Really opened up potential on Linkedin by industry and focused me on key ones that are working based off the analytics.

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

They are quick to respond and easy to get on the phone or screen share whenever needed.

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

Really liked the customization of copy and data analytics pulled for each campaign. Allows users to easily split test based off of data and adjust on the fly.

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

I think price could may be the biggest thing but they offer a referral program to potentially help offset. Maybe having a tiered rate based off of how many users.

BACKGROUND

Introduce your business and what you do there.

I’m the director of business development for Rutkowski Law Firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cleverly?

We were in need of digital marketing services because we wanted to connect with financial advisers in our area.

SOLUTION

What was the scope of their involvement?

Cleverly provides us with digital campaign development to increase our connections with local professionals. They help strategize our LinkedIn messaging campaigns and guide us on our scriptwriting.

Apart from that, they also give us suggestions for content and what keywords we need to implement.

What is the team composition?

We work closely with Reagan (Senior Account Manager).

How did you come to work with Cleverly?

The previous director of marketing was the one who brought in Cleverly through online research.

How much have you invested with them?

So far, we’ve spent less than $5,000.

What is the status of this engagement?

Our ongoing partnership started in January 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to Cleverly, the owner of the firm ended up gaining hundreds of meaningful connections on LinkedIn.

We’ve been able to set meetings with people who’re interested in learning about our service — oftentimes, we work with financial planners or advisors to restructure assets into a trust.

Their team has essentially helped increase our community relationships.

How did Cleverly perform from a project management standpoint?

They’re very organized from a project management perspective, as they’re always responsive and available to resolve all our issues in a timely manner.

What did you find most impressive about them?

What distinguishes Cleverly is their responsiveness and clarity in terms of expectations and budget.

Are there any areas they could improve?

I can’t think of anything they could improve on because they do everything I ask efficiently, and help us mitigate the volume of responses from our campaigns.

Do you have any advice for potential customers?

My advice is to make sure you know exactly who they want to reach out to, because it’s important that the message of your campaign would reach the right people.

BACKGROUND

Please describe your company and your position there.

I'm the Business Development Director or a Private Wealth Corporate Firm based in Malta. We help individuals relocate to Malta, set-up asset protection structures & operate in the superyacht and Business Jets Industry.

OPPORTUNITY / CHALLENGE

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

We started to expand our service offering, which was previously Eurocentric, into Africa. With COVID and the travel restrictions it was difficult to visit the continent and build new connections.

SOLUTION

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

Our marketing team in London discovered Cleverly and the benefits that they could offer us, especially growing my contact database in Africa within certain industries.

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

We us our internal email database to keep in touch with existing contacts. Cleverly helped us to grow the database to reach new contacts in Africa. The new contacts were added to the internal database after initial calls. MailChimp is used to share our monthly newsletter

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

From the local perspective it was the Business Development Director, the marketing coordinator at Head Office and the client account manager at Cleverly.

RESULTS & FEEDBACK

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

Our LinkedIn Campaign was great we had way above acceptance rate for invitations and also above average call rates. We managed to grow our database and have had some enquiries about our service offering from potential clients.

How effective was the workflow between your team and theirs?

We had regular communication with Cleverly and they were very responsive when we had requests to alter the campaign.

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

They were very responsive. The set-up was really smooth and easy.

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

The location of our client manager made it difficult to have calls during business hours in Europe.