Cleverly

BACKGROUND

Please describe your company and your position there.

I’m the owner of the training and consulting company, we work with Fortune 500 companies and their leaders and managers.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We needed a very specific campaign that would reach out to diverse suppliers on LinkedIn and it was very successful

SOLUTION

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

It was all done for you, and very hands-on during the setup, they almost acted like business consultants actually.

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

We used a very specific message to share what we do to an audience that would already be at least interested. The messaging was short and to the point and we only followed up with another messages afterward that spoke specifically to how we could help

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

One person: Kevin (Account Manager).

RESULTS & FEEDBACK

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

They typically expect a 20% response rate, and we’re about 40% at one point and just dropped a little by the end.

How effective was the workflow between your team and theirs?

Their communication and response time was great.

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

How involved they are in the process, and it’s clear they want to see your campaign a success, that’s without question.

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

I can't think of anything. 

BACKGROUND

Please describe your company and your position there.

Our company is a Boston-based education e-solutions company that offers Online Program Management and Micro-Credential development to colleges, universities, and industry partners. We are partnered with institutions and associations across the US, bringing value to both our higher education and industry partners. I am the Marketing Coordinator.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

To reach out to potential customers to enroll in one of our Micro-Credentials.

SOLUTION

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

We were referred to Cleverly and liked how targeted the audience was through Cleverly.

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

We had a kick-off call to better understand Cleverly. After that we filled out a client survey for our target audience. After that we meet with our project manager to review the information and setup the campaign on LinkedIn. We monitored the activity that came in through the campaign and responded to those who connected. Had follow up calls monthly.

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

Worked with the account manger for most of the time.

RESULTS & FEEDBACK

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

We made a lot of connections but did not find the right contacts who were interested in our programs.

How effective was the workflow between your team and theirs?

There was great communication and the team was very willing to jump on a call with us.

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

They really took into consideration our target audience and tailored everything accordingly.

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

No

BACKGROUND

Please describe your company and your position there.

We are a marketing agency. I am the CEO.

OPPORTUNITY / CHALLENGE

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

To generate leads on linkedin.

SOLUTION

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

Online search and reviews.

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

LinkedIn outreach

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

1 VP

RESULTS & FEEDBACK

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

Their services were awesome. Great people.

How effective was the workflow between your team and theirs?

9/10

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

The dasboard

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

Keeping KPI for return

BACKGROUND

Please describe your company and your position there.

We help clients manage and support their critical key applications and gain value from their investments in integration infrastructure. I am an individual contributor there.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Automation to assist in outbound campaigns.

SOLUTION

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

Cleverly's ability to assist in identifying and reaching out to empowered contacts.

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

Extensive work and collaboration with underlying tools, for which Cleverly provided a path to automate our campaigns, from initial contact and connections to nurturing leads.

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

Our customer success manager.

RESULTS & FEEDBACK

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

I was able to rapidly connect with key targeted account senior leadership team members, and establish meaningful dialogue.

How effective was the workflow between your team and theirs?

Highly responsive to our needs and very helpful not just with their solution but the underlying technologies used.

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

Insight into our requirements, knowledge of our marketing landscape, and how to effectively extend our reach.

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

No, I was extremely pleased with the outcomes we achieved.

BACKGROUND

Please describe your company and your position there.

We provide debt & equity for mid-to-large scale commercial real estate development projects nationally. I'm an associate of this company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We hired Cleverly to assist with LinkedIn lead-generation.

SOLUTION

How did you select this vendor?

Referral from a colleague and online research

Describe the scope of their work in detail.

Cleverly.co worked with me to create a sequence of copywriting messages for new LinkedIn contacts. My account manager performs out-bound marketing to connect with LinkedIn Members to establish a formal connection and proceed with sending the series of messages we created together.

What was the team composition?

I work directly with my Account Manager and meet monthly to discuss campaign results, enhancements, and exchanged feedback.

RESULTS & FEEDBACK

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

My connection/conversion rate usually falls in the 23% to 30% range depending on the quarter of the year. I am very satisfied with our results. I have made well over 300+ organic connections on LinkedIn, which resulted in highly qualified clients and warm leads which we then sourced in-house.

How effective was the workflow between your team and theirs?

Very effective. My Account Manager has never missed a meeting and the communication in the interim weeks are always satisfactory.

What did you find most impressive about this company?

Consistency and their level of copywriting abilities.

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

Not that I can think of at the moment

BACKGROUND

Please describe your company and your position there.

We are a SaaS software company that makes software for in-house legal teams, I'm the Director of Sales.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We hired Cleverly for automated LinkedIn outreach

SOLUTION

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

We looked at several LinkedIn automation vendors and made the decision to go with Cleverly because their pricing was very competitive, and their sales team gave us the most confidence that they would actually be able to get results.

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

We were provided with some questionaires and profiling information about our product, prospective customers, and competitors. After completing these, we had a kick-off call to finish onboarding and our outreach went live later that week. We had regular check in calls with our account manager to adjust messaging and targeting throughout the entire campaign.

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

Only contact point was our Cleverly account manager

RESULTS & FEEDBACK

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

The number of leads from our outbound sales efforts doubled, and significantly increased my network on LinkedIn.

How effective was the workflow between your team and theirs?

Seamless, our account manager understood our needs and executed quickly.

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

They are extremely responsive to us as a customer, anything we needed was taken care of very quickly.

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

Not that I can think of

BACKGROUND

Please describe your company and your position there.

Owner of a market research firm

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We needed someone to reach out to LinkedIn contacts and invite them to complete an online survey.

SOLUTION

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

There are a few companies who offer LinkedIn outreach services. Cleverly stood head and shoulders above the rest. The amount of value they provide for the price is a no brainer.

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

After signing up I received a detailed campaign questionnaire to describe the goal of this initiative and who I was targeting. Cleverly took those answers and crafted some masterful message sequences and built a targeted prospect list in LinkedIn.

After a 1 hour launch call with my dedicated CSM they began executing the campaign immediately and I saw results beginning on the very first day.

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

• One account executive
• one CSM

RESULTS & FEEDBACK

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

In the first 2 weeks of the campaign I received dozens of new connections and 6 survey responses. These are long surveys with detailed questions. I was expecting maybe 1-2 responses and I have 6 already.

How effective was the workflow between your team and theirs?

Very effective. Fast communication.

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

With the results they provide, they know what they’re doing, so I won't suggest a change. Keep it up! They have a custom dashboard that you can see the entire campaign from. I don’t have to log in to LinkedIn at all.

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

Honestly I wouldn’t have them change anything because the results speak for themselves. 

BACKGROUND

Please describe your company and your position there.

Senior Consultant for marketing firm.

OPPORTUNITY / CHALLENGE

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

Find new prospective clients who could use our services.

SOLUTION

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

We have had previous success with them on an earlier campaign.

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

Set up a targeted outbound campaign using Navigator.

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

We worked with their senior sales manager at first and then with Alan (Account Manager).

RESULTS & FEEDBACK

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

Alan has provided exceptional service since we first were introduced to him. He has completed all deliverables is a very quick and efficient way. We are very happy with his service and overall knowledge of outbound campaigns and how they should work to get results.

How effective was the workflow between your team and theirs?

Alan and Cleverly provided all the support we needed to launch and adjust our campaigns quickly.

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

We're impressed with Alan's quick and knowledgeable responses to our questions and ideas. He cares about doing and what's needed to get result

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

No

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.