# Cleverly
Cleverly Reviews (84), Pricing, Services & Verified Ratings

- 4.2 out of 5 average review rating
- 9 connections joined Cleverly's Network

[Visit Website](https://cleverly.co?utm_source=clutch&utm_medium=profile&comet_source=clutch)
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**#1 LinkedIn Marketing & Lead Generation Agency**
Cleverly's expertise for B2B companies:

- LinkedIn Advertising
- LinkedIn Lead Generation
- Cold Email Outreach
- White-label Lead Generation
- LinkedIn Recruiting
- Google Ads Management

Over 1,000+ five-star client reviews on Trustpilot & Clutch.

## Company Information
- Minimum project size: $1,000+
- Hourly rate: $25 - $49
- Number of employees: 10 - 49
- 1 Locations:
  - Los Angeles, CA (Headquarters)

- Founded in 2018
- 1 languages: English
- 8 timezones: Australia Eastern Time (AET), Central European Time (CET), Central Standard Time (CST), Eastern Standard Time (EST), Eastern European Time (EET), Greenwich Mean Time (GMT), Mountain Standard Time (MST), Pacific Standard Time (PST)

## Services, Focus Areas, Industries, and Clients

### Service Lines

- 40% Sales Outsourcing

- 40% Social Media Marketing

- 10% Call Center Services

- 10% Email Marketing


### Focus Areas

- Sales Outsourcing:
    - 100% B2B Lead Generation

- Outbound Services:
    - 100% B2C Telemarketing & telesales

- Social Media Focus:
    - 100% LinkedIn Advertising

- Inbound Services:
    - 50% Answering services
    - 50% Inbound appointment scheduling


### Industries

- 15% Advertising & marketing

- 15% Business services

- 15% Financial services

- 15% Information technology

- 25% Other industries

- 15% Real estate


### Clients

- 50% Small Business (<$10M)

- 50% Midmarket ($10M - $1B)


## Pricing Snapshot

Average rating for cost based on this provider's reviews: 4.1 out of 5


**What Clients Have Said** *(This summary is based on verified Clutch reviews.)*:

Cleverly's pricing varies, with clients investing between $2,800 and $10,000 for lead generation services. Reviews indicate mixed value for cost, with some clients reporting successful leads and ROI, while others experienced underwhelming results and poor communication. Overall, customer service and responsiveness are frequently praised.


**Most Common Project Size**: Less than $10,000 based on 70 reviews
*(Pricing information for this provider is based on reviews where the project size was available.)*

### Pricing by Service

- Social Media Marketing: Less than $10,000 based on 30 reviews

- Other Digital Marketing: Less than $10,000 based on 19 reviews

- Sales Outsourcing: Less than $10,000 based on 12 reviews

- Email Marketing: Less than $10,000 based on 8 reviews

- Advertising: Less than $10,000 based on 7 reviews

- Digital Strategy: Less than $10,000 based on 4 reviews

- Business Consulting: Less than $10,000 based on 4 reviews

- HR Consulting: Less than $10,000 based on 4 reviews

- IT Staff Augmentation: $10,000 to $49,000 based on 2 reviews

- Marketing Strategy: Less than $10,000 based on 2 reviews

- Content Marketing: Less than $10,000 based on 2 reviews

- Market Research: Less than $10,000 based on 1 review

- Cybersecurity: $10,000 to $49,000 based on 1 review

- Conversion Optimization: Less than $10,000 based on 1 review

- Other Marketing: $10,000 to $49,000 based on 1 review

- IT Managed Services: $10,000 to $49,000 based on 1 review

- Search Engine Optimization: Less than $10,000 based on 1 review

- Branding: Less than $10,000 based on 1 review

- Demand Generation Marketing: Less than $10,000 based on 1 review

- Direct Marketing: Less than $10,000 based on 1 review

- Content Moderation Services: Confidential based on 1 review

- Public Relations: Confidential based on 1 review



## Reviews

Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews)


### Cleverly Review Insights

Overall Review Rating: 4.2
- Quality: 4.2
- Schedule: 4.5
- Cost: 4.1
- Willing to Refer: 4.2



### Top Mentions

- Communicative (13 mentions)

- Easy to work with (9 mentions)

- Timely (8 mentions)

- Knowledgeable (7 mentions)

- Efficient (6 mentions)

- High-quality work (6 mentions)

- Helpful (5 mentions)

- Unique expertise (4 mentions)

- Exceeds expectations (3 mentions)

- Exceptional performance (3 mentions)

- Exceptional results (3 mentions)

- Great project management (3 mentions)

- Hard working (3 mentions)

- Professional (3 mentions)

- Results-oriented (3 mentions)

- Well-organized projects (3 mentions)

- Easy to reach (2 mentions)

- Experienced (2 mentions)

- Flexible (2 mentions)

- Understands their clients' needs (2 mentions)



### Review Highlights

**Strong Customer Service and Responsiveness**
Cleverly is praised for its responsive and supportive customer service. Clients appreciate their prompt communication and willingness to make adjustments. This aspect is consistently highlighted as a strength across various projects.

**Seamless Onboarding and Setup Process**
Cleverly is commended for its smooth onboarding process, which allows clients to quickly set up campaigns and begin generating leads. This efficiency is a positive aspect noted in multiple reviews.

**Project Management and Communication Challenges**
Some clients experienced challenges with project management, citing delayed responses and a lack of proactive communication. This has affected the effectiveness of campaigns and client satisfaction in certain cases.

**Flexibility and Adaptability**
Cleverly's ability to adapt campaigns based on client feedback and changing needs is appreciated. This flexibility helps optimize outcomes and tailor strategies to specific goals.

**Innovative Use of Data and Technology**
Cleverly's use of data science and technology for targeting and lead generation is noted as a unique strength. Clients value their expertise in leveraging these tools to enhance campaign effectiveness.

**Customized Campaigns and Personalization**
Clients appreciate Cleverly's ability to tailor campaigns to specific needs and industries, with personalized messaging and targeting strategies enhancing the effectiveness of their outreach efforts.

**Mixed Results in Lead Generation**
While Cleverly has successfully generated leads and connections for some clients, others have reported unsatisfactory results, with some campaigns failing to deliver any leads at all. This inconsistency suggests potential areas for improvement in their targeting and execution strategies.

**Value for Money and Cost-Effectiveness**
Cleverly is often described as providing good value for cost, with several clients noting the affordability of their services compared to competitors. This has been a deciding factor for many in choosing to work with them.

**Positive Impact on Client Networks**
Cleverly has helped clients expand their professional networks significantly, leading to new business opportunities and enhanced industry presence. This impact on networking is a key success factor.

**Effective LinkedIn Outreach Strategies**
Many clients have benefited from Cleverly's LinkedIn outreach campaigns, noting high connection and reply rates. Their ability to generate meaningful conversations and expand networks has been a key positive outcome for several clients.


### Cleverly Reviews

#### LinkedIn Outreach Services for Market Research Firm (Featured Review)
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Mar. 2022 - Ongoing

**Project Summary**: Cleverly provides social media marketing services for a market research firm. They are utilizing LinkedIn to reach out to users to complete an online survey.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Owner, Market Research Firm
- Industry: Other industries
- Client size: 1-10 Employees
- Review Type: Online Review


**The Review** — Mar 23, 2022

**Feedback Summary**: Within the first two weeks, the client's LinkedIn account has connected to dozens of users and has received six survey responses, thanks to Cleverly. So far, the team communication and project workflow has been effective, and the client is happy with their ongoing partnership.
""With the results they provide, they know what they’re doing, so I won't suggest a change. Keep it up!""

**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. 


---


#### Email Marketing for Content Removal Company
**The Project**
- Services: Email Marketing
- Project size: Less than $10,000
- Project length: June - Sep. 2025

**Project Summary**: Cleverly provided email marketing services for a content removal company. The team built a contact and lead list, supported the writing of the messaging, managed the technology, and delivered the emails.

**Review Rating**: 0.5
- Quality: 1.0
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Senior Account Manager, Content Removal Company
- Industry: Business services

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 12, 2026

**Feedback Summary**: Cleverly sent the stated number of emails, resulting in 68 replies and 34 bounced emails. However, the team's two leads generated were unqualified and outside the target market. Cleverly was slow to start, although they met the promised number of sent emails. Overall, the engagement lacked value.
""There was nothing impressive about working with them.""

**BACKGROUND**
Introduce your business and what you do there.I'm a senior account manager at a company that provides specialized content removal services. We help digital agencies manage reputational risks and enhance their service offerings for clients facing online challenges.

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with Cleverly?We were looking to grow the number of agencies we work with, and they promised to help speed that process up and help us book more meetings. 

**SOLUTION**
What was the scope of their involvement?Cleverly was responsible for building a contact and lead list, verifying the emails, supporting the writing of the messaging, managing all the technology, and delivering the emails. The team was also in charge of CRM and Slack integration for notifications.In terms of deliverables, Cleverly provided three initial expert-written email sequences, 100 custom enterprise Outlook inboxes, and 5,000 verified lead credits with AI lines. The team also used nine data sources for monthly email verification and AI response tagging to automate filtering.What is the team composition?We worked with 2 teammates from Cleverly.How did you come to work with Cleverly?We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, and they offered good value for the cost.How much have you invested with them?We spent less than $4,000.What is the status of this engagement?We worked together from June 2025–September 2025.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?We got two leads over 90 days, but they weren't qualified or in our target market, so they were a waste of time. We also got 68 replies and 34 bounced emails.How did Cleverly perform from a project management standpoint?It was slow going to start, but then they met their stated number of emails sent. We primarily communicated via email and messaging apps.What did you find most impressive about them?There was nothing impressive about working with them.Are there any areas they could improve?They could have offered us a refund or an additional month for no charge when they had overpromised and underdelivered.


---

#### Email Marketing Services for Shipping Company
**The Project**
- Services: Email Marketing, Marketing Strategy
- Project size: Less than $10,000
- Project length: Jan. - June 2025

**Project Summary**: Cleverly provided email marketing services for a shipping company. After building out the client's ICP, the team designed personalized messaging sequences and ran A/B tests on various outreach approaches. 

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
General Manager, The Mail Hub
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 7, 2025

**Feedback Summary**: Thanks to Cleverly's work, the client generated 47 qualified leads, booked 12 calls with potential partners, and secured three new wholesale accounts. The team was responsive, professional, and family-oriented. Their ability to develop a strategy tailored to the client's specific goals stood out.
""Their strategy worked for us at a very low cost.""

**BACKGROUND**
Please describe your company and position.I am the General Manager of The Mail HubDescribe what your company does in a single sentence.The Mail Hub provides packaging, shipping, mailing, and freight services across two locations in Guam, helping businesses and individuals with their logistics needs.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?We hired Cleverly to help us land new business with wholesalers. Our main goal was to expand our customer base with potential wholesale partners.

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsPricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.They started by building out our Ideal Customer Profile to target wholesale businesses, then designed personalized messaging sequences that actually sounded like us. They ran A/B tests on different outreach approaches to see what worked best! Managed all our leads through their dashboard, provided weekly performance reports and calls whenever we needed them.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Over 6 months, we got some solid results:- Generated 47 qualified leads from wholesale prospects- Booked 12 calls with potential wholesale partners- Secured 3 new wholesale accounts Describe their project management. Did they deliver items on time? How did they respond to your needs?Reagan was super responsive and always delivered everything on time. When our response rates dipped in month two, she quickly turned things around. My Account Manager & response handler were amazing! What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They are very professional and made us feel like family.  Their strategy worked for us at a very low cost. Are there any areas for improvement or something Cleverly could have done differently?Absolutely none their promise was met and I could not be happier. 


---

#### Email Marketing & Marketing Strategy for AI Solutions Co
**The Project**
- Services: Email Marketing, Marketing Strategy
- Project size: Confidential
- Project length: Jan. 2025 - Ongoing

**Project Summary**: Cleverly provides digital marketing services for an AI solutions company. The team has run the client's cold email and LinkedIn outreach campaigns and managed the client's metrics dashboard and reports.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Eleventh AI
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 20, 2025

**Feedback Summary**: Cleverly has helped the client gain 7-12 meeting-ready leads per month, most of which are converted into good meetings. Furthermore, the team has communicated promptly and smoothly onboarded the client. Overall, the team's targeting and strategy have pleased the client.
""I was most impressed by the team's speed of communication.""

**BACKGROUND**
Please describe your company and position.I am the CEO of Eleventh AIDescribe what your company does in a single sentence.Eleventh AI helps businesses identify and implement high-ROI opportunities for AI and automation by auditing workflows, reducing manual work, and integrating intelligent systems to boost efficiency and growth.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?I brought Cleverly on to run our cold email and linkedin outreach. It’s been tough to break through on cold outbound, AI is a hot but very competitive space so our cold emails were barely getting opens and replies. They clarified and niched our offer/messaging.

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Messaging/offer strategyEmail dataInbox creation and warming8,000 cold emails/moWent live in 3 weeksMetrics dashboard and reports

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?7-12 ‘meeting-ready-leads’ per month, we started lower but ramped. We convert most of their leads into good meetings.Describe their project management. Did they deliver items on time? How did they respond to your needs?Onboarding was super smooth, I think my campaigns launched within a week or so of sign up. They always replied same day, often within 1-3 hours. The targeting was super tight and the strategy was great, I had no idea Sales Nav could get that specific for who we wanted to talk to.What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I was most impressed by the team's speed of communication. Their ability to add additional strategic angles into the mix that boosted our overall return on this was also impressive.Are there any areas for improvement or something Cleverly could have done differently?Maybe wish they had a larger package for video content on LinkedIn.


---

#### Lead Generation for Digital Design & CRO Agency
**The Project**
- Services: Conversion Optimization, Email Marketing, Sales Outsourcing
- Project size: Less than $10,000
- Project length: June - Aug. 2025

**Project Summary**: Cleverly was hired by a digital design and CRO agency to manage lead generation through cold emailing.

**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Head of Growth, Digital Design & CRO Agency
- Industry: Advertising & marketing

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 18, 2025

**Feedback Summary**: The client was extremely dissatisfied with Cleverly's work. The team provided incorrect lead lists, sent out poorly written emails, and failed to generate any qualified leads. The client also noted that the team's responses were consistently late and that their account management was subpar.
""This agency is all smoke and mirrors.""

**BACKGROUND**
Please describe your company and position. I am the Head of Growth of an advertising & marketing company Describe what your company does in a single sentence.We are a Shopify Plus digital design & CRO agency.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?More Leads

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?Pricing fit our budgetHow many teammates from Cleverly were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Cleverly was hired to manage lead generation in the form of cold emailing.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Using them right now to manage our outreach and they are absolutely horrible. Lead lists are constantly incorrect. Emails are mediocre with gramatically incorrect context. Takes hours to respond to emails. Pull previously used lists from other clients without updating sending emails to people who haven't been at the company for months. Constantly told them the ICP we were targeting, and never received a qualified meeting in 90 days. Then they charged me for 6 "leads" that were not remotely related to our ICP.No matter the feedback you give there is never actually any attempt at change or bettering their services. Worst agency I have ever used in my career. In the last 30 days I have gotten more demos scheduled for myself than they have. Not sure how they received so many positive reviews - I think it may be a scam.This is my last month with them.Describe their project management. Did they deliver items on time? How did they respond to your needs?Team responded late most of the time. First Account Manager was so horrible they gave me a new one.What was your primary form of communication with Cleverly?Email or Messaging AppWhat did you find most impressive or unique about this company?Nothing impressive at all about this company. Maybe how egregiously their CEO is pushing out content saying how well they perform when its all a facade.Are there any areas for improvement or something Cleverly could have done differently?Everything. This agency is all smoke and mirrors. I wasted thousands of dollars for 0 qualified meetings.


---

#### Sales Outsourcing & Lead Generation for Design Company
**The Project**
- Services: Demand Generation Marketing, Sales Outsourcing
- Project size: Less than $10,000
- Project length: Jan. - Mar. 2025

**Project Summary**: Cleverly provided lead generation services for a design company. The team was responsible for setting up a sales system and generating qualified leads.

**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Designer, Design Company
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Apr 24, 2025

**Feedback Summary**: Cleverly's efforts resulted in many leads, but most were irrelevant and misclassified. The team failed to deliver basic promises and offered minimal support, and the client was left to manage everything. Moreover, the client was unsatisfied with Cleverly's service and pursued a refund.
""They continue to deny obvious shortcomings and hide behind contract terms, ignoring the reality of a failed service.""

**BACKGROUND**
Please describe your company and position.I am the Designer of a design company Describe what your company does in a single sentence.We build websites and branding for clients. 

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Get more leadsHave a great outreach platformTurn conversations into paying customers

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Cleverly were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.They claimed that they can get my type of business around 12 leads per month, and book me actual calls. The service and work scope was that they setup a sales system which they did perfectly (if I don't look at the bad email address naming) and look at gaining sales. 

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Succesful leads, which they claim is 25, but I can only see 9 which majority of them are bad even saying they don't want the service but they call it positive replies. Describe their project management. Did they deliver items on time? How did they respond to your needs?No, I am still waiting for items to be delivered like CRM integration and Slack integration. They lack actual progressive help, they just want you to pay. What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their incredible rating, which in the end turns out to be majority of fake reviews. Are there any areas for improvement or something Cleverly could have done differently?A lot, here's my review:I strongly advise anyone considering Cleverly to stay away. My experience has been nothing short of frustrating, misleading, and a complete waste of money.I signed up after being promised a streamlined, semi-automated lead generation system with proactive support, functioning AI, and a clear path to ROI. What I actually received was: 1. Overpromised & Underdelivered:Cleverly sold me on a vision of qualified leads and expert support. Instead, I got a broken platform, misclassified leads, and was left managing everything myself despite promises of guidance and campaign reviews. 2. Non-Functional Platform & AI Issues:Their AI, which is central to their service, did not work properly for weeks. I wasn’t proactively informed—only after I raised concerns did they admit to technical failures. Even after “fixing” it, irrelevant and automated replies were still labeled as “positive leads.” 3. Zero Return on Investment:After spending over $3,300, I did not secure a single qualified lead or booked call. The so-called “positive replies” were mostly irrelevant, automated responses, or flat-out rejections. Their performance metrics are completely misleading. 4. Terrible Support & Constant Deflection:Once you’re onboarded, support becomes minimal. Basic promises like CRM setup, Slack integration, and campaign reviews were either delayed or never delivered—despite multiple follow-ups. When I raised concerns, I was met with excuses, blame-shifting, and upsell offers instead of solutions. 5. Refusal to Take Responsibility:Even after clearly demonstrating how their service failed on multiple levels, Cleverly refused to offer a fair refund—forcing me to escalate via my bank and Stripe. They continue to deny obvious shortcomings and hide behind contract terms, ignoring the reality of a failed service. 6. Questionable Business Practices:I had to repeatedly request cancellation and demand removal of my payment details to prevent unauthorized charges. This should never happen with a professional service. 🚨 Final Verdict: DO NOT USE THIS SERVICE.Cleverly is an overpriced cold outreach tool wrapped in misleading sales pitches and poor customer support. You’ll end up doing most of the work yourself while they present inflated metrics and dismiss legitimate concerns.I rarely leave negative reviews, but this experience warrants a clear warning. There are far better, transparent, and cost-effective solutions out there.I am currently pursuing a full refund due to the lack of delivered value and failure to meet basic service expectations.


---

#### Lead Generation for IT Services Company
**The Project**
- Services: Email Marketing, Sales Outsourcing, Social Media Marketing
- Project size: Less than $10,000
- Project length: Oct. 2024 - Apr. 2025

**Project Summary**: Cleverly has been hired to provide lead generation services for an IT services company. The team has been responsible for creating multiple LinkedIn campaigns, email follow-ups, and custom messaging sequences.

**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Managing Director, Atypical IT
- Industry: Information technology

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Oct 22, 2024

**Feedback Summary**: The client is disappointed with Cleverly's work. The team has failed to deliver on time, and the quality of their work and execution is poor. The client's expectations haven't been met, and the team has been unresponsive to feedback. Moreover, the team's approach to security is concerning.
""The lack of transparency and responsiveness severely impacted our experience.""

**BACKGROUND**
Please describe your company and position.I am the Managing Director of Atypical ITDescribe what your company does in a single sentence.Atypical IT provides flexible, client-centric IT and security services tailored to startups and high-growth companies, focusing on enhancing employee experience, productivity, and security without locking clients into rigid contracts.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Generate Leads

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsClose to my geographic locationPricing fit our budgetGood value for costHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.1. Multiple Campaigns:The package promises multiple LinkedIn campaigns, allowing you to target different segments of your ideal customer profiles (ICPs) with tailored messaging. However, only one campaign can be set up initially, and additional campaigns are unlocked over the course of several months. 2. Training and Strategy Development:The Platinum package includes training sessions to help you optimize your LinkedIn outreach strategies, although training isn’t available until about a month after signing up. The delay limits immediate access to best practices and strategic guidance. 3. Email Follow-Ups:Automated email follow-ups are part of the package, designed to engage prospects who don’t respond to the initial LinkedIn connection or message. However, these are also staggered over time and aren’t immediately available. 4. Custom Messaging Sequences:Cleverly is responsible for crafting personalized messaging sequences to engage with prospects based on your ICPs. These messages are supposed to align with your brand and goals, although in our case, the messaging was incorrectly applied, which led to outreach beyond our target audience. 5. Dedicated Account Manager:You are assigned a dedicated account manager to oversee your campaigns and serve as your point of contact. They are supposed to guide you through the setup, ongoing management, and optimization of your LinkedIn outreach efforts. 6. Analytics and Reporting:The package includes access to a reporting dashboard that tracks campaign performance, including metrics like connection rates, response rates, and follow-ups. However, the accuracy of this data depends heavily on the platform’s correct functioning.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?We had clear expectations for measurable outcomes with Cleverly’s Platinum package, but we never got close to achieving them due to the numerous issues we faced: 1. Connection Acceptance Rate:We expected a high connection acceptance rate, driven by targeting our ideal customer profiles (ICPs). However, due to platform errors that altered our lists, we ended up reaching out to the wrong people. This not only reduced the acceptance rate but also risked damaging our brand’s reputation. 2. Response Rate:Our goal was to engage prospects through thoughtful messaging and personalized outreach, expecting strong response rates. Unfortunately, Cleverly used the wrong messaging, resulting in confusion and very few responses. This derailed any meaningful conversations we were hoping to initiate. 3. Campaign Metrics and Analytics:We were looking forward to using Cleverly’s analytics to track campaign performance. But because of the broken targeting and messaging, the data provided was unreliable, making it impossible to assess the effectiveness of our campaigns or make any strategic adjustments. 4. Lead Engagement:We expected the outreach to result in solid engagement from leads within our target audience. Instead, we saw minimal engagement due to the combination of incorrect lists and messaging, which caused us to miss out on potential business opportunities.Ultimately, the issues we experienced with Cleverly prevented us from achieving the outcomes we had planned for, leaving us far from our goals.Describe their project management. Did they deliver items on time? How did they respond to your needs?Cleverly’s project management was disappointing. Key deliverables were not provided on time, with significant delays in accessing core features like multiple campaigns and training, which were promised but only available after months of engagement. This created frustration, as we were paying for services that we couldn’t immediately use.In terms of responsiveness, when we flagged concerns, such as incorrect messaging and targeting issues, the responses were deflective. Our account manager often assured us things were working as expected when they clearly weren’t, which led to further delays in resolving critical issues.Overall, the lack of transparency and responsiveness severely impacted our experience. We are unlikely to recommend Cleverly due to the significant issues with service quality, security concerns, and failure to deliver on promised features and outcomes.What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The most unique aspect of Cleverly was their promise of a comprehensive, all-in-one LinkedIn outreach solution. The idea of having multiple campaigns, custom messaging sequences, email follow-ups, and dedicated training—all integrated into one platform—was appealing. Their approach seemed tailored for scaling outreach efforts efficiently, and the concept of automating these processes was initially very attractive.However, despite the impressive promise, the execution fell short, making it difficult to fully appreciate what could have been a unique and valuable offering.Are there any areas for improvement or something Cleverly could have done differently? 1. Security Practices:The most critical improvement needed is in their handling of client credentials. Asking for login credentials to be shared via open text and storing them in an unsecured document is highly concerning. Implementing secure methods, such as encrypted storage and password managers, would greatly enhance trust. 2. Feature Access and Timeline Transparency:Many of the key features in the Platinum package, like multiple campaigns and training, were not available upfront. Cleverly should either adjust their pricing to reflect this or provide full transparency on the timeline for when features will become available. Immediate access to these features would improve overall client satisfaction. 3. Responsiveness and Accountability:Their team needs to address issues head-on, rather than deflecting concerns. A more proactive and transparent approach in responding to client feedback, along with clear timelines for fixes, would create a much better experience. 4. Targeting Accuracy:The platform should ensure that targeting and messaging align correctly with the client’s ideal customer profiles (ICPs) from the start. Improved quality control and auditing of campaigns could prevent errors that damage brand reputation.By addressing these areas, Cleverly could significantly improve the customer experience and deliver on the promises of their package.


---

#### Lead Generation for Digital Marketing Agency
**The Project**
- Services: Email Marketing, Sales Outsourcing
- Project size: Less than $10,000
- Project length: July - Sep. 2023

**Project Summary**: A digital marketing agency hired Cleverly for lead generation purposes. Their goal was to generate at least five booked conversations with quality leads per month through cold email marketing campaigns.

**Review Rating**: 0.5
- Quality: 1.0
- Schedule: 4.0
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Founder, Digital Marketing Agency
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 19, 2023

**Feedback Summary**: Despite launching two separate email campaigns consisting of 3,000 emails sent each, Cleverly's work yielded no results, failing to meet expectations. Although their project manager was responsive and attentive, the fact that they didn't set realistic expectations for the project was disappointing.
""I can't recommend them based on our experience, as the end goal of generating leads was not met.""

**BACKGROUND**
Please describe your company and position.I am the Founder of an advertising & marketing companyDescribe what your company does in a single sentence.Digital Marketing Agency

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Generate 5 Leads per month

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.To generate a minimum of 5 qualified leads per month through cold email campaigns, leading to booked conversations

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Two separate email campaigns, each consisting of 3,000 emails each campaign, yielded no leads.Describe their project management. Did they deliver items on time? How did they respond to your needs?Cleverly's project management was efficient. The project manager assigned to us was attentive, responding to our queries and needs in a timely manner.What was your primary form of communication with Cleverly?Email or Messaging AppWhat did you find most impressive or unique about this company?While our overall experience with Cleverly did not meet our expectations, I have to give credit where it's due: their project management was quite responsive. Whenever we had questions or needed updates, the project manager was timely in getting back to us.Unfortunately, despite this positive aspect, it did not translate into the results we were hoping for—specifically, we generated zero leads from the campaigns. Therefore, I can't recommend them based on our experience, as the end goal of generating leads was not met.Are there any areas for improvement or something Cleverly could have done differently?There are several areas where Cleverly could improve based on our experience. Most importantly, they need to reassess their lead generation strategies, especially since our campaign generated zero leads. Their initial assurance that our industry would not be an issue proved to be misleading. Additionally, they altered our campaign within the first 21 days, contrary to their own policy, yet we still saw no results.I'd recommend that they provide more transparent communication and set realistic expectations for their clients. We ended up losing thousands of dollars with no ROI, so more effective strategies and better alignment with client objectives should be a priority for them.


---

#### Lead Generation for Digital Marketing Agency
**The Project**
- Services: Digital Strategy, Direct Marketing, Market Research, Marketing Strategy, Other Marketing, Social Media Marketing
- Project size: Confidential
- Project length: Apr. - May 2023

**Project Summary**: Cleverly provided lead generation services for a digital marketing agency. They generated new leads and booked appointments via LinkedIn.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
VP Operations, Tulsa Internet Marketing
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — May 15, 2023

**Feedback Summary**: Cleverly's efforts yielded impressive results, with 172 invitations sent, achieving a 47.1% connection rate and 43 offline conversation replies. Their commitment to providing a seamless and stress-free experience was noteworthy. They demonstrated professionalism and effective communication via Zoom.
""The level of professionalism was impressive, and the results they delivered were even more so.""

**BACKGROUND**
Please describe your company and position.I am the VP Operations of Tulsa Internet MarketingDescribe what your company does in a single sentence.We provide digital marketing services and strategies to SMBs.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Generate new leads and conversations via LInkedIn

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?Pricing fit our budgetGood value for costCompany values alignedThey Seemed CompetentHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Cleverly was tasked with connecting us with and engaging our ideal prospects in conversations that resulted in booked appointments.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?We have sent out 172 invitations and have successfully made 81 connections, which is an impressive connection rate of 47.1%. Moreover, we have received 43 replies to our invitation for offline conversations, out of which 13 have been positive. We are thrilled with these outcomes!What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppDescribe their project management. Did they deliver items on time? How did they respond to your needs?I must say, I'm quite impressed with how smoothly everything went from onboarding to project launch. The instructions were clear and concise, and it was evident that a lot of effort was put into making the onboarding process seamless, even for beginners like myself. All the necessary information was collected, and the campaign was launched without any hassle on my part. Overall, it was a straightforward and stress-free experience.What did you find most impressive or unique about this company?I was really impressed by the onboarding videos, mini-training, personal Zoom call onboarding, and shared documentation. The level of professionalism was impressive, and the results they delivered were even more so.Are there any areas for improvement or something Cleverly could have done differently?Currently, I cannot think of anything that requires modification. I am very happy with my experience working with the team at Cleverly. The support and communication were excellent, and they understood all of our needs and delivered promptly. They went beyond what we expected from them, providing ideas that made the project exceptional. Highly recommended!


---

#### Staff Augmentation for Industrial Electric Motors Company
**The Project**
- Services: IT Staff Augmentation
- Project size: $10,000 to $49,999
- Project length: July 2022 - Ongoing

**Project Summary**: Cleverly has conducted a recruiting campaign for an industrial electric motors company. They have helped the new company recruit professionals in the area who would sell and repair electric motors.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 3.0
- Willing to Refer: 5.0

**The Reviewer**
Business Dev Representative, Kurz Industrial Solutions
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Nov 2, 2022

**Feedback Summary**: Thanks to Cleverly’s efforts, the client has witnessed a very high response rate. They have been very responsive and communicative throughout the engagement.
""The Cleverly team was very responsive to me and my needs whenever they would arise.""

**BACKGROUND**
Please describe your company and your position there.

I am a business development representative at a business that sells industrial electric motors and automation.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I was put into a territory that had a lot of potential for new customer growth, but I was new to the industry and the job. To be able to handle ongoing training and daily transactional tasks with existing customers, I got cleverly to help reach out to people and places I would otherwise not even think to visit or contact.

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

My dad was already using it for recruiting purposes and explained to me how successful it has been. I liked that I could create my own scripts and narrow down the search to find exactly who I am looking for in my area.

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

Grow the customer base in the area as much as possible. The area I am in is big with potential but no one has really had the time or resources to touch it. We sell new industrial electric motors as well as repair them in house, and build custom panels.

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

It was just me working on this and reporting back to my superior with successful prospect to customer conversions and new leads with traction.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

I had a very high response rate! It was not always a response that initiated an immediate partnership or customer, but would at least give me more insight on the person, their business, or their direct contact information to follow up farther down the road.

How effective was the workflow between your team and theirs?

The Cleverly team was very responsive to me and my needs whenever they would arise. Since I was the only one using it, there wasn't any issues with inter communication.

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

I loved how easy it was to change what is not working in the search. Even though it is automated, it is still very malleable to different situations and prospect interactions.

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

I would like to see a way Cleverly can be uploaded or crossed over into other CRM databases. It created a lot of time consuming manual entry on my end.


---

#### LinkedIn Marketing Campaign for Digital Marketing Agency 
**The Project**
- Services: Other Digital Marketing, Social Media Marketing
- Project size: Less than $10,000
- Project length: July 2022 - Ongoing

**Project Summary**: Cleverly has been hired by a digital marketing agency for Linkedin marketing. There was a trial-and-error stage, but they've narrowed down the audience and created an accurate audience profile for the campaign.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Co-Founder & Pres, Word Nerd Creative Content & Design, LLC
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 27, 2022

**Feedback Summary**: Thanks to Cleverly, the client has gained a connections acceptance rate of 26%, with a 25% reply rate — much higher than the client's expectations of 15–20%. They meet once a month to review changes, but the vendor is extremely responsive and willing to implement changes within 24 hours or less.
""The value of the expertise you receive is really incredible.""

**BACKGROUND**
Please describe your company and your position there.

I'm the co-founder and president of Word Nerd Creative Content & Design, LLC — a digital marketing agency specializing in SEO, social media, web design, and content marketing for small business owners.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We hired Cleverly to run a social selling campaign through LinkedIn using Sales Navigator.

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

After searching for and interviewing several different agencies, we decided on Cleverly because of their affordability and excellent reviews.

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

Getting started with Cleverly was a little time-consuming, but it ultimately paid off. We began with a thorough intake questionnaire that took roughly an hour to complete. From there, we scheduled an intake call and began the initial stages of forming our first campaign. We needed to go back and forth a few different times to find the best list and create the most accurate audience profile for the campaign.

The first two months didn't see much traction, so there was quite a bit of trial-and-error involved, but once we got the audience nailed down, viable prospects started rolling in much more frequently.

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

I worked directly with Samantha, my account manager. She's been an excellent resource and was extremely involved in every step of the process. Her coaching in how to respond to new leads has been an invaluable tool to our company and we are grateful to her for showing us the path to success!

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

From day one, the Cleverly campaign exceeded my expectations. Our connections acceptance rate and reply rate are currently 26% and 25%, respectively — much higher than the anticipated 15-20% we were promised. While it took a bit of trial-and-error for us to begin receiving viable leads (roughly two months' worth), our account manager (Samantha) worked hard to help coach us through some of the mistakes we were making in our outreach efforts.

After her thoughtful advice and making some strategic changes to our audience, we experienced some great success: Just 10 days from our second monthly check-in, our team secured a sale and has another promising meeting scheduled for this week. We're excited to see how these newly implemented changes continue to help grow our business!

How effective was the workflow between your team and theirs?

Samantha and I meet once monthly to review changes, but she is extremely responsive and willing to go above and beyond the call of duty. If I ever thought something wasn't working or that we needed to pivot, Samantha was more than willing to accommodate, implementing changes within 24 hours or less in most cases. She's been a great partner to have as we try to grow our business online.

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

The value of the expertise you receive is really incredible. I was really amazed by how — even for a big company like this that manages thousands of campaigns — they're still able to make you feel like your voice is being heard and they care about your success.

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

Honestly, I can't think of one thing. As long as you're willing to be open to their suggestions, read the materials and resources they provide, and put in the work on your end, you will have success with this team. I don't have a single doubt about it!


---

#### Lead Generation Campaign for Social NFT Platform Company
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Apr. 2021 - Aug. 2022

**Project Summary**: Cleverly provided lead generation services for a social NFT platform firm. This involved creating automated messages and connection requests that would be used during the lead generation campaign on LinkedIn.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Scoby Society
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Aug 12, 2022

**Feedback Summary**: The company was happy with the results they achieved. Around 75% of their connection requests were accepted, and 20% of those became ongoing dialogues. A huge number of them converted into customers. Cleverly managed the project well by being responsive and providing automated LinkedIn services.
"“Cleverly had a truly effective lead generation campaign.”"

**BACKGROUND**
Introduce your business and what you do there.

Our organization is Scoby Society. We have a mobile app called Scoby Social, which is for social tokens, social NFTs, and creator DAOs. 

**OPPORTUNITY / CHALLENGE**
What challenge were you trying to address with Cleverly?

We wanted to generate leads from people who were leaders or creators in the Web3 space. Specifically, we were looking for entrepreneurs and CEOs building Web3 companies. 

**SOLUTION**
What was the scope of their involvement?

We initially underwent a detailed onboarding process, where we took LinkedIn and LinkedIn marketing courses. We watched several hours of videos. A client representative from Cleverly helped us develop the automated messaging we’d use during the lead generation campaign. 

Finally, we deployed the project on LinkedIn, where we created automatic connections and sent messages. All the messages were automated until we had to step in and work with the lead directly.  

What is the team composition?

I worked directly with an account manager. 

How did you come to work with Cleverly?

Cleverly was recommended by another marketing firm. 

How much have you invested with them?

We spent around $6,500. 

What is the status of this engagement?

The project lasted from April 2021–August 2022. 

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement? 

We had extraordinary metrics. Around 75% of our connection requests were accepted, and around 20% became ongoing dialogues. A high percentage of that converted into actual customers. Overall, Cleverly had a truly effective lead generation campaign. 

How did Cleverly perform from a project management standpoint?

Cleverly was extremely responsive and had a rapid turnaround time. They charged a flat monthly fee, so we had no issues with our budget. We used Google Documents for project management. To communicate, we used emails and Zoom. 

What did you find most impressive about them?

I hate LinkedIn, so having all of my LinkedIn activities automated was great for me.

Are there any areas they could improve?

When we wanted to change something in the campaigns, we’d talk to the account manager via Zoom to figure out all the changes we needed. Then, they’d implement them for me. I would’ve liked to make such changes by myself. If they had a tool to let me design and deploy my own sequences, that would be great.

Do you have any advice for potential customers?

Test and tweak the campaign to see what’s working. Keep changing things slightly. 


---

#### Lead Generation for Software Company
**The Project**
- Services: Advertising, Branding, Market Research
- Project size: Less than $10,000
- Project length: Apr. 2022 - Ongoing

**Project Summary**: Cleverly is helping a software company with increasing their qualified leads and sales as well as improving their brand image. They provided a quick questionnaire about the client's company before the project.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Co-Founder, Utility Junction
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jul 21, 2022

**Feedback Summary**: Cleverly successfully boosted the client's LinkedIn network by 300+ contacts, which ultimately closed one deal that helped the client generate over $12,000. The vendor showed commitment to the client's growth with regular updates and adjustments when necessary.
""They're committed to helping me grow my network and call out low performance to make the necessary adjustments.""

**BACKGROUND**
Please describe your company and your position there.

I am the co-founder and COO at Utility Junction. I oversee the daily operations and efforts to make our company a brand name in the essential services industry.

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

I needed some help generating marketing qualified leads for our startup to help increase sales and brand image. Cleverly was highly recommended by one of my coaching programs, so I decided to give it a try.

**SOLUTION**
How did you select this vendor?

Cleverly was recommended to me at one of my business coaching groups. I didn't have to source for additional options, it was a straightforward decision in my case.

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

For starters, I had a thorough questionnaire to fill out and help explain my company vision and the purpose of working with Cleverly. From the start it was a very easy process, the sales rep was fully aware of the industry and the setup was very smooth.

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

I worked with two people, Matthew from sales and Kevin Macwan as our Account Manager, who did an excellent job at helping read the dashboard, track the campaign performance and adjust were needed

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Kevin Macwan did an excellent job at helping me read the dashboard, track the campaign performance and adjust where needed. I was able to grow my LinkedIn network by 300+ contacts and close one deal that has helped us generate $12K+ Annually to our revenue.

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

We had regular meetings to check on the campaign performance and made adjustments monthly. Kevin was always available to help and jump on a call as needed.

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

They're committed to helping me grow my network and call out low performance to make the necessary adjustments.

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

I cant really think of anything at this time. I am very satisfied with the product and the level of dedication demonstrated to my company and brand.


---

#### LinkedIn Campaign for Advisory Firm
**The Project**
- Services: Digital Strategy, Other Digital Marketing, Social Media Marketing
- Project size: $10,000 to $49,999
- Project length: Mar. 2022 - Ongoing

**Project Summary**: Cleverly was hired to generate additional leads through outbound LinkedIn lead gen software. They optimized all four of the client's profiles.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Marketing, Advisory Firm
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 28, 2022

**Feedback Summary**: The client has not received any complaints about Cleverly's project. They've generated 22 initial calls with an incredibly easy workflow. The team also admirably adjusted their times to meet the client's changing needs. 
""They're always willing to shift to meet our changing needs and come to the table with a collaborative approach.""

**BACKGROUND**
Please describe your company and your position there.

I work for a SMB Advisory firm that does full scale 1:1 advising from the lens of lived experience (all of our advisors are current/former entrepreneurs themselves). My responsibility is to handle all of the Inbound Marketing Leads as well as to generate inorganic leads through various outreach tactics.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We were hoping to generate additional leads through various outbound LinkedIn campaigns.

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

We searched online for automated LinkedIn lead gen softwares and interviewed 3, we were ultimately most impressed with the level of customer service and follow-up from Cleverly and also the ease of use of the platform.

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

We're using the software with 4 separate LinkedIn profiles, so we had 4 separate kick-off meetings with each of the users, with an initial survey completed by each in advance of the meeting. Then, our internal account manager (me) for all 4 of the profiles met with the Senior Account Manager from Cleverly to further refine messaging and list creation. Now, we meet monthly to discuss changes to the lists/messaging.

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

We've worked exclusively with a Senior Account Manager.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We've generated 22 Initial Calls (the main metric being looked at) and from those 2 Contracts have been signed.

How effective was the workflow between your team and theirs?

Our workflow is incredibly easy and has adjusted several times to meet our changing needs. The team at Cleverly is very responsive to our needs and constantly curious about opportunities for improvement.

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

The team at Cleverly is very kind, curious, and responsive. They're always willing to shift to meet our changing needs and come to the table with a collaborative approach.

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

I genuinely cannot think of any.


---

#### Digital Marketing for Ancillary Company
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: Aug. 2021 - July 2022

**Project Summary**: Cleverly provided digital marketing services for an ancillary company. They helped expand the business' audience and discover potential new accounts based on connections on LinkedIn.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
VP of Special Projects, Ancillary Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 28, 2022

**Feedback Summary**: With Cleverly's marketing efforts, the company was able to beef up the LinkedIn profiles they needed and discovered potential contacts for new projects. They executed a seamless workflow and were effective at finding solutions to issues. Their active involvement was commendable.
""They were phenomenally responsive, added value to the project, and checked in periodically to ensure we were happy.""

**BACKGROUND**
Please describe your company and your position there.

We are an ancillary company in the work comp space. I am in charge of provider development and seeking out potential new clients based on the services we offer.

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

We needed to expand our audience to prepare for rapid growth as well as discover potential new accounts based on connections on LinkedIn.

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

We selected them based on prior use with other projects with other companies and reputation.

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

We needed to expand out reach in the work comp space for Kelsey (me) to ensure our marketing will be effective. We were also seeking high level contacts to interview for a passion project about the space we work in.

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

We worked with two different team members; the first left the company and Mike took over the account. Position unknown at the time of survey.

**RESULTS & FEEDBACK**
Can you share any measurable outcomes of the project or general feedback about the deliverables?

We were able to successfully beef up the LinkedIn profiles we needed to and discover several great contacts for new projects.

How effective was the workflow between your team and theirs?

Pretty seamless. A few hiccups when the scope of the contacts we needed changed due to LinkedIn's limited parameters, but nothing out of the ordinary. Mike was great and effective at finding solutions to work around anything that slowed us down.

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

The active involvement of team members. They were phenomenally responsive, added value to the project, and checked in periodically to ensure we were happy with the results we were achieving.

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

I believe that recruiting additional team members with the same initiative as Mike would benefit the company greatly. He was easy to work with, helpful in explaining limitations of the system, and used his ingenuity to come up with solutions to successfully connect us to additional contacts.


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#### Lead Generation for A/V & Security Installation Service
**The Project**
- Services: Advertising
- Project size: $200,000 to $999,999
- Project length: Apr. - June 2022

**Project Summary**: Cleverly offered an A/V and security installation service lead generation services channeling into sales funnels. Before starting the project, they had a discovery call to outline the client's ideal customer. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 4.0

**The Reviewer**
Marketing Manager, A/V & Security Installation Service
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 14, 2022

**Feedback Summary**: At the conclusion of the partnership, the client's LinkedIn page views went up 133%. Cleverly's processes were very effective and flexible to the client's needs. They were reachable through email anytime the client had questions about the project.
""I worked one on one with an amazing and very helpful person, Mike.""

**BACKGROUND**
Please describe your company and your position there.

I am the marketing Manager of a small general contracting company that specializes in AV, Home Theater, TV Hangs, Networking and CCTV Security.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We hired Cleverly to help us get more customers calling us and getting them into our sales funnel.

**SOLUTION**
How did you select this vendor?

We found them on google, they weren't the first ones that we saw but after doing the discovery zoom call where they give us a run down of their whole service and then did a mini q&a after really helped know if I would like their service or not.

Describe the scope of their work in detail.

After you have the discovery call, they give you a form to fill out that is really helpful for small businesses. Sometimes we are just like go go go and try to get any customer that we can through the door. Them made us slow down and really ask who is our ideal customer and what do they want what are their niches how much do they make how many employees do they have are they franchised or not etc. etc. This was one of the biggest things that really helped us realize that we are just kind of in the dark and just going for scraps instead of trying to cultivate and farm our ideal customers.

What was the team composition?

Honestly I don't remember. I just remember that I worked one on one with an amazing and very helpful person, Mike, he really helped me with every single questions I had and If I said Im actually really bad at social selling he would refer me to resources that I could learn and train on. (SaaS and a bit of done with you)

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Sadly we stop to early to get and sales conversions but views to the LinkedIn page went up 133% and I can say that we weren't posting as much to convert on those views.

How effective was the workflow between your team and theirs?

Very effective, was able to ask through email any time I had questions and he was very flexible in check up calls.

What did you find most impressive about this company?

Flexibility and just the knowledge that I was able to learn.

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

Cant really think of anyting.


---

#### Lead Generation for Marketing & PR Agency
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: Feb. 2022 - Ongoing

**Project Summary**: Cleverly provides lead generation services to a marketing & PR agency. They have taken the time to understand the client's business and target audience before working on the backend. 


**Review Rating**: 5.0
- Quality: 4.5
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Marketing & PR Agency
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jun 3, 2022

**Feedback Summary**: Cleverly has helped the client secure one new client and awaiting several more from their pending list. Their team is experienced, insightful, and easy to work with, enabling the whole campaign to run smoothly. They also conduct periodic check-ins to ensure everyone is in the loop. 
""They are easy to work with, making the entire campaign run without issue!""

**BACKGROUND**
Please describe your company and your position there.

Professionals today need to define their target audience and present an enhanced presence and detailed strategy - and they need it done in a timely, cost-effective way. That’s where I come in. Whether my clients need support for their existing marketing departments or an entirely “off-site” marketing team, I’m here to bring a wide range of resources and years of expertise to the table. Ours is a customized - not an off-the-shelf - marketing strategy that never fails to exceed expectations.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

Needed an 'extra hand' to work with me collaboratively in a lead generation program to strengthen several verticals of my business.

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

Their professionalism and in-depth experience!

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

With an impressive onboarding process, Cleverly made the entire process smooth and easy. After I answered a series of questions about my business, and my target audience, we set up a launch call, and the back-end work was complete because of Cleverly's insight and experience.

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

I worked with a business development manager initially, then when I decided to engage their services, I was assigned an account manager - Alexa.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

I have secured one new client and have several 'pending' - my pipeline is the best testament to Cleverly's program/services.

How effective was the workflow between your team and theirs?

Seamless. With periodic check-in calls with my account manager, Cleverly makes the entire process smooth.

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

They are easy to work with, making the entire campaign run without issue!

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

Not that I'm aware of!


---

#### LinkedIn Marketing for Consulting Firm
**The Project**
- Services: Advertising, Other Digital Marketing, Social Media Marketing
- Project size: Less than $10,000
- Project length: Jan. 2021 - May 2022

**Project Summary**: Cleverly connected a consulting company to LinkedIn and sent automated connection requests and messages to prospective clients. 


**Review Rating**: 4.0
- Quality: 4.0
- Schedule: 5.0
- Cost: 3.0
- Willing to Refer: 4.0

**The Reviewer**
Founder, Consulting Firm
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — May 18, 2022

**Feedback Summary**: Cleverly's portal match formatting on LinkedIn and A/B testing tools would have been helpful. Moreover, they never had any problems with scheduling and time. Changes to the campaign would be appreciated, but the team is still a great partner. 
""We're impressed by their automated outreach. Interested prospects show up without them having to reach out to them.""

**BACKGROUND**
Please describe your company and your position there.

I'm the founder of a company on a mission to help 10 million people find careers they love.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We were looking to increase our outreach to potential clients on LinkedIn.

**SOLUTION**
How did you select this vendor?

Cleverly was recommended to us by a marketing company who had heard good things. I did some research and decided to give them a try.

Describe the scope of their work in detail.

Cleverly connected to my LinkedIn account and sent automated connection requests and messages to prospective clients. They helped me set up my automated messages and create filters to help make sure outreach occurred to the correct types of people.

What was the team composition?

I worked with an account manager to set up the account. Once the account was set up, the process was largely automated other than occasional check-ins.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We connected with hundreds of new potential prospects who will remain connections and possible future clients over the months and years to come.

How effective was the workflow between your team and theirs?

We had check-ins when needed. I never had any problems scheduling time or getting support when needed.

What did you find most impressive about this company?

We're impressed by their automated outreach. Interested prospects show up without them having to reach out to them.

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

It would have been nice to have text formatting in the Cleverly portal match formatting on LinkedIn when composing messages. It also would have been nice if I could make tweaks and changes to the campaign myself instead of reaching out to have someone else make the changes. I would have like more streamlined A/B testing tools.


---

#### Digital Marketing for Software Development Company
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: June 2021 - May 2022

**Project Summary**: Cleverly provided digital marketing services for a software development company. They utilized a dashboard to manage the client's automated messaging and contacts and generate leads.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
COO, Cherries by TFI
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — May 17, 2022

**Feedback Summary**: Cleverly helped the client connect to a major lead. A reliable team, they were patient, informative, supportive, and accessible at all times. Their focus on customer satisfaction was reflected in their responsiveness and timeliness.
""Clevely was always available to us.""

**BACKGROUND**
Please describe your company and your position there.

We are a software development company sepcializing in products for stock market investors and analysr. I am the COO.

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

the product is CHERRIES - an online portfolio optimization tool. We wanted to find out if digital marketing would be a good way for us to approach the US market (we are based in Israel).

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

Our US sales person researched the field and recommended Cleverly.

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

We used the dashboard to manage automated messaging and approach as well as manage our contacts. Our Us contact then continued and approached the leads by Email and if the coonnection matured, by phone.

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

We worked with matthew in the beginning and then with Mike for the duration of the project. We had weekly calls with Mike as well as impromptu calls whenever the need arose.

**RESULTS & FEEDBACK**
Can you share any measurable outcomes of the project or general feedback about the deliverables?

We got a nice amount of contacts, most of which did not pan out, there was one major lead that we are still connected to and negotiating with. We were a bit lacking on the backend - possibly would have been better to beef up our own sales and SM team to more effectively chase leads once contact was made.

How effective was the workflow between your team and theirs?

Clevely was always available to us, scheduling meetings was easy and immediate, both our contacts - especially mile which was our main contact - were alwys patient, informative and forthcoming.

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

the dashboard was super easy to control and Mike was great!

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

No


---

#### Recruitment Services for Marketing Agency
**The Project**
- Services: Business Consulting, HR Consulting
- Project size: Less than $10,000
- Project length: Jan. 2021 - Mar. 2022

**Project Summary**: Cleverly provided recruitment services to a marketing agency. They reached out to high-quality candidates that weren’t looking for jobs. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Founder & CEO, W.Bradford
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 16, 2022

**Feedback Summary**: Cleverly’s efforts successfully found fitting applicants and onboarded new employees, meeting expectations. Their straightforward approach resulted in a positive partnership. They offered outstanding customer service on top of their recruitment expertise.
""Cleverly was always willing to provide whatever support was needed to be successful.""

**BACKGROUND**
Please describe your company and your position there.

I am the CEO of W.Bradford, a full-service creative marketing agency.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We used Cleverly to conduct outreach for recruiting high-quality candidates for open positions at our company.

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

We had used Cleverly before and appreciated the high level of customer service, as well as significant advancements to the Cleverly platform and reporting features over time.

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

We needed to hire high-quality candidates quickly, but waiting for them to find our job postings organically via our website or basic job boards was not producing the volume of candidates we needed.

By reaching out to applicants who weren't actually looking for new jobs, we found people who were extremely level-headed, open about their expectations for new positions, and more relationship-focused than "I want any new job I can find"-focused. This made a major difference in the quality of candidates we found and then ultimately hired.

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

We worked with our account reps. While we did have turnover, Cleverly was proactive in setting up transition meetings and making any refinements along the way.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We found great applicants who are now in our talent pool, as well as new employees who are performing well.

How effective was the workflow between your team and theirs?

We chose to meet as needed after the initial setup, but Cleverly was always willing to provide whatever support was needed to be successful.

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

The customer support and platform are both excellent.

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

Nothing — keep growing and improving as you're already doing!


---

#### LinkedIn Outreach for Healthcare Company
**The Project**
- Services: Other Digital Marketing, Social Media Marketing
- Project size: $50,000 to $199,999
- Project length: Jan. 2022 - Ongoing

**Project Summary**: Cleverly is helping a healthcare company with their lead generation needs. They've taken over the client's LinkedIn account, tweaking their messaging to reach out to ideal prospects.


**Review Rating**: 4.5
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Regional Sales Director, SHARx
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 7, 2022

**Feedback Summary**: Thanks to Cleverly's efforts, the client has gained new connections with different businesses, resulting in a positive ROI. The team keeps in touch with the client regularly, setting up scheduled calls to provide updates and review campaigns. The assigned account manager is very competent, too.
""Their account manager has impressed me the most." "

**BACKGROUND**
Please describe your company and your position there.

I am Regional Sales Director and we work with health care brokers to help save their self funded clients 50-75% on their RX spend.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We hired Cleverly as a way to ramp up or prospecting efforts, as our rapid growth had taken a way a lot of time that our producers could effectively hunt for new prospects.

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

Cleverly came recommended from a trusted marketing connection, and as soon as I met with my rep I was convinced this would be a valuable addition to our sales efforts.

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

Cleverly effective manages my LinkedIn with a very easy to use platform. Helping to craft messaging and focus my ideal targets, Cleverly's platform has performed amazingly well and started off hundreds of conversations before I had to personally engage.

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

My main point of contact is my account manager, who is supported by their data team.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

My connection and reply rate are both over 30%, and the amount of time I have saved is worth the monthly fee alone, but I have a positive ROI thanks to the business I have gained through the connections and conversations started through their platform.

How effective was the workflow between your team and theirs?

Having scheduled calls to review and tweak my campaign have been very valuable.

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

Their account manager has impressed me the most, apart from the platform they use, which is amazing.

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

I don't think so, my experience has been great.


---

#### LinkedIn Marketing for Consulting Firm
**The Project**
- Services: Digital Strategy, Other Digital Marketing, Social Media Marketing
- Project size: Confidential
- Project length: Feb. 2022 - Ongoing

**Project Summary**: Cleverly has set up a LinkedIn account for a consulting firm. They are currently providing lead generation and messaging campaigns to connect and follow up on these leads throughout their project.


**Review Rating**: 4.5
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Founder, Rueppell Law
- Industry: Legal

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 2, 2022

**Feedback Summary**: Cleverly has made successful campaigns that continue to receive numerous connections and personal messages. They provide significant results without taking too much time from the client, showing their efficiency and experience in their field. 
""This has been a remarkably efficient experience and I appreciate that very much.""

**BACKGROUND**
Please describe your company and your position there.

I'm the Founder of Rueppell Law and provide legal services for businesses. As a registered US Patent Attorney, I provide a specialist in Intellectual Property legal services.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I needed help setting up and managing a marketing program over my LinkedIn/Sales Navigator account. I was looking for lead generation and then a messaging campaign to connect and follow up with potential leads.

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

Cost and recommendation from a trusted colleague.

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

During the kickoff meeting my representative and I identified a first campaign to run, including identification of a specific target market and lead generation parameters to be employed. That same day, immediately after the kickoff meeting, my representative established and initiated this first campaign. That same day I started to receive connection acceptances from leads that had been contacted and even received some personal messages from individuals. I started responding to these connections and personal messages that same day. I used the Cleverly templates that my representative put in place, built a template of my own, and responded over Sales Nav/LinkedIn.

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

I have worked with two account representatives/managers.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

This first campaign appears to have been quite successful, as from day one on I continued to receive numerous connections and personal messages. It even lead to a first, direct phone call with a prospective client. Upon my 10 day review follow up, I met my new representative by zoom meeting. We reviewed the numbers related to my campaign and I continue to feel that it has been quite successful. During the zoom meeting, my representative highlighted features on my Cleverly dashboard and throughout my account platform that I have since employed in responding to various connections. My representative helped build another template which I have used numerous times already. I may have also, just today, established another direct connection with a lead. Overall, it was a very productive meeting and first 10 days of my campaign. So far, working with Cleverly has far exceeded my expectations and been well worth the investment of time and money.

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

Based on my initial feedback to Cleverly, they focused quickly, got my campaign up and running immediately, gave me content that I could use, showed me how to use it...without getting bogged down and taking too much of my time, and GOT RESULTS!!! This has been a remarkably efficient experience and I appreciate that very much.

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

My understanding is that Cleverly does not provide LinkedIn content (blogging/posting)/management at this time. That is of interest to me.


---

#### Lead Gen & LinkedIn Marketing for Business Consulting Firm
**The Project**
- Services: Other Digital Marketing, Social Media Marketing
- Project size: Less than $10,000
- Project length: Oct. 2021 - Ongoing

**Project Summary**: Cleverly has been generating leads for a business consulting firm since 2021. Their goal is to increase leads for one of the client's specific offerings, especially from LinkedIn. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Invisible Horizons Coaching & Consulting
- Industry: Business services

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Mar 1, 2022

**Feedback Summary**: Cleverly has increased the client's sales and leads. In fact, they achieved 250 new high-quality connections for the client within three months with 40% positive responses. Moreover, these results were achieved despite mostly meeting not more than a monthly basis.
""Cleverly was more interested in getting quality leads to help drive revenue as opposed to just getting numbers.""

**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.


---

#### LinkedIn Marketing for Cloud-Based Software Program
**The Project**
- Services: Other Digital Marketing, Social Media Marketing
- Project size: Confidential
- Project length: Jan. 2021 - Ongoing

**Project Summary**: Cleverly provides LinkedIn marketing campaigns for a cloud-based software platform. The project is expected to  become a cost-effective alternative to the company's existing sales tools to increase their leads.


**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 5.0
- Cost: 3.5
- Willing to Refer: 5.0

**The Reviewer**
Sales & Business Development, Cloud-Based Software Program
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 17, 2022

**Feedback Summary**: Cleverly has already brought eight accounts for the client, which has resulted in more than 200,000 in contract value. They have taken over the client's LinkedIn, as well as their outreach and connection requests. The team is also extremely organized.
""They have been a great team to work with and always gets what I need accomplished.""

**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....


---

#### LinkedIn Recruiting for Legal Recruiting Company
**The Project**
- Services: IT Staff Augmentation, Other Marketing
- Project size: $10,000 to $49,999
- Project length: Aug. 2021 - Ongoing

**Project Summary**: Cleverly helps a legal recruiting company with their LinkedIn recruiting efforts. They use the client’s LinkedIn account on their behalf to send messages to different candidates and increase their reach.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
Founder, CEO & Main Legal Recruiter, Shannon Recruiting
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Feb 17, 2022

**Feedback Summary**: Cleverly’s accurate search process has brought the right candidates to the table, some of which have already been placed, generating profit for the client. The team is communicative, timely, and easy to work with, and they use user-friendly tools to ease the collaboration.
"“I enjoy working with Cleverly because they’re very communicative, timely, and easy to reach out to.”"

**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.


---

#### LinkedIn Marketing for Cybersecurity SaaS Solution
**The Project**
- Services: Cybersecurity
- Project size: $10,000 to $49,999
- Project length: Jan. 2022 - Ongoing

**Project Summary**: Cleverly provides LinkedIn marketing for a cybersecurity SaaS solution. The client continues to expect more leads through the service with unique messaging for specific targets.


**Review Rating**: 4.0
- Quality: 4.0
- Schedule: 5.0
- Cost: 3.0
- Willing to Refer: 4.0

**The Reviewer**
Chief Sales Officer, CYRISMA
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 10, 2022

**Feedback Summary**: Across three of Cleverly's campaigns, almost 25% to 35% of their prospects have connected with the client. They have an impressively repeatable and scalable process. Their team has also been helpful with getting the information needed to set up and develop their campaigns.
""They have been helpful in getting the information needed to set up and calibrate our campaigns.""

**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.


---

#### LinkedIn Targeting & Consultancy for Media & Software Co.
**The Project**
- Services: Advertising, Marketing Strategy
- Project size: Confidential
- Project length: June 2019 - Ongoing

**Project Summary**: Cleverly uses data science to help a software organization target ideal audiences in LinkedIn. Initially, they ran a market study to determine the ideal customer and create the audiences based on that data.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Co-Founder & VP, Squigl
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Feb 10, 2022

**Feedback Summary**: Thanks to Cleverly’s amazing data science expertise, the client has seen impressive ROI and has made important connections with large industries. The team is very responsive, and they offer incredible customer service. Additionally, their talent to target the right audiences is unmatchable.
"“They know how to target buyer personas in a better way than other companies.”"

**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.


---

#### Prospect Search for Finance Technology Software
**The Project**
- Services: Business Consulting
- Project size: Less than $10,000
- Project length: Apr. 2021 - Jan. 2022

**Project Summary**: A finance software company hired Cleverly to conduct a personalized prospect search with their target personas. The team tested various value propositions and segments and ran an automated LinkedIn outreach.


**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
CEO, Worthright
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 9, 2022

**Feedback Summary**: Through the LinkedIn outreach, the company recorded a 40% connection rate and a 70% conversation rate. Conversions with the target persona immediately started, allowing the company to scale up their B2B customer acquisition. Overall, the process with Cleverly was very organized.
""The team did a lot of work on our behalf, enabling us to make great use of the software platform.""

**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.


---

#### Social Media Marketing for Technology Services Company
**The Project**
- Services: Social Media Marketing
- Project size: $10,000 to $49,999
- Project length: Jan. 2021 - Feb. 2022

**Project Summary**: A technology services company hired Cleverly to create messaging for LinkedIn to outreach specific industries, locations, and specialties of the target audience. The goal is to generate leads.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.0
- Willing to Refer: 4.5

**The Reviewer**
Marketing Coordinator, Technology Services Company
- Industry: Other industries

- Client size: 201-500 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 8, 2022

**Feedback Summary**: Although sales representative has different metrics, their Cleverly account has increased the client's meetings booked. Their attention to detail skills was notable in the partnership. They are easy to work with and responsive in the workflow.
""The team is a joy to work with.""

**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.


---

#### Digital Marketing & SEO for Payment Solutions Company
**The Project**
- Services: Search Engine Optimization
- Project size: Less than $10,000
- Project length: Jan. 2021 - Jan. 2023

**Project Summary**: Cleverly has provided digital marketing and SEO services for a payment solutions company. The team is responsible for driving leads through filtering demographics and titles down to the target audience.


**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 5.0
- Cost: 3.5
- Willing to Refer: 4.5

**The Reviewer**
National Account Executive, Everyware
- Industry: Financial services

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 8, 2022

**Feedback Summary**: Cleverly has successfully launched campaigns in all the industries, which have resulted in 15 to 55% connections and 5 to 50% reply rates. An accessible partner, they've responded to the client's inquiries through phone and shared screen. Their customized copy and data analytics are impressive.
""They are quick to respond and easy to get on the phone or screen share whenever needed.""

**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.


---

#### Digital Marketing & Campaign Strategy for Legal Firm
**The Project**
- Services: Content Marketing, Digital Strategy, Direct Marketing, Marketing Strategy, Other Digital Marketing
- Project size: Less than $10,000
- Project length: Jan. 2020 - Ongoing

**Project Summary**: A legal firm was looking to extend their reach to prospective clients in their local area, so they engaged with Cleverly for their digital marketing and campaign strategy services.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Director of Business Development, Rutkowski Law Firm
- Industry: Legal

- Client size: 11-50 Employees
- Review Type: Phone Interview
- Verified

**The Review** — Feb 3, 2022

**Feedback Summary**: The company has gained a significant number of high-quality connections on LinkedIn since employing the services of Cleverly. The team is highly organized and internal stakeholders are particularly impressed with their transparent and responsive approach to project management.
""Their team has essentially helped increase our community relationships.""

**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.


---

#### LinkedIn Campaign for Wealth Corporate Firm
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Sep. - Nov. 2021

**Project Summary**: Cleverly provided marketing services for a private wealth corporate firm. Through a LinkedIn Campaign, the team helped the firm in growing their database to reach new contacts in Africa.


**Review Rating**: 4.5
- Quality: 4.0
- Schedule: 4.5
- Cost: 3.5
- Willing to Refer: 4.5

**The Reviewer**
Business Development Director, Private Wealth Corporate Firm
- Industry: Business services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Feb 2, 2022

**Feedback Summary**: Through Cleverly, the firm's database grew and inquiries increased. The LinkedIn Campaign increased the client's acceptance rates for invitations and calls. Cleverly was very responsive, while ensuring a collaborative partnership between teams. Overall, the process was convenient and smooth.
""They were very responsive. The set-up was really smooth and easy.""

**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.


---

#### Recruitment for Consulting Company
**The Project**
- Services: HR Consulting
- Project size: Less than $10,000
- Project length: Jan. - Nov. 2021

**Project Summary**: Cleverly provided recruitment services for a consulting company. The team was responsible for identifying applicants that met the client's needs for their growth initiatives.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Partner & SVP Strategy, Connex Partners
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 31, 2022

**Feedback Summary**: Cleverly successfully provided a significant number of qualified applicants, and the client was able to hire six from them. The team executed a seamless workflow, accessible and communicative throughout the partnership. Their proactiveness and timelines were impressive.
""The attentiveness of their employees to my needs was exceptional.""

**BACKGROUND**
Please describe your company and your position there.

I am a Partner and SVP of Strategy for Connex Partners. We are concierge consulting company serving fortune Senior Executives from corporations with 1K Employees as well as Hospitals and System, and the vendors who serve them.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

With the talent acquisition challenges presented by COVID, services like Indeed that were the go to for a small company like ours were no longer viable for identifying the quality and quantity of talent we needed.

Therefore, we looked to Clevelry to help identify a few different levels of sales talent that would meet the needs of our growth initiatives.

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

We chose Cleverly because of the easily adaptable, yet thorough platform that was presented. Knowing that we have a very specific talent need, the ability to identify like and kind talent from similar industries in a controlled environment with qualitative metrics made the decision easy.

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

Set up a recruitment sequence to identify key talent: consulting, sales and executive assistants.

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

I worked on the project by myself.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

I looked at hundreds of qualified talent of the course of the year and hired 6 people.

How effective was the workflow between your team and theirs?

The workflow with Cleverly was seamless. My assigned account exec, Michael Catanzaro, was available to me anytime I needed help with the platform, new sequences, updates or search parameters. In a time when communication is often very frustrating, Cleverly was a 10 out of 10!

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

The quality of the product was proven by the successful outcomes, the attentiveness of their employees to my needs was exceptional, and the time to onboard and meet talent deliverable was expeditious but qualitatively not sacrificed!

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

N/A


---

#### LinkedIn Lead Generation for Corporate Services Company
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: May 2021 - Ongoing

**Project Summary**: A corporate services company hired Cleverly to provide social media marketing services. The goal is to increase the client's contacts and professional intermediates through LinkedIn generation.


**Review Rating**: 5.0
- Quality: 4.5
- Schedule: 4.0
- Cost: 4.5
- Willing to Refer: 5.0

**The Reviewer**
Group Marketing Manager, Corporate Services Company
- Industry: Financial services

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 26, 2022

**Feedback Summary**: Cleverly has executed their expertise in a LinkedIn generation. Through the team, the client is able to save time from manually coordinating the activity that has resulted in a significant increase in connections, contacts, and mailing lists. They are prompt and have followed up on progress updates.
""Their experiences in drafting appropriate and successful LinkedIn messages is impressive.""

**BACKGROUND**
Please describe your company and your position there.

I am the Marketing Manager for an independent group of well-qualified, professional staff who offer international professional support services across the world. Professional services include structuring and the establishment and management of companies.

Our company has ten offices in nine jurisdictions, each supplying a core range of services as well as their own particular areas of expertise specific to their jurisdiction. We provide a comprehensive range of support services in the core categories of:

Private Wealth
	Corporate Advice


**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

The aim of this project is to expand the number of contacts that each of our offices interact with, within their target jurisdictions. The overall aim of the Group is to increase the number of contacts and other professional intermediates that we communicate with in. To do this we have been using Cleverly's LinkedIn Lead Generation expertise.

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

We considered several LinkedIn Lead Generation experts, however Cleverly stood out due to the easy and efficient process, and being able to manage the campaign separately, via the Cleverly dashboard. The Managers do not have a huge amount of time to be manually utilisng LinkedIn for lead generation, so this process is quick and easy for them to use.

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

Cleverly assists us in reviewing and optimizing the individual LinkedIn profiles of the Managers running the campaign, assist with compiling a list of our target audience and target jurisdictions, manage the individual campaigns with us, help draft appropriate messaging with interesting calls to action, review, and follow-up on a regular basis to make sure the campaign is performing highly and the stats remain good, on hand to assist with any inquiries throughout the campaign

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

Our main point of contact is with our Account Manager.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

By using Cleverly to manage LinkedIn Lead Generation, we have, managed to save considerable time coordinating this type of activity manually, especially so Manager's can focus on client work instead.

The campaign has established meetings with new contacts and introduced us to new firms/contacts who may have clients who require our services.

How effective was the workflow between your team and theirs?

Our Account Manager is quick at responding - even with the time difference between the US and the various offices (we have offices in nine different jurisdictions around the world so finding a time that suits everyone is not always easy). We have regular follow-up/progress meetings with our Account Manager.

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

How adaptable our Account Manager is at helping us compile lists of our target audience across multiple geographies, not just in the US or our home countries. Their experience in drafting appropriate and successful LinkedIn messages is very helpful.

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

We have several Cleverly campaigns running, across the different offices, at the same time. It would be useful to have automated reminders for deadlines, progress reports, etc.


---

#### LinkedIn Lead Generation for HR Services Company
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Apr. 2021 - Ongoing

**Project Summary**: Cleverly handles the LinkedIn lead generation project of an HR services company. The team sets up automated messages and defines the client's target market. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 4.5
- Willing to Refer: 4.5

**The Reviewer**
Founder, Tulloch Consulting
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 25, 2022

**Feedback Summary**: Since Cleverly has joined the project, the client's network has improved significantly, resulting in a continuous audience for leadership, talent acquisition, and future opportunities. The team's workflow has been incredible, responding to any questions immediately.
""I like their price point because it's affordable for smaller boutique companies like mine.""

**BACKGROUND**
Please describe your company and your position there.

I founded Tulloch Consulting in 2013 to provide broad spectrum strategic and tactical HR services to small businesses across Canada and the US. Our team has grown to 10 HR pros and we work across industries, with many clients in the tech sector.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I was looking for a way to help grow my business through sales development.

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

I felt that the approach Cleverly takes was one that still very much involved me, but was highly automated so it freed up so much of my time. I love how it helps me grow my network as well on LinkedIn, keeping prospects in the channel, so to speak.

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

Cleverly worked directly with me to set up automated messaging with me on LinkedIn, and helped me define my target clientele. They then did the sourcing for profiles that fit my requirements and got the messaging going.

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

There was one individual that worked with me to help me develop proper sequential messaging.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

My network has grown tremendously, which is very helpful in creating a continuous audience for thought leadership, talent acquisition, and future opportunities. Our other sources of business (referrals and online) still remain our largest contributor to our overall revenue.

How effective was the workflow between your team and theirs?

Excellent. They are there if I have a question, very responsive.

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

I like their price point because it's affordable for smaller boutique companies like mine.

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

Not that I can think of.


---

#### Social Media Marketing for Student Lending Company
**The Project**
- Services: HR Consulting, Social Media Marketing
- Project size: Less than $10,000
- Project length: Oct. 2021 - Ongoing

**Project Summary**: Cleverly provides social media marketing services to attract suitable talents for a student lending company. The team input all criteria in the client's LinkedIn account and set up outreach cadences.


**Review Rating**: 4.5
- Quality: 4.5
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Chief Operating Officer, Lending Fintech Company
- Industry: Financial services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 19, 2022

**Feedback Summary**: So far, Cleverly has helped the client set up around 1,000 candidate outreaches. The team's workflow is well-organized through email and GoogleForms. Overall, they are cost-effective, responsive, and attentive to needs.
""They make our lives super easy.""

**BACKGROUND**
Please describe your company and your position there.

Student lending fintech focused on outcomes driven financing Chief Operating Officer

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We leveraged Cleverly to help us drive outbound marketing/outreach to qualified candidates across our hiring funnel (engineering, data science, project management, customer success, etc.)

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

We were looking for a company that gave us a flexible path to searching for, identifying, and automatically communicating with potential candidates based on their LinkedIn profiles. Ultimately those capabilities drove the show. Thereafter, speed, cost, and flexibility were key priorities.

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

Cleverly offered a really low lift onboarding experience where our team submitted responses to a Google form helping to tailor our candidate search criteria. The cleverly team then input all criteria into LinkedIn and set up outreach notes/cadences to help attract clients with our brand voice. Once we signed off, they sent everything live and provided us with a portal to manage follow-up communications from, along with monitoring KPIs.

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

One - just an account executive, Alan, who was/is exceptional

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

We've sent about 1000 candidate outreaches, have connected with nearly 430, and have turned about 100 into actual hiring conversations. Pretty great results for the cost, especially vis a vis recruiters.

How effective was the workflow between your team and theirs?

This is all done in email and GoogleForms. While not tremendously sleek or 'enterprise', it frankly makes it super easy on our end. No training required.

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

Responsiveness whenever we want to update campaigns or post new jobs. We send over the new requirements, they configure and are live in a couple of days. They make our lives super easy.

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

Their web app/portal is a little basic and lags sometimes, but ultimately, it does still get the job done


---

#### Lead Generation for Marketing Agency
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: Dec. 2021 - Ongoing

**Project Summary**: Cleverly was hired by a marketing agency to manage outreach campaigns on LinkedIn. Their main responsibilities involve generating leads and reaching out to prospects.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, LYT Marketing
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 18, 2022

**Feedback Summary**: Boasting a 50% response rate, Cleverly has been able to generate a significant number of high-quality leads. The highly experienced team utilizes their marketing prowess to deliver individualized messages to prospects and quickly address shifts in their campaigns.
""I am impressed with the quality and quantity of leads and the response rate for their campaigns.""

**BACKGROUND**
Please describe your company and your position there.

I am a sales funnel consultant for private alternative health companies and services.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I have used Cleverly twice for two separate clients. One was a wholesale manufacturer and one was for an alternative recovery center.

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

I needed to easily reach targeted people on Linkedin without wasting time in sales navigator doing one-off outreach. Cleverly was the best choice and delivered more than I expected.

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

I used the base-level services and received well over a 50% response rate the client services manager was amazing (Regan) in targeting and addressing shifts in the campaign in both cases.

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

Just an onboarding gal fella and Regan who managed the campaigns.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

Incredible! I had more leads than iI knew what to do with and they were quality! I even had to use the campaigns to catch up there was so much interest and I work with alternative companies so this was a wonderful surprise!

How effective was the workflow between your team and theirs?

Amazing, I was able to call or email, and within hours, I had my shift already launched in the program.

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

I am impressed with the quality and quantity of leads and the response rate for their campaigns. They have done this enough to make it feel very individualized so folks really think you wrote a personal message.

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

I will keep using them for clients, it is an amazing service.


---

#### LinkedIn Prospecting for Marketing Consultancy
**The Project**
- Services: Digital Strategy
- Project size: Less than $10,000
- Project length: June 2020 - Ongoing

**Project Summary**: Cleverly worked for a marketing consultancy to generate business leaders and qualified prospects on LinkedIn.


**Review Rating**: 4.5
- Quality: 5.0
- Schedule: 4.0
- Cost: 4.0
- Willing to Refer: 5.0

**The Reviewer**
President, MarketingAccelerator.com
- Industry: Advertising & marketing

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 12, 2022

**Feedback Summary**: Cleverly was successful in reaching out to the client's prospective market. There were times that the client needed to pause the system because of the number of prospects being delivered. The team was also lauded for the speedy customer service despite the three-hour time difference.
""The Cleverly product and team have worked to maximize my communication to the prospective market.""

**BACKGROUND**
Please describe your company and your position there.

MarketingAccelerator.com is a marketing consultancy to marketing leaders and business leaders with a focus on strategy and messaging. I am the owner who facilitates marketing focused round tables for Marketing VPs, Directors and Managers.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I wanted to find a way to scale up my Linked In strategy without requiring a lot of my personal time.

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

Cleverly came recommended to me as an option worth exploring from another marketing colleague. I was slightly hesitant because I didn't believe the potential they were anticipating. However, the cost was affordable so I thought it would be worth a trial of 3-6 months.

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

Stage 1 created our basic connection and offer funnel for marketing leaders. Stage 2 tested it in our local market. Stage 3 tested it in a nearby market. Stage 4 expanded the profile we were targeting. Stage 5 narrowed the target profile but expanded the footprint and honed the offering.

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

I worked with the Account Manager for set up and their valuable input on messaging.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

We continue to get engagement with qualified prospects from our Stage 5 campaign. As a solopreneur, it is an effective use of my time. There have been several times that I needed to pause the system because I had so many prospects.

How effective was the workflow between your team and theirs?

All the customer service requests that I have had have been resolved in 24 hours. Very quick customer service even though they are in PST and I'm in EST with a 3 hour difference.

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

The Cleverly product and team have worked to maximize my communication to the prospective market leveraging my assets and consistently delivered qualified prospects.

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

After 3 months into my subscription they raised the price (doubled the monthly fee from $99 to $199). I asked a question about that and got a personal response from the president. I continued with my subscription because it delivered value far beyond what I was paying. I occasionally provide suggestions for tweak for the customer interface but those are usually minor.


---

#### Social Media Marketing for Medical Equipment Company
**The Project**
- Services: Social Media Marketing
- Project size: Confidential
- Project length: Jan. 2019 - Ongoing

**Project Summary**: Cleverly provides social media marketing services to a medical equipment supply company. The team helps with marketing and development on LinkedIn by creating a standard outreach process.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 3.0
- Willing to Refer: 5.0

**The Reviewer**
VP of Sales and Marketing, Quest Health Solutions
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 10, 2022

**Feedback Summary**: After sending the connection requests and messages, the client has seen a significant improvement in their engagements. They have been receiving responses and phone meetings. Cleverly communicates quickly and efficiently. Overall, they are helpful, experienced, and creative.
""They are very communicative and make sure we are updated every step of the way.""

**BACKGROUND**
Please describe your company and your position there.

Quest Health Solutions is a durable medical equipment company that supplies Continuous Glucose Monitors. We provide tools, supplies, services, and knowledge to help patients and healthcare professionals better manage diabetes. My position is the Director of Sales & Marketing.

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

We hired the cleverly team to help us with online business marketing and development on Linkedin. It was not just our company’s page they helped with — they also did our employee linkedin pages. They helped create content for a few of our employees.

Our goal was to build out our profile in order to up our engagement, reach, and online presence.

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

We searched online and had interviews with a few different vendors. After speaking with cleverly and seeing some examples of their past work we decided they were the best solution for our needs.

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

We had an onboarding call with Cleverly to discuss our business, our goals, and what we wanted out of our linkedin outreach campaign. Cleverly then used the information we provided to create a standard outreach process/copy for us. They launched our company’s profile and sent connection requests and messages to those connections each day.

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

sales rep, a copywriter, an onboarding rep, and the CEO.

**RESULTS & FEEDBACK**
Can you share any measurable outcomes of the project or general feedback about the deliverables?

After launching our company’s profile and sending out connection requests/messages we saw a tremendous engagement increase. We had a lot of responses and set up many phone meetings due to this.

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

Their communication was speedy and effective. They were extremely helpful and knowledgeable on the linkedin platform.

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

They speed and ease of their work. They are very communicative and make sure we are updated every step of the way.

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

No, I had a great experience working with the Cleverly team. I would definitely recommend their services.


---

#### Lead Generation for Leadership & Wellness Coaching Business
**The Project**
- Services: Other Digital Marketing
- Project size: Confidential
- Project length: Aug. 2021 - Apr. 2022

**Project Summary**: Cleverly performed lead generation for a leadership and wellness coaching business. The team provided a list of leads, outreach messages, and campaigns focused on LinkedIn. 


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Founder & Coach, Illuminate Guidance, LLC
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 10, 2022

**Feedback Summary**: Cleverly’s campaigns were highly effective and successful, which helped generate more than 20 new connections and five weekly calls. The team was always available and receptive to changes, demands, and ideas. Furthermore, they showcased a high level of knowledge, promptness, and expertise.
""They always listened to my ideas and added their expertise to improve the campaign.""

**BACKGROUND**
Please describe your company and your position there.

I am the founder and CEO of Illuminate Guidance, LLC - a leadership and wellness coaching business.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

Lead generation for a group coaching mastermind project.

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

Cleverly was recommended to me by a project partner. The other lead generation service I was using at the time was not working for me, and so I decided to give it a try.

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

I am building a team of 10-12 health and wellness entrepreneurs who meet once/month for a group coaching/mastermind meeting and also receive business coaching/mentoring from me and my partners at Growth10. Cleverly set up lead lists, developed messaging, and managed/delivered my lead generation campaign via linkedin.

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

I worked primarily with Will.

**RESULTS & FEEDBACK**
Can you share any outcomes from the engagement that demonstrate progress or success?

The lead generation campaign was highly successful, generating up to 20 new connections and 5 introductory calls almost every week.

How effective was the workflow between your team and theirs?

Will and his team were always available to meet. We adjusted the campaign as we learned what worked, and as the needs of my project changed. They always listened to my ideas and added their expertise to improve the campaign. His team was quick to follow up on questions and integrate any changes.

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

High level of knowledge about how to effectively create lead lists that me my exact needs.

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

I am very happy with the service and the outcome of my campaign. I can't think of anything they could have done better.


---

#### LinkedIn Marketing & Messaging Campaign for IT Company
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Oct. 2019 - Feb. 2020

**Project Summary**: Cleverly was tasked with generating 10–20 leads per month based on a LinkedIn marketing strategy. They produced copy messages to send to thousands of LinkedIn prospects.


**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Business Development Manager, IT Consultancy
- Industry: Other industries

- Client size: 51-200 Employees
- Review Type: Online Review
- Verified

**The Review** — Jan 27, 2020

**Feedback Summary**: Despite poor results, Cleverly failed to communicate that the campaign wasn't delivering the expected returns nor helped to restrategize their approach. The project saw a 100% net loss.
""No one at Cleverly will notify you of your campaign's dismal failing attempts."
"

**BACKGROUND**
Please describe your company and your position there.

I am the Sales Consultant / Business Developer for an IT consulting company.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

To generate leads just as they're website *States*

What were your goals for this project?

To generate (Based on their own verbiage of 10-20 leads per month.

**SOLUTION**
How did you select this vendor?

We selected the Cleverly based on they're convincing website details and client success list.

Describe the scope of their work in detail.

They produced copy messages to send to thousands of LinkedIn prospects to connect and then a trickle message method to generate new leads.

What was the team composition?

I worked with one individual one the company the Vice President of Strategy at Cleverly. Via email only**

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

The results are the worst we have ever experienced paying for a monthly service. Our net loss is 100% of every dollar spent.

How effective was the workflow between your team and theirs?

Three to four emails that I had to initiate as to the dismal performance of they're service and try to make adjustments. Well, that failed 100% as well..

What did you find most impressive about this company?

ZERO, the company has a *Keep Billing Em Process* even if they are not monitoring they're own failures on promises of the campaign to the customer. No one at Cleverly will notify you of your campaign's dismal failing attempts or contact you to figure out if it is working OR Not!!

Are there any areas for improvement?

No Comment: As for a company that promises something they prophesize on they're website and they can't deliver (ONE) lead in 120 days needs to address internally their moral compass when you don't help the customer realize it is not working.

They should help their clients make changes that really work and produce results that benefit both parties. Instead they just kept billing us for the same thing that never worked from DAY ONE.


---

#### LinkedIn Outreach Campaign for Corporate Event Company
**The Project**
- Services: Other Digital Marketing
- Project size: Less than $10,000
- Project length: Jan. - Apr. 2019

**Project Summary**: Cleverly led an outbound marketing campaign for a corporate event company. They drafted a list of potential connections, wrote outreach copy, launched a LinkedIn page, and contacted prospective clients.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Owner, Party Jump
- Industry: Business services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Apr 20, 2019

**Feedback Summary**: Cleverly’s efforts have fostered almost immediate increases in leads and interest. The team is responsive and willing to train clients in methods and strategies to be successful. They offer thoughtful input and practical solutions, making them a worthwhile vendor selection.
""Cleverly managed to help me receive instant results and interest from relevant leads."
"

**BACKGROUND**
Please describe your company and your position there.

I am the CEO of a corporate event company that provides giant inflatables for company picnics, conferences, and other events.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

I engaged Cleverly to drive leads for my businesses using LinkedIn.

What were your goals for this project?

I hoped that we could connect with event planners at the top companies in the San Francisco area.

**SOLUTION**
How did you select this vendor?

I learned of Cleverly through a referral while I was searching for new channels to drive new leads. SEO and Google PPC campaigns have been my primary methods for more than 15 years, so I was looking for a new way to reach decision makers.

Describe the scope of their work in detail.

Following an onboarding call so that Cleverly could learn about my business, their team drafted a prospect list of event planners on LinkedIn and wrote standard outreach copy for me—a process that took about three days. Cleverly then launched my company’s profile and sent connection requests and messages to those connections each day. I responded to every lead myself.

What was the team composition?

I worked with a co-founder and an account manager.

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

I have received an average of 14 positive responses a month, with several of those turning into informational calls. We have scheduled events with some of those companies, but others will not hold events until summer 2019. I continue to be impressed by the results as many of these event planners work for large corporations that I would have never reached out to before.

How effective was the workflow between your team and theirs?

I generally receive responses to my questions within a few hours, but they are often quicker than that. Most importantly, Cleverly trained me in using LinkedIn and its Sales Navigator tool.

What did you find most impressive about this company?

Cleverly managed to help me receive instant results and interest from relevant leads.

Are there any areas for improvement?

No, they’ve provided excellent service so far.


---

#### LinkedIn Lead Generation for SEO Agency
**The Project**
- Services: Advertising
- Project size: Less than $10,000
- Project length: July 2018 - Ongoing

**Project Summary**: Cleverly was hired to generate LinkedIn leads for an SEO agency. The team used key concepts to draft copy and send outreach. The engagement is ongoing.


**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Co-Founder, SEO Agency
- Industry: Advertising & marketing

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Apr 11, 2019

**Feedback Summary**: Cleverly’s services significantly benefitted business. Their skilled team is direct and accommodating. Their proactiveness supplemented their efficient workflow. Customers can expect a seamless engagement.
""Cleverly is a knowledgeable, flexible, and transparent team."
"

**BACKGROUND**
Please describe your company and your position there.

I’m the co-founder of an SEO agency.

**OPPORTUNITY / CHALLENGE**
For what projects/services did your company hire Cleverly?

We hired Cleverly for LinkedIn lead generation.

What were your goals for this project?

Our goal was to generate more leads for our business.

**SOLUTION**
How did you select this vendor?

I found them on LinkedIn and thought that they were the best solution for what I was looking for.

Describe the scope of their work in detail.

Cleverly identified my key decision makers. Then their team drafts copy and send outreach for the agency.

What was the team composition?

I work closely with Bruce (Founder & CEO, Cleverly) and Nick (Head of Growth & Founder, Cleverly).

**RESULTS & FEEDBACK**
Can you share any outcomes from the project that demonstrate progress or success?

Because of their optimization, I close a $10,000 deal within the first month.

How effective was the workflow between your team and theirs?

The workflow between our teams was effective.

What did you find most impressive about this company?

Cleverly is a knowledgeable, flexible, and transparent team.

Are there any areas for improvement?

Both of our teams could work on communication.


---

#### Lead Generation Services for Remote Recruitment Agency
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Sep. - Dec. 2024

**Project Summary**: A remote recruitment agency hired Cleverly to generate leads within three months. The team used their LinkedIn strategy. 

**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
President, distantjob
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Nov 12, 2025

**Feedback Summary**: Cleverly failed to generate any leads or secure any meetings, which disappointed the client. Although the team had convincing salespeople, they still didn’t meet expectations or generate results. 
"“They didn’t generate any leads or meetings.”"

**BACKGROUND**
Introduce your business and what you do there.I’m the president of DistantJob, a remote recruitment agency.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish for your business?We hired them to generate leads.

**SOLUTION**
What was the scope of their involvement?Cleverly was supposed to generate leads in three months using their LinkedIn strategy.What is the team composition?We worked with one teammate from Cleverly.How did you come to work with Cleverly?We found them through an online search. We chose them because their pricing fit our budget, and they had very inspiring salespeople.How much have you invested with them?We spent less than $10,000.What is the status of this engagement?We worked together from September–December 2024.

**RESULTS & FEEDBACK**
What evidence can you share that demonstrates the impact of the engagement?They didn’t generate any leads or meetings.How did Cleverly perform from a project management standpoint?Their project management wasn’t particularly concerned about bringing results.What did you find most impressive about them?They had smooth salespeople who could convince anyone of anything.Are there any areas they could improve?It would have been commendable if they had accepted that they couldn’t bring any results, which was pretty obvious by the second month, and instead of wasting all our time, they simply refunded me for the third month.


---

#### LinkedIn Optimization for Webflow Agency
**The Project**
- Services: Sales Outsourcing, Social Media Marketing
- Project size: Less than $10,000
- Project length: Jan. 2025 - Ongoing

**Project Summary**: Cleverly has run and optimized two LinkedIn profiles for a Webflow agency. The team also creates content for the client's LinkedIn accounts and conducts daily outreach to potential buyers and partners.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Webflow Agency
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Sep 1, 2025

**Feedback Summary**: Thanks to Cleverly's efforts, the client has seen improvements in reply rate, connection rate, and positive responses per month. The team has a smooth onboarding process and launches campaigns in a timely manner. Moreover, their tight customer targeting and great strategies are truly commendable.
""Their speed to get started and the safeguards they have around our profiles are impressive.""

**BACKGROUND**
Please describe your company and position.I am the CEO of AmmoDescribe what your company does in a single sentence.We're a Webflow agency working with enterprise website clients.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Get more Webflow development leads from mid-market brands.

**SOLUTION**
How did you find Cleverly?ReferralWhy did you select Cleverly over others?High ratingsGood value for costReferred to meCompany values alignedHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Ran 2 LinkedIn profiles for me. Optimized my profilesHelped me with LinkedIn content on my profile (as CEO)Daily outreach to potential buyers and partners

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?The Reply rateThe Connection rateThe number of positive responses per monthDescribe their project management. Did they deliver items on time? How did they respond to your needs?Onboarding was super smooth, I think my campaigns launched within a week or so of sign up. They always replied same day, often within 1-3 hours. The targeting was super tight and the strategy was great, I had no idea Sales Nav could get that specific for who we wanted to talk to.What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their speed to get started and the safeguards they have around our profiles are impressive.Are there any areas for improvement or something Cleverly could have done differently?Wish they had a larger package for video content on LinkedIn.


---

#### Lead Gen, Outreach & Email Mktg for Executive Services Co
**The Project**
- Services: Email Marketing, Sales Outsourcing, Social Media Marketing
- Project size: $10,000 to $49,999
- Project length: Jan. 2018 - Ongoing

**Project Summary**: Cleverly provides email marketing and lead generation services for an executive personal services company. The team sources and double-enriches cold email data and conducts LinkedIn outreach.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Owner, Executive Personal Services Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 27, 2025

**Feedback Summary**: Cleverly has helped the client achieve an email open rate over 60%, 90% deliverability, and several monthly meetings from LinkedIn and cold email. The team is responsive, delivers timely tasks, and personalizes their services to meet the client's needs. Cleverly manages the project seamlessly.
""They were willing to customize to exactly what we needed, and no other vendor was willing to do it.""

**BACKGROUND**
Please describe your company and position.I am the Owner of an executive personal services company.Describe what your company does in a single sentence.Executive personal services. 

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Our goal was to drive 20+ leads per month using both cold email and linkedin outreach

**SOLUTION**
How did you find Cleverly?ReferralWhy did you select Cleverly over others?Pricing fit our budgetReferred to meHow many teammates from Cleverly were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Cold email data sourcing and double-enrichment at mass volume (10K+/month)Dedicated LinkedIn outreach from our CEOs profile to Fortune 500s

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?60%+ email open rate90%+ deliverabilitySeveral meetings/month from LinkedIn, dozens from cold emailDescribe their project management. Did they deliver items on time? How did they respond to your needs?At the time I worked 1:1 with the Cleverly founders Nick and Bruce. Project management was seamless, receiving fast replies and deliverables over email, and once we had our campaigns dialed in and performing it was mostly just maintenance.What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They were willing to customize to exactly what we needed, and no other vendor was willing to do it. Are there any areas for improvement or something Cleverly could have done differently?Nothing. I eventually brought part of it in-house.


---

#### LinkedIn Outreach for Technology Solutions Marketplace
**The Project**
- Services: Sales Outsourcing, Social Media Marketing
- Project size: $10,000 to $49,999
- Project length: Jan. 2022 - Ongoing

**Project Summary**: Cleverly provides lead generation services for a technology solutions marketplace's clients. They conduct direct LinkedIn outreach, develop a messaging and targeting strategy, and handle responses.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
Chief RevOps Officer, CloudTask
- Industry: Business services

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 21, 2025

**Feedback Summary**: Cleverly has helped the client generate 5-30 leads a month per profile and see success in their LTV per end client. The team communicates closely via email, Slack, and online meetings. However, the client hopes for a more consistent feedback loop, which can get overlooked due to high volume.
""They've always been a juggernaut in the lead generation space and have always cared for us and our clients.""

**BACKGROUND**
Please describe your company and position.I am the Chief RevOps Officer of CloudTaskDescribe what your company does in a single sentence.The easiest way to find software, services, and talent.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Lead generation for dozens of our marketplace clients.

**SOLUTION**
How did you find Cleverly?ReferralWhy did you select Cleverly over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Cleverly were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.LinkedIn outreach services and consulting.Direct outreachMessaging and targeting strategyResponse handling (depending on our client)Dedicated campaign strategist

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?LTV per client5-30 leads/month per profile (fluctuated by client & campaign)Describe their project management. Did they deliver items on time? How did they respond to your needs?Our CEO and I have worked with Cleverly for 4-5 years now and have tight communication on Slack. Always been a juggernaut in the lead gen space, always taken care of us and our clients. We pride ourselves as having the #1 marketplace for B2B agencies at Cloudtask, so we take reputation seriously and have seen many agencies come and go. Cleverly is here to stay. What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?More of a consistent feedback loop after launching campaigns for clients. Since we’re high volume with them, sometimes that gets lost in the shuffle.Are there any areas for improvement or something Cleverly could have done differently?Not that I can think off, very satisfied with the service.


---

#### Email Marketing for E-Commerce Company
**The Project**
- Services: Email Marketing
- Project size: $10,000 to $49,999
- Project length: May - Aug. 2025

**Project Summary**: Cleverly was hired by an e-commerce agency for their email lead generation services. The team was tasked with booking outbound leads for the client.

**Review Rating**: 2.0
- Quality: 1.0
- Schedule: 4.0
- Cost: 1.0
- Willing to Refer: 1.0

**The Reviewer**
CEO, eCommerce Agency
- Industry: Advertising & marketing

- Client size: 11-50 Employees
- Review Type: Online Review


**The Review** — Aug 4, 2025

**Feedback Summary**: Cleverly's work was disappointing. The client spent over $10,000 in two months without getting a single lead. The client also expressed dissatisfaction with the team's lack of transparency and billing practices. However, the client acknowledged the team's quick communication.
""I'm disappointed in the outcome, the lack of transparency, and the shady practices.""

**BACKGROUND**
Please describe your company and position.I am the CEO of eCommerce AgencyDescribe what your company does in a single sentence.eCommerce Agency

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Booked Outbound Leads

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsHow many teammates from Cleverly were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Cleverly was hired for their platform and outbound email lead generation services

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?Booked CallsDescribe their project management. Did they deliver items on time? How did they respond to your needs?They were quick with communication but that was about it.What was your primary form of communication with Cleverly?Email or Messaging AppWhat did you find most impressive or unique about this company?N/AAre there any areas for improvement or something Cleverly could have done differently?I think the company's practices are a bit shady with how they bill. They clearly don't want to bill for a qualified lead or interested lead. The rep also informed us that even though a lead was not interested, the fact that they were part of their resources meant we were billed for it. I've spent over $10k 2 months and have to have it bring a single lead. I'm disappointed in the outcome, the lack of transparency, and the shady practices to bill things


---

#### LinkedIn Marketing for Digital Accessibility Company
**The Project**
- Services: Social Media Marketing
- Project size: Less than $10,000
- Project length: Oct. 2024 - Ongoing

**Project Summary**: Cleverly provides LinkedIn marketing services for a digital accessibility company. Cleverly is responsible for doing outreach and sales marketing via LinkedIn to generate leads.

**Review Rating**: 5.0
- Quality: 5.0
- Schedule: 5.0
- Cost: 5.0
- Willing to Refer: 5.0

**The Reviewer**
CEO, Digital Accessibility Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Dec 6, 2024

**Feedback Summary**: Thanks to Cleverly's expert and savvy work, the client has received leads and higher engagement. The team is committed to providing stellar customer service and brings massive industry experience to the project. Cleverly meets every deadline and is super responsive via email and virtual meetings.
""I'm impressed by Cleverly's commitment to stellar customer service.""

**BACKGROUND**
Please describe your company and position.I am the CEO of a digital accessibility company.Describe what your company does in a single sentence.We are a digital accessibility company.

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?lead gen via Linkedin

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?High ratingsPricing fit our budgetGreat culture fitGood value for costHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Cleverly has worked with us to do outreach and sales and marketing via Linkedin.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?We are getting leads and much higher engagement with the expert and savvy work of Alexa @ Cleverly.Describe their project management. Did they deliver items on time? How did they respond to your needs?Working with them has been a breeze.  Super-responsive.  Every deadline has been meet.  If I have a question, I get an instant response.  What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I'm impressed by Cleverly's commitment to stellar customer service, informative each step of the way, brings massive industry experience to the table to fast-track results.Are there any areas for improvement or something Cleverly could have done differently?nothing.


---

#### Lead Generation Services for Diversity Consulting Company
**The Project**
- Services: Sales Outsourcing
- Project size: Less than $10,000
- Project length: Sep. 2023 - Jan. 2024

**Project Summary**: A diversity consulting company hired Cleverly for lead generation services. The team developed an automated lead generation system for the client.

**Review Rating**: 1.0
- Quality: 0.5
- Schedule: 5.0
- Cost: 2.0
- Willing to Refer: 2.0

**The Reviewer**
Managing Partner, Diversity Works
- Industry: Other industries

- Client size: 1-10 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 28, 2024

**Feedback Summary**: Although the system was appealing, it only generated LinkedIn contacts, not actual leads. Cleverly was very responsive in their project management and communicated via virtual meetings, emails, and messages. The technology they used was impressive, but they ultimately didn't deliver results.
""The automated system was appealing but only yielded LinkedIn contacts, not any leads.""

**BACKGROUND**
Please describe your company and position.I am the Managing Partner of Diversity WorksDescribe what your company does in a single sentence.Diversity Consulting

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Lead Generation

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?Pricing fit our budgetHow many teammates from Cleverly were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.The automated system was appealing but only yielded LinkedIn contacts, not any leads.

**RESULTS & FEEDBACK**
What were the measurable outcomes from the project that demonstrate progress or success?LeadsDescribe their project management. Did they deliver items on time? How did they respond to your needs?They were very responsive.What was your primary form of communication with Cleverly?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The technology.Are there any areas for improvement or something Cleverly could have done differently?They need to convert more contacts to leads.


---

#### Email Marketing & Lead Gen for Web Development Company
**The Project**
- Services: Email Marketing, Sales Outsourcing
- Project size: Less than $10,000
- Project length: June 2024 - Ongoing

**Project Summary**: A web development company has hired Cleverly to generate leads and demo calls using cold emailing services.

**Review Rating**: 0.5
- Quality: 0.5
- Schedule: 0.5
- Cost: 0.5
- Willing to Refer: 0.5

**The Reviewer**
Co-Founder, Web Development Company
- Industry: Other industries

- Client size: 11-50 Employees
- Review Type: Online Review
- Verified

**The Review** — Aug 20, 2024

**Feedback Summary**: The client has been dissatisfied with Cleverly's efforts. They have not delivered on time or responded to needs, and it is difficult to communicate with them via call. The client would prefer better communication from the team. Overall, the client's relationship with the team has soured.
""They could have had better communication.""

**BACKGROUND**
Please describe your company and position.I am the Co-Founder of a web development companyDescribe what your company does in a single sentence.Creates personalized web pages using AI platform

**OPPORTUNITY / CHALLENGE**
What specific goals or objectives did you hire Cleverly to accomplish?Getting leadsGetting demo calls

**SOLUTION**
How did you find Cleverly?Online SearchWhy did you select Cleverly over others?Pricing fit our budgetGood value for costHow many teammates from Cleverly were assigned to this project?1 EmployeeWhat was the scope of their involvement?Generate leads and demo calls using cold email by providing the emails as per profile relevant to the business

**RESULTS & FEEDBACK**
Describe the impact this engagement has had on your business.Getting demos and leadsDescribe their project management. Did they deliver items on time? How did they respond to your needs?No, getting them on a call is also so difficultWhat was your primary form of communication with Cleverly?Email or Messaging AppIs there anything that Cleverly did well or that you would consider a strength?NothingAre there any areas for improvement or something Cleverly could have done differently?They could have had better communication, and when you say find leads, then please make an effort toward it


---



## Portfolio & Awards


### LinkedIn Lead Generation for Franchise Consultancy
We focused only on executives, such as Director and VP-level prospects. We’ve found that these titles usually have the income and experience necessary to start a franchise business, and therefore would make for ideal prospects.
This campaign ran during the peak of the CV-19 pandemic, so our messaging highlighted how franchising can help secure a stable retirement versus investing in the stock market, which was volatile at the time. The copy was timely and therefore generated hundreds of interested replies for our client.


### LinkedIn Ads for Software Development Firm
This software development firm hired Cleverly to get them both sales leads and job applicants through LinkedIn Ads. They've been a happy client for over 2 years.
 
 


### LinkedIn Lead Generation for Tech Company
"The campaigns have been delivering serveral marketing qualified leads to us on a daily basis."


### Lead Magnet Creation & LinkedIn Ads
We took over an underperforming LinkedIn Ads account, and improved CTRs and lowered CPCs by creating unique offers that added more value to cold prospects on LinkedIn.


### Website for a Real Estate Tech Series B Startup
Created a website for a Real Estate Tech startup that helped them bring in massive multifamily clients, and raise a successful series B round.


### Website and Lead Gen For an HR Tech Firm
Ran LinkedIn Lead Generation and designed their website. This client has gone on to raise over $63 million, and is still growing rapidly.


### Co-working Platform Gets Results
79 replies a month on average in a tough market during COVID-19. 


### Cherry SaaS gets enterprise leads
Cherries in an innovative platform for the construction of personally optimized stock portfolios. We helped get leads from enterprise Tech/Fintech professionals.




### Industry Recognitions

- 200 to 500+ LinkedIn Connections in 30 Days!

- #2 LinkedIn Lead Generation Companies

- #5 Top Lead Generation Companies

- LinkedIn Best Practices

- Best For Content Lead Generation

- Trustpilot's #1 Best Marketing Agency

- #3 Top B2B LinkedIn Marketing Agency

- #3 Best LinkedIn Marketing Agency

- Best In Class Lead Generation Service




## Key Clients

- LeaseLock


## Packages







## Locations (1)

### Los Angeles, CA (Headquarters)
- 12655 W Jefferson Blvd
- Los Angeles, CA 90066
- United States
- 21 - 30 employees
- Phone: 12135997244



## Connections

- Nick Verity (Axe Automation)

- Dave Menjura (CloudTask)

- Melvin van Dosselaar (Eleventh AI)

- sun kaushik (Leadbird | Get B2B Leads On Demand)


## Contact Cleverly
[Send a message](https://clutch.co/profile/cleverly)

### Connect on Social
- [LinkedIn](https://www.linkedin.com/company/cleverly-marketing-agency/)
- [Facebook](https://www.facebook.com/cleverly.co/)
- [X](https://twitter.com/thebrucemerrill)
- [Instagram](https://www.instagram.com/cleverly.co/)
