Cleverly

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.

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.

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.

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.

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!

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.

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

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!

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.

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.