Cleverly

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.

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.

BACKGROUND

Please describe your company and position.

I am the CEO of Ammo

Describe 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?

Referral

Why did you select Cleverly over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Cleverly were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Ran 2 LinkedIn profiles for me. 

Optimized my profiles
Helped 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 rate
• The Connection rate
• The number of positive responses per month

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 Meeting
• Email or Messaging App

What 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.

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?

Referral

Why did you select Cleverly over others?

• Pricing fit our budget
• Referred to me

How many teammates from Cleverly were assigned to this project?

2-5 Employees

Describe 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 rate

90%+ deliverability

Several meetings/month from LinkedIn, dozens from cold email

Describe 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 Meeting
• Email or Messaging App

What 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.

BACKGROUND

Please describe your company and position.

I am the Chief RevOps Officer of CloudTask

Describe 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?

Referral

Why did you select Cleverly over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Cleverly were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

LinkedIn outreach services and consulting.

• Direct outreach
• Messaging and targeting strategy
• Response 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 client

5-30 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 Meeting
• Email or Messaging App

What 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.

BACKGROUND

Please describe your company and position.

I am the CEO of eCommerce Agency

Describe 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 Search

Why did you select Cleverly over others?

High ratings

How many teammates from Cleverly were assigned to this project?

2-5 Employees

Describe 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 Calls

Describe 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 App

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

N/A

Are 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

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 Search

Why did you select Cleverly over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Cleverly were assigned to this project?

1 Employee

Describe 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 Meeting
• Email or Messaging App

What 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.

BACKGROUND

Please describe your company and position.

I am the Managing Partner of Diversity Works

Describe 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 Search

Why did you select Cleverly over others?

Pricing fit our budget

How many teammates from Cleverly were assigned to this project?

1 Employee

Describe 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?

Leads

Describe 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 Meeting
• Email or Messaging App

What 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.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of a web development company

Describe 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 leads
• Getting demo calls

SOLUTION

How did you find Cleverly?

Online Search

Why did you select Cleverly over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Cleverly were assigned to this project?

1 Employee

What 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 leads

Describe 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 difficult

What was your primary form of communication with Cleverly?

Email or Messaging App

Is there anything that Cleverly did well or that you would consider a strength?

Nothing

Are 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

BACKGROUND

Please describe your company and position.

I am the Owner of Punch Bug Marketing

Describe what your company does in a single sentence.

Full-service digital marketing and web design. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cleverly?

• LinkedIn lead prospecting
• Connection building

SOLUTION

How did you find Cleverly?

Online Search

Why did you select Cleverly over others?

High ratings

How many teammates from Cleverly were assigned to this project?

2-5 Employees

What was the scope of their involvement?

I paid for 500 leads per month. The process was supposed to be fully managed by their internal team to book me meetings with potential clients in a specific industry. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Their dashboard showed how many messages were sent / how many were responded to / how many appointments booked. However, these numbers were not accurate. 

Describe the impact this engagement has had on your business.

They blasted a huge amount of connection requests with generic messaging which resulted in my LinkedIn being suspended twice. 

What was your primary form of communication with Cleverly?

Email or Messaging App

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

I found nothing impressive or unique about this company. I guess it's unique that they have so many good reviews when the service is apparently spam and goes against the LI terms of service. 

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

Yes, the process they use flagged my LI account and got me suspended twice. They are obviously breaking rules and hoping to not get caught. Unfortunately for me they did.