Cleverly

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

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.

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.

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

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.

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.

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.

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.

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.

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.