# Convert AI Convert AI Reviews (15), Pricing, Services & Verified Ratings - Premier Verified - 5.0 out of 5 average review rating - 0 connections joined Convert AI's Network [Visit Website](https://convert.ai?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) [Get a Custom Proposal](https://clutch.co/profile/convert-ai) **AI-Powered B2B Lead Generation** Convert.ai fills B2B sales team calendars using AI and a proven, savvy team available on-demand. Behind each client is a fractional team focused on building lookalike lead lists, writing capitvating copy, optimizing campaigns, and deploying outbound touchpoints the primary inbox. ## Company Information - Minimum project size: $25,000+ - Hourly rate: $300+ - Number of employees: 10 - 49 - 1 Locations: - Phoenix, AZ (Headquarters) - Founded in 2015 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 50% Sales Outsourcing - 25% Direct Marketing - 25% Email Marketing ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Convert AI offers competitive pricing with strong value for cost, as highlighted by clients who appreciate the budget-friendly options and effective lead generation. Many projects involved 2-5 employees, resulting in significant outcomes like hundreds of meetings booked and impressive ROI. **Most Common Project Size**: $50,000 to $199,999 based on 9 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Sales Outsourcing: $50,000 to $199,999 based on 8 reviews - Direct Marketing: $50,000 to $199,999 based on 5 reviews - Email Marketing: $50,000 to $199,999 based on 3 reviews - Demand Generation Marketing: $50,000 to $199,999 based on 2 reviews - Content Writing Services: Confidential based on 1 review - Business Consulting: Confidential based on 1 review - Other Digital Marketing: Confidential based on 1 review - Social Media Marketing: 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) ### Convert AI Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 5.0 ### Top Mentions - Timely (8 mentions) - Communicative (6 mentions) - Great project management (4 mentions) - Proactive (4 mentions) - Results-oriented (4 mentions) - Helpful (2 mentions) - Innovative (2 mentions) - Attentive (1 mentions) - Customized support (1 mentions) - Detail-oriented (1 mentions) - Efficient (1 mentions) - Exceptional results (1 mentions) - High-quality work (1 mentions) - Meets deadlines (1 mentions) - Personable (1 mentions) - Transparent (1 mentions) ### Review Highlights **Innovative and Agile Approach** Clients highlight Convert AI's innovative strategies and agility in adjusting campaigns to meet changing requirements. Their strategic insights and quick implementation of changes contribute to successful outcomes. **Strong Lead Generation Expertise** Convert AI consistently delivers high-quality leads and appointments, directly contributing to increased sales and revenue for clients across various industries. Clients appreciate their ability to improve lead quality and generate substantial results. **High Client Satisfaction and Retention** Many clients express satisfaction with Convert AI's services, often re-engaging them for additional projects. The company's commitment to client success and ability to deliver results fosters long-term partnerships. **Impressive ROI Achieved** Convert AI's efforts have resulted in substantial ROI for clients, with some reporting returns between 400% and 800%. Their ability to drive business growth and generate significant revenue is frequently acknowledged. **Challenges with Meeting Show-up Rates** Some clients noted a decline in meeting show-up rates over time, attributed to list fatigue. While Convert AI is proactive in rebooking meetings, closer collaboration on post-meeting strategies could enhance outcomes. **Customized Solutions** Convert AI is noted for crafting tailored strategies that align with client values and market needs. Their ability to adapt and refine approaches based on client feedback and evolving business objectives is highly valued. **Effective Project Management** Clients consistently praise Convert AI for their excellent project management skills, timely delivery, and responsiveness. Their proactive and organized approach ensures smooth and efficient project execution, meeting client needs effectively. **Room for Improvement in Reporting** While overall client feedback is positive, some suggest improvements in reporting and data centralization. Suggestions include integration with CRM systems for easier access to insights and post-mortem reporting. ### Convert AI Reviews #### Email Marketing for Demand Generation & Design Company (Featured Review) **The Project** - Services: Email Marketing, Sales Outsourcing - Project size: Less than $10,000 - Project length: Oct. 2023 - Feb. 2024 **Project Summary**: Convert AI provides email marketing for a demand generation and design company. The team is responsible for contacting prospective customers and improve lead generation efforts. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Partner, Demand Generation & Design Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 31, 2024 **Feedback Summary**: The engagement has led to 26 booked meetings, exceeding the client's business goals. Convert AI executes a smooth workflow through effective communication and timeliness, and internal stakeholders are impressed with the service provider's strategic and agile approach. ""I'm happy with their services."" **BACKGROUND** Please describe your company and position. I am the Managing Partner of a design company Describe what your company does in a single sentence.We do demand generation and creative strategy **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?New leads **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Great culture fitGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Email outbound to prospects that match our ideal customer profile. The deliverables are daily high intent leads. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?More than 50 positive replies with 26 meetings booked.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was very good. They set a schedule and stuck to it, and were very responsive to my requests.What was your primary form of communication with Convert AI?Email or Messaging AppWhat did you find most impressive or unique about this company?They have exceptional strategy and insight, and they implemented changes very quickly.Are there any areas for improvement or something Convert AI could have done differently?I'm happy with their services. --- #### Lead Generation for AI Solutions & Software Dev Company **The Project** - Services: Demand Generation Marketing, Direct Marketing, Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: Aug. - Dec. 2025 **Project Summary**: Convert AI provided lead generation services for an AI solutions and software development company. The team ran outbound campaigns to generate qualified leads and book sales meetings with ideal customers. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director & Co-Founder, KoderTal - Industry: Information technology - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Feb 2, 2026 **Feedback Summary**: Convert AI helped achieve a steady flow of qualified meetings, stronger response rates, and improved lead quality. The team managed the engagement efficiently, delivering tasks on time and providing regular progress updates. Their responsiveness and ability to deliver quality work stood out. ""Their team responded quickly and adjusted implementation without disrupting delivery."" **BACKGROUND** Please describe your company and position.I am the Managing Director, Co-Founder of KoderTalDescribe what your company does in a single sentence.Kodertal is a leader in digital innovation, specializing in AI-powered solutions and cutting-edge software development. We help businesses transform and thrive by harnessing the power of artificial intelligence to drive growth, streamline processes, and boost profitability. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?We hired Convert AI to consistently generate qualified leads and book sales meetings with our ideal customers **SOLUTION** How did you find Convert AI?Online SearchWhy did you select Convert AI over others?Pricing fit our budgetGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Convert AI took over our outbound outreach end to end. They helped tighten our targeting, built lead lists, wrote the messaging, ran the campaigns, and booked qualified meetings directly onto our calendar with regular updates. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We saw a steady flow of qualified meetings booked each week, stronger response rates, and clear improvements in lead quality. Over time, those meetings turned into real sales opportunities and contributed directly to revenue growthDescribe their project management. Did they deliver items on time? How did they respond to your needs?Kodertal managed the project efficiently with clear timelines and well-defined milestones. Tasks were delivered on schedule, and progress updates were provided regularly. When requirements evolved, their team responded quickly and adjusted implementation without disrupting delivery.Communication was consistent and transparent, making collaboration smooth and effective throughout the project.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Kodertal’s responsiveness, AI expertise, and ability to deliver high-quality features on schedule made them stand out.Are there any areas for improvement or something Convert AI could have done differently?There is hardly anything to recommend, as everything was smooth from start to finish --- #### Sales Outsourcing & Content Writing for Software Company **The Project** - Services: Content Writing Services, Direct Marketing, Sales Outsourcing - Project size: Confidential - Project length: Jan. - Oct. 2024 **Project Summary**: Convert AI worked with a software company to collect data on their ideal target customers. This involved refining the targets over time and reaching out to prospects to set appointments. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder & CEO, Cache Legal - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Oct 22, 2024 **Feedback Summary**: Thanks to Convert AI, the client was able to book and execute customer discovery meetings. The team delivered on time, scaled up or down quickly as needed, and promptly addressed issues and concerns. Their responsiveness, accessibility, and receptiveness to feedback stood out. ""They could also scale up and down or redirect efforts quickly when we needed to make changes. "" **BACKGROUND** Please describe your company and position.I am the Founder & CEO of Cache LegalDescribe what your company does in a single sentence.Cache Legal is a software platform for users of estate planning and financial advisor services to store their important documents safely and perminantly using state of the art cryptography and blockchain-based storage.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Collect data from potential customers about pain pointsValidate business modelsGather information around pricing and value **SOLUTION** How did you find Convert AI?Online SearchWhy did you select Convert AI over others?Pricing fit our budgetGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Convert.ai collected data on our ideal target customers, refining the targets over time, and then reached out to set appointments for our team to take. They ran the hard part of the cusotmer discovery process and delivered qualified, confirmed meetings to our team.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Booked and executed customer discovery meetings were our primary metric in evaluating the success of the program. While some early leads were not as on-target as we hoped, we were able to use their systems to see the how we were targeting wrong, and improve them over time. The team at Convert helped us every step of the way to get through the process as efficiently as possible. The early targeting really helped our company center in on the issues we didn't know existed in our prevous approach. Describe their project management. Did they deliver items on time? How did they respond to your needs?Everything delivered on time and accurately. Nothing fell through the cracks, ever. It was easy to get ahold of the team, and their response times were always extremely fast. What was your primary form of communication with Convert AI?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They were able to reduce the time and cost of our process by nearly 50% for our needs. They could also scale up and down or redirect efforts quickly when we needed to make changes. The ability to refine a pitch from meeting to meeting without being in the weeds constantly sending emails and LinkedIn messages really helped keep us sane. Are there any areas for improvement or something Convert AI could have done differently?No I don't think there is anything to improve, maybe post-mortem reporting of meetings or a centralized place where the data could be collected. We were using PipeDrive on our side, so maybe just an integration with a CRM? Either way our volume was not large enough for this to be an issue.  --- #### Demand Generation Mktg for Education Technology Company **The Project** - Services: Demand Generation Marketing - Project size: $1,000,000 to $9,999,999 - Project length: Jan. 2020 - Ongoing **Project Summary**: An education technology company has hired Convert AI to generate appointments with qualified prospects. The team contacts ideal customer profiles and makes cold calls to set appointments. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Former Executive, Sciolytix, Inc - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Mar 14, 2024 **Feedback Summary**: Thanks to Convert AI’s efforts, the client has generated 150,000 leads, set 834 meetings, and earned over $1 million in new bookings. The team's effectiveness, tight processes, and communicative approach have ensured a smooth workflow. Overall, they're responsive, efficient, and results-driven. ""We're impressed by their ability to get results where others failed."" **BACKGROUND** Please describe your company and position.I am a Former Executive at Sciolytix, IncDescribe what your company does in a single sentence.We sell educational technology to head's of sales and HR. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Generate appointments with qualified prospects. **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?We tested several, they were the best.How many teammates from Convert AI were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We needed them to contact heads of sales, HR, and training to set appointments for our sales team. Together, we defined our ideal customer profiles, value propositions, messaging, and offers. They then had to build and clean the lists, verify the contact information, develop the messaging sequences, send emails, and make cold calls for our sales reps to set appointments. Then, they had to report weekly performance and adjust as needed. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?150,000 leads 400,000 touch points 834 meetings set Millions of dollars in pipeline generated = Over $ 1 million in net-new bookingsDescribe their project management. Did they deliver items on time? How did they respond to your needs?Very effective project managers. They had tight processes and worked well with us. Communications were smooth and responsive.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?We're impressed by their ability to get results where others failed.Are there any areas for improvement or something Convert AI could have done differently?Meeting show-up rates started to decline as the program ages. Part of this was probably list fatigue, but they could've partnered with us closer or advised us better on what to do once the meeting was set. To be fair, they were great about getting meetings rebooked when there was a no-show, and those re-booked meetings did drive business. --- #### Sales Outsourcing Services for AI Healthcare Company **The Project** - Services: Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: Jan. 2023 - Ongoing **Project Summary**: An AI healthcare company has hired Convert AI to provide sales outsourcing services. The team identifies and engages ideal prospects to generate high-quality leads through mixed digital channels. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Business Development, Qure.ai - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Mar 14, 2024 **Feedback Summary**: Thanks to Convert AI's efforts, the client has noticed an uptick in the volume of leads and an improvement in the quality of the leads. The team is timely, organized, responsive, and proactive; they ensure a smooth progress. Overall, their innovative and customized approach makes them stand out. ""They craft customized solutions that resonate with our specific market and audience."" **BACKGROUND** Please describe your company and position.I am the Director Of Business Development of Qure.aiDescribe what your company does in a single sentence.Artificial Intelligence for Healthcare **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Lead Generation **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The scope of work was comprehensive, covering everything from initial market research to the execution of targeted campaigns. They focused on identifying and engaging our ideal prospects through a mix of digital channels, ensuring that the leads generated were not only high in quantity but exceptional in quality. Key deliverables included a detailed market analysis report, a strategic lead generation plan, a monthly breakdown of leads generated by source, and a conversion rate analysis. Each of these elements provided us with invaluable insights and helped us refine our approach further. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Firstly, there was a noticeable uptick in the volume of leads, which directly contributed to an expanded sales pipeline. More importantly, the quality of these leads saw a marked improvement, leading to higher conversion rates and a positive impact on our revenue. Secondly, the data-driven approach adopted by them allowed for a deeper understanding of our target market, enabling us to tailor our offerings more effectively and enhance customer satisfaction. Lastly, the efficiency gains from outsourcing this critical function enabled our internal teams to reallocate resources and focus on core business activities, further driving operational excellence and innovation.Describe their project management. Did they deliver items on time? How did they respond to your needs?The agency's project management was impressive, marked by strong organization and timely delivery of every milestone. They were always responsive to our needs, readily adjusting their approach and providing swift solutions to any challenges. Their proactive communication and ability to anticipate potential issues ensured the project's smooth progress and contributed significantly to its success.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?What stood out most about this agency was their exceptional ability to blend innovative strategies with a deep understanding of our unique business landscape. They don't just apply a one-size-fits-all approach; instead, they craft customized solutions that resonate with our specific market and audience. Their knack for uncovering insights and translating them into effective lead generation strategies was both impressive and uniquely beneficial to our business.Are there any areas for improvement or something Convert AI could have done differently?n/a --- #### Lead Outreach & Appointment Setting for Content Software Co **The Project** - Services: Direct Marketing, Email Marketing, Sales Outsourcing - Project size: Confidential - Project length: Aug. 2023 - Jan. 2024 **Project Summary**: A content software firm hired Convert AI to reach out to leads. The team worked on setting up appointments with the client’s target audience, which was composed of executives at companies with 50–100 workers. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Content Camel - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 26, 2024 **Feedback Summary**: Thanks to Convert AI, the client gained thousands of new contacts. They also secured meetings with a sizable number of contacts, and some of them were recognizable brands. The team managed the engagement well and was responsive. Overall, they showed genuine interest in the client’s success. "“They put points on the board that helped us grow our business with minimal supervision.”" **BACKGROUND** Please describe your company and position.I am the CEO of Content CamelDescribe what your company does in a single sentence.Content Camel helps marketers organize, position, share/distribute, and track all the content that sales needs, enabling sellers to close deals faster. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Reach out and build awareness of Content Camel within mid-size organizationsSet meetings with marketers that are frustrated around organizing their content library, but didn't know alternatives existed **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Pricing fit our budgetGood value for costReferred to meHow many teammates from Convert AI were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We hired Convert AI to help delegate the function of reaching out to potential sales leads, who in this case are Marketing VP's and Senior Marketing Directors at 50-100+ headcount companies. Onboarding took a few days, where we outlined the exact customer segment we want as future customers. We also answered a detailed questionnaire providing more context about our solution and the pain points we address. They drafted up effective copy for us and used that to execute the outbound playbook for us. We received a regular report outlining their progress, which helped us learn what resonated with our audience. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?1000s of new contacts engaged monthly, and a solid chunk of them agreed to Zoom demos with our sales team. We averaged a demo per day after a couple months of initial ramp, on the order of 4-6 per week. Some of the enterprise logos we closed are recognizable, which is a definite plus.Describe their project management. Did they deliver items on time? How did they respond to your needs?Solid team with multiple people working on our single account to help make us successful. Rapid reply rates, all time milestones met, with very little oversight or driving required to enable them to help us, which was a welcomed change from other providers we've worked with. It is very clear working with them that they sincerely care about making their customers succeed.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their attention to detail when it came to creating our campaign. Also their proactive communication. Most importantly: the results. They put points on the board that helped us grow our business with minimal supervision. Especially when compared to other providers we've worked with.Are there any areas for improvement or something Convert AI could have done differently?No --- #### Sales Outsourcing Services for Growth Marketing Agency **The Project** - Services: Email Marketing, Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: May 2022 - Ongoing **Project Summary**: Convert AI provides sales outsourcing services for a growth marketing agency. They work on cold outbound emails, including contact list building, inbox setup, outreach, optimization, and calendar integrations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Sales Director, Growth Marketing Agency - Industry: Advertising & marketing - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jan 9, 2024 **Feedback Summary**: Conversion AI has been a fantastic partner; the sales team's calendars are filled with intro calls thanks to their efforts. Moreover, the client has landed incredible deals and improved their ROI between 400%–800%. The team is outstandingly timely, proactive, communicative, and resourceful. ""The leads they connect us with convert at an impressive rate."" **BACKGROUND** Please describe your company and position.I am the Sales Director of the companyDescribe what your company does in a single sentence.We are a full-stack growth marketing agency that offers PPC, SEO, CRO, email marketing, creative design, and website development services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Cold outbound lead genIncrease qualified leads and attended intro callsIncrease customer acquisition **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Referred to meCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Convert provides cold outbound email services with the KPIs of their work being: # of attended intro calls held with qualified leads per month and what % of those leads convert into actual customers. They handle the contact list building, email copy, inbox set up and inbox health, domain purchasing, outreach, optimization, calendar integrations - everything required to make this successful! **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Convert has been a fantastic partner in terms of both quantity and quality. They fill our 3 person sales team's calendars with intro calls. The intro call held rate is significantly higher than industry averages for appointments set via cold outbound lead gen; the clients we have closed through this channel have been impressive - we have landed some of our biggest deals and most recognizable logos through this lead channel. The overall ROI on our partnership has ranged from 4x to 8x. They are proactive, took the time to really understand our business and target customer. They require very little management and are extremely responsive.Describe their project management. Did they deliver items on time? How did they respond to your needs?A+ project management - they are timely, communicative, proactive, and resourceful. If we have questions, they get back to us within a couple of hours, if not sooner. A dream partner.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They were able to set up meetings for us with more prominent companies with recognizable logos and the overall ROI of our partnership. The leads they connect us with convert at an impressive rate. Also they are very consistent with volume of intro calls booked month over month despite seasonal trends that can make being consistent a challenge.Are there any areas for improvement or something Convert AI could have done differently?I really can't think of anything --- #### Digital Marketing for Professional Education Platform **The Project** - Services: Other Digital Marketing, Social Media Marketing - Project size: Confidential - Project length: Jan. 2021 - Dec. 2023 **Project Summary**: Convert AI provided an automation tool to streamline prospect outreach and amplify brand awareness of a professional education platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, TroopHR - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 29, 2023 **Feedback Summary**: Convert AI’s automated outreach generated 417 calls that translated to 119 members, resulting in roughly 25% ROI. The team proactively reached out to review and iterate on the campaign to ensure exceptional results, and internal stakeholders praised the service provider's responsive and communicative approach. ""They were a delight to work with!"" **BACKGROUND** Please describe your company and position.I am the Founder of TroopHRDescribe what your company does in a single sentence.We are a professional community and educational platform for HR leaders. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Drive new member prospects into the top of our funnelBuild brand awarenessCreate authentic connections **SOLUTION** How did you find Convert AI?OtherWhy did you select Convert AI over others?Pricing fit our budgetGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.With limited time and resources we were looking to automate our prospect outreach and amplify our brand with our target market. ConvertAI provided an automation tool to bring both of these goals to life. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The (authentic) automated outreach to our target demo generated 417 calls that have led to 119 members, which translates roughly to 25% ROI. Anecdotally we have exceeded these numbers by growing our reach and brand and therefore there’s a much larger value less quantifiable.Describe their project management. Did they deliver items on time? How did they respond to your needs?The Convert team proactively reached out to review and iterate on our campaign to ensure it was delivering exceptional results. They are very responsive through all forms of communication.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The ability to maintain an authentic voice through an automated process was very important to us when creating our marketing campaign with ConvertAI and they delivered with exceptional results.Are there any areas for improvement or something Convert AI could have done differently?They were a delight to work with! --- #### Sales Outsourcing for Boutique Agency **The Project** - Services: Direct Marketing, Email Marketing, Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: Oct. 2022 - Apr. 2023 **Project Summary**: Convert AI handled a boutique agency's cold outreach campaigns. Their work involved appointment setting, reporting, and generating qualified leads. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder & President, Case Study Buddy Inc. - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 7, 2023 **Feedback Summary**: Thanks to Convert AI's efforts, the client generated more than $30,000 in revenue and secured over 200 meetings within six months. The team consistently delivered on time and provided regular feedback and reliable support. Above all, their valuable ideas and guidance made them stand out. ""Convert AI actually cared about delivering value in our outreach and making sure the messaging was aligned with our values."" **BACKGROUND** Please describe your company and position.I am the Founder and President of Case Study Buddy Inc.Describe what your company does in a single sentence.We're a boutique agency that helps clients capture, share, and cash in on customer success stories with strategic storytelling and a campaign's worth of content. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Generate qualified leadsBuild awareness of our offering in the Enterprise and mid-size marketEvaluate the efficacy of cold outreach for our brand **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?High ratingsGreat culture fitReferred to meCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We brought this team on to spearhead our first foray into cold outreach as a company. We were nervous about our reputation and quite convinced the ROI wouldn't be there, but needed to try something, and Chris' team came highly recommended. Chris and his team established initial messaging for the campaign, and we then collaborated and refined it to reflect exactly what we were envisioning. His team then managed all of the outreach, appointment setting, and reporting, including the infrastructure to make that happen. Over the course of the engagement, I saw meaningful steps to improve their offering and service level with us, and a real intention to treat us well and deliver something solid. We've reengaged them this year, and it's quite impressive how much they've improved in just that time. And to be clear, their impact was already strong when we first engaged them. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?While the full impact of the work remains to be seen, we generated ~$30,000+ in new revenue and much more in potential opportunities we continue to work on closing as sales cycles can be especially long. Chris and his team helped secure over 200 meetings between October and April, and I believe our ROI would've been stronger had our positioning/offering been stronger, and the conditions of the market more ideal, which we can't fault them for. We have also refined our targeting for this new campaign, and that seems to be paying dividends and helping us avoid unqualified or 'go nowhere' meetings.Describe their project management. Did they deliver items on time? How did they respond to your needs?This markedly improved with time. Deliverables were executed and delivered on time, and we were kept in the loop as the projects progressed. There were moments we weren't totally sure we were being heard or what was going on with the account, and Chris was quick to step in and help rectify those issues. Now that we've reengaged, it's VERY clear this has been an area of focus and improvement for Convert, as the service level has dramatically improved even beyond the 'good' level it was last time, and my confidence and satisfaction continues to increase.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Convert AI actually cared about delivering value in our outreach and making sure the messaging was aligned with our values. They brought ideas for resources and incentives we could share, and they came with the right attitude: that cold doesn't have to mean cliche, spammy garbage.Are there any areas for improvement or something Convert AI could have done differently?Convert continues to improve in all areas of concern: Their service level continues to get stronger and more attentive/personal. Their reporting has improved leaps and bounds from when we first engaged and is meaningful and helpful. Their ability to reach the right people is as strong as it ever was. --- #### Sales Outreach Process Improvement for Software Company **The Project** - Services: Direct Marketing, Sales Outsourcing - Project size: $10,000 to $49,999 - Project length: Jan. 2022 - Jan. 2023 **Project Summary**: A software company hired Convert AI to improve their sales outreach process. The goal was to help the client increase their sales.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Software Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 5, 2024 **Feedback Summary**: Thanks to Convert AI, the client saw improved metrics in terms of meetings booked. The team had an excellent project management approach. Their resources were committed to delivering great results for the client, resulting in a successful engagement.  ""They were really committed to their work, taking it seriously and wanting great results for their clients."" **BACKGROUND** Please describe your company and position.I am the Founder of a software company Describe what your company does in a single sentence.Software company.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Increase sales **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?High ratingsReferred to meCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Improve sales outreach process **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Improved metrics on new meetings bookedDescribe their project management. Did they deliver items on time? How did they respond to your needs?ExcellentWhat was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They were really committed to their work, taking it seriously and wanting great results for their clients.Are there any areas for improvement or something Convert AI could have done differently?No --- #### Automated Email Campaing for BPO Outsourcing Company **The Project** - Services: Direct Marketing, Sales Outsourcing - Project size: $10,000 to $49,999 - Project length: Sep. 2023 - Feb. 2024 **Project Summary**: A BPO outsourcing company hired Convert AI to provide lead acquisition services. The team set up an automated email drip campaign to set appointments for the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** CEO, Falcon Virtual - Industry: Business services - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Feb 16, 2024 **Feedback Summary**: Convert AI's efforts resulted in 72 engaged leads for the client, meeting expectations. The team delivered items on time and was helpful in adapting the campaign in order to achieve optimal results. Their email response rates and their ability to acquire engaged leads were outstanding. ""They were helpful in altering the campaign to achieve maximum results."" **BACKGROUND** Please describe your company and position.I am the CEO of Falcon VirtualDescribe what your company does in a single sentence.We are a BPO outsourcing company **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Lead Acquisition **SOLUTION** How did you find Convert AI?Online SearchWhy did you select Convert AI over others?Great culture fitCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Convert AI helped to set up an automated email drip campaign to set appointments. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Results so far: 72 engaged leads resulting from the campaignDescribe their project management. Did they deliver items on time? How did they respond to your needs?Yes. Very responsive via email and they were helpful in altering the campaign to achieve maximum results.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Response rate, ability to get engaged leadsAre there any areas for improvement or something Convert AI could have done differently?Obviously, the more engaged leads the better! --- #### Email Marketing for Demand Generation & Design Company **The Project** - Services: Email Marketing, Sales Outsourcing - Project size: Less than $10,000 - Project length: Oct. 2023 - Feb. 2024 **Project Summary**: Convert AI provides email marketing for a demand generation and design company. The team is responsible for contacting prospective customers and improve lead generation efforts. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Partner, Demand Generation & Design Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 31, 2024 **Feedback Summary**: The engagement has led to 26 booked meetings, exceeding the client's business goals. Convert AI executes a smooth workflow through effective communication and timeliness, and internal stakeholders are impressed with the service provider's strategic and agile approach. ""I'm happy with their services."" **BACKGROUND** Please describe your company and position. I am the Managing Partner of a design company Describe what your company does in a single sentence.We do demand generation and creative strategy **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?New leads **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Great culture fitGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Email outbound to prospects that match our ideal customer profile. The deliverables are daily high intent leads. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?More than 50 positive replies with 26 meetings booked.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their project management was very good. They set a schedule and stuck to it, and were very responsive to my requests.What was your primary form of communication with Convert AI?Email or Messaging AppWhat did you find most impressive or unique about this company?They have exceptional strategy and insight, and they implemented changes very quickly.Are there any areas for improvement or something Convert AI could have done differently?I'm happy with their services. --- #### Outbound Email Marketing for Software Company **The Project** - Services: Direct Marketing, Email Marketing - Project size: Confidential - Project length: May 2016 - Nov. 2023 **Project Summary**: Convert AI created and executed outbound email marketing campaigns for a software firm. They aimed to set 1-2 demos daily, managed the end-to-end process, and funneled leads to the client's account executives. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Marketing, Kompyte by Semrush - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 24, 2024 **Feedback Summary**: Convert AI helped the client generate over 731 appointments throughout their collaboration. Their team demonstrated their responsiveness, excellent research skills, timely delivery, and ability to deliver high-quality emails. They also communicated via email, messaging apps, and virtual meetings. ""We were impressed with their ability to research and deliver quality emails."" **BACKGROUND** Please describe your company and position.I am the Director of Marketing of Kompyte by Semrush.Describe what your company does in a single sentence.Kompyte by Semrush empowers companies to drive more revenue by knowing everything their competitors do in real-time. Kompyte automates competitive intelligence from start to finish, eliminates manual research, and enables sales, marketing, and product teams to win up to 43% more business. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Generate Sales Qualified Leads for our AI Competitive Intelligence Tool **SOLUTION** How did you find Convert AI?OtherWhy did you select Convert AI over others?High ratingsClose to my geographic locationPricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Personalized Outbound Email Campaigns that funneled leads to our Account Executives **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Convert AI handled our outbound lead generation goals of setting 1-2 demos/day and managing the process end to end. Generated over 731 appts/demos over the years working together.Describe their project management. Did they deliver items on time? How did they respond to your needs?Always delivered projects on time and always was very responsive.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?We were impressed with their ability to research and deliver quality emails.Are there any areas for improvement or something Convert AI could have done differently?n/a --- #### Sales Outsourcing for AI Company **The Project** - Services: Direct Marketing, Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: Feb. 2022 - Ongoing **Project Summary**: Convert AI provides sales outsourcing services for an AI company. They have assisted the client with their messaging, lead generation, appointment setting, and target audience selection. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CRO, AI Company - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 22, 2024 **Feedback Summary**: Conversion AI's work has increased leads, revenue, and brand exposure, meeting the client's expectations. Their responsive and communicative approach contributes to a positive partnership. Their impressive ability to connect with and effectively convey the client's message is noteworthy. ""They were very responsive."" **BACKGROUND** Please describe your company and position.I am the CRO of AI companyDescribe what your company does in a single sentence.Leverages AI to improve communication effectiveness for sales and leaders **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Help sort out messagingGenerate and set meetings **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Good value for costReferred to meCompany values alignedunderstanding of my mission and my spaceHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.To assist us with message and response development, selection of a target audience, lead generation, appointment setting for 10-12 qualified leads/month. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Lead gen/appointment targets were consistently met, great exposure to my prospect base, revenue/new logosDescribe their project management. Did they deliver items on time? How did they respond to your needs?They were very responsive. Corrected problems, properly set expectations, and over delivered.What was your primary form of communication with Convert AI?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The ability to connect with, and convey our message to, prospects. They made it compelling.Are there any areas for improvement or something Convert AI could have done differently?Not really. All service organizations will stumble. I measure them on how they correct. Class act 100% --- #### Lead Generation & Email Marketing for Growth Agency **The Project** - Services: Direct Marketing, Email Marketing, Sales Outsourcing - Project size: Confidential - Project length: Jan. 2020 - Jan. 2023 **Project Summary**: A growth agency hired Convert AI to develop a sales pipeline and generate leads. The team created a digital strategy, deployed and replied to email marketing campaigns, and scheduled calls for the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Head of Growth, Growth Agency - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jan 17, 2024 **Feedback Summary**: Convert AI’s efforts increased the client's leads, replies, booked meetings, and revenue. The team kept up with their promises, provided assistance, and communicated thoroughly and transparently during biweekly alignment meetings. They provided impressive results and were always willing to help. ""They kept up with their promises all the way through and clearly communicated with us."" **BACKGROUND** Please describe your company and position.I am the Head of Growth of a growth agencyDescribe what your company does in a single sentence.We offer both products and services for growth, experimentation and innovation teams. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Fulfill our sales pipelineExpand our acquisition channelsGenerate leads **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?High ratingsGreat culture fitGood value for costCompany values alignedHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.After much research, we've decided to go ahead with them as providers with a complete version of the project. The company was responsible for creating strategy, writing copy, building a list, sending emails, optimizing deliveries, replying to replies, and scheduling calls... all while maintaining an updated dashboard where we could always be up to speed about their deliveries. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Number of leads contacted Number of replies Number of meetings booked Revenue generated from the booked meetingsDescribe their project management. Did they deliver items on time? How did they respond to your needs?Assistance and communication where two main factors for us when negotiating the project. They kept up with their promises all the way through and clearly communicated with us with bi-weekly update and alignment meetings.What was your primary form of communication with Convert AI?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their results and willingness to help.Are there any areas for improvement or something Convert AI could have done differently?No. --- #### Call Center & Marketing Strategy Services for Branding Tech Firm **The Project** - Services: Business Consulting, Email Marketing, Sales Outsourcing - Project size: Confidential - Project length: Apr. 2022 - Ongoing **Project Summary**: Convert AI provides ongoing marketing strategy services for a branding tech firm. The team is responsible for ideal customer profiling(ICP), call scheduling, and marketing message execution. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Account Executive, All Ears - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 10, 2024 **Feedback Summary**: Thanks to Convert AI’s efforts, the client is able to close enterprise deals with new clients in the US and UK. The team is highly responsive from a workflow standpoint, and internal stakeholders are particularly impressed with the service provider's innovative approach to the project. ""They're consistently helpful throughout the partnership."" **BACKGROUND** Please describe your company and position.I am the Account Executive of All EarsDescribe what your company does in a single sentence.Unleash the Power of Audio & Video Social Listening: Monitor Your Brand's Audio Mentions on TikTok, Podcasts, and YouTube. Voice and video dominate social media, yet traditional social listening tools fail to truly capture these mentions. All Ears bridges this gap by automatically scanning and listening to millions of sources on TikTok, Podcasts, and YouTube, notifying you when your brand gets a shout-out, along with providing you with insights and analytics. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Convert AI to accomplish?Schedule calls with ICP in the US.Expand our business to the US.Identifying ICP and create messaging. **SOLUTION** How did you find Convert AI?ReferralWhy did you select Convert AI over others?Pricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from Convert AI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Helped us expand our business in the US and the UK, by scheduling calls with our ICP, helped us with our messaging and expanding to new ICP **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Thanks to Convert AI, we've closed enterprise deals with new clients in the US and the UK.Describe their project management. Did they deliver items on time? How did they respond to your needs?They're consistently helpful throughout the partnership.What was your primary form of communication with Convert AI?In-Person MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Innovative, always finding new ways to reach more people.Are there any areas for improvement or something Convert AI could have done differently?Not that I can think of --- ## Portfolio & Awards ### Industry Recognitions - Featured in Inc.com - Featured in Forbes ## Packages ## Verification Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services. - Verified Client Reviews: 15 - Overall Review Rating: 5.0 Last Updated: 2026-06-21T16:54:11Z ### Business Entity - Business Entity Name: Convertist LLC - Source: Delaware Division of Corporations - Jurisdiction of Formation: Delaware - Date of Formation: November 12, 2015 - Status: Active - Last Updated: December 10, 2025 - ID: 5875905 ### Credit Report Results - International Credit Risk Assessment: Moderate Risk - Source: Creditsafe - Last Updated: December 21, 2025 ## Locations (1) ### Phoenix, AZ (Headquarters) - 3104 East Camelback Road - Phoenix, AZ 85016 - United States - 16 - 20 employees - Phone: 14155690627 ## Contact Convert AI [Send a message](https://clutch.co/profile/convert-ai)