Leadium

BACKGROUND

Please describe your company and your position there.

I’m the business development manager for Xage Security, an industrial cybersecurity start-up. I manage the commercial aspects (sales, business development, marketing) for our customers in the energy industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

We hired Leadium to help with lead generation, market research, and customer outreach. As we’re a startup, we had a minimal footprint in the energy sector at the beginning of this project.

What were your goals for this project?

We wanted to set meetings with appropriate decisions makers at various energy companies and begin seeing revenue from clients in this sector. We also wanted to track what messaging and use cases resonated with our potential client base and build a Rolodex of key personnel in the energy sector.

SOLUTION

How did you select this vendor?

This project was already underway when I joined the company. I believe they were selected because our CEO had worked with them in the past (positive experience) and received several referrals from startup GTM incubators

Describe the project in detail.

We worked with Leadium to develop a list of accounts and customer profiles we wanted to target. Then, they developed a customer outreach email sequence that discussed ideal use cases, features, benefits, and potential results of using our products and services. Leadium began the outreach on our behalf, while constantly bringing in potential clients and decision makers to add to future sequencing. Once a customer responded with information or interest, Leadium would help set calls/meetings with the customer so we could showcase our capabilities. They would also pull contact information for key C-level executives upon request.

What was the team composition?

We work directly with a project manager, a customer success manager, and two sales development representatives.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We’ve generated over 14,000 prospects and contacted over 11,000 directly via email, resulting in 41 meetings and nearly 650 active prospects. As our sales cycle is long (over nine months minimum), we haven’t booked any official orders. However, we have two proposals in the hands of fortune 100 companies because Leadium established initial contact and set an introductory meeting.

How effective was the workflow between your team and theirs?

We use Slack to communicate with Leadium's team. They’re very responsive and helpful, supplying new leads, metrics, and insights weekly. I’ve never waited more than an hour for a response from their end, regardless of what time I reach out to them.

What did you find most impressive about this company?

They’ve set 41 customer conversations on our behalf. From my perspective, these are 41 potential sales generated passively. One sale would pay for the cost of their service. I think 41 meetings is an extremely impressive number for a passive email marketing campaign.

Are there any areas for improvement?

It would be great if they could obtain phone numbers for clients, but I don’t think this is possible for any company to do.

BACKGROUND

Introduce your business and what you do there.

I’m the chief revenue officer at Tourmaline Labs, an AI technology company. Our platform enables large enterprises to improve safety, compliance, productivity, and customer satisfaction.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadium?

My company hoped to increase our sales pipeline. We also wanted to increase several touchpoints that we have with local enterprises. We needed help finding contact information for some of the enterprise accounts that we wanted to pursue.

SOLUTION

What was the scope of their involvement?

My team gives Leadium lists of names and titles, and they provide us with contact information, such as LinkedIn accounts and email addresses. For instance, if we want to know who the managing director of an enterprise is, they find out who that individual is and how we can contact them.

We are looking to expand the scope of Leadium’s work with us. Right now, my company does outreach, and Leadium provides contact information; eventually, we hope to have Leadium pursue all outreach efforts.

What is the team composition?

We work with an account manager on a weekly basis. Leadium’s CEO oversees contractual renewal and business-related tasks.

How did you come to work with Leadium?

I can’t remember how we found Leadium, but I know that we compared them with other companies. When we spoke with Leadium over the phone, they seemed capable of providing the services that we needed. They were the right choice from a cost-benefit perspective.  

What is the status of this engagement?

We began working together in early 2018, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Leadium has increased our pipeline. We’ve closed some of my company’s largest deals through the contacts that Leadium provides. Additionally, we have converted many clients from that pipeline. Based on Leadium’s ability to deliver and the excellent quality of their work, my company wants to expand Leadium’s services.

How did Leadium perform from a project management standpoint?

Our account manager at Leadium sends us new contacts every week. He is our main point of contact regarding questions or needs we have.

What did you find most impressive about them?

Exyte has proven to be a good partner. They always deliver at or above the agreement. The team is also incredibly responsive to any problems. If we tell them that a contact is incorrect or that they didn’t provide what we asked for—although this is rare—they fix the issue without questioning it.

Are there any areas they could improve?

No, I don’t have any constructive feedback.

Any advice for potential customers?

Leadium can provide leads based on a particular enterprise, as they do for us, but also other variables, such as company size, country, segment, etc. My team provides Leadium with a list, but Leadium also offers to create such lists. Clients should know that Leadium’s services and capabilities are flexible.   

BACKGROUND

Introduce your business and what you do there.

I’m a deliverability analyst for EmailOversight, a data quality platform that scrubs email addresses to identify if they’re deliverable, invalid, or spam traps. Our software as a service (SaaS) tool helps email marketers deliver their messages to the inbox and also amend data fields in their database.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadium?

We’d recently begun using Outreach (an automation platform to deploy emails for B2B marketing), so we needed a partner to teach us how to use the platform and understand its processes.

SOLUTION

What was the scope of their involvement?

Leadium helps us understand how Outreach works, explaining the technology and capabilities of the platform. They also provide other services, such as content development. For example, they taught us how to send an email with dynamic fields, employing a seven-wave sequence to target new prospects. They’ve also helped with writing the content, collaborating with us until it’s satisfactory.

What is the team composition? 

One person helps us navigate Outreach, and another helps with content writing.

How did you come to work with Leadium?

A friend referred them. They had lots of good experience and were efficient and affordable, so I hired them. Plus, they were skilled in Outreach, which is the platform we wanted to use.

How much have you invested with them?

We’ve spent less than $5,000.

What is the status of this engagement?

We partnered in February 2019, and the work is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They act like an extension of our company, helping us see what we can do better in our email marketing. They have lots of knowledge and experience in this realm, so they’ve quickly made our content more engaging. For example, they changed our content from static to dynamic and made our messaging stronger and more targeted.

How did Leadium perform from a project management standpoint?

They’re easy to work with and set clear expectations for how long the engagement should take. We’re easily able to book an appointment on their calendar.

What did you find most impressive about them?

They’ve taught us how to use Outreach and have drastically improved how we do email marketing.

Are there any areas they could improve?

I’d like it if we could move faster, but I understand that the time requirement is part of the industry. We’ve had a few delays because Leadium seems so busy, so a timeline that explained the engagement plan or a clear outline of important topics during meetings would be effective.
 
Do you have any advice for future clients of theirs?

Have a clear idea about what content you want to create and how you want to engage with your audience. Share your business goals and problems with them, and they’ll do a great job.

BACKGROUND

Please describe your company and your position there.

I’m the owner of a lead generation and marketing consulting firm. We work with small to mid-sized businesses to help them improve their sales and outreach practices and position them for future growth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

We needed assistance with lead generation for one of our clients.

What were your goals for this project?

Our goal was to generate about 3,000 leads and convert them into 10–15 appointments a month, with a cost per appointment of $200–$300.

SOLUTION

How did you select this vendor?

I’ve worked with the founder in the past, and I was pleased with that experience.

Describe the scope of their work in detail.

First, Leadium created a target-customer profile from research conducted by their in-house team. They delivered a weekly list of prospective clients for our review, and we were free to determine whether or not to follow up with a message. Whenever a prospect replied, the Leadium team set up a phone call with the client’s sales team.

What was the team composition?

I worked with senior executives like their CEO and COO, as well as a team of lower level staff that included client service leaders, in-house researchers, and program managers.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

With Leadium’s help, we generated 3,000 leads, each with a cost of $4.99. We also recorded a 58% open rate and a 6.66% replay rate. About 90% of secured appointments resulted in sales.

How effective was the workflow between your team and theirs?

Their team was productive, collaborative and communicative throughout the engagement. We set up the project on Basecamp, so both our teams and the client had access to the information. We had weekly screen-sharing meetings to discuss our progress and make any improvements to our approach.

What did you find most impressive about this company?

I admired their ability to understand the target customer and quickly begin generating results.

Are there any areas for improvement?

They could be a bit more transparent in terms of billing and pricing.

BACKGROUND

Please describe your company and your position there.

I’m a sales development manager at a software as a service (SaaS) company headquartered in Europe. I oversee our entire outbound process.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

Our company already had a steady inbound process in place. With competitive targets, we needed to invest more in outbound and that mean that we had to outsource some parts.

What were your goals for this project?

We wanted to increase our annual recurring revenue with our outbound activities, and at the same time reduce the time our reps spend on outbound prospecting.

SOLUTION

How did you select this vendor?

They reached out to me and, after speaking with them, we believed in their vision of lead generation immediately. When we started the partnership, both of our companies were in their early stages, which meant we could learn from each other. It allowed us to grow together and share best practices along the way—a win-win situation.

Describe the project in detail.

They work on our outbound marketing. We began with a series of discovery meetings to discuss our goals and objectives. After a several iterations and further discussions, we finalized the project. We had weekly meetings throughout to keep on improving.

What was the team composition?

Initially, we were assigned a project manager to support us as well as three sales development reps and a research team. The team grew as our business grew.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We’ve grown by almost 500% since the partnership began. We’re very happy with the work that they do for us, especially considering we initially partnered up because we lacked resources to do outbound activities ourselves.

How effective was the workflow between your team and theirs?

We are scheduling weekly calls to receive frequent updates, but also to share some new ideas and best practices and use Slack for communication. I’m very impressed by how transparent they are and how easy it is to get in contact with them if we need to.

What did you find most impressive about this company?

I’m blown away their knowledge of outbound prospecting and lead generation. They work and partner with plenty of companies, which allows them they gain a lot of insights that they are happy to share.

I still haven't found another tool or vendor that is able to provide so many accurate leads. Their bounce rate is extremely low.

Are there any areas for improvement?

They could take even more ownership of the project when it comes to sharing new ideas and best practices, but it’s only a minor issue.

BACKGROUND

Please describe your company and your position there.

I’m the CEO of Reliant Parking Solutions, a SaaS for the multi-family parking industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

We wanted to generate qualified leads and schedule calls for my sales team.

What were your goals for this project?

To obtain 16 to 20 scheduled appointments per month.

SOLUTION

How did you select this vendor?

We interviewed several companies and found Leadium to be the easiest, most transparent company to work with.

Describe the scope of their work in detail.

They scrape the internet to find my customers. It involves generating email campaigns that capture the interest and bring customers to the table.

What was the team composition?

I have a project manager and a dedicated rep who acts like a partner to us. We have weekly calls and review the analytics on a monthly basis.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

They were great immediately, but as the months go on, the results are getting even better. Not only are they bringing me more appointments per month, but the quality of the leads continue to improve.

How effective was the workflow between your team and theirs?

It’s very effective. We have a great collaboration and use online documents to communicate any positives and negatives. They’re very nimble and responsive.

What did you find most impressive about this company?

I’ve been very impressed to get to know my team and realize that there are real people behind the scenes doing the work.

Are there any areas for improvement?

We’re extremely happy with Leadium.

BACKGROUND

Please describe your company and your position there.

I am a founding partner of SPJ GTM, which helps early-stage startups launch and accelerate by quickly identifying, targeting, and wining customers with effective sales, marketing, and funding strategies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

SPJ GTM hired Leadium to help increase outreach and traction for our startup portfolio by identifying and developing leads. We work with Leadium to find the right companies and audiences to target and then launch outbound sales

What were your goals for this project?

Our goal was to create an early-stage sales program to build pipeline opportunities and drive revenue for our startups.

SOLUTION

How did you select this vendor?

We have worked with a variety of tools and services to help identify and contact leads. However, many offer inaccurate data and are not efficient with their time. We are a small team, so we prioritized finding a firm that could help us scale and move quickly at a reasonable price. A partner of ours referred Leadium, and after speaking with them, we felt comfortable that they offered all of the services we needed.

Describe the project in detail.

To start the engagement, we met with the Leadium team to discuss our business needs, customers' pain points, challenges, and goals. After the first meeting, Leadium outlined our target customer profiles and developed an outreach strategy and appointment scheduling process. After reviewing and approving their strategies, we were quickly implementing their ideas. The team is extremely collaborative and responsive—meeting with us regularly to share new leads, results, and new appointments.

What was the team composition?

Our team consists of a customer success manager, a sales development representative, and a lead researcher.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We saw immediate returns in the form of responses and appointments, and we continue to receive strong leads. Multiple appointments are coming in each week. Leadium conducts ongoing research to expand our target audience and identify proper leads. They have secured a number of calls and accounts that would have taken multiple full-time equivalents over 120 days to reach the same volume.

How effective was the workflow between your team and theirs?

Leadium's project management and support continue to impress us. They quickly respond to questions and requests. They have become an extension of our own team.

What did you find most impressive about this company?

Hiring a training a sales team isn't cheap and is extremely time-consuming. Leadium provides experienced sales experts and a proven process to meet our sales needs. Knowing they have this portion of our business under control, we can focus on other areas needing our time and attention.

Are there any areas for improvement?

Currently, we see no areas needing improvement.

BACKGROUND

Please describe your company and position.

 I am the President and Founder of a real estate company 

Describe what your company does in a single sentence.

We are a real estate team that helps people buy, sell, and invest in residential and commercial properties while guiding them through the entire real estate transaction process.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Leadium to accomplish?

• Our goal was to generate conversations with companies that might need real estate guidance or property related services. Leadium was brought in to handle lead generation and appointment setting so our team could focus on closing.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Leadium were assigned to this project?

3

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

Leadium helped build targeted lead lists based on the types of businesses we wanted to reach. They handled outreach and set up meetings with interested prospects. They also helped qualify the leads before passing them over to us.

RESULTS & FEEDBACK

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

We started getting a steady flow of meetings with new companies. Some of those conversations turned into real opportunities for our team. It helped us expand beyond just referral based leads

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are always on point with every meeting scheduled. More often than, we are always the one that defaults some of those meetings. They keep us up-to-date, so it's always easy for us to get things clearer with them. 

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

They really focused on doing the outreach work that most internal teams do not have time for. The lead qualification step also helped a lot because we were not wasting time on weak prospects.

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

A little more industry specific insight early on would have helped.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Third Nature Capital

Describe what your company does in a single sentence.

Third Nature Capital is a real estate development and investment firm that focuses on building and improving multifamily housing, especially affordable and environmentally sustainable apartments, while generating returns for investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Leadium to accomplish?

• Our goal was to find qualified B2B leads and set meetings with the right decision makers. We also wanted support with organizing outreach so our small team could stay focused on strategy.

SOLUTION

How did you find Leadium?

Referral

Why did you select Leadium over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Leadium were assigned to this project?

4

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

Leadium handled B2B lead generation and outreach. They built prospect lists, reached out to contacts, and helped set appointments with companies that matched our focus. They also helped qualify leads before sending them to us.

RESULTS & FEEDBACK

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

We started getting a more steady flow of meetings, and our outreach process became more organized. It also helped us connect with companies we probably would not have reached on our own.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Leadium was pretty structured with their work. We had regular updates and they shared progress on leads and outreach.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

Climate and sustainability investing can be a bit specific, but they still managed to find good prospects. That effort stood out to me.

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

Early on we spent some time refining the lead criteria. It was not a big issue but it took a few rounds to get it just right.

BACKGROUND

Please describe your company and position.

I am an Executive of Counsel Financial

Describe what your company does in a single sentence.

Counsel Financial is a U.S. litigation finance company that provides loans and financing solutions to plaintiff law firms, especially those working on contingency fees, by helping them access capital based on the expected value of their future legal fees.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Leadium to accomplish?

• Our goal was to reach the right decision makers without stretching our small internal team. Leadium was hired to handle outreach and set qualified meetings.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Leadium were assigned to this project?

2-5 Employees

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

They researched law firms that matched our lending focus and contacted them through email and LinkedIn. Their team also qualified interest before scheduling meetings with us.

RESULTS & FEEDBACK

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

We started getting regular meetings with firms that were actually relevant to our services. Our sales calendar became more consistent week to week. It also reduced the time our team spent prospecting.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We had regular updates on outreach activity and booked meetings. They're easy to communicate with and solve issues with.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

Litigation finance is not a typical market, but they still found the right firms to approach. That made the conversations more useful for our team.

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

The first few weeks required some trial and error with targeting. A bit more refinement at the start might have helped. After that stage though, things improved quite a bit.