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 Founder of Florence Innovations

Describe what your company does in a single sentence.

Florence Innovations is an AI and data consulting firm that helps organization develop AI strategies, build data infrastructure, implement AI-powered solutions, automate workflows, and improve decision-making through practical, business-focused AI and analytics solutions.

OPPORTUNITY / CHALLENGE

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

• We needed to introduce our healthcare innovation work to more organizations that were looking to improve care delivery. Our goal was not simply to book meetings, but to start conversations with teams responsible for shaping new initiatives.

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?

2-5 Employees

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

What we noticed most was that innovation ideas rarely belonged to one department. An early discussion with an innovation manager often led to someone from operations or clinical leadership joining later. Leadium adjusted the outreach to support those longer conversations instead of treating the first meeting as the end of the process. That matched how healthcare decisions were actually being made.

RESULTS & FEEDBACK

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

We connected with healthcare organizations that were exploring meaningful change rather than isolated technology projects. Several discussions expanded to include additional decision-makers, giving us a much clearer picture of where our expertise could add value.

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

Their updates focused on what they were learning instead of how many emails had been sent. That made our discussions much more useful because we could see how different types of healthcare organizations approached innovation.

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 did not assume every contact inside a healthcare organization had the same priorities. As the engagement progressed, they became much better at recognizing who needed to be involved before a project could realistically move forward.

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

It would have helped to organize feedback from hospitals and long-term care organizations separately. We noticed fairly early that those conversations developed in different ways, and seeing that distinction sooner would have been useful.

BACKGROUND

Please describe your company and position.

I am the Founder of Comms Design Limited

Describe what your company does in a single sentence.

Comms Design Limited helps businesses improve how they communicate and operate by providing managed IT support, cloud phone systems, connectivity, cybersecurity, and business technology solutions.

OPPORTUNITY / CHALLENGE

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

We wanted to reach more businesses that were considering changes to their communications and IT systems. Our team already had plenty going on, so we needed help creating a steady flow of new sales conversations.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Great culture fit
• Company values aligned

How many teammates from Leadium were assigned to this project?

2

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

We spent quite a bit of time early on talking about which types of businesses were worth targeting. Some  industries looked good on paper but were not the right fit once outreach started. We adjusted the lists and messaging a couple of times, and after that the meetings became much more relevant. They kept the outreach moving while we stayed focused on our customers.

RESULTS & FEEDBACK

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

The quality of conversations improved over time, and we added new opportunities to our pipeline that matched the services we wanted to grow. It also gave us a more consistent way to generate interest instead of relying mainly on referrals.

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

The process was straightforward. We had regular updates, and if we wanted to change something, it was usually reflected prety quickly. It never felt like we had to chase people for answers.

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 did not keep pushing the same approach when it was clear something needed changing. They listened to the feedback from early outreach and were willing to refine the targeting until it started producing better conversations.

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

Nothing to suggest.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Wendover Housing Partners

Describe what your company does in a single sentence.

Wendover Housing Partners is a real estate company that develops, invests in, and manages affordable, workforce, senior, and student housing communities while providing resident programs and services designed to improve quality of life and create long-term community opportunities.

OPPORTUNITY / CHALLENGE

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

• We wanted to create more direct conversations with organizations and partners that could support our growth initiatives. Our business has always been heavily relationship-driven, but we were looking for a more intentional way to introduce ourselves to groups we were not already connected to and develop opportunities beyond our existing network.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Good value for cost
• 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.

We initially approached the engagement thinking primarily about generating meetings. Very quickly, though, we found ourselves spending time defining which relationships would actually be meaningful for us. Because our work sits at the intersection of real estate, community development, and affordable housing, not every prospect belongs in the same category. The campaign became more focused as we learned where conversations were producing genuine interest and where they weren't. Some weeks involved refining target lists and rethinking how we described our projects and mission. By the time things settled into a rhythm, there was a much clearer process around who we wanted to engage and why those conversations mattered.

RESULTS & FEEDBACK

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

We have developed a more predictable flow of introductions and conversations with organizations that we likely would not have engaged through our traditional channels alone. We have also gained a better understanding of which market segments respond most positively to proactive outreach.

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

The process has been fairly collaborative without becoming burdensome.  We were not inundated with meetings or reporting. Instead, discussions generally happened when there was something useful to review or when a change iin direction made sense. There were periods where we intentionally slowed things down to assess what we were learning, and Leadium adapted well to that pace.

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?

The quality of the conversations they initiated stood out.Their U.S.-based callers represented our organization professionally and understood how to communicate in a way that felt credible for a relationship-oriented business. I also appreciated having access to senior strategic guidance rather than being passed through several layers of account management.

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

I would have benefited from spending a bit more time early on discussing the nuances of the affordable housing ecosystem and how various stakeholder groups fit together.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of PHARMDSIDE

Describe what your company does in a single sentence.

PHARMDSIDE helps healthcare and pharmaceutical companies accelerate growth through strategic advisory services spanning ommercialization strategy, business development, licensing and partnerships, market assessment, valuation, and M&A execution across the full product lifecycle.

OPPORTUNITY / CHALLENGE

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

• We engaged Leadium to create qualified business conversations and open relationships with pharmaceutical and healthcare stakeholders aligned with our advisory services.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Good value for cost
• 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.

Leadium supported account targeting, outbound outreach, qualifiation, and appointment setting. Their work centered on creating introductions with organizations that matched our strategic focus areas.

RESULTS & FEEDBACK

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

We established a steadier flow of business conversations and expanded outreach beyond our immediate network. The quality of meetings improved as qualification became more refined.

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

It felt measured rather than fast. We would review progress, adjust priorities, and then let the campaign run. There were periods with fewer updates, but decisions generally had a clear reason behind 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 seemed comfortable operating in a business where trust matters more than activity volume. There was no pressure to fill calendars just to show movement.

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

I would have appreciated a bit more proactive insight sharing earlier in the engagement, especially around what messaging patterns were working versus not working across outreach.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Stenoa

Describe what your company does in a single sentence.

Stenoa builds mission-critical care coordination software that helps hospitals communicate, coordinate treatment, and act faster during heart attacks through integrated workflows, secure communication, and real-time analytics designed to improve patient outcomes.

OPPORTUNITY / CHALLENGE

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

• We engaged Leadium to create qualified introductions and appointment opportunities with hospital and healthcare decision-makers.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Great culture fit
• Good value for cost
• 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.

Leadium supported account research, outbound outreach, stakeholder identification, qualification, and appointment scheduling across target healthcare organization.

RESULTS & FEEDBACK

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

We increased the number of meaningful conversations entering our pipeline and improved access to stakeholders involved in operational and purchasing decisions.

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

Their process felt delibrate more than fast. We had periods with fewer updates while outreach paths were being adjusted, but changes were explained and generally tied back to what they were learning.

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 were comfortable slowing down when necessary instead of protecting activity metrics. That discipline probably prevented a lot of wasted meetings.

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

I would have pushed for stakeholder mapping earlier. Once outreach became more precise, pprogress felt noticceably more efficient.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of LearnBox

Describe what your company does in a single sentence.

LearnBox is an e-learning company that creates video-based training content, digital learning platform, apprenticeship resources, and workforce development solutions for employers, training providers, and adult learners.

OPPORTUNITY / CHALLENGE

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

• We needed qualified meetings booked quickly while several new training and learning initiatives were being launched. The goal was to keep our sales pipeline active without increasing headcount.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Pricing fit our budget
• Great culture fit

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 managed outbound prospecting, appointment setting, and initial engagement with prospective organizations. Their responsibility was to create opportunities for our team to take forward.

RESULTS & FEEDBACK

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

The most obvious result was an increase in discovery meetings during a period when our internal resources were stretched. It also shortened the amount of time it took us to reach new propsects.

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

Their style was fairly hands-off from my perspective. We would get updates, review outcomes, make a few adjustments, and then they would continue running with it. It was not pulled into constant meetings which I appreciated.

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 understood that speed mattered. Rather than spending weeks planning, they focused on getting activity into the market and improving from there.

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

I would have liked slightly stricter qualifiation standards on a handful of appointments.

BACKGROUND

Please describe your company and position.

I am the Founder of Systers

Describe what your company does in a single sentence.

Systers is a woman-focused longevity, biohacking, and regenerative wellness company that cobines science-backed health education, community programs, supplements, and wellbeing products designed around female physiology, hormonal health, and long-term wellness.

OPPORTUNITY / CHALLENGE

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

• We wanted support generating B2B opportunities and partnerships related to women’s wellness, longevity, biohacking, and educational initiatives connected to our brand.

SOLUTION

How did you find Leadium?

Referral

Why did you select Leadium over others?

• Good value for cost
• Referred to me
• 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 worked with us on refining messagig and audience segmentation throughout the engagement. Their work was primarily lead research, outbound prospecting, appointment setting, and qualification.

RESULTS & FEEDBACK

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

We grew he number of relevant partnership discussions and generated more conversations with organizations aligned with our wellness and longevity focus. Lead quality improved as targeting became more specific.

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

The project was not linear. There were periods when outreach paused while messaging was adjusted, but they were generally open about what wasn't working and why changes were being made.

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 spent more time understanding a brand that does not fit neatly into one category. A lot of vendors would have treated it like a basic supplement company, but they eventually adapted the outreach around the bigger picture.

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

I suggest deeper audience refinement earlier in the process.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Zensurance

Describe what your company does in a single sentence.

Zensurance is a Canadian insurtech and licensed commercial insurance brokerage that helps small businesses, startups, contractors, and self-employed professionals compare, purchase, and manage business insurance coverage through a digital platform and network of insurance.

OPPORTUNITY / CHALLENGE

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

• We wanted to generate more qualified B2B opportunities and maintain a steady pipeline of meetings without placing additional strain on our internal sales resources.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• 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.

Leadium handled lead research, list development, outbound outreach, lead qualification, and appointment scheduling. They provide campaign analysis and recommendation as performance data came in.

RESULTS & FEEDBACK

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

We saw an increase in qualified conversations with prospective business clients. Over time, lead quality improved as targeting became more refined and industry segments were narrowed.

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

The engagement was not running on autopilot. There were several points where priorities shifted based on campaign results, and they were generally willing to adjust course instead of sticking rigidly to the original plan.

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?

Their willingness to challenge assumptions stood out. They did not automatically scale what was already running, they looked for patterns and pushed for changes when the data suggested a better direction.

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

I would have liked a little more visibility into campaign performance earlier in the engagement.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of SubC Imaging

Describe what your company does in a single sentence.

SubC Imaging is a Canadian ocean technology company that develops subsea imaging systems, underwater cameras, lasers, lighting, DVR software, and remote inspection solutions for marine research, offshore energy, fisheries, defense, and underwater industrial operations.

OPPORTUNITY / CHALLENGE

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

• We wanted help generating B2B meetings with organizations involved in offshore operations, marine technology, and subsea inspection work.

SOLUTION

How did you find Leadium?

• Online Search
• Clutch Site

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?

6

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

They worked with closely with us to refine targeting and outreach messaging for a highly technicall market. This project included handling outbound prospecting, appointment setting, and lead qualification.

RESULTS & FEEDBACK

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

We increased the number of relevant industry conversations and expanded outreach beyond our existing network. Meeting quality improved significantly after camppaign adjustments were made.

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

They were fairly responsive when feedback came up, especially around qualification. Once we clarified what a stroong-fit prospect looked like, the workflow became much smoother.

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 adapted better than I expected to a specialized technical industry. Instead of forcing generic outreach tactics, they adjusted the process to fiit the market. They also did not try to force volume for the sake of reporting metrics. The team seemed more focused on improving fit than simply booking as many meetings as possible.

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

The initial targeting could have been narrower from the start. We lost some time early on filtering out companies that were not closely aligned with subsea operations.