Leadium

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.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Defy Security

Describe what your company does in a single sentence.

Defy Security is a cybersecurity services and consulting company that helps organizations choose, implement, and manage security technologies to protect their data, systems, and operations from cyber threats.

OPPORTUNITY / CHALLENGE

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

• We hired Leadium to help us generate qualified B2B leads for our cybersecurity services. Our main goal was to reach companies that actually need stronger security programs. We also wanted more consistent sales conversations.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• High ratings
• 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 our outbound sales process. They handled prospect research, built targeted lead lists, and helped with early outreach. They also worked with us to refine the industries and company sizes we wanted to target.

RESULTS & FEEDBACK

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

We started getting more steady sales meetings instead of random inquiries. Our pipeline felt more organized. It helped our team spend more time talking to real prospects.

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

We had a simple workflow with the Leadium team. They shared lead lists and outreach updates on a regular schedule, usually each week. Most things came in when they said they would. When we asked to adjust the types of companies we were targeting, they updated the lists pretty quickly and kept us in the loop. Communication was steady and easy to follow.

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?

I liked that Leadium focused on understanding the type of businesses we actually wanted to talk to. They don't just send big generic lists; the targeting feels more thoughtful.

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

Nothing much to suggest for now, 'cos we have sorted any issues we might have with them. It's possible we have some in future though.

BACKGROUND

Introduce your business and what you do there.

 I’m the founder and CEO of a company that provides custom software development services to clients in the US and the Dominican Republic.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadium?

 We needed help with our go-to-market (GTM) strategy and lead generation.

SOLUTION

What was the scope of their involvement?

 Leadium provided a team to develop campaigns and a sales development representative (SDR) for lead generation. The SDR set meetings with potential clients.

What is the team composition?

 We worked with two teammates from Leadium.

How did you come to work with Leadium?

 We found them through an online search. We chose them because of their favorable contract terms, price, and the confidence they gave us that they could be successful for us. Also they also had US based reps with perfect English.

What is the status of this engagement?

 We worked together from June–October 2025.

RESULTS & FEEDBACK

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

Leadium shared outreach metrics and meetings scheduled via direct integration with HubSpot. We tracked dials, emails, connects, and meetings scheduled.

How did Leadium perform from a project management standpoint?

Leadium’s project management was excellent. They did a great job communicating and delivering on the projects. We communicated via weekly video calls and email.

What did you find most impressive about them?

The quality of the SDRs was impressive. People frequently asked them if they were AI.

Are there any areas they could improve?

 No, we don’t have any specific negative feedback.

BACKGROUND

Please describe your company and position.

I am the Account Manager of League Design Agency

Describe what your company does in a single sentence.

At League Design Agency, we specialize in delivering exceptional website and graphic design services tailored for the U.S. market.

OPPORTUNITY / CHALLENGE

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

• Improve the sales process
• Set up lead generation on LinkedIn

SOLUTION

How did you find Leadium?

Clutch Site

Why did you select Leadium over others?

• Good value for cost
• Company values aligned

How many teammates from Leadium were assigned to this project?

1 Employee

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

• Improve the sales process
• Set up lead generation on LinkedIn

RESULTS & FEEDBACK

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

• We improved the sales process
• We set up lead generation on LinkedIn

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

Everything is on time and of high quality.

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?

Working with Sergey Olexa from the Leadium team over the past six months has been a truly valuable experience for our team. As a sales consultant, Sergey brought a deep understanding of the sales process and provided us with clear, actionable advice that had a real impact — especially in the areas of objection handling and identifying client needs.

He’s also been instrumental in helping us launch a new direction in our lead generation efforts on LinkedIn. His strategic insights and hands-on approach helped us not only improve internal processes but also build more confidence within our sales team.

Although Sergey works as a consultant, he fully integrates like a team member — proactive, responsive, and focused on results. We highly recommend working with the team if you're looking to elevate your sales strategy and execution.

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

No

BACKGROUND

Please describe your company and position.

 I am the Director of Solution Architecture of an advertising & marketing company 

Describe what your company does in a single sentence.

We help companies like yours stand out and give your user networks access to branded materials with our proprietary automated marketing solutions.

OPPORTUNITY / CHALLENGE

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

Increase enterprise-level meeting opportunities.

SOLUTION

How did you find Leadium?

• Online Search
• Referral

Why did you select Leadium over others?

• High ratings
• 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 was tasked with setting appointments with qualified enterprise prospects. We have had several fruitful conversations within weeks of implementation and are extremely happy with the overall results. All outbound communications are professional and in line with our corporate messaging.

RESULTS & FEEDBACK

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

We have several new enterprise opportunities in our pipeline thanks to the efforts of Leadium.

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

Time and care have been taken to ensure all messaging is correct and on point.; questions were asked via Slack, and any concerns were resolved in a timely manner.

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 ability to provide the qualified leads we need and, best yet, set meetings with the decision makers we need to speak to.

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

No

BACKGROUND

Please describe your company and position.

I am the Co-founder & CEO of a healthcare company 

Describe what your company does in a single sentence.

Provides high-quality access to mental health care regardless of insurance or zip code.

OPPORTUNITY / CHALLENGE

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

• Lead Generation
• Customer Discovery

SOLUTION

How did you find Leadium?

Referral

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.

Provide top of the funnel qualified lead generation, sequence creation, communication strategy and execution all the way to appointment settling.

RESULTS & FEEDBACK

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

Many highly qualified leads and conversions.

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

Excellent communication and project organization.

What was your primary form of communication with Leadium?

Virtual Meeting

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

We appreciate their availability and prompt responses.

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

Talent retention.

BACKGROUND

Please describe your company and position.

I am the Co-Founder, Chair & CEO of Rubrik, Inc.

Describe what your company does in a single sentence.

The Rubrik platform unifies backup, recovery, and archive to enable an agile approach to data management.

OPPORTUNITY / CHALLENGE

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

• We engaged Leadium with the clear-cut goal of boosting our firm's sales pipeline. Tasked them with building a specific outreach strategy and set solid sales meetings for our team. We needed a comprehensive approach to reach the right prospects. Leadium tackled this head-on for us. A truly proactive and calculated move to improve lead gen and, ultimately, revenue.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

Pricing fit our budget

How many teammates from Leadium were assigned to this project?

5

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

We engaged Leadium to streamline our sales development process. Leadium's task was twofold: devise a laser-focused prospect outreach strategy and secure viable sales appointments. Their approach bolstered our lead generation. Spot-on deliverables included a targeted business outreach framework and high-value sales appointments.

RESULTS & FEEDBACK

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

Their sharp focus on identifying and reaching out to potential cyber-security clients proved great. We experienced a tangible lift in generated leads, contributing to a stronger sales year than expected. Their hands-on contributions were effective and results-driven. They helped edge our sales efforts in the right direction.

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

Leadium's project management was commendable. They stuck to the timeline and worked proactively to meet our demands. Their performance was quite instrumental in driving our lead generation efforts and sales growth. They definitely upped our outreach game with systematic and focused actions.

What was your primary form of communication with Leadium?

Virtual Meeting

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

The most unique aspect about Leadium was their adaptability and problem-solving acumen. Leadium's iterative approach bolstered our security sales flow, regularly updated with industry-specific nuances. Our collaboration remained fruitful owing particularly to their vigilant attitude towards the cyber-security sector's fluctuations.

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

By and large, they held their end of the bargain, not much to suggest for future improvement.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Perfect Day

Describe what your company does in a single sentence.

Using safe, proven fermentation methods we make animal-free whey protein from microflora – not cows – to make dairy that’s identical to traditional milk.

OPPORTUNITY / CHALLENGE

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

• We hoped to ramp up our sales appointments for our software offerings, additionally we aimed to streamline and refine our outbound sales process. Leadium's dedicated resources were cast for aligning with our sales team, fostering collaboration, defining strategies, and driving results that would assist our growth journey.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

Referred to me

How many teammates from Leadium were assigned to this project?

5

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

Leadium's task was to assist in ramping up the booking rate of sales meetings, as well as improving our outbound sales tactics. With a high level of commitment and integration in our team, they played an active role in our strategy development while setting a tone for result-oriented growth.

RESULTS & FEEDBACK

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

With Leadium, we managed to boost our sales meetings noticeably, topping our past quarter results. Their approach also sharpened our outbound sales process. They truly became a part of our growing force, fueling our ambitions and delivering measurable outcomes. Their expertise was instrumental in our progress. Together, we carved out successful strategies that yield results.

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

They stuck to timelines, met deadlines, and rolled with changes on our end without missing a beat. Feedback was received well and incorporated promptly, resulting in quality leads and appointments that positively impacted our sales pipeline. They've fulfilled our needs effectively and polished our outbound sales strategy, all while seamlessly integrating with our team dynamics. Overall, an exemplary partner.

What was your primary form of communication with Leadium?

Virtual Meeting

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

What struck me about Leadium was their practicality and the seamless incorporation into our team. They didn't just fill a service - they were active participants in our growth, offering valuable insights that helped shape our outbound strategy. Their yield was not just superior sales dates, but also an enhanced approach and substantial team-built gains.

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

Initially, understanding their process required a bit of a learning curve for our team.