Leadium

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.

BACKGROUND

Please describe your company and position.

I am the General Manager of UTIL Canada Ltd

Describe what your company does in a single sentence.

automobile production

OPPORTUNITY / CHALLENGE

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

• Our main goal for bringing Leadium on board was pretty straight forward. We had been struggling a bit to build out a robust lead pipeline – we just didn’t have enough bodies in-house to cover all bases. So, we were looking to expand our sales efforts without having to add a ton of staff or infrastructure. I mean, with a team of 75, you can imagine how stretched thin we often are.
• Thus, we turned to Leadium to help accelerate our sales cycle. We wanted them to bring fresh leads to the table, set up appointments with potential clients and essentially help keep our sales funnel full. It was all about leveling up our game and reaching out to a wider audience that we wouldn’t have been able to connect with on our own. Cutting through the noise and getting our brand right in front of those who matter – that’s what we were after.
• We specifically wanted to tap into their expertise in outreach strategy, hoping that it would help us generate more quality conversations which in turn would translate into increased sales opportunities. After all, in the competitive landscape we’re in, you’ve got to be agile, proactive and innovative. And that's exactly why we partnered with Leadium.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Leadium were assigned to this project?

6-10 Employees

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

The meat of our project with Leadium included expanding our lead generation and filling up our sales pipeline to get more hooks in the water, so to speak. We needed more potential clients to converse with and foster relationships with— conversations that we don't have the manpower to do in-house. We already had our own small insides sales team but we were lookin to extend their sales efforts without hiring more people. 

So essentially, we leaned on Leadium to build out a robust lead pipeline and keep our pipeline humming along without missing a beat. Some of the key deliverables we were hoping for included quality leads that would be in line with our target audience, setting up meaningful appointments with these prospects for our sales team, and finally, an increased rate of conversions from lead to client. 

Their experienced team really knocked it out of the park on these fronts, leveraging their expertise in outreach strategy and I must say, the increase in conversations with potential clients was quite refreshing. Truly a worthwhile investment for us. The team also provided detailed reports on their outreach efforts, keeping us in the loop along the way. 

This was important to us, because just like any other business, we needed to continually monitor and evaluate our approach. At the end of the day, Leadium met our aim of getting our brand front and center of those who matter, in a noisy, crowded market. We now have a solid framework to better target new opportunities, which is really exciting to see. 

It’s really made a tangible difference to our sales team and the whole goal-setting process. In a nutshell, they provided the tools, resources and strategies we couldn't have created on our own, and we trust them 100% with our sales apparatus moving forward.

RESULTS & FEEDBACK

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

In terms of measurable outcomes, we saw a significant uptick in our lead generation, which was incredibly important for us. We've been able to connect with a much wider audience and I honestly don't think we would've been able reach this kind of scale without Leadium's help. One number I'd like to throw out there is that our team has seen an increase of about 37% in lead volume— and this is a solid, high-quality lead base that's right in our target market, it's not just miscellaneous traffic.

This boost in lead volume has really put us in a stronger position to meet our sales targets. We've also noticed a marked improvement in the conversion rate from lead to client. We're now looking at around a 17% conversion rate, up from the 8% we were seeing pre-Leadium. This may not seem like a huge leap on paper, but in the grand scheme of things, it's a game changer for our sales pipeline. 

More conversions mean more of our conversations are turning into actionable sales opportunities, and that's exactly what we were hoping for. I should also mention the number of appointments Leadium has set up for us. We've seen about a 53% rise in scheduled appointments with prospective clients, which has been instrumental in facilitating these important conversions. 

As a result, our sales team has had their hands full in the best way possible. They're no longer chasing after leads, but instead, they're engaged in meaningful discussions with potential clients who are truly interested in what we've got to offer. So, overall, we're thrilled with the outcome of partnering with Leadium. 

They've given us a finely-tuned sales machine that's not just more productive, but also more efficient. I mean, considering the size of our team and our ambitions, it's been a night and day difference in our sales development efforts. The footprints have been made and we're excited to continue this journey with Leadium by our side!

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

The project management from Leadium was, in a word, remarkable. First off, they delivered on time. And I don’t mean just meeting deadlines, I mean they brought our results—the lead generation and the appointment setting—much quicker than anticipated. Honestly, when you’re trying to move and shake in sales, every minute counts, and Leadium sure knows how to make each one worthwhile. 

And as for how they responded to our needs—fantastically is the only way to describe it! They were highly receptive and open to our goals and feedback, always eager to adapt as necessary. Regular communication was the hallmark of this partnership. Whether it was about reports, updates or any random inquiry, the Leadium team was always there to fill us in, keep us posted and answer all our questions. 

That kind of an active, prompt response is worth its weight in gold in our fast-paced environment. The best part was that they were keen on understanding our market and target audience really well—not just at the start but throughout the project. This gave us great peace of mind knowing they weren't just going about it blindly. 

They were thorough in every aspect of their efforts—meticulous about the leads they were passing onto us and ensuring they were in line with our business needs. Lead quality was just not something that was ever compromised, which was absolutely superb. Leadium stepped in and lifted the burden off our team when we were spread thin. 

Yet, it never felt like we were outsourcing. It felt like an extension of us— an extension that ,must I say, functioned seamlessly and delivered like clockwork. From my end, as the leader of a pretty sizable team, to have entrusted such a crucial task as lead generation and appointment setting to a partner and see them excel at it, it’s a huge relief. 

It’s lightened my load significantly and helped us ace our game without letup. I’m impressed by how they hit the targets out of the park, and how they made everything so effortless for us. So, if you ask me how Leadium's project management was, I’d say it was top-notch, and then some.

What was your primary form of communication with Leadium?

Virtual Meeting

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

What I found most impressive about Leadium was how seamlessly they integrated with our existing team structure. I mean, honestly, it was hard to distinguish at times where our team ended and theirs began. They didn’t act as a distinct entity, more like an extended arm of our own sales squad. Our expectations weren’t exactly low-key. 

We needed high-quality leads that aligned perfectly with our target audience, meaningful appointments set up with these prospects, and an improved conversion rate from lead to client. Even with these high bars, Leadium worked meticulously, combining their expertise with our business needs to deliver exactly what we aimed for, if not more. 

It was very refreshing to see the increased conversations and connections with potential clients. Each update was meticulously documented, with complete transparency about their outreach approaches. I loved their dedication to providing regular and precise updates. With such a fast-paced environment around, Leadium’s prompt responses were a boon. 

Yet another impressive factor was the visible improvement in our lead volume. Our team saw an incredible 37% jump in high-quality, targeted leads and a rise in conversion rates by 17%. Not just that, but we also saw a 53% increase in scheduled appointments with prospective clients! All these numbers just made our sales process not just more rewarding but more efficient too. 

The most unique aspect of Leadium, in my mind, is how they blend their professional integrity with an evident understanding of our market and potential audience. They are a company that treats your sales objectives like their own. They didn't just fill our sales funnel, they expanded our reach in the crowded market and played a significant role in putting our brand in the limelight. 

It's been nothing short of remarkable to experience the efficacious imprint Leadium has made on our sales development strategies. You’d be hard-pressed to find a more dedicated, structured, and efficient partner in the realm of sales development. Quite frankly, Leadium brought light to our sales development process when we most needed it, for which we couldn’t be more appreciative.

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

While we've found our partnership with Leadium to be invaluable in helping us hit our goals, there's certainly always room to improve. In hindsight, it would've been great if they could have delved deeper into our industry at the outset. I understand they serve a wide range of businesses across many sectors, but a bit more of that 'industry insider' view would have accelerated the start of our campaign and perhaps led to some further customization and fine-tuning of their strategies for us.

I mean, don’t get me wrong, they caught up pretty quickly, but an in-depth understanding right from the get-go would've taken it to a whole other level. On another note, their reports are useful, but they could be more streamlined. 

It was a lot of data, which is great, but a more concise summary attached would be helpful, cause we often found ourselves buried in the nitty gritty when we just needed the highlights. Lastly, and this is nitpicky, but with the different time zones, scheduling calls sometimes became a little bit tricky but we were always able to work it out. 

Maybe implement an automated scheduling tool would be easier for planning catch-ups. Having mentioned these areas of improvement, I’d like to emphasize that Leadium still exceeded our expectations. They became an extension of our team, providing us with the tools and resources that allowed us not just to reach our audience but to truly engage them. 

I guess what I'm saying is, even with these little bumps, engaging with Leadium was totally worth it. No company is perfect, but in terms of delivering on what they said they would, they more than met the mark. I’d still highly recommend them for anyone in need of an awesome sales development and lead gen partner and definitely look forward to our continued collaboration.