LevelUp Leads

BACKGROUND

Please describe your company and position.

I am the Chief Revenue Officer of USEFULL

Describe what your company does in a single sentence.

We implement tech enabled, stainless steel, and resuable solutions for takeout on college and corporate campuses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Increase outbound volume and velocity
• Increase lead flow
• Increase deal flow

SOLUTION

How did you find LevelUp Leads?

Worked together in the past

Why did you select LevelUp Leads over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from LevelUp Leads were assigned to this project?

4-5

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

Levelup filled out an onboarding form to start, which we then reviewed together to go over the strategy for the campaigns on our onboarding call. After that, the LevelUp team started sourcing contacts and writing the messaging for our approval. They launched both the email and cold call campaigns at the same time. 
Within a few days, we started seeing interested leads come from both channels leading to scheduled demos. From these demos, we have already closed one deal and there are still several good opportunities in the pipeline.

RESULTS & FEEDBACK

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

The number of interested leads generate and meetings set.

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

Yes, everything has been on time and communications happens just about daily in Salck. All our questions are responded to within 24 hours.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

Their ability to understand our business, our prospects and be able to start generating interested leads right off the bat. They are great with communication, and they respond and make adjustments very fast.

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

Nothing notable yet

BACKGROUND

Please describe your company and position.

I am the Marketing & Customer Acquisition of BankStride/FileStride

Describe what your company does in a single sentence.

We are a document collection specializing in loan document gathering and invoice management software company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• To increase the amount of sales and demos we got

SOLUTION

How did you find LevelUp Leads?

Online Search

Why did you select LevelUp Leads over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

So, it has been difficult for us to obtain leads. We therefore looked for a marketing firm to assist us in expanding our clientele. We happened upon LevelUp Leads and discovered they had a wealth of helpful suggestions. We gain from it since it provides us with a better path to generate more leads. The weekly reviews, which highlight our accomplishments, are a nice feature. 

Receiving reports on who is responding to our campaigns is something else I enjoy. I appreciate how LevelUp Leads clarifies the purpose of the campaigns, the reasoning behind their actions, and how they may help us become more visible. I really like the suggestions made for our company's upcoming advertising initiatives.

RESULTS & FEEDBACK

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

The weekly meetings pointing out which leads were the most successful and how potential clients have responded to the email marketing campaign.

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

They are on time for our meetings, and in response to our requests, they have shown which of their and our campaigns are effective and what more has to be done for us to get out there and establish an online presence. Our circumstances have improved thanks to us.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

Their personalized approach is the most impressive and unique, especially in meetings.

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

Nothing that we see.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of TaskMinions.

Describe what your company does in a single sentence.

Virtual assistants who help with both your work and personal life tasks, letting you focus on what’s most important.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

They helped us with cold calling into the USA market to schedule meetings for my team.

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

• Communication
• Experience
• Results

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

The LevelUp Leads teams found all the companies and contacts based on the ideal customer profile (ICP) we provided them. They sourced all this info, wrote the campaign messaging after we approved it, and made phone calls at scale to book meetings. They committed to doing 130 calls at a minimum per day on average.

RESULTS & FEEDBACK

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

We set a goal of scheduling 3 meetings per week, and they were able to hit this target. Some weeks were better than others, but when you averaged out the numbers, they were successful in hitting the target.

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

Yes, they delivered items on time. They were very hands-on and communicated with our team daily to keep us in the loop. If there was ever an issue, they were quick to address it.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

We were impressed with their communication, experience, the results they delivered, and how quickly they could pivot.

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

No

BACKGROUND

Please describe your company and position.

I am the COO & Americas Head of Business Development of ALLINDEX

Describe what your company does in a single sentence.

ALLINDEX provides customized portfolio creation technology for the wealth and investment management industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Build a solid sales funnel with Registered Investment Advisors (RIAs)
• Provide guidance and input on our overall messaging
• Assist with marketing tools including website content

SOLUTION

How did you find LevelUp Leads?

They cold messaged me via email

Why did you select LevelUp Leads over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Professional.

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

Using a combination of contact lists to RIAs, and with an agreed upon message the service has three parts: 

1. Cold call outreach to numerous RIA's in the wealth industry - a per month, with actually connecting to around 300 contacts per month with a slid conversion to meeting rate. 
2. After month 1, they started a comprehensive email outreach program and combined it with 
3. a LinkedIn messaging.

RESULTS & FEEDBACK

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

We tried to make contact with RIA's ourselves and got absolutely nowhere. We were very surprised that Level Up Lead were able to get responses from prospective clients and secured around 3-4 meetings a week, which is growing each month.

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

Their approach is very efficient. They set me up on a chat line where I could communicate quickly with all members of the team. Messages were send back and forth easily to quickly address questions from clients they talk to and discuss ways in which we can refine our overall message. 

Bi-weekly calls with the team were set up with discussions about our message and feedback on things like our website and social media ages. All incredibly useful. Weekly stats showing call/meeting ratios and detail on upcoming meetings and background on who.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

1. Professionalism - I feel 100% comfortable with them representing ALLINDEX to clients. 
2. It is clear they all like their job and are proactive and extremely helpful 
3. They know what they are doing and do it well.

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

Nothing comes to mind.

BACKGROUND

Please describe your company and position.

I am the Owner of Forcing Function

Describe what your company does in a single sentence.

Forcing Function is a performance consultancy that empowers clients to excel in work and life by providing personalized training and open-sourced best practices, which helps them establish effective habits and systems to prioritize tasks and efficiently use resources, consequently accelerating the growth and impact of entrepreneurial clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Book meetings
• Sales Funnel
• Targeting

SOLUTION

How did you find LevelUp Leads?

• Referral
• Clutch Site

Why did you select LevelUp Leads over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

LevelUp developed and implemented email marketing strategies, crafted targeted messaging, and wrote scripts for cold calling. They were responsible for identifying potential clients, conducting cold calls, and scheduling meetings, playing a pivotal role in the company's customer acquisition and engagement processes.

RESULTS & FEEDBACK

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

Created a sales pipeline, qualified leads leading to better conversion rates, booked more meetings, revenue growth, and market exposure.

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

They always delivered on time and were quick to respond whenever I needed something. We had regular meetings to keep everyone in the loop and they used tools like Slack and email to keep communication clear and quick. This meant we could sort out any issues right away and keep things moving smoothly.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting

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

Lead quality and their client-facing approach.With me every step of the way.

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

N/A

BACKGROUND

Please describe your company and position.

I am the Sr. Manager Corporate Sales Operations of Crane World Wide

Describe what your company does in a single sentence.

We are global logistics and transportation company that specializes in providing comprehensive solutions for various industries. With its extensive network and expertise, Crane World Wide offers many services, including freight forwarding, supply chain management, project cargo handling, and customs brokerage.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Set up an automation system through email and linkedIn
• develop sequencing through email

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

They built out an email automation campaign that was extremely valuable for scheduling and sending out my campaigns. Allowed me to precisely target my audience and track their opens and clicks effortlessly. They ensured I never missed an opportunity to connect with potential customers. 

Additionally, the A/B testing helped us fine-tune our messaging. Continuously monitoring and analyzing campaign performance was a strong area for them. They provided LinkedIn automation tools offering connection requests, personalized messages, profile visits, content engagement, and analytics.

RESULTS & FEEDBACK

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

LevelUp Leads totally rocked our outbound campaigns! We're an enterprise-level company, and they helped us bring the whole process in-house. It was a game-changer, saving us tons of time and streamlining our sales process. 

Their expertise revolutionized the way we handle our international campaigns. With their email automation software, we easily scheduled and sent out campaigns, while their A/B testing helped us fine-tune subject lines and get more engagement. We're grateful for their support in transforming our outbound efforts. Big thumbs up to LevelUp Leads!

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

They consistently delivered items on time, which was impressive and greatly contributed to the success of our collaboration. Whenever we had specific needs or requests, LevelUp was quick to respond and provide effective solutions. 

Their responsiveness was remarkable, as they always made themselves available to address any concerns or queries we had throughout the project. They demonstrated a strong commitment to understanding our unique requirements and tailoring their services accordingly.

What was your primary form of communication with LevelUp Leads?

Virtual Meeting

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

The most impressive aspect of LevelUp is their exceptional responsiveness and ability to consistently deliver results.

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

N/A

BACKGROUND

Please describe your company and position.

I am the Marketing Director of a software company

Describe what your company does in a single sentence.

Sell, Implement, and Support, Enterprise Resource Planning solutions for small and growth-focused companies

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Ideal Customer Persona lead creation
• Outbound email for lead generation
• Outbound email for awareness

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

• Pricing fit our budget
• Referred to me
• Customer Service Focus

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

• Researched and created a human-curated and verified target audience contact list based on our campaign ICP (Ideal Customer Persona) 
• Developed customized email copy 
• Built and delivered outbound email campaign 
• Provided campaign reporting

RESULTS & FEEDBACK

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

LevelUp Leads tracked each step of the program: 

• List creation 
• Send rates 
• Open rates 
• Click rates 
• Meetings booked 
• Reply rates

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

The team was very responsive and adjusted to our program management style and timelines as needed

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

They approached our project with a personal interest in understanding our service, ICP and program limits and worked within them to deliver a unique program beyond just running a campaign

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

They were responsive to our program criteria and budget. I felt they did a good job within the program's constraints.

BACKGROUND

Please describe your company and position.

I am the CEO of Leglytech LLC

Describe what your company does in a single sentence.

Legalytech LLC streamlines and enhances back-office legal documentation procedures by offering comprehensive assistance in crafting and revising essential agreements such as Master Service Agreements, Data Processing Addendums, Privacy Policies, and more. Our services cater to sales and marketing teams operating in the B2B tech sector, as well as software teams seeking efficient document management solutions. Additionally, we extend our expertise to law firms, offering technical support to further enhance their legal operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Refining our Ideal Customer Profile (ICP) to better align with our business objectives.
• Building out a comprehensive lead list to support our marketing and sales efforts.

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

Scope of Work: 

ICP Refinement and Lead List Building The objective of this project was to refine the Ideal Customer Profile (ICP) and build a comprehensive lead list that aligned with our business objectives. 

By analyzing our target market, customer data, and specific targeting criteria, the aim was to develop an accurate and focused ICP. Simultaneously, we needed a high-quality lead list consisting of potential prospects who fit the refined ICP, enabling us to enhance our marketing and sales efforts. 

Deliverables: 

1. Refined Ideal Customer Profile (ICP): We needed a refined ICP that clearly defined the characteristics and criteria of our ideal customers. This served as a guideline for lead generation and targeting strategies. This process involved identifying key demographic, firmographic, technographic, and behavioral attributes that define your ideal customers. 
2. Data Research: Utilizing a combination of advanced tools, industry directories, professional networks, and online platforms to identify potential leads who match the refined ICP. 
3. Comprehensive Lead List: Our team needed a comprehensive lead list based on the refined ICP, including verified contact information of potential prospects who meet your specific targeting criteria. 
4. Curating a comprehensive lead list by gathering and validating contact information of potential prospects. This process involved manual verification, eliminating duplicates, and ensuring the accuracy and relevancy of the collected data.

RESULTS & FEEDBACK

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

Outcomes

• Clear definition and identification of key demographic, firmographic, technographic, and behavioural attributes that define your ideal customers.
• A verified and accurate lead list consisting of potential prospects who meet the refined ICP.
• Improved lead quality with a higher percentage of leads converting into qualified opportunities.
• Reduced invalid or outdated leads through manual verification and validation processes.
• Increased efficiency in lead generation activities, resulting in a higher number of relevant leads identified within the specified timeline. 
• Reduced time and effort spent on prospecting, allowing your sales and marketing teams to focus on engaging with qualified leads.
• Improved conversion rate from leads to customers by targeting prospects that closely match the refined ICP and increased ROI.

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

The project management for the ICP refinement and lead list building project involved a systematic and collaborative approach. It included activities such as requirement analysis, regular communication and collaboration with the client, allocation of tasks and resources, progress tracking, and timely reporting. 

The project manager oversaw the entire process, ensuring adherence to timelines, quality standards, and client objectives. They facilitated effective communication among team members, addressed any challenges or changes that arose, and provided regular updates to the client on the project's progress and measurable outcomes. 

The project management approach was flexible, allowing for adjustments based on feedback and insights to ensure the successful delivery of a refined ICP and a comprehensive lead list that aligned with the client's goals. The combination of experienced data researchers, innovative tools, and a rigorous validation process resulted in a comprehensive and high-quality lead list. 

The project management also stood out, with effective communication, regular updates, and a flexible approach that allowed for adjustments based on feedback. Overall, the project showcased a commitment to delivering exceptional results by aligning the refined ICP with the lead generation efforts.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

Their holistic approach sets them apart from similar companies.

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

I did not have a negative experience so this would be difficult to gauge.

BACKGROUND

Please describe your company and position.

I am the CMO, VP Marketing, Product Marketing, Product Management of a Self-Employed Contractor project

Describe what your company does in a single sentence.

We provide marketing, product marketing, and product management expertise and skills.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Build Brand Awareness
• Generate Leads
• Double the Size of Our Prospect Database

SOLUTION

How did you find LevelUp Leads?

• Online Search
• Prior Working Relationship

Why did you select LevelUp Leads over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

LevelUp is a reliable, involved, and thoughtful partner in the lead generation process. They ask detailed questions about the target audience and the goals of each campaign, and then fine tune the process to achieve the desired results (target audience research, campaign planning, creating name recognition, awareness, impressions, and leads).

LevelUp has helped me to generate leads, generate brand awareness through email and social media campaigns, and augment my prospect databases. I not only recommend the LevelUp team - I have hired them twice (once in 2018, and again in 2022).

RESULTS & FEEDBACK

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

LevelUp has helped me to generate leads, generate brand awareness through email and social media campaigns, and augment my prospect databases. On our first project together, LevelUp helped me to build a substantial sales pipeline (taking a brand new product offering from no pipeline to more than 35 leads, and more than $1M in ARR in less than six months).

On our second project together, LevelUp helped me to not only generate leads, but also build brand awareness. LevelUp's efforts (along with three other / separate initiatives) helped us to increase website traffic and inbound interest in our product offerings by over 600%.

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

The LevelUp team is very attentive to customer goals and objectives. They focus not just on the details, but also on the larger picture, actively contributing to the achievement of the broader goals. The team supports a healthy and pro-active two way dialogue, and is available to help with any issues, concerns, or requests.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

The very persistent sense of partnership, and the positive, constructive, and "can do" responses to pretty much any surprise, concern, or hiccup. (Which life and business invariably dole out, when least expected, despite impressive and thorough preparation.)

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

I am always looking for more, faster, at a lower price. And those factors are always welcome! But LevelUp Leads has met my requirements and helped me to achieve some great end results several times now - over a period of years. That is a really good end result, and I look forward to working with them again!

BACKGROUND

Please describe your company and position.

I am the former Head of Sales of Klearly

Describe what your company does in a single sentence.

Klearly transforms traditional B2B marketing, sales, and customer success teams into data-driven, optimized functions working together to generate revenue through machine learning and advanced analytics.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LevelUp Leads to accomplish?

• Generate leads and schedule introductory discovery meetings with net new prospects
• Drive awareness within our target market to drive future interest
• Refine messaging to inform content creation efforts for new product launch and broader go-to-market efforts

SOLUTION

How did you find LevelUp Leads?

they reached out to me

Why did you select LevelUp Leads over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Personalized and tailored approach

How many teammates from LevelUp Leads were assigned to this project?

2-5 Employees

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

LevelUp Leads provided us with outsourced prospecting support. They helped us: 

1. Identify our total addressable market, define our ICP and understand our personas across various splits (e.g., industry, revenue size, employee size, functional area, title, compelling events)
2. Narrow our total addressable market to a defined list of quality prospects to pursue
3. Provide accurate contact information for each individual prospect
4. Craft persona-based messaging that resonated with the specific needs of our target audience
5. Write and send tailored and personalized email campaigns integrated with phone calls to increase our outbound efforts
6. Schedule corresponding meetings and pass along interested prospects who weren't ready for meetings
7. Provide visibility and measurement every step of the way to validate the approach, ensure email deliverability, maximize the number of meetings set, and course correct when necessary.

RESULTS & FEEDBACK

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

1. New content (in the form of email campaigns/messaging as well as marketing content that they provided feedback on)
2. Quality contact data for a defined list of top prospects
3. Market research and feedback on what value propositions were resonating with our prospects.
4. Booked/scheduled meetings with prospects.

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

LevelUp always delivered on time and worked with us weekly to refine the approach based on what was working and what needed improvement. They were very hands on and communicating both through weekly reports as well as ad hoc through phone calls, email and Slack. They were very flexible to our needs.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

The integrity of their founder really stood out (as he made it clear he wanted to grow our business while also building our reputation as opposed to just focusing on lead quantity) as did the work ethic of the entire team. They remained flexible and willing to work with our unique business model while also providing thought leadership and ideas that were proven to work.

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

Nothing.