LevelUp Leads - levelupleads.io is a B2B lead generation and appointment setting agency serving mid-market and enterprise companies. We provide fractional and full-service outsourced SDR programs, helping businesses with complex products and services reach decision-makers and build sales pipeline through cold calling, cold email, and LinkedIn outreach.
Our approach puts live sales conversations at the center of outbound. Programs combine SDRs with prospect research, contact data, campaign strategy, copywriting, outreach technology, and ongoing management. We handle prospecting and appointment setting so your sales team can focus on discovery, proposals, and closing.
Our services include:
B2B cold calling and appointment setting
Outsourced SDR and fractional SDR services
Cold email and LinkedIn outreach
Target account research and contact list building
Campaign management and CRM integration
Campaign performance reporting across calls, email, and LinkedIn
Call recordings, transcripts, and conversation analysis to refine messaging by industry and buyer role
Before launch, we align with your team on target companies, buyer roles, messaging, and meeting qualification criteria. Campaign reporting provides visibility into outreach activity, prospect responses, and scheduled meetings.
We serve companies across software and SaaS, IT services, managed services, manufacturing, telecommunications, financial services, and professional services. Our programs support complex B2B sales cycles involving multiple stakeholders.
Fractional programs provide a smaller allocation of SDR capacity, while full-service programs support a larger outbound effort. Engagements use a monthly retainer for the agreed team, activities, and services.
Our sales development programs focus exclusively on business buyers.
Sales OutsourcingCall Center ServicesEmail MarketingB2B Appointment SettingB2B Lead Generation
Pricing Snapshot
Min. project size
$5,000+
Avg. hourly rate
Undisclosed
Rating for cost
4.9
/5
What Clients Have Said
LevelUp Leads offers competitive pricing and good value for cost, with project costs typically ranging from $5,000 to $49,000. Clients appreciate their ability to generate qualified leads and appointments, often exceeding expectations in outreach effectiveness.
Clients consistently praised LevelUp Leads for their organized project management, timely delivery of tasks, and proactive communication. The team maintained clear communication and was responsive to client needs, ensuring smooth project execution.
Opportunities for Improvement in Middle Management
While most aspects of LevelUp Leads' service were praised, a few clients mentioned that middle management could improve in engagement and understanding of client accounts.
Exceptional Lead Quality and Conversion Rates
LevelUp Leads excelled in delivering high-quality leads that resulted in increased conversion rates and successful sales outcomes for their clients across various industries.
Technical Expertise in Lead Generation
LevelUp Leads leveraged their technical expertise to enhance lead generation efforts, using advanced tools and techniques to achieve high match rates and effective prospecting.
Client-Centric Approach
The company's client-centric approach, focusing on building long-term relationships and understanding client businesses deeply, was praised. This approach led to successful collaborations and repeat business.
High-Quality Lead Generation
The team at LevelUp Leads consistently provided high-quality leads, exceeding client expectations in terms of quantity and conversion rates. Their lead generation strategies were effective in various markets.
Lead Generation for AI-Powered Market Research Platform
Data Annotation ServicesEvent MarketingMarket Research
Confidential
Jan. - Apr. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"John was excellent with project management!"
Jul 6, 2023
Founder, Rehinged
Jim Sagar
Verified
Other industries
San Diego, California
1-10 Employees
Online Review
Verified
LevelUp Leads provided lead generation services for an AI-powered market research platform. The task was to enrich company targets with validated contacts.
To the client's delight, LevelUp Leads delivered high-quality work in a timely manner. The team managed every aspect of the project exceptionally well and impressed the client with their communication skills. The partners mainly interacted via virtual meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of Rehinged
Describe what your company does in a single sentence.
AI for market research
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Enrich company targets with validated contacts
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
High ratings
Great culture fit
Good value for cost
Referred to me
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.
Contacts are target companies
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
High quality data
Describe their project management. Did they deliver items on time? How did they respond to your needs?
John (Founder & CEO) was excellent with project management!
What was your primary form of communication with LevelUp Leads?
Virtual Meeting
What did you find most impressive or unique about this company?
Quality communication
Are there any areas for improvement or something LevelUp Leads could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
"Great work!
Email Campaigns for Digital Marketing Agency
Email MarketingSales Outsourcing
B2B Appointment SettingB2B Lead GenerationB2B Lead Qualification
$10,000 to $49,999
Oct. 2022 - June 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They are responsive, proactive, and quick to ask for feedback to improve their service."
Jul 3, 2023
Senior Account Manager, Elevation Web
Will Fair
Verified
Advertising & marketing
Boca Raton, Florida
51-200 Employees
Online Review
Verified
LevelUp Leads implemented email campaigns to help a digital marketing agency generate leads. The team was responsible for finding contacts, creating content, replying to emails, and scheduling meetings.
LevelUp Leads’ efforts resulted in more meeting schedules and 2–3 conversions per month, meeting expectations. They were responsive, proactive, and receptive to feedback. Their communicative approach complemented their technical expertise which produced desired results.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Senior Account Manager of Elevation Web
Describe what your company does in a single sentence.
Digital marketing agency for nonprofits
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Schedule meetings utilizing and outbound strategy
Help improve email etiquette and style
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
High ratings
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.
LevelUp Leads designated a team of people to us and ran email campaigns to generate interested leads. They did everything from finding the contacts, writing the content, managing replies and generating leads. We had a goal of scheduling 2 meetings per week and I believe they did a bit better than that and were closer to 3 meetings per week.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
I had more meetings scheduled then doing that in-house and I was converting about 2-3 leads per month into customers.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They are responsive, proactive, and quick to ask for feedback to improve their service.
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 produced results by getting me meetings and most importantly conversions.
Are there any areas for improvement or something LevelUp Leads could have done differently?
No, nothing.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Sales Outsourcing for Financial Services Company
Sales Outsourcing
B2B Lead Generation
Confidential
May - June 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They delivered on time, worked through issues seamlessly, and communicated well."
Jun 29, 2023
VP Sales, Financial Services Company
Robert Fierro
Verified
Financial services
Salt Lake City, Utah
11-50 Employees
Online Review
Verified
LevelUp Leads was hired by a financial services company to scrape leads from transportation associations and mine gig platforms to support the client's cold outreach efforts.
LevelUp Leads successfully delivered 750 quality leads, meeting expectations. They delivered the project on time and promptly addressed issues and concerns to ensure a smooth workflow. Their excellent communication and hands-on approach made them a reliable partner.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Sales
Describe what your company does in a single sentence.
We provide instant pay solutions to both W-2 and 1099 workers through a streamlined, easy to use integration and interface.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Mine leads from various sources
SOLUTION
How did you find LevelUp Leads?
Linkedin
Why did you select LevelUp Leads over others?
Personal touch
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 goal was to scrape leads from transportation associations and mine gig platforms in various industries for cold outreach.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
I purchased 750 quality leads.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They delivered on time, worked through issues seamlessly, and communicated well. The service worked perfectly.
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 personal touch. I did not feel sold to, more partnered with.
Are there any areas for improvement or something LevelUp Leads could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Lead Sourcing & Data Enrichment for Tech Consulting Company
Direct Marketing
Expert NetworksMarket Research Data Analysis
Less than $10,000
Aug. - Oct. 2021
5.0
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I am pleased with their speed of execution, data accuracy, and cost-effectiveness."
Jun 23, 2023
Sr. Director of Marketing, Tech Consulting Company
Ben Staley
Verified
Other industries
Jackson, Wyoming
11-50 Employees
Online Review
Verified
LevelUp Leads provided lead sourcing and data enrichment services for a technology consulting company. The team was tasked with data hygiene and governance and boosting the client match rate for leads.
Thanks to LevelUp Leads, the client achieved measurable outcomes in terms of data match rate and turnaround time. LevelUp Leads ensured excellent project management, exceeding deadlines. Their data accuracy and cost-effectiveness were key elements of their work.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Sr. Director, Marketing of a Tech Consulting Company
Describe what your company does in a single sentence.
Managed cloud services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Lead enrichment
Data hygiene and governance
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
Referred to me
Describe the scope of work in detail. Please include a summary of key deliverables.
LevelUp leads was essential in providing timely lead sourcing and data enrichment services, ensuring high match rates for leads across our email and digital marketing targeting campaigns.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Data match rate Turnaround time
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management and exceeding deadlines was a reason I kept coming back to LevelUp leads.
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?
I am pleased with their speed of execution, data accuracy, and cost-effectiveness.
Are there any areas for improvement or something LevelUp Leads could have done differently?
No
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Email Marketing for Business Consulting Company
Email Marketing
$10,000 to $49,999
Jan. 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I was impressed with their team's caring attitude."
Jun 21, 2023
Executive, Agency Rocket Fuel
Anonymous
Verified
Other industries
Bakersfield, California
1-10 Employees
Online Review
Verified
LevelUp Leads has implemented a cold email system for appointment booking for a business consulting company. The team has also audited the client's existing systems and provided them with recommendations.
LevelUp Leads has cut the client's prospecting time by 50% and refined their ability to find qualified prospects. LevelUp Leads has ensured a fairly quick onboarding process and a swift turnaround time. The client is pleased with the service provider's caring attitude.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am an executive at Agency Rocket Fuel
Describe what your company does in a single sentence.
We help companies build project management and operational systems so they can grow more efficiently.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Implement client acquisition systems via outbound channels
SOLUTION
How did you find LevelUp Leads?
Online Search
Why did you select LevelUp Leads over others?
High ratings
Great culture fit
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.
Implement a cold email system that books appointments with our ideal client. Audit our existing systems and make recommendations on what to change.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We learned about the inefficiencies of our prospecting and sending process. Their methodology cut our prospecting time by 50% and also refined our ability to find qualified prospects (we were doing it quite manually in the past). Their onboarding was fairly quick, faster than most other marketing agencies.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Very quick turn around times. They say 24-48 hours but often get it done quicker.
What was your primary form of communication with LevelUp Leads?
Virtual Meeting
What did you find most impressive or unique about this company?
I was impressed with their team's caring attitude.
Are there any areas for improvement or something LevelUp Leads could have done differently?
Nothing at the moment
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Customer Profiling for Outsourced Software Dev & Sales Firm
Email Marketing
Less than $10,000
July - Aug. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were timely and super professional!"
Jun 19, 2023
Founder, RacersModel
Chad Fife
Verified
Other industries
Richardson, Texas
11-50 Employees
Online Review
Verified
LevelUp Leads provided market research services for an outsourced software development and sales firm. The team was tasked with customer profiling and email list building that targets decision-makers.
LevelUp Leads delivered the list on time after a detailed needs analysis with the client's sales team. The team was timely with their tasks, and internal stakeholders were particularly impressed with the vendor's attention to detail and customization efforts.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of RacersModel
Describe what your company does in a single sentence.
Software development and outsourced sales services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Build an ideal customer profile target list
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
Pricing fit our budget
Good value for cost
Referred to me
How many teammates from LevelUp Leads were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
LevelUpLeads helped us build an ideal customer profile email list and target decision makers more effectively.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Target prospect list
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They delivered the list on time after a detailed needs analysis with our sales team. They were timely and super professional!
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 attention to detail and customization was outstanding.
Are there any areas for improvement or something LevelUp Leads could have done differently?
There was nothing they needed to improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"LevelUpLeads is one of the more professional email marketing firms I've dealt with. John is super reliable and helpful.
Email Marketing for Business Translation Agency
Content Writing ServicesEmail Marketing
$10,000 to $49,999
Jan. - Dec. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were responsive and proactive; I can't say enough about the excellent collaboration."
Jun 15, 2023
CEO, TrueLanguage
Uli Dendy
Verified
Business services
Atlanta, Georgia
1-10 Employees
Online Review
Verified
LevelUp Leads provided email marketing services for a business translation agency. They identified prospects and executed email marketing strategies. They were also tasked with generating leads for the client.
LevelUp Leads effectively delivered the project, yielding measurable outcomes in terms of emails sent and opened, conversion rates, and revenue based on email outreach. The service provider ensured excellent communication via Slack and Zoom. Their proactivity and responsiveness were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of TrueLanguage
Describe what your company does in a single sentence.
We provide Business Translation Services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Lead Generation
Lead Nurturing
Brand Awareness
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.
LevelUP Leads was tasked with identifying prospects, developing and executingthe email marketing strategies based on industry sectors. The KPIs were number of prospects created,number of emails sent per week, the number of opens, and the number of quote requests resulting from the email outreach.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Number of emails sent
opens
conversion rates
revenue generated based on email outreach.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Loved working with the team. We communicated on Slack and Zoom.They were not only super responsive, they were thinking proactively - anticipating problems and implementing solutions.
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 were responsive and proactive; I can't say enough about the excellent collaboration.
Are there any areas for improvement or somethingLevelUp Leads could have done differently?
Can't think of any.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Email Marketing for Software Dev Company
Marketing StrategyProduct Marketing
$10,000 to $49,999
Sep. 2022 - Mar. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
3.5
Willing to Refer
4.5
"They have a very refined plan in place to groom their data, define high-quality leads, and generate follow-up emails."
Jun 12, 2023
President, WeGotCode LLC
Shannon Price
Verified
Other industries
North Atlanta, Georgia
11-50 Employees
Online Review
Verified
LevelUp Leads provided email marketing services for a software development company. They created an email marketing program, set up a strategy, conducted the program, and forwarded leads to the client.
LevelUp Leads implemented a well-structured plan to refine data, identify high-quality leads, and generate effective follow-up emails. While the client suggested having a centralized hub for campaign metrics, they were overall satisfied with the results achieved thus far.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the President of WeGotCode LLC
Describe what your company does in a single sentence.
We build custom business software and integrate various applications.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Generate leads for one of our products
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
High ratings
Great culture fit
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.
Created an email marketing program, set up a strategy, then conducted the program and forwarded interested leads to us.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Number of interested leads and number of sales conversions
Describe their project management. Did they deliver items on time? How did they respond to your needs?
We had periodic meetings to review success and adjust the campaign. Response to inquiries was quick.
What was your primary form of communication with LevelUp Leads?
Virtual Meeting
What did you find most impressive or unique about this company?
They have a very refined plan in place to groom their data, define high-quality leads, and generate follow-up emails.
Are there any areas for improvement or something LevelUp Leads could have done differently?
Perhaps have a centralized hub for campaign metrics. They do send these by email but it seems labor intensive.
RATINGS
5.0
"great service"
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
"very quick to respond"
Cost
3.5
Value / within estimates
"Not cheap. Works better for some types of campaigns than others."
Willing to Refer
4.5
NPS
Lead Gen & Staff Aug for Revenue Deals Automation Company
B2B Appointment SettingB2B Lead GenerationB2B Lead QualificationMarket Research Data AnalysisMarket Research Data Reporting
$10,000 to $49,999
Nov. 2021 - Dec. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They regularly made good suggestions and went above and beyond."
Jun 8, 2023
Head of Sales, Revenue Deals Automation Company
Anonymous
Verified
Other industries
San Francisco, California
11-50 Employees
Online Review
Verified
LevelUp Leads was hired to supplement the sales development representatives team of a revenue deals automation company. The team supported the client's prospecting activities.
LevelUp Leads increased the number of weekly meetings with leads by 2–3. The client enjoyed working with the timely, thoughtful, and data-driven team. LevelUp Leads exceeded expectations and was dedicated to the client's success; the team put in additional hours of helpful support.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Head of Sales of a software company
Describe what your company does in a single sentence.
We help revenue teams work deals efficiently using automation, AI and a deep integration with Salesforce/Slack
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Filling Top of Sales Funnel
Focusing in on ICP
SOLUTION
How did you find LevelUp Leads?
Online Search
Referral
Why did you select LevelUp Leads over others?
High ratings
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.
John and the team at LevelUpLeads were tasked primarily with supplementing a small SDR team in their prospecting efforts and increasing top of funnel.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Per our conversations, John and team delivered 2-3 additional demos calls per week
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Easy to work with, timely, thoughtful - they regularly made good suggestions and went above and beyond.
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 are high touch and very committed to their customer's success. Spent additional time with us to work through the numbers and identify the right ICP. Highly data driven as well.
Are there any areas for improvement or something LevelUp Leads could have done differently?
none that I can think of
RATINGS
5.0
"Excellent. Incredible team to work with."
Quality
5.0
Service & Deliverables
"Went above and beyond. Thoughtful approach. Felt like a part of our team."
Schedule
5.0
On time / deadlines
"Always delivered on time"
Cost
5.0
Value / within estimates
"Very fair considering ROI"
Willing to Refer
5.0
NPS
"Wonderful team that I would happily work with again
Lead Generation Services for Investment Management Company
Call Center ServicesEmail MarketingMarket Research
B2C Telemarketing & telesales
$10,000 to $49,999
Nov. 2022 - Apr. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We received a surplus of high-quality leads."
Jun 8, 2023
President, Investment Management Company
Anonymous
Verified
Financial services
Pittsburgh, Pennsylvania
1-10 Employees
Online Review
Verified
LevelUp Leads provided email marketing and phone marketing for an investment management company to generate leads and manage appointments.
LevelUp Leads helped the client garner high-quality leads, much to their delight. The team was highly responsive, and internal stakeholders were particularly impressed with the vendor's technical marketing prowess and consistency.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the President of a financial services company
Describe what your company does in a single sentence.
Investment Managers
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Email Marketing
Phone Marketing
Appointment Generation
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
Pricing fit our budget
Good value for cost
Referred to me
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.
Email and phone campaign to financial advisors to set up appointments.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We received a surplus of high-quality leads.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They delivered everything on time and were extremely responsive
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 were able to consistently generate appointments for our firm
Are there any areas for improvement or something LevelUp Leads could have done differently?
There was nothing they needed to improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 51-60 of
61 Reviews
Our Story
We are LevelUp Leads, a fully remote SDR agency with native English speakers. We deliver B2B lead generation, appointment setting, with an emphasis on cold calling, email, LinkedIn, list-building, GTM and SEO support. Our diverse team blends industry expertise (finance, healthcare, IT, engineering, etc.), premium data and tech, and our experienced leadership team. 853+ projects, 592+ clients, proven ROI, and multiple case wins, highlighting our sustained client success.
Premier Verified means Clutch independently confirmed LevelUp Leads is a legally registered business, has had its financial risk status checked (Creditsafe: Moderate Risk), and is backed by 52 verified client reviews averaging 5.0 stars.
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Get connected to see updates from LevelUp Leads like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.
