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.
Effective Email Marketing and Lead Generation
LevelUp Leads demonstrated expertise in email marketing and lead generation, delivering high-quality leads and increasing client engagement. Their tailored approach resulted in measurable outcomes like increased meetings and conversions.
Flexibility and Adaptability
LevelUp Leads showcased flexibility in adjusting strategies based on client feedback and market changes. Their ability to pivot and adapt was highlighted as a significant advantage in maintaining project momentum.
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.
Responsive and Proactive Communication
Clients noted LevelUp Leads' responsiveness and proactive communication as key strengths. The team was available for meetings and quick to implement feedback, ensuring client satisfaction.
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.
''Their ability to understand our business was impressive.''
Jul 22, 2024
Co-Owner, Cosmetic Clinic
Malcolm Mostoles
Other industries
Manila, Philippines
1-10 Employees
Online Review
LevelUp Leads provides ongoing lead-generation services for a cosmetic clinic. The team is responsible for creating and launching email and calling campaigns and converting leads into appointments.
Thanks to LevelUp Leads' efforts, the client's interested leads and appointments have increased significantly. The team has delivered on time and has communicated consistently through Slack. Their ability to understand the client's business and quickly generate leads is impressive.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Owner of a cosmetic clinic.
Describe what your company does in a single sentence.
Aesthetic clinic that provides a number of beauty enhancing services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Prospect for new leads
Run outbound campaigns
Set appointments
SOLUTION
How did you find LevelUp Leads?
Word of mouth
Why did you select LevelUp Leads over others?
Reviews
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.
To start, we filled out an on boarding form. The LevelIp team and I reviewed the form to create a strategy for our campaigns. Once approved, the LevelUp leads team began to source contacts and writing messaging for our approval. Once approved, the team launched both the email and calling campaigns. Within a few days, my company began to see interested leads come from both channels leading to scheduled appointments.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The number of interested leads and appointments set.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, everything has been on time.
Communication happens daily in Slack.
All 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 was impressive.
They had a clear understanding of our prospects and quickly generated interested leads.
They are easy to communicate with and work with you to make sure each campaign is tailored to your company's goal.
Are there any areas for improvement or something LevelUp Leads could have done differently?
I was sufficiently satisfied with their services
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
Appointment Setting for Software Company
Sales Outsourcing
B2B Appointment SettingB2B Lead Generation
Less than $10,000
Jan. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We're impressed with their good communication."
May 17, 2024
CEO, Scriptify
Devanshu Sinha
Verified
Other industries
Dover, Delaware
1-10 Employees
Online Review
Verified
LevelUp Leads provides appointment setting services to help a software company book meetings.
LevelUp Leads has helped the client book several meetings. Their team delivers outputs on time and responds promptly to the client's needs. They also communicate well through email, messaging apps, and online meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Scriptify
Describe what your company does in a single sentence.
We are an outbound sales engagement tool
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
To book more meetings
SOLUTION
How did you find LevelUp Leads?
Online Search
Why did you select LevelUp Leads over others?
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.
Level up leads were hired to book more meetings for us
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Level up leads are great. They are based in SF, they have been booking us a lot of meetings.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes they did
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're impressed with their good communication.
Are there any areas for improvement or something LevelUp Leads could have done differently?
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
Lead Generation Services for Web Design Agency
Other Marketing
B2B Lead Generation
Confidential
Jan. - Feb. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They are passionate about what they do and have great experience in generating good quality leads."
Feb 27, 2024
Founder, LanternSol
Jay Neyer
Verified
Advertising & marketing
Cincinnati, Ohio
11-50 Employees
Online Review
Verified
A web design agency hired LevelUp Leads to provide lead generation services. The team was responsible for finding business owners of Shopify stores and implementing a contact strategy for the client.
LevelUp Leads' work generated over 200 high-quality Shopify leads for business owners who do over $100,000 per year in sales. The team executed tasks on time, was responsive to all questions, and communicated via virtual meetings. Their passion and experience were evident throughout the workflow.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Founder of LanternSol
Describe what your company does in a single sentence.
We design, build and optimize websites
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Lead generation for sales and business development
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
High ratings
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.
LevelUp was great for lead generation! We were looking to get quality leads for our agency, namely finding other business owners of shopify stores. They were incredibly knowledgable and able to help us implement a strategy for contacting these leads.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We generated over 200+ high quality shopify leads for business owners that own shopify stores and do over $100,000/year in sales.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, very timely and responded to all questions.
What was your primary form of communication with LevelUp Leads?
Virtual Meeting
What did you find most impressive or unique about this company?
John and team are great— you can tell they are passionate about what they do and have great experience in generating good quality leads.
Are there any areas for improvement or something LevelUp Leads could have done differently?
No complaints, they were great!
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 Generation & Appointment Setting for Software Company
Sales Outsourcing
B2B Appointment Setting
Confidential
Nov. 2023 - Dec. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
Feb 13, 2024
CEO, Software Company
Anonymous
Other industries
Australia
1-10 Employees
Online Review
LevelUp Leads provides lead generation services for a software company. The team was responsible for setting appointments with possible customer leads.
Thanks to LevelUp Leads' work, the client has obtained a satisfactory number of leads, meeting expectations. The team has provided timely deliverables via email throughout the engagement. Moreover, LevelUp Leads' number of weekly leads has been a remarkable hallmark of their performance.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of a software company
Describe what your company does in a single sentence.
We manage email deliverability
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Lead generation
SOLUTION
How did you find LevelUp Leads?
Referral
Why did you select LevelUp Leads over others?
High ratings
Pricing fit our budget
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.
We hired LevelUp for lead generation and appointment setting.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Number of leads
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Deliveries happened mostly via email and they are upfront in deliveries
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?
Leads generation per week
Are there any areas for improvement or something LevelUp Leads could have done differently?
Nothing as such
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
Digital Marketing & SMM for Life Settlements Company
Digital StrategyEmail MarketingSocial Media Marketing
Confidential
Jan. 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their ability to deliver on what they promise and the daily access we have to them are impressive."
Jan 17, 2024
Director of Policy Marketing, Life Settlements Company
Patrick Colberg
Verified
Financial services
Denver, Colorado
11-50 Employees
Online Review
Verified
A life settlements company has hired LevelUp Leads to find qualified leads and build a lead database. The team is responsible for bringing in leads through digital marketing and social media channels.
Since partnering with LevelUp Leads, the client has been generating 4–10 qualified sales leads per week. The team has delivered everything they've promised and exceeded expectations. They're available, communicative, and responsive to the client's needs. Customers can expect great service.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director Of Policy Marketing of LotusGroup Life Settlements
Describe what your company does in a single sentence.
Life Settlements
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Find qualified leads
Build database of leads
SOLUTION
How did you find LevelUp Leads?
They emailed us.
Why did you select LevelUp Leads over others?
High ratings
Pricing fit our budget
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.
Hired Levelup to help bring us qualified leads via several channels of marketing.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Levelup has been bringing us 4-10 qualified sales leads each week for about 8 months via several marketing campaigns.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They have delivered on everything they promised and have been extremely responsive to all our questions and needs!
What was your primary form of communication with LevelUp Leads?
Virtual Meeting
What did you find most impressive or unique about this company?
Their ability to deliver on what they promise and the daily access we have to them are impressive.
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
Email & LinkedIn Marketing for Financial Software Provider
Email MarketingMarketing StrategySocial Media Marketing
LinkedIn Influencer Marketing
$10,000 to $49,999
Apr. - Dec. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I was impressed with their knowledge of how best to connect with new contacts on LinkedIn."
Dec 11, 2023
Chief Customer Officer, Archway Software
Todd Tower
Verified
Other industries
Redmond, Washington
11-50 Employees
Online Review
Verified
LevelUp Leads provided email and LinkedIn marketing services for a financial software provider. LevelUp Leads ran weekly and targeted email and LinkedIn messaging campaigns to generate leads.
LevelUp Leads' work improved the client's generated leads, opened emails, clicked links, and LinkedIn connections. The team showcased impressive LinkedIn knowledge to connect with new contacts. LevelUp Leads was very timely and responsive through virtual meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Chief Customer Officer of Archway Software
Describe what your company does in a single sentence.
Archway Software delivers innovation technology to financial institutions so they can grow their business by anticipating customer needs and providing unparalleled service
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Generate leads to build pipeline
SOLUTION
How did you find LevelUp Leads?
Online Search
LinkedIn
Why did you select LevelUp Leads over others?
Pricing fit our budget
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.
Run weekly and targeted email and LinkedIn messaging campaigns to generate leads and help build pipeline
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They were very, very timely in all contacts and messages.
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 knowledge of how best to connect with new contacts on LinkedIn.
Are there any areas for improvement or something LevelUp Leads could have done differently?
Not really. If anything they were outpacing us with leads generated. A great problem to have!
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 & Lead Generation for Web Development Co
Email Marketing
$10,000 to $49,999
Apr. - Aug. 2023
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They delivered on time and were very quick with their communication."
Nov 7, 2023
Owner & CEO, Marffa Agency
Michael Stefanko
Other industries
Lviv, Ukraine
11-50 Employees
Online Review
LevelUp Leads provided email marketing and lead generation services company for a web development company. LevelUp Leads set up new domain name system (DNS) records, sourced contact data, and wrote email copy.
LevelUp Leads’ work resulted in interested leads and scheduled meetings for the client. LevelUp Leads' team was professional and flexible, showing impressive experience. The team delivered work on time and was quick in their communication via email.
The client submitted this review online.
BACKGROUND
Please describe your company and position. I am the Owner, CEO of Marffa Agency Describe what your company does in a single sentence. We design, build, support, and grow stunning websites and web apps that skyrocket sales.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
To help us generate interested leads
SOLUTION
How did you find LevelUp Leads? Referral Why did you select LevelUp Leads over others?
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 Leads set up new domains, DNS records, warmed up the emails, sourced contact data, wrote the email copy and managed the campaigns until an interested lead was generated.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success? They were able to get people interested and set up meetings in our calendar. Describe their project management. Did they deliver items on time? How did they respond to your needs? Yes, they delivered on time and were very quick with their communication. What was your primary form of communication with LevelUp Leads? Email or Messaging App What did you find most impressive or unique about this company? Great communication, professional, flexible, and experienced. 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
Marketing Services for Construction Company
Call Center ServicesEmail MarketingMarketing Strategy
$50,000 to $199,999
Jan. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Working with LevelUp Leads was different. It wasn't just about the work for them. They cared, like really cared."
Oct 19, 2023
CFO, Prime Contractors
James Lingenfelt
Other industries
Houston, Texas
51-200 Employees
Online Review
A construction company partnered with LevelUp Leads for brand awareness and lead generation services. The vendor was also tasked with finding business partners that needed the company's solutions.
Thanks to the contributions of the LevelUp Leads team, the company has a 62% open rate on their emails, with a 9% reply rate. They also had 15% connections on cold calls and booked an average of 15 meetings per month.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CFO of prime contractors
Describe what your company does in a single sentence.
Construction company that also has an AI software we developed to monitor government meetings to get information before RFP.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
find interested businesses to partner with our solutions
add more leads to the pipeline
bring more brand awareness
SOLUTION
How did you find LevelUp Leads?
Online Search
Clutch Site
Why did you select LevelUp Leads over others?
High ratings
Pricing fit our budget
Great culture fit
Company values aligned
How many teammates from LevelUp Leads were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Comprehensive Services Provided:
Cold Calling SDR Appointment Setting: LevelUp Leads efficiently managed the process of setting up appointments through cold calls, ensuring that potential clients were approached professionally and effectively.
Email Marketing: They were proficient in crafting engaging email campaigns, tailoring messages to reach our target audience and stimulate interest.
LinkedIn Outreach: LevelUp Leads utilized LinkedIn as a platform for outreach, targeting relevant professionals and companies to expand our network and potential client base.
Meeting and Follow-ups:
Average Monthly Meetings: LevelUp Leads was instrumental in scheduling an average of 15 meetings per month, showcasing their effectiveness in securing potential business opportunities.
Follow-ups and Rescheduling: Beyond just setting up initial appointments, they diligently followed up with interested leads. If necessary, they managed the rescheduling or rebooking of meetings, ensuring that opportunities were never missed.
Outbound Strategy Development:
Copywriting and Scripting: LevelUp Leads took charge of our outbound strategy, from writing compelling emails to creating effective cold calling scripts. Their expertise ensured that our communications were well-received and impactful.
A/B Testing: They continually sought to improve our messaging by running A/B tests. This approach allowed us to determine the most effective messaging strategies, refining our outreach over time.
Data Provision: LevelUp Leads provided data that included contact details such as cell numbers, emails, and LinkedIn profiles. This ensured we had comprehensive information on leads, facilitating easier and more targeted communication.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
In the email department:
We were kinda blown away. About 62% of the people we emailed actually opened them. That’s way higher than what we expected. And get this, 9% of them replied back. That’s a lot of conversations started from just a simple email. As for setting up meetings from these emails, we were sitting between 1.5% to 2%. Considering the sheer number of cold emails that hit people's inboxes these days, I'd say we're on the right track.
Now, when it came to cold calls: We managed to connect with 15 out of every 100 people we called. Not too shabby, considering how many folks dodge unknown numbers.
Meeting stats: On an average month, we booked 15 meetings. But there was this one month – boy, that was a rollercoaster! We managed to lock in 22 meetings.
Total Rev: From all those leads we got through LevelUp, we raked in 1.5 million in revenue.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Working with LevelUp Leads was genuinely a breath of fresh air. Their team was unlike any other I've collaborated with before, especially when considering outsourced partnerships. The fact that they're US-based might've had something to do with it, but their responsiveness was truly next level. They handed me a personal cell number right off the bat, making sure I could get in touch immediately if anything urgent came up.
Plus, we had this Slack channel going, which became our daily hub for quick updates, questions, and brainstorming. It was efficient, but it also made the collaboration feel really close-knit. What impressed me the most was the team they assigned to our project – around six dedicated professionals who were always on the ball.
Honestly, I can't remember a time when I had to wait even an hour for a response. It felt like they were always there, ready to jump on any task or query. And here's the thing: they even engaged with me over the weekends. Now, I never expected that, but it just went to show how dedicated and passionate they were about ensuring everything ran smoothly.
Partnering with LevelUp Leads didn't just feel like a business transaction. It felt like a genuine partnership, with a team that was as invested in our success as we were.
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?
Working with LevelUp Leads was different. It wasn't just about the work for them. They cared, like really cared. When they said they were passionate, they meant it. Every chat, every meeting, you could hear the excitement in their voices. They were happy to be part of the project. But what really got to me was how they acted when things got tough. We all know projects have their bumps.
Instead of pointing fingers or making excuses, they were right there with us, trying to figure things out. If we had a problem, it felt like their problem too. In short, working with them felt real. It wasn’t just a business thing. It felt like a team of friends who were all in, no matter what.
Are there any areas for improvement or something LevelUp Leads could have done differently?
honestly, the only thing I could wish for is a way to bring their entire team in-house! It's a bit of a joke, but also a testament to how valuable they've been to us. Their synergy and work ethic were so on point that having them with us day in, day out would be a dream.
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 Outreach & Email Mktg for Investment Mgmt Platform
Back Office OutsourcingCall Center ServicesEmail MarketingMarketing StrategySales Outsourcing
$10,000 to $49,999
Apr. - Sep. 2023
4.5
Quality
4.0
Schedule
5.0
Cost
4.5
Willing to Refer
4.0
"The speed at which they implemented ideas impressed us."
Oct 16, 2023
Director, Update Capital
Anonymous
Verified
Real estate
Vancouver, British Columbia
11-50 Employees
Online Review
Verified
LevelUp Leads was hired by an investment management platform for customer outreach and email marketing services. They needed to schedule meetings with decision-makers in the real estate investment industry.
LevelUp Leads increased the number of meetings and positive responses for the company. They delivered tasks on time and professionally addressed requests and changes via virtual meetings, email, or a messaging app. Above all, their speed in implementing innovative ideas highly impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am a Director of Update Capital
Describe what your company does in a single sentence.
We help real estate investment firms manage their investors with a portal.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Book meetings with decision makers in the real estate investment industry.
SOLUTION
How did you find LevelUp Leads?
They reached out to us.
Why did you select LevelUp Leads over others?
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.
The scope of the job was to book meetings with people with the following titles:
Principals
CEOs
Founders
Presidents
COO
CFO
Within real estate investment firms. We were to use email marketing to book those meetings.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The measurable outcomes were the amount of meetings booked and responses from our ICP.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes items were delivered on time. If a request was made to change part of a script or the campaign, changes would be made quickly.
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 speed at which they implemented ideas impressed us.
Are there any areas for improvement or something LevelUp Leads could have done differently?
Some meetings could have been taken in a better environment for working and collaborating, for example on more than one occasion my account manager would attend the meeting while driving.
RATINGS
4.5
Quality
4.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
4.0
NPS
Lead Generation & Email Mktg for Software Security Company
Email Marketing
B2B Lead Generation
Confidential
Jan. - Mar. 2022
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They really care about your results."
Jul 7, 2023
Marketing Director, Software Security Company
Ney Lins
Verified
Other industries
Toronto, Ontario
201-500 Employees
Online Review
Verified
A software security company hired LevelUp Leads to handle their content syndication for B2B lead generation. They also wrote cold outreach emails and created email sequences by products, personas, and goals.
Thanks to LevelUp Leads, the client's cold email outreach resulted in a 60% boost in the response rate and their nurture campaigns yielded a 45% surge in conversion rate. The client also booked meetings and created opportunities. The service provider's responsiveness and availability were exemplary.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Director of a Software Security Company
Describe what your company does in a single sentence.
Embed security from the start of the development process.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire LevelUp Leads to accomplish?
Generate Better Leads
SOLUTION
How did you find LevelUp Leads?
Social Media (LinkedIn)
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.
Content syndication for qualified and verified B2B lead generation. Write cold outreach emails and nurture email sequences by products, personas, and goals.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
In addition to booking meetings and creating opportunities from the B2B lead generation, the cold email outreach resulted in a 60% increase in response rate, and nurture campaigns resulted in a 45% increase in conversion rate.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Response speed was great, they were always available to meet and make the changes needed. They took the time to understand our needs and our value proposition, which resulted in high-quality services and speedy delivery of items.
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 really care about your results.
Are there any areas for improvement or something LevelUp Leads could have done differently?
There is always room for improvement, but nothing comes to mind right now.
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 41-50 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.
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