LevelUp Leads

BACKGROUND

Please describe your company and position.

 I am the Chief of Staff of an AI merchandising company.

Describe what your company does in a single sentence.

We empower ecommerce brands with intuitive AI merchandising that transforms your store into a growth engine.

OPPORTUNITY / CHALLENGE

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

• Business development outreach
• Brand awareness

SOLUTION

How did you find LevelUp Leads?

Referral

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.

LevelUp Leads manages the front end of our outbound sales process. They handle list building based on our target customer parameters, execute initial outreach via phone, and email follow ups.

Key deliverables include:

• Qualified meetings booked on our behalf with prospects matching our ideal customer profile
• Targeted prospect lists built according to our specifications
• Initial outreach and follow-up email campaigns
• Brief introductory phone calls to qualify interest and schedule meetings
• Regular campaign performance reports showing outreach metrics and response rates

The team maintains close communication throughout, providing updates on campaign performance and collaborating with us to refine messaging and targeting as needed.

RESULTS & FEEDBACK

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

• Outbound dials
• Conversations completed
• Intro meetings booked with our internal team

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

LevelUp Leads is very strong on project management. They consistently delivered items on time and maintained strong follow-up when they needed information or input from our side. Their responsiveness to requests has been impressive. They work with real velocity and don't let things sit. When we've asked for changes to messaging, adjustments to target parameters or any other modifications, they've turned things around quickly. The team proactively communicates about timelines and keeps us informed throughout the process, which has made the partnership smooth and efficient. 

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?

What stands out most is their genuine commitment to getting results combined with their flexibility. Many agencies operate rigidly within their standard processes, but LevelUp Leads has been willing to adapt and adjust their approach based on what's actually working. They don't just execute a playbook and call it done. They actively collaborate with us, respond quickly to feedback and iterate on strategy to improve outcomes. Their velocity and responsiveness have also been impressive. The team moves fast without sacrificing quality, which has allowed us to test and refine our outreach much faster than we anticipated. 

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

One area for improvement would be the polish and consistency of the BDR's communication with prospects. We understand it can be challenging to answer detailed questions when you don't work directly for the company, but we did find ourselves coaching the BDR on the same topics multiple times. It would have been helpful if that feedback had been retained and applied more consistently. That said, this is a relatively minor issue in an otherwise strong partnership, and the team has been receptive to our coaching.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and CRO of ShipShape AI. We use software and sensors to help homeowners predict maintenance problems before they become big problems. We sell our software to large contractors, including HVAC, plumbing, and electrical companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LevelUp Leads?

We needed help with outbound calling and SDR services.

SOLUTION

What was the scope of their involvement?

LevelUp Leads generates lists of contractors, specifically those backed by private equity, and calls them to set up meetings. We take the meetings from there. We've had one training session and completed a questionnaire. We reviewed the questionnaire with an account manager and ran their sales team through a sales presentation about the script. We meet with them once a week.

LevelUp Leads follows our system processes and scripts, and their team has developed new ones. They use a series of AI tools made available to the public. LevelUp Leads also pays for various subscriptions and list-building software, such as PitchBook, which they use to extract contact information.

What is the team composition?

We work with an account manager and a salesperson. The salesperson makes around 400 calls a day within a 2–3-hour period using a multi-dialer tool.

How did you come to work with LevelUp Leads?

LevelUp Leads called us. My business partner and I had a few calls with their team.

How much have you invested with them?

We pay them between $4,000 and $7,000 a month.

What is the status of this engagement?

We started working with them in August 2025, and our partnership is ongoing.

RESULTS & FEEDBACK

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

LevelUp Leads has done an excellent job. We'll likely increase the number of callers from one to two, because we're so pleased with their services. LevelUp Leads' account manager is very sophisticated. Their caller is excellent, learns well, takes feedback, and has worked with us to tune the script. He's helping us build our script because he's getting so much feedback, which has helped us hone our messaging.

They've set up 10–20 meetings, which is a lot for this industry. They've exceeded our expectations in every category.

How did LevelUp Leads perform from a project management standpoint?

LevelUp Leads delivers the work on time and within budget. They communicate well. We use Slack and Google Meet. Their services are simple, and we can manage the project with phone calls and meetings.

What did you find most impressive about them?

We're happy with LevelUp Leads' services and are big fans of theirs. They're very good at what they do.

Are there any areas they could improve?

No, there's nothing I know of.

Do you have any advice for potential customers?

Ensure LevelUp Leads' account manager and salesperson are the right fit for your team and culture. We lucked out because we got both, but that would make a big difference in terms of fit within the team. They still work with our salespeople, so it's essential that they get along and maintain a social connection.

BACKGROUND

Please describe your company and position.

 I am the Sr Director BD & GTM Ops of an ecommerce company 

Describe what your company does in a single sentence.

A French SaaS company founded in 2012, facilitates the creation and management of online marketplaces and dropship operations. Headquartered in Paris and Boston with global offices, our platform transforms e-commerce platforms into third-party marketplaces, offering tools for seller management, order fulfillment, and customer service. The platform, which is not a full e-commerce suite, focuses on marketplace management capabilities such as supplier catalog management and retail media solutions. Our company employs a quote-based pricing model influenced by factors including user count and transaction volume. It is utilized across multiple industries and has received positive ratings for integration and seller management.

OPPORTUNITY / CHALLENGE

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

• Understand how our ICP would respond with heavy cold call prospection
• Test and learn about new product resonance without diluting inhouse resource
• Book meetings that build pipeline

SOLUTION

How did you find LevelUp Leads?

Online Search

Why did you select LevelUp Leads over others?

• High ratings
• Pricing fit our budget
• 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.

Project 1: New Product:

• Objective: 2-3x phone activity against this population
• Goal: Education - Generate more meetings against this segment and assess if they progress
• Scope: B2C & B2C Tier 1 and 2 Data titles, and a select subset of Tier 3 B2Bs
• Account + Contact Count: ~600 Accounts & ~10k Contacts

Project 2: Existing Products & ICP:

• Objective: 2-3x phone activity against this population
• Goal: Augment - Amplify existing GTM efforts to speed account penetration, assess if more phone = more mtgs
• Scope: B2C & B2B ecomm/digital titles
• Account + Contact Count: ~600 Accounts & ~17k Contacts

Project 3: New International Market Support:

• Objective: 2-3x phone activity against this population
• Goal: Augment - Amplify existing GTM efforts to speed account penetration, assess if more phone = more mtgs
• Scope: Augment - Amplify existing GTM efforts to speed account penetration, assess if more phone = more mtgs
• Account + Contact Count: ~250 Accounts & ~5k Contacts

Project 4: Longtail, non-ICP Test:

• Objective: 2-3x phone activity against this population
• Goal: Education - Generate more meetings against this segment and assess if they progress
• Scope: Education - Generate more meetings against this segment and assess if they progress
• Account + Contact Count: 500 of Accounts

RESULTS & FEEDBACK

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

Successfully learned more about the role cold calling should play against our ICP - where is it is most and least effective by region, by product and by persona

Built the internal case for more investment in contact data tools beyond Clay as the LevelUp data enrichment impacted 30%+ of our contacts & their connection rates were +50% internal team's.

Successfully recruited and overbooked (champaign problem!) an assigned virtual event.

Secured appointments across industries, seniorities and products.

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

The team was super responsive, tailored their approach to our needs and - best of all - was proactively iterating and partnering to improve outcomes. I appreciated their commitment, professionalism and overall investment in our company and this project. 

For instance, in one of our projects we had early success (meeting set in the first few days) and the other took refinement over the course of 2-3 weeks - the original list we provided was large, they segemented an built audiences, they roated and tweaked those audiences until they saw connection & conversations rates increase and then doubled down once they found the sweet spots.

Not only that but they lead a great group of SDRs. If you work with Andrew, Juan, Denny and Jair then you're in good hands! 

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 proactive partnership and iteration - they're a group of maximizers looking to make tweaks to continuously improve results and partner

Their engaged team of SDRs - as mentioned, Denny, Juan, Andrew and Jair were all curiuos, eager to learn more and refine their talk tracks and genuinely good people who were motivated to win

LevelUp Lead's Tech Stack - out of all the vendors I reviewed, their tech stack of tools, data enrichment liscense, etc was the most robust and - for us - data is the backbone of all prospection efforts

Programmatic Choice - LevelUp Leads adapts to the client's project needs, many vendors that I ruled out early on were rigid e.g. we'll only work with you if we can own the entire GTM motion - LevelUp Leads can certainly do that, but if you have a unique or specialize project in mind, they're really your best option.

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

This is more of an Orum issue than LevelUp leads - they provide a ton of great data. I was keen to understand contact coverage, account coverage and # of dials per contact / account. Since they were parallel dialing, this was challenging to extract so - net net - I am certain of their # of dials, their # of connects / conversations & with whom they took place but I'm unable to decern if we called X account 0 times or 100 times.

I'm keen to understand this so I can draw statistically significant conclusion around where they phone is likely to be least and most effective after LevelUp made 100k+ dials.

BACKGROUND

Please describe your company and position.

I am the Senior Director of Partnerships & Distribution of Westgate Resorts

Describe what your company does in a single sentence.

Westgate Resorts is a diversified hospitality company headquartered in Orlando, Fla., featuring the largest privately held timeshare resort club in the world and a portfolio of more than 60 resort properties. The company offers spacious villa accommodations, world-class amenities, and family-friendly destinations in sought-after locations such as Orlando, Las Vegas, Gatlinburg, Park City, and Myrtle Beach. In 2025, the company expanded its footprint with the addition of VI Resorts by Westgate, enhancing its presence in the Pacific Northwest, Hawaii, Canada, and Mexico. Since its founding in 1982, Westgate has focused on creating memorable vacations and delivering exceptional service, while maintaining a commitment to innovation, hospitality, and community engagement. Whether guests are seeking relaxation, adventure, or a combination of both, the company’s 9,000 Team Members provide personalized and value-driven getaways tailored to every traveler’s needs. 

Our Mission:
We believe we enrich the lives of our guests by providing a lifetime of wonderful vacation memories.

OPPORTUNITY / CHALLENGE

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

• To increase our pipeline of qualified business leads, boost conversions for group and event bookings at our flagship properties.
• To maximize reach in underpenetrated markets such as the corporate retreat and destination wedding segments.
• To expand our corporate relationships, group bookings, and strategic B2B channels
• To reach emerging markets and diversify our customer base, even as we remained laser-focused on a personalized guest experience.

SOLUTION

How did you find LevelUp Leads?

Clutch Site

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.

LevelUp Leads took the time to understand not only our product offerings and unique service proposition but also the ethos of our mission: enriching lives through memorable vacations. Their team collaborated with marketing to produce tailored messaging for our luxury villas, family reunion packages, and corporate retreat experiences. The scope included:

1. Developing and executing outbound lead generation campaigns targeting event planners, travel agencies, and corporations.
2. Drafting compelling cold outreach emails and LinkedIn messaging sequences that genuinely conveyed the value hospitality we offer.
3. Building a refreshed prospect database, carefully segmented by market vertical, decision-maker personas, and location.
4. Qualifying inbound and outbound leads before seamlessly handing them off to our sales executives for closing.
5. Scheduling discovery calls and providing detailed notes on prospect needs, pain points, and interests.
6. Regular strategy sessions and weekly performance reporting to ensure aligned objectives and continuous optimization.

Key deliverables included: a fully built CRM pipeline, analytics dashboards for transparency, weekly call/meeting schedules, curated lists of newly sourced leads, and extensively documented conversations that made transitions smooth and efficient.

RESULTS & FEEDBACK

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

The impact was apparent from our very first quarter working together. Our sales team was able to focus their energy on relationship management and deal-closing, as LevelUp Leads consistently surfaced highly qualified, well-prepped leads. For instance, thanks to their targeted approach, we secured partnerships with two large event management firms that had never previously considered Westgate for annual conferences. We also saw a marked increase in inbound group inquiries tied directly to their outreach efforts, resulting in multiple new bookings for summer 2025 across our Orlando and Las Vegas resorts.

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

LevelUp Leads’ project management style was exemplary: timelines were always explicit and adhered to, communication was proactive, and they demonstrated a real knack for listening to feedback and adapting quickly. When we identified a new opportunity, promoting our Park City resort to West Coast tech companies, they were able to pivot their campaigns almost overnight, with creative messaging that resonated with the target audience.

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?

What stood out most was the professional yet truly personalized approach. Every interaction felt collaborative rather than transactional, and the team took genuine pride in representing the Westgate brand in front of prospects. Their agents became such an integrated extension of our sales force that most clients assumed they were part of our in-house team. It’s rare to find a partner who combines industry know-how, consultative problem-solving, and that authentic human touch.

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

If there was any area for improvement, it might be the desire for even deeper integration with our in-house marketing analytics. While they provided detailed weekly and monthly reports, we would have appreciated joint dashboarding for real-time KPI tracking and an even tighter feedback loop. That said, the LevelUp team was always open to suggestions and expressed readiness to explore more sophisticated reporting tools together.

BACKGROUND

Please describe your company and position.

I am the Director of Manufacturing Engagement at TDK SensEI of TDK SensEI

Describe what your company does in a single sentence.

TDK SensEI provides AI-driven industrial edge solutions by combining advanced sensing technology with machine learning for predictive maintenance and performance optimization

OPPORTUNITY / CHALLENGE

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

• Targeted cold calling campaigns
• Strategically address untapped market opportunities by driving lead generation for TDK SensEI´s machine health monitoring solutions
• Accelerating our sales cycle with leads that are informed, interested, and decision-ready

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

• High ratings
• Great culture fit
• Company values aligned
• Experienced

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.

1. Strategic Outreach to Key Decision-Makers: LevelUp Leads are identified and connected with critical roles like plant managers and operations leaders across the manufacturing, oil and gas, and energy sectors. These professionals are instrumental in adopting solutions like real-time machine health monitoring and predictive maintenance capabilities.
2. Customized Campaigns for Specific Industrial Applications: They designed industry-specific outreach campaigns that highlight value in AI analytics, edge computing, and sensor integration. Messaging was tailored to resonate with the unique needs of each target sector.
3. Enhanced Sales Pipeline with Qualified Leads: LevelUp Leads consistently generated qualified prospects through cold calling, emails, and follow-ups. This approach keeps our pipeline active and shortens the sales cycle by engaging ready-to-buy contacts.

RESULTS & FEEDBACK

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

Successfully increased qualified lead volume and enhanced outreach effectiveness, strengthening the sales pipeline.
Streamlined the sales process by accelerating first contact, improving ICP targeting, and boosting conversion rates.
Enhanced demo/conference attendance, captured key operational pain points, and expanded engagement across multiple departments.

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

Demonstrated exceptional project management with clearly defined milestones, timelines, and consistent updates.
All deliverables were completed on or ahead of schedule, reflecting a strong commitment to deadlines and execution.
Maintained open and proactive communication, ensuring the company was always informed of progress and adjustments.
Quickly adapted outreach strategies based on feedback, showcasing a flexible and responsive approach to dynamic business needs.
Provided detailed performance reports and data dashboards, allowing real-time visibility into lead pipeline metrics.
Showed a strong understanding of the ideal customer profile (ICP) and refined outreach to align with evolving targeting criteria.
Their team demonstrated deep product comprehension, ensuring that messaging and outreach were technically sound and value-driven.

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?

LevelUp Leads is solving a critical challenge in our industry: sourcing qualified, niche-specific leads in the complex space of machine health monitoring and industrial AI. By deeply understanding our target market, operations leaders and plant managers they're able to identify prospects who aren't only relevant but also actively seeking machine health monitoring solutions.

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

 NO! Working with Level Up Leads has been excellent—their strategic lead generation consistently delivers high-quality, well-targeted leads that match our ideal customer profile.

BACKGROUND

Please describe your company and position.

I am the Managing Director of performance marketing firm. 

Describe what your company does in a single sentence.

Our company is a performance marketing firm that helps eCommerce brands lower their customer acquisition costs through direct-response ad creatives, user-generated content, and targeted advertising strategies on platforms like Meta and Google.

OPPORTUNITY / CHALLENGE

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

• Getting more qualified leads

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.

Working with LevelUp Leads was a game-changer for us. They basically took all the heavy lifting off our plate when it came to outbound sales, running targeted email, LinkedIn, and cold call campaigns that actually got us in front of the right people. Instead of spending time chasing leads, we were closing deals.

One of the biggest wins was their list-building, they built super-targeted prospect lists that made every outreach feel intentional, not random. Their cold-calling team also crushed it, getting us real conversations with decision-makers we’d struggled to reach before.

The whole process was smooth, data-driven, and honestly, just easy. With them in our corner, we booked more meetings, grew our pipeline, and ultimately closed more deals.

RESULTS & FEEDBACK

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

We tripled our sales meetings in just a few months, with way more qualified leads coming in. Our cold outreach actually worked, LinkedIn and email engagement jumped 40%, and cold calls turned into real conversations. We saved 20+ hours a week, freeing us up to focus on closing deals.

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

They had a clear process in place, kept everything organized, and always delivered on time. From the start, they set clear expectations, provided regular updates, and were super responsive whenever we needed adjustments.

They moved fast but never felt rushed, every campaign was well thought out and executed smoothly. If we had feedback or needed tweaks, they made changes quickly without any hassle.

Communication was seamless, and it always felt like they were a step ahead, making sure everything was running efficiently.

Overall, they were reliable, proactive, and easy to work with. They handled the heavy lifting, so we never had to worry about missed deadlines or things falling through the cracks.

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?

What really stood out about LevelUp Leads was how dialed-in their process was. Instead of just blasting out generic outreach, they took the time to really understand our ideal customers and made sure every campaign was super-targetedand it actually worked.

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

Not really

BACKGROUND

Please describe your company and position.

I am a Director of Cloudian

Describe what your company does in a single sentence.

Storage

OPPORTUNITY / CHALLENGE

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

• Increase our outbound messaging and customer interactions/meetings
• Help facilitate and increase new business development
• Act as an extension of our inside sales and field teams to set up engagements and find opportunities

SOLUTION

How did you find LevelUp Leads?

they reached out

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.

The Dedicated SDR program is provided subject to the terms and conditions set forth in the Master Service Agreement between the parties and attached hereto.

STRATEGY

• Onboarding Call (Customer defines ICP and objectives) Strategy and Planning

PEOPLE

• Dedicated Sales Development Representative (daily sales activities via call, text, email, or LinkedIn)

• Customer Success Manager (Strategy meetings, reporting & operations support)

• Operations Support (Campaign Setup/Monitoring)

• Data Researcher Team (To help source contact data)

• Email Deliverability Team

• Copywriter

QUALITY ASSURANCE

• Product Training (Customer must supply product/service information via Email or Slack)

• Script Creation and Training

TECHNOLOGY

• Dialer (Direct phone numbers included)

• Contact Data (LevelUp Leads technology stack included)

• Communication (Slack for communication)

DELIVERABLES

• Cold Calls (600 average calls/day)

• 4000-4500 emails/month

• LinkedIn Automation

• Contact Data (Roughly 1000-1500 contacts/month)

• Weekly Stats document with campaign metrics

• Account Nurturing - CRM management

• Check-in calls with SDR as needed

• 2 check-in calls per month or as needed

• Set monthly KPIs / benchmarks with client to monitor performance.

RESULTS & FEEDBACK

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

We were able to increase meetings and outbound numbers due to the work that was done by the great team at Level UP.  Meetings set, LinkedIn presence, and opportunities logged all went up.

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

They were fantastic in managing and time-line delivery.  Always on the ball, and would continuously check in to make sure we were getting the results we wanted.  Sarah was very responsive to everything I needed, and Andrew as well.  

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?

Organization and Responsiveness, as well as the communication.  When you service out a piece of your business like Sales Development, it is key to have open lines of communication and be organized and responsive.  They completly over performed in this, which is why I would certainly relish a chance to work with them again.

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

No, they were exactly what we had hoped for and then some.

BACKGROUND

Please describe your company and position.

I am the Chief Revenue Officer of Modives

Describe what your company does in a single sentence.

Insurance Technology

OPPORTUNITY / CHALLENGE

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

• Exposure
• Outbound Call Campaign

SOLUTION

How did you find LevelUp Leads?

Other

Why did you select LevelUp Leads over others?

Other

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.

Project Overview:
Level Up performed an outbound call campaign to identify and engage prospective customers within our target market. The campaign aimed to generate qualified leads for the sales team by introducing potential clients to our technology solutions.

Key Deliverables Achieved:

• Target Market Research and Client Identification:
  • Level Up conducted in-depth research and compiled a comprehensive list of potential clients aligning with our ideal customer profile.
• Contact Information Acquisition:
  • Level Up gathered accurate contact details for key decision-makers within the identified companies.
• Outbound Call Execution:
  • Level Up conducted a high-volume outbound call campaign, reaching out to hundreds of individuals.
  • Calls introduced our technology solutions and gauged interest.
• Lead Qualification and Funnel Management:
  • Level Up employed a lead qualification process and transferred qualified leads
• Reporting and Performance Tracking:
  • Level Up provided regular progress reports and final campaign results detailing call volumes, contact rates, lead generation metrics, and other relevant data.

RESULTS & FEEDBACK

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

Level Up dialed as many as 13,000 contacts, and connected with 1500 individuals, throughout the campaign. 

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

Level Up assigned a dedicated project manager who maintained open communication with our team. We held regular meetings to discuss emerging needs. Despite project challenges, Level Up consistently addressed issues in a timely and thoughtful manner.

What was your primary form of communication with LevelUp Leads?

Virtual Meeting

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

Chris, my contact and partner for Level Up, consistently demonstrated exceptional availability to explore our needs and a deep understanding of our business challenges. Chris' commitment to our goal of evangelizing our technology solution to our ideal customer profile was impressive.

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

None

BACKGROUND

Please describe your company and position.

I am the Technical Design of PBK

Describe what your company does in a single sentence.

PBK is a full-service architectural planning and design firm headquartered in Houston, Texas. The firm provides services related to architecture, engineering, interior design, planning, technology and facilities consulting. The firm also specializes in sports, healthcare, corporate and municipal facilities. 

OPPORTUNITY / CHALLENGE

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

• More appointments / RFP
• Build quality lists

SOLUTION

How did you find LevelUp Leads?

Online Search

Why did you select LevelUp Leads over others?

• High ratings
• Close to my geographic location
• 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.

Lead Generation Scope of Work

Market Research & Analysis

• Identify Target Markets: Research and define key sectors and industries to target (e.g., educational institutions, healthcare facilities, commercial real estate).
• Competitor Analysis: Assess competitors’ lead generation strategies to identify opportunities and gaps.
• Client Personas: Develop detailed profiles of ideal clients based on demographics, needs, and pain points.
  
  

Lead Generation Strategy Development

• Value Proposition: Craft a compelling value proposition that highlights unique strengths and differentiators.
• Lead Channels: Identify and prioritize lead generation channels (e.g., online marketing, referrals, partnerships, events).
• Content Strategy: Develop a content calendar that includes blogs, case studies, white papers, and other materials showcasing expertise and past projects.

RESULTS & FEEDBACK

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

• Leads Generated: Maintained on average 17 leads per month from calling and 8 leads on average per month from email.
• Total Revenue Closed YTD: $252,000
• ROI: 5x return on investment

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

LevelUp Leads excelled in project management. They consistently delivered on time, keeping us informed about milestones and any potential delays. Their use of project management tools ensures everything stays on track.

When it came to our needs, they were highly responsive and flexible. They tailored their solutions to fit our specific goals and quickly addressed any questions or adjustments we had. Overall, working with LevelUp Leads was smooth and effective, with timely delivery and great support throughout.

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?

LevelUp Leads impressed us with their exceptional commitment to timeliness and customization. They met all deadlines and kept us consistently updated, making the process smooth and stress-free. Their ability to tailor strategies to our specific needs was particularly noteworthy.

A standout aspect was Chris Lingenfelter's deep industry knowledge and market understanding. His expertise was invaluable in navigating the complexities of launching new efforts, providing insights that greatly enhanced our strategy. The team’s responsiveness, adaptability, and Chris’s guidance truly set them apart.

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

Nothing comes to mind. 

BACKGROUND

Introduce your business and what you do there.
I'm the co-founder of a full-service digital agency that has been in business since 2010. We specialize in custom web and software development solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LevelUp Leads?

We contacted LevelUp Leads to help us with our outbound sales efforts since we get business through referrals. This is the first time I've gone down this path for our company.

SOLUTION

What was the scope of their involvement?

LevelUp Leads supports our outbound sales efforts via email, phone calls, and direct LinkedIn messaging. The team tries a different mix of outbound sales tools and channels to determine which works best for us. LevelUp Leads is responsible for setting appointments with quality leads, and our team closes the sale. LevelUp Leads is also responsible for creating the scripts and messaging for outbound campaigns. 

What is the team composition?

We regularly work with five teammates from LevelUp Leads: Chris (Partner) is one of the top team members, Sarah (Customer Success Manager), Christina (Sales Development Representative) is on the call team, Bart (Copywriter) handles scriptwriting, copywriting, and SEO work, and Marsalis (COO) sends weekly reports.

How did you come to work with LevelUp Leads?

We found LevelUp Leads through a Google search. After some research, the team ended up on our shortlist. We chose LevelUp Leads because of their level of service and communication ability.
How much have you invested with them?

We've spent around $25,000 since we started working with LevelUp Leads. We started with a monthly fee for the first three months of our engagement and are considering setting a longer-term contract to take advantage of their discounts. 

What is the status of this engagement?
We started working with LevelUp Leads in June 2024, and our engagement is ongoing. We plan to continue working with LevelUp Leads in the long run.

RESULTS & FEEDBACK

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

We measure the project's results by the number of quality appointments LevelUp Leads delivers. We're in the middle of closing a potential six-figure project with a long-term partnership. LevelUp Leads does an excellent job of giving us high-quality leads that are highly valuable and can result in big projects. We're responsible for closing sales, and LevelUp Leads not only offers call center services but does whatever works best for our audience.

How did LevelUp Leads perform from a project management standpoint?

LevelUp Leads responds well to our needs and meets requirements. We primarily communicate via Slack daily and have biweekly check-ins via Zoom. I also talk with Chris, who regularly checks in. We don't use project management with the team, but our internal lead management collaborates via HubSpot.
Are there any employees from the service provider's team that you would like to give a shout-out to in this review?

Chris and Sara have stood out. 

What did you find most impressive about them?

LevelUp Leads' strategy and personalized level of service make the team stand out. The team is excellent at letting us know what doesn't work and trying new things. The team is good at communication and can adapt easily. LevelUp Leads is strategy-driven and good at determining what works best for our unique company. 

We spend a lot of time working on our strategy to ensure we're talking the same language to our potential customers. We've seen many service providers that put clients on a call bank and offer a general script. LevelUp Leads isn't like that. We closely monitor their performance and make iterations based on the results we see.

Are there any areas they could improve? 

I can't think of anything LevelUp Leads can improve on.

Do you have any advice for future clients of theirs?

I suggest responding quickly to LevelUp Leads and being helpful in providing what they need to do their best job. Our team is close and quick for them.