LevelUp Leads

BACKGROUND

Please describe your company and position.

I am the Marketing Director of a software company

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

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

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

2-5 Employees

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

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

RESULTS & FEEDBACK

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

LevelUp Leads tracked each step of the program: 

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

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

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

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

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

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

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

BACKGROUND

Please describe your company and position.

I am the CEO of Leglytech LLC

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find LevelUp Leads?

Referral

Why did you select LevelUp Leads over others?

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

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

2-5 Employees

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

Scope of Work: 

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

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

Deliverables: 

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

RESULTS & FEEDBACK

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

Outcomes

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

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

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

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

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

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

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

Their holistic approach sets them apart from similar companies.

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

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

BACKGROUND

Please describe your company and position.

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

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find LevelUp Leads?

• Online Search
• Prior Working Relationship

Why did you select LevelUp Leads over others?

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

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

2-5 Employees

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

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

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

RESULTS & FEEDBACK

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

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

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

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

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

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

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

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

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

BACKGROUND

Please describe your company and position.

I am the former Head of Sales of Klearly

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find LevelUp Leads?

they reached out to me

Why did you select LevelUp Leads over others?

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

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

2-5 Employees

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

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

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

RESULTS & FEEDBACK

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

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

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

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

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

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

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

Nothing.

BACKGROUND

Please describe your company and position.

I am an executive at an education company

Describe what your company does in a single sentence.

Tech enabled solutions for online degrees and credentials.

OPPORTUNITY / CHALLENGE

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

• Acquire the most affordable, highest converting leads for new business.

SOLUTION

How did you find LevelUp Leads?

• Referral
• Clutch Site

Why did you select LevelUp Leads over others?

• High ratings
• Pricing fit our budget
• 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.

The key to our project was to facilitate new business growth through new clientele. LevelUp leads was able to efficiently produce over 50 qualified leads for us during the 6 months. This was more than double the amount of our historical 6 month qualified lead flow.

RESULTS & FEEDBACK

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

We received over 50 qualified leads in a 6 month period -significantly more than we have historically.

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

Their team was super responsive. We always received detailed professional responses to all of our questions or concerns within 24 hours of sending an email. Their leadership team was very engaged and attentive to promptly address any issues.

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 agility, level of service for their price. We received great value for our budget.

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

Our experience was exactly what we expected and were looking for in an outsourced lead generation agency! So, nothing from our point of view.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Wocap

Describe what your company does in a single sentence.

At Wocap, we are solving a two-sided problem hiding in plain sight: Large Corporations - Leave their cash sitting on low-interest accounts - Have limited, inefficient options of short term investments Meanwhile, Small and Medium-sized Enterprises (SMEs) - Struggle with cash flow to grow their business - Pay a high price to fund their cash flow needs - Often lack strong, supportive banking relationships Our solution? Put idle money to work and support the businesses in need, enabling mutually beneficial transactions! Wocap enables real-time, smart incentives across the supply chain, helps businesses unlock value hidden in plain sight, fueling healthier cash flow and stronger partnerships. In simple words, through Wocap companies with excess liquidity positions get an extra tool which can help them achieve better returns on their cash, while in parallel these companies offer to their suppliers cheaper working capital funding with no bureaucracy or onboarding complications of traditional lending. By giving even their smallest Suppliers access to fast, affordable capital on their terms, Buyers support supply chain performance, ESG goals, and the long-term sustainability of their partners. Built for the modern CFO, Wocap brings clarity, control, and automation to an outdated system. We are redefining working capital as a strategic lever, helping companies shift from reactive liquidity management to proactive financial leadership. We are not just improving cash flow. We are powering stronger partnerships, smarter ecosystems, and a more resilient economy.

OPPORTUNITY / CHALLENGE

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

• Build a qualified pipeline of potential corporate customers
• Create a consistent outbound sales process
• Generate relevant sales conversations with senior decision-makers

SOLUTION

How did you find LevelUp Leads?

Clutch Site

Why did you select LevelUp Leads over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

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.

LevelUp Leads supported us across the outbound sales process rather than treating lead generation as simply a database-building exercise. The engagement included researching and identifying target companies, finding appropriate decision-makers, organizing prospect information, developing outreach messaging, and conducting outbound sales activities. A particularly important part of the work was helping translate what Wocap does into a message that could make sense to a senior executive who may not already be familiar with our model. Our solution can be complex to explain. We are effectively helping companies put excess liquidity to productive use while giving their suppliers access to more affordable working capital. LevelUp Leads worked with us to turn that broader value proposition into a more straightforward sales conversation. 
Key deliverables included: 
Defining and refining target-account profiles. 
Researching companies that fit Wocap's ideal customer characteristics. 
Identifying relevant decision-makers within target organizations. 
Building and organizing prospect lists. 
Developing outbound messaging and talking points. 
Conducting cold outreach and prospecting activities. 
Qualifying prospects based on their potential fit. 
Initiating conversations with relevant finance and business stakeholders. 
Scheduling qualified sales meetings for the Wocap team. 
Providing feedback from conversations with prospects. 
Refining the approach based on responses and objections. 
Maintaining communication with our team regarding pipeline activity and prospect feedback. 

One thing we appreciated was that the process wasn't completely static. As LevelUp Leads began speaking with prospects, we were able to learn which parts of our proposition generated interest, which questions came up repeatedly, and where prospects needed additional explanation.

RESULTS & FEEDBACK

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

The biggest measurable improvement was the creation of a more organized outbound pipeline and a consistent flow of qualified conversations. LevelUp Leads helped us move from relying heavily on ad-hoc prospecting toward having a defined process for identifying accounts, reaching the appropriate stakeholders, qualifying interest, and handing relevant opportunities over to our team. 
Some of the tangible outcomes included: 
A structured database of relevant target accounts. 
More direct access to finance and executive-level contacts. 
Qualified sales conversations with companies that fit our target profile. 
Meetings that gave our team opportunities to explain Wocap's model in greater detail. 
Better visibility into common prospect questions and objections. 
A repeatable outbound process that could continue beyond individual campaigns. 
Reduced time spent by our internal leadership team on initial prospecting. 
A clearer distinction between companies that were simply curious and prospects with a genuine potential business case. 

For us, the quality of conversations was more important than simply counting outreach activity. Wocap operates in an area where a prospect may need to understand both sides of the value proposition: the benefit to the company managing excess liquidity and the benefit to its supplier ecosystem. Getting those conversations started with the right people was therefore meaningful progress.

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

The project management was straightforward and responsive. Communication was one of the stronger aspects of the engagement. When we had questions about messaging, targeting, or the type of companies being approached, LevelUp Leads was willing to discuss the reasoning behind the approach rather than simply continuing with the original plan. There were also situations where we needed to clarify our ideal customer profile or explain an aspect of Wocap's business model in greater detail. The team adapted to that information and incorporated it into the outreach process. We also appreciated receiving feedback from actual prospect conversations. In a business like ours, hearing that several prospects asked similar questions is valuable because it can reveal where our positioning needs to be clearer. Overall, deliverables and outreach activities were handled in an organized manner, and the team was responsive when adjustments were needed.

What was your primary form of communication with LevelUp Leads?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was their ability to approach outbound sales as a process rather than simply a volume exercise. Wocap isn't the easiest product to explain in a short cold outreach message. We're dealing with corporate liquidity, supplier financing, procurement relationships, treasury considerations, and strategic working capital management. LevelUp Leads made an effort to understand the underlying business problem before communicating the solution. One scenario that illustrates this well was when we discussed how a prospect could potentially view Wocap. It isn't enough to tell a CFO that they can earn a better return on idle cash. The conversation also needs to explain how that same liquidity can support suppliers and strengthen the broader supply chain. That distinction matters. The team became increasingly comfortable with the different stakeholders involved in the decision-making process and the reasons each stakeholder might care about the proposition. I also found their willingness to use prospect feedback constructively impressive. Instead of treating objections as simply "no's," the conversations helped us understand what needed to be clarified in our messaging.

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

Overall, we had a positive experience, but there are always areas where an outbound sales process can become more effective. One area for improvement would be continuing to deepen the level of account research before outreach. For a company like Wocap, certain characteristics of a prospect's supplier ecosystem, treasury structure, procurement model, and working-capital needs can make a significant difference in how relevant the conversation is. We would also have benefited from even more detailed categorization of prospects based on their likely use case. For example, a company primarily interested in improving supplier relationships may respond differently from a company primarily focused on optimizing corporate liquidity. That said, these are refinements rather than major shortcomings. The team was receptive to feedback, which made it easier to improve the process as the engagement progressed.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of DeepIdea Lab, a company that provides automation solutions to help businesses boost productivity.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LevelUp Leads?

We needed help with cost savings and the operational lift to set up and manage our sales development representative (SDR) team.

SOLUTION

What was the scope of their involvement?

LevelUp Leads provides leads and helps us grow our SDR function without having to hire internally. The team also executes campaigns and manages cold calling directly into our CRM.

What is the team composition?

We don’t know how many teammates from LevelUp Leads are assigned to our project.

How did you come to work with LevelUp Leads?

Someone referred LevelUp Leads to me.

How much have you invested with them?

We’ve spent $5,000–$49,000

What is the status of this engagement?

We started working with LevelUp Leads in October 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

We receive 2–3 meetings per week, which is in line with our expectations.

How did LevelUp Leads perform from a project management standpoint?

LevelUp Leads’s project management is good; the team delivers on time. We communicate via email and messaging apps.

What did you find most impressive about them?

LevelUp Leads’ friendliness, customer support, and quality of leads are impressive.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the Sales Operations Manager of an industrial automation company.

Describe what your company does in a single sentence.

Our company provides full-time on-site controls for commissioning and start up purposes in various industrial automation sectors across North America and Internationally.

OPPORTUNITY / CHALLENGE

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

• Augment our top of funnel
• Generate new leads
• Diversify industries

SOLUTION

How did you find LevelUp Leads?

• Online Search
• Clutch Site

Why did you select LevelUp Leads over others?

• High ratings
• Company values aligned
• Met and vetted multiple vendors

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 helped stimulate our top of funnel through cold calling. All set deliverables were exceeded.

RESULTS & FEEDBACK

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

Generate 4 meetings per month in a highly targetted and thin list, convert 1 account to a billing status by the end of the term.

All goals were met and exceeded.

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

They compartmentalize their rev ops with another individual who was in-tune with our program and highly responsive to our deliverables and communication.

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 flexible and adapted to our market very quickly, provided a sales representative that had aligned work histories to have the least amount of onboarding/start up time.

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

Everything with LevelUp Leads has been outstanding so far and have no feedback currently.

BACKGROUND

Please describe your company and position.

 I am the SVP Marketing of an insurance company 

Describe what your company does in a single sentence.

A leading provider of renter risk mitigation solutions for multifamily owners and operators.

OPPORTUNITY / CHALLENGE

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

• Lead gen

SOLUTION

How did you find LevelUp Leads?

Online Search

Why did you select LevelUp Leads over others?

• High ratings
• 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.

Engaged LevelUp Leads for a BDR test involving phone & email outreach to high-level decision makers at target multifamily owner-operator prospects. This involved lead generation, test & learn of messaging and scripts, and securing meetings.

RESULTS & FEEDBACK

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

Our test with LevelUp showed that there is value in an on-going BDR motion to drive response from and engagement with prospective owner-operator partners.

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

Anna and the LevelUp Leads team were very responsive and communicative, both via regular virtual Zoom syncs and immediate Slack responses as well. 

What was your primary form of communication with LevelUp Leads?

Virtual Meeting

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

They were proactive and consistent in their communication, and brought enthusiasm and hands-on support to help the initiative’s success.

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

N/A