Cleverly

BACKGROUND

Please describe your company and position.

I am the VP Operations of Tulsa Internet Marketing

Describe what your company does in a single sentence.

We provide digital marketing services and strategies to SMBs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cleverly to accomplish?

• Generate new leads and conversations via LInkedIn

SOLUTION

How did you find Cleverly?

Online Search

Why did you select Cleverly over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned
• They Seemed Competent

How many teammates from Cleverly were assigned to this project?

1 Employee

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

Cleverly was tasked with connecting us with and engaging our ideal prospects in conversations that resulted in booked appointments.

RESULTS & FEEDBACK

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

• We have sent out 172 invitations and have successfully made 81 connections, which is an impressive connection rate of 47.1%. Moreover, we have received 43 replies to our invitation for offline conversations, out of which 13 have been positive. We are thrilled with these outcomes!

What was your primary form of communication with Cleverly?

• Virtual Meeting
• Email or Messaging App

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

I must say, I'm quite impressed with how smoothly everything went from onboarding to project launch. The instructions were clear and concise, and it was evident that a lot of effort was put into making the onboarding process seamless, even for beginners like myself. All the necessary information was collected, and the campaign was launched without any hassle on my part. Overall, it was a straightforward and stress-free experience.

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

I was really impressed by the onboarding videos, mini-training, personal Zoom call onboarding, and shared documentation. The level of professionalism was impressive, and the results they delivered were even more so.

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

Currently, I cannot think of anything that requires modification. I am very happy with my experience working with the team at Cleverly. The support and communication were excellent, and they understood all of our needs and delivered promptly. They went beyond what we expected from them, providing ideas that made the project exceptional. Highly recommended!

BACKGROUND

Please describe your company and your position there.

I am a business development representative at a business that sells industrial electric motors and automation.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

I was put into a territory that had a lot of potential for new customer growth, but I was new to the industry and the job. To be able to handle ongoing training and daily transactional tasks with existing customers, I got cleverly to help reach out to people and places I would otherwise not even think to visit or contact.

SOLUTION

How did you select this firm and what were the deciding factors?

My dad was already using it for recruiting purposes and explained to me how successful it has been. I liked that I could create my own scripts and narrow down the search to find exactly who I am looking for in my area.

Describe the project in detail and walk through their service package.

Grow the customer base in the area as much as possible. The area I am in is big with potential but no one has really had the time or resources to touch it. We sell new industrial electric motors as well as repair them in house, and build custom panels.

How many resources from the vendor's team worked with you, and what were their positions?

It was just me working on this and reporting back to my superior with successful prospect to customer conversions and new leads with traction.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

I had a very high response rate! It was not always a response that initiated an immediate partnership or customer, but would at least give me more insight on the person, their business, or their direct contact information to follow up farther down the road.

How effective was the workflow between your team and theirs?

The Cleverly team was very responsive to me and my needs whenever they would arise. Since I was the only one using it, there wasn't any issues with inter communication.

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

I loved how easy it was to change what is not working in the search. Even though it is automated, it is still very malleable to different situations and prospect interactions.

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

I would like to see a way Cleverly can be uploaded or crossed over into other CRM databases. It created a lot of time consuming manual entry on my end.

BACKGROUND

Please describe your company and your position there.

I'm the co-founder and president of Word Nerd Creative Content & Design, LLC — a digital marketing agency specializing in SEO, social media, web design, and content marketing for small business owners.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We hired Cleverly to run a social selling campaign through LinkedIn using Sales Navigator.

SOLUTION

How did you select this vendor and what were the deciding factors?

After searching for and interviewing several different agencies, we decided on Cleverly because of their affordability and excellent reviews.

Describe the project in detail and walk through the stages of the project.

Getting started with Cleverly was a little time-consuming, but it ultimately paid off. We began with a thorough intake questionnaire that took roughly an hour to complete. From there, we scheduled an intake call and began the initial stages of forming our first campaign. We needed to go back and forth a few different times to find the best list and create the most accurate audience profile for the campaign.

The first two months didn't see much traction, so there was quite a bit of trial-and-error involved, but once we got the audience nailed down, viable prospects started rolling in much more frequently.

How many resources from the vendor's team worked with you, and what were their positions?

I worked directly with Samantha, my account manager. She's been an excellent resource and was extremely involved in every step of the process. Her coaching in how to respond to new leads has been an invaluable tool to our company and we are grateful to her for showing us the path to success!

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

From day one, the Cleverly campaign exceeded my expectations. Our connections acceptance rate and reply rate are currently 26% and 25%, respectively — much higher than the anticipated 15-20% we were promised. While it took a bit of trial-and-error for us to begin receiving viable leads (roughly two months' worth), our account manager (Samantha) worked hard to help coach us through some of the mistakes we were making in our outreach efforts.

After her thoughtful advice and making some strategic changes to our audience, we experienced some great success: Just 10 days from our second monthly check-in, our team secured a sale and has another promising meeting scheduled for this week. We're excited to see how these newly implemented changes continue to help grow our business!

How effective was the workflow between your team and theirs?

Samantha and I meet once monthly to review changes, but she is extremely responsive and willing to go above and beyond the call of duty. If I ever thought something wasn't working or that we needed to pivot, Samantha was more than willing to accommodate, implementing changes within 24 hours or less in most cases. She's been a great partner to have as we try to grow our business online.

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

The value of the expertise you receive is really incredible. I was really amazed by how — even for a big company like this that manages thousands of campaigns — they're still able to make you feel like your voice is being heard and they care about your success.

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

Honestly, I can't think of one thing. As long as you're willing to be open to their suggestions, read the materials and resources they provide, and put in the work on your end, you will have success with this team. I don't have a single doubt about it!

BACKGROUND

Introduce your business and what you do there.

Our organization is Scoby Society. We have a mobile app called Scoby Social, which is for social tokens, social NFTs, and creator DAOs. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cleverly?

We wanted to generate leads from people who were leaders or creators in the Web3 space. Specifically, we were looking for entrepreneurs and CEOs building Web3 companies. 

SOLUTION

What was the scope of their involvement?

We initially underwent a detailed onboarding process, where we took LinkedIn and LinkedIn marketing courses. We watched several hours of videos. A client representative from Cleverly helped us develop the automated messaging we’d use during the lead generation campaign. 

Finally, we deployed the project on LinkedIn, where we created automatic connections and sent messages. All the messages were automated until we had to step in and work with the lead directly.  

What is the team composition?

I worked directly with an account manager. 

How did you come to work with Cleverly?

Cleverly was recommended by another marketing firm. 

How much have you invested with them?

We spent around $6,500. 

What is the status of this engagement?

The project lasted from April 2021–August 2022. 

RESULTS & FEEDBACK

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

We had extraordinary metrics. Around 75% of our connection requests were accepted, and around 20% became ongoing dialogues. A high percentage of that converted into actual customers. Overall, Cleverly had a truly effective lead generation campaign. 

How did Cleverly perform from a project management standpoint?

Cleverly was extremely responsive and had a rapid turnaround time. They charged a flat monthly fee, so we had no issues with our budget. We used Google Documents for project management. To communicate, we used emails and Zoom. 

What did you find most impressive about them?

I hate LinkedIn, so having all of my LinkedIn activities automated was great for me.

Are there any areas they could improve?

When we wanted to change something in the campaigns, we’d talk to the account manager via Zoom to figure out all the changes we needed. Then, they’d implement them for me. I would’ve liked to make such changes by myself. If they had a tool to let me design and deploy my own sequences, that would be great.

Do you have any advice for potential customers?

Test and tweak the campaign to see what’s working. Keep changing things slightly. 

BACKGROUND

Please describe your company and your position there.

I am the co-founder and COO at Utility Junction. I oversee the daily operations and efforts to make our company a brand name in the essential services industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly, and what were your goals?

I needed some help generating marketing qualified leads for our startup to help increase sales and brand image. Cleverly was highly recommended by one of my coaching programs, so I decided to give it a try.

SOLUTION

How did you select this vendor?

Cleverly was recommended to me at one of my business coaching groups. I didn't have to source for additional options, it was a straightforward decision in my case.

Describe the scope of their work in detail, including any steps and the final deliverables.

For starters, I had a thorough questionnaire to fill out and help explain my company vision and the purpose of working with Cleverly. From the start it was a very easy process, the sales rep was fully aware of the industry and the setup was very smooth.

How many people from the vendor's team worked with you, and what were their positions?

I worked with two people, Matthew from sales and Kevin Macwan as our Account Manager, who did an excellent job at helping read the dashboard, track the campaign performance and adjust were needed

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Kevin Macwan did an excellent job at helping me read the dashboard, track the campaign performance and adjust where needed. I was able to grow my LinkedIn network by 300+ contacts and close one deal that has helped us generate $12K+ Annually to our revenue.

Describe their project management style, including communication tools and timeliness.

We had regular meetings to check on the campaign performance and made adjustments monthly. Kevin was always available to help and jump on a call as needed.

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

They're committed to helping me grow my network and call out low performance to make the necessary adjustments.

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

I cant really think of anything at this time. I am very satisfied with the product and the level of dedication demonstrated to my company and brand.

BACKGROUND

Please describe your company and your position there.

I work for a SMB Advisory firm that does full scale 1:1 advising from the lens of lived experience (all of our advisors are current/former entrepreneurs themselves). My responsibility is to handle all of the Inbound Marketing Leads as well as to generate inorganic leads through various outreach tactics.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We were hoping to generate additional leads through various outbound LinkedIn campaigns.

SOLUTION

How did you select this vendor and what were the deciding factors?

We searched online for automated LinkedIn lead gen softwares and interviewed 3, we were ultimately most impressed with the level of customer service and follow-up from Cleverly and also the ease of use of the platform.

Describe the project in detail and walk through the stages of the project.

We're using the software with 4 separate LinkedIn profiles, so we had 4 separate kick-off meetings with each of the users, with an initial survey completed by each in advance of the meeting. Then, our internal account manager (me) for all 4 of the profiles met with the Senior Account Manager from Cleverly to further refine messaging and list creation. Now, we meet monthly to discuss changes to the lists/messaging.

How many resources from the vendor's team worked with you, and what were their positions?

We've worked exclusively with a Senior Account Manager.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We've generated 22 Initial Calls (the main metric being looked at) and from those 2 Contracts have been signed.

How effective was the workflow between your team and theirs?

Our workflow is incredibly easy and has adjusted several times to meet our changing needs. The team at Cleverly is very responsive to our needs and constantly curious about opportunities for improvement.

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

The team at Cleverly is very kind, curious, and responsive. They're always willing to shift to meet our changing needs and come to the table with a collaborative approach.

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

I genuinely cannot think of any.

BACKGROUND

Please describe your company and your position there.

We are an ancillary company in the work comp space. I am in charge of provider development and seeking out potential new clients based on the services we offer.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly, and what were your goals?

We needed to expand our audience to prepare for rapid growth as well as discover potential new accounts based on connections on LinkedIn.

SOLUTION

How did you select this vendor and what were the deciding factors?

We selected them based on prior use with other projects with other companies and reputation.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

We needed to expand out reach in the work comp space for Kelsey (me) to ensure our marketing will be effective. We were also seeking high level contacts to interview for a passion project about the space we work in.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with two different team members; the first left the company and Mike took over the account. Position unknown at the time of survey.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We were able to successfully beef up the LinkedIn profiles we needed to and discover several great contacts for new projects.

How effective was the workflow between your team and theirs?

Pretty seamless. A few hiccups when the scope of the contacts we needed changed due to LinkedIn's limited parameters, but nothing out of the ordinary. Mike was great and effective at finding solutions to work around anything that slowed us down.

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

The active involvement of team members. They were phenomenally responsive, added value to the project, and checked in periodically to ensure we were happy with the results we were achieving.

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

I believe that recruiting additional team members with the same initiative as Mike would benefit the company greatly. He was easy to work with, helpful in explaining limitations of the system, and used his ingenuity to come up with solutions to successfully connect us to additional contacts.

BACKGROUND

Please describe your company and your position there.

I am the marketing Manager of a small general contracting company that specializes in AV, Home Theater, TV Hangs, Networking and CCTV Security.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We hired Cleverly to help us get more customers calling us and getting them into our sales funnel.

SOLUTION

How did you select this vendor?

We found them on google, they weren't the first ones that we saw but after doing the discovery zoom call where they give us a run down of their whole service and then did a mini q&a after really helped know if I would like their service or not.

Describe the scope of their work in detail.

After you have the discovery call, they give you a form to fill out that is really helpful for small businesses. Sometimes we are just like go go go and try to get any customer that we can through the door. Them made us slow down and really ask who is our ideal customer and what do they want what are their niches how much do they make how many employees do they have are they franchised or not etc. etc. This was one of the biggest things that really helped us realize that we are just kind of in the dark and just going for scraps instead of trying to cultivate and farm our ideal customers.

What was the team composition?

Honestly I don't remember. I just remember that I worked one on one with an amazing and very helpful person, Mike, he really helped me with every single questions I had and If I said Im actually really bad at social selling he would refer me to resources that I could learn and train on. (SaaS and a bit of done with you)

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Sadly we stop to early to get and sales conversions but views to the LinkedIn page went up 133% and I can say that we weren't posting as much to convert on those views.

How effective was the workflow between your team and theirs?

Very effective, was able to ask through email any time I had questions and he was very flexible in check up calls.

What did you find most impressive about this company?

Flexibility and just the knowledge that I was able to learn.

Is there any area for improvement or anything that could have been done differently?

Cant really think of anyting.

BACKGROUND

Please describe your company and your position there.

Professionals today need to define their target audience and present an enhanced presence and detailed strategy - and they need it done in a timely, cost-effective way. That’s where I come in. Whether my clients need support for their existing marketing departments or an entirely “off-site” marketing team, I’m here to bring a wide range of resources and years of expertise to the table. Ours is a customized - not an off-the-shelf - marketing strategy that never fails to exceed expectations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Needed an 'extra hand' to work with me collaboratively in a lead generation program to strengthen several verticals of my business.

SOLUTION

How did you select this vendor and what were the deciding factors?

Their professionalism and in-depth experience!

Describe the project in detail and walk through the stages of the project.

With an impressive onboarding process, Cleverly made the entire process smooth and easy. After I answered a series of questions about my business, and my target audience, we set up a launch call, and the back-end work was complete because of Cleverly's insight and experience.

How many resources from the vendor's team worked with you, and what were their positions?

I worked with a business development manager initially, then when I decided to engage their services, I was assigned an account manager - Alexa.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

I have secured one new client and have several 'pending' - my pipeline is the best testament to Cleverly's program/services.

How effective was the workflow between your team and theirs?

Seamless. With periodic check-in calls with my account manager, Cleverly makes the entire process smooth.

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

They are easy to work with, making the entire campaign run without issue!

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

Not that I'm aware of!

BACKGROUND

Please describe your company and your position there.

I'm the founder of a company on a mission to help 10 million people find careers they love.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We were looking to increase our outreach to potential clients on LinkedIn.

SOLUTION

How did you select this vendor?

Cleverly was recommended to us by a marketing company who had heard good things. I did some research and decided to give them a try.

Describe the scope of their work in detail.

Cleverly connected to my LinkedIn account and sent automated connection requests and messages to prospective clients. They helped me set up my automated messages and create filters to help make sure outreach occurred to the correct types of people.

What was the team composition?

I worked with an account manager to set up the account. Once the account was set up, the process was largely automated other than occasional check-ins.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We connected with hundreds of new potential prospects who will remain connections and possible future clients over the months and years to come.

How effective was the workflow between your team and theirs?

We had check-ins when needed. I never had any problems scheduling time or getting support when needed.

What did you find most impressive about this company?

We're impressed by their automated outreach. Interested prospects show up without them having to reach out to them.

Is there any area for improvement or anything that could have been done differently?

It would have been nice to have text formatting in the Cleverly portal match formatting on LinkedIn when composing messages. It also would have been nice if I could make tweaks and changes to the campaign myself instead of reaching out to have someone else make the changes. I would have like more streamlined A/B testing tools.