Cleverly

Please describe your company and your position there.

I'm the Founder of Rueppell Law and provide legal services for businesses. As a registered US Patent Attorney, I provide a specialist in Intellectual Property legal services.

For what projects/services did your company hire Cleverly?

I needed help setting up and managing a marketing program over my LinkedIn/Sales Navigator account. I was looking for lead generation and then a messaging campaign to connect and follow up with potential leads.

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

Cost and recommendation from a trusted colleague.

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

During the kickoff meeting my representative and I identified a first campaign to run, including identification of a specific target market and lead generation parameters to be employed. That same day, immediately after the kickoff meeting, my representative established and initiated this first campaign. That same day I started to receive connection acceptances from leads that had been contacted and even received some personal messages from individuals. I started responding to these connections and personal messages that same day. I used the Cleverly templates that my representative put in place, built a template of my own, and responded over Sales Nav/LinkedIn.

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

I have worked with two account representatives/managers.

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

This first campaign appears to have been quite successful, as from day one on I continued to receive numerous connections and personal messages. It even lead to a first, direct phone call with a prospective client. Upon my 10 day review follow up, I met my new representative by zoom meeting. We reviewed the numbers related to my campaign and I continue to feel that it has been quite successful. During the zoom meeting, my representative highlighted features on my Cleverly dashboard and throughout my account platform that I have since employed in responding to various connections. My representative helped build another template which I have used numerous times already. I may have also, just today, established another direct connection with a lead. Overall, it was a very productive meeting and first 10 days of my campaign. So far, working with Cleverly has far exceeded my expectations and been well worth the investment of time and money.

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

Based on my initial feedback to Cleverly, they focused quickly, got my campaign up and running immediately, gave me content that I could use, showed me how to use it...without getting bogged down and taking too much of my time, and GOT RESULTS!!! This has been a remarkably efficient experience and I appreciate that very much.

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

My understanding is that Cleverly does not provide LinkedIn content (blogging/posting)/management at this time. That is of interest to me.

Please describe your company and your position there.

I am in charge of sales and business development for Electronic Lab Logs. We are a start up SaaS company selling to clinical and FDA labs across the country (soon to be global).

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

We hired Cleverly to help drive more sales and outreach initiatives to laboratory administrators/management through linkedin. We needed a cost effective alternative to add to our sales tools and help get more leads in.

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

We went with Cleverly because at the time, our only and main outreach was through cold calling. This was largely ineffective due to the onset of the pandemic and we wanted a less invasive way of approaching prospects.

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

We met with the team at Cleverly, defined our target audience, and created an outreach campaign script to begin sending out. We then worked together to create a "lead list" on Sales Navigator compiling anyone who could be a prospect and then went live. I saw immediate traction with a wide variety of labs.

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

I intially spoke with Oz, who is the director of sales. Then I worked with Jordan who is a campaign strategist and Cam, the SVP of Strategy. Now I work mainly with Will, who is the VP of client success but I also have worked with Erik, VP of client growth.

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

Since we started using Cleverly, I have been able to close 8 accounts which is north of 200k in contract value. That number is soon to double (or more) as we are scheduled to close more leads generated through the use of Cleverly.

How effective was the workflow between your team and theirs?

It has been great since we initiated the relationship, even now as we are going past 1 year of use. As soon as I reach out for help, Will responds quickly and sets up a meeting. They have been a great team to work with and always gets what I need accomplished.

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

Well, to start, I don't believe there are other companies that take this approach (that is, taking over your LinkedIn and organizing outreach and connection requests). They are extremely organized and give you metrics to report on to ensure we are getting the response we are looking for.

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

The only issue I've had was that one time my account got disconnected, and I did not realize until a week later due to dramatically decreased activity/response rates. I reached out to Will and he immediately took care of it. While it is worth noting that this could have been avoided if I used my Dashboard more (my fault), it would have been nice to be notified to bring it to my attention. Extremely minor....

Introduce your business and what you do there.

I’m the CEO, founder, and main legal recruiter of Shannon Recruiting Services. Currently, I primarily recruit litigation attorneys throughout the US.

What challenge were you trying to address with Cleverly?

As a one-person company, I was on LinkedIn all day long, sending out messages to different candidates. Thus, I wanted to duplicate my efforts to reach more people.

What was the scope of their involvement?

Cleverly helps me reach out to different candidates, sending them emails and messages to duplicate my efforts. To help me with this effort, they integrated themselves into my LinkedIn profile so that they could send out messages as if they were me.

What is the team composition?

So far, I’ve only communicated with one person from Cleverly, who I think is the account representative.

How did you come to work with Cleverly?

My husband had heard about Cleverly and mentioned them to me, so I looked them up and gave them a shot.

How much have you invested with them?

I’ve spent around $2,800.

What is the status of this engagement?

We started working with Cleverly around August 2021, and our engagement is ongoing. We have a monthly agreement, so I can cancel at any point, but I keep working with them because their work is very good.

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

So far, our engagement has been very good, and Cleverly has found the right candidates for me, which was my biggest concern. When I thought about working with an external company, I was worried that they wouldn’t understand what type of candidate I was looking for. However, Cleverly has a good search process going on, and they’ve provided results; that’s why I keep working with them. Additionally, I’ve also received a return of my investment because I've placed 2–3 of the candidates they found.

How did Cleverly perform from a project management standpoint?

I enjoy working with Cleverly because they’re very communicative, timely, and easy to reach out to. Regarding budget, I basically decide the cost because they have different service levels, so I haven’t found any issues there either.

Cleverly uses a very user-friendly dashboard to ease our collaboration, where I can see who has responded to the messages and where I can answer messages as well. Additionally, I have frequent meetings with my account representative to go over the project. We communicate via email and phone calls, and if there is any issue, I can call them, and they will fix it.

What did you find most impressive about them?

Cleverly’s communication is their strong point. They’re very communicative, and the tools they use are very user-friendly, which I appreciate.

Are there any areas they could improve?

It would be great if the account manager did more check-ins with us. Currently, the check-ins are somewhat random, and sometimes, I’ve needed to wait a few days for our next call to ask a question. However, this is not an issue, and I wouldn’t change anything about how they work.

Do you have any advice for potential customers?

If you’re looking for a user-friendly and helpful collaboration, I definitely recommend working with Cleverly. They’ve helped me duplicate my efforts and grow my business.

Introduce your business and what you do there.

I’m the co-founder and VP of Squigl, a media and software organization that primarily serves Fortune 500 enterprises. We have a very successful brand with higher-level executives in the marketing and the training and development industries, so corporate communications is a throughline for us. We employ around 25 full-time employees, and we’ve been in business for 11 years, currently reaching over 1,000 customers worldwide.

We were having an issue using LinkedIn effectively. For a salesperson, LinkedIn has an annual cost of $500. We had a five-person sales team, so we were paying $2,500 a year without seeing any ROI.

What was the scope of their involvement?

Cleverly has been helping us hyper-target and find the right people within LinkedIn to increase our sales using their intelligence and data science. On top of that, they continuously advise us on the content that we should be sending to those people.

After meeting with Cleverly and telling them about our challenge, they did a significant market analysis to find the ideal customers within LinkedIn that we could be targeting. Using data science, they created a database of audiences similar to our ideal buyer based on the people we already did business with, which was very helpful.

The response we got from new potential customers within the first months was so impressive that we continued our relationship with Cleverly. Since then, we’ve added different nodes to our account. Additionally, every time we hire a new salesperson, we onboard them to Cleverly first and refer them to our trusted partners and clients.

What is the team composition?

We work directly with Cam (Senior VP of Strategy), and although he brings account managers to our calls, he has remained our main point of contact.

How did you come to work with Cleverly?

One of our senior directors came to me and told me about Cleverly, saying that they could help us with an automated LinkedIn solution to target the right audience without doing it ourselves, and therefore, increase our reach.

What is the status of this engagement?

We started working together in June 2019, and our engagement is ongoing.

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

The key result of this project is the ROI we’ve seen thanks to the new connections we’ve made. The data created by Cleverly was so valuable that, within one month, our sales team was amazed by the response we got from new potential customers. People suddenly were writing back, asking for a sales call to learn more about our product.

In addition to that, within six months, we onboarded Google and multiple new businesses as customers and expanded our relationship with Microsoft. The response we’ve got is so impressive that, for example, one of our sales representatives sent a message to a high-level executive of an important company, and he wrote back from his personal mobile phone asking for a call.

Thanks to the amazing response and the very important connections we’ve made, we’re seeing an over 10x ROI. Regarding general statistics, we’ve achieved the following numbers so far:

• 30% connection rate.
• 2,000 new connections.
• 1,400 added connections.
• 6,000 invitations were sent.
• 500 people have written back.
• I’ve sent 5,000 messages
• 71% of people have replied to sequencing efforts.
• 25% of people have accepted a new connection.

Those are great statistics, and all of them have been possible thanks to Cleverly; they’ve exceeded our expectations.

How did Cleverly perform from a project management standpoint?

Cleverly offers unbelievable customer service. One month, I had to pause my collaboration with them because I was busy doing other things. However, the pause was only mine, and they kept working with my sales team. Surprisingly, they paused the billing for that month without asking. They knew that my sales team wouldn’t be focused as I was busy, so they kept working free of charge that month until I was involved again.

Cleverly’s team is also very responsive. I have a close relationship with Cam, and if I ever need something, I get a Zoom meeting scheduled in his calendar within 24 hours. He also adds a support person to our calls for follow-up.

What did you find most impressive about them?

I don’t know what Cleverly is doing exactly, but I know they’re doing something different in the data science space that others don’t. They know how to target buyer personas in a better way than other companies.

In our industry, we call intent data to customers’ behavioral data that is collected and used to predict their intentions to buy consumer products. For example, with intent data, companies try to accurately predict when a customer will need or want to buy their products. Cleverly has intent data figured out at an enterprise level for executive buyers. I have no idea how they do it, but I’ve never seen something like it, and I’ve been in the industry for over a decade. I can only attribute this talent to their subject matter expertise.

Are there any areas they could improve?

It would be great if Cleverly created some kind of internal matchmaking network with clients of theirs. If they’re helping us grow, I bet they’re helping their other customers too, and I think we could make great connections with them. However, I’ve never met another of their clients.

Do you have any advice for potential customers?

Run your own content and don’t let it on Cleverly’s hands; it has to be a partnership. They will give you advice on it, and you have to follow it, so be open to feedback as well. You’ll be paying for an industry expert, so let them help you change your strategy to get better results.

Introduce your business and what you do there.

I’m the director of business development for Rutkowski Law Firm.

What challenge were you trying to address with Cleverly?

We were in need of digital marketing services because we wanted to connect with financial advisers in our area.

What was the scope of their involvement?

Cleverly provides us with digital campaign development to increase our connections with local professionals. They help strategize our LinkedIn messaging campaigns and guide us on our scriptwriting.

Apart from that, they also give us suggestions for content and what keywords we need to implement.

What is the team composition?

We work closely with Reagan (Senior Account Manager).

How did you come to work with Cleverly?

The previous director of marketing was the one who brought in Cleverly through online research.

How much have you invested with them?

So far, we’ve spent less than $5,000.

What is the status of this engagement?

Our ongoing partnership started in January 2020.

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

Thanks to Cleverly, the owner of the firm ended up gaining hundreds of meaningful connections on LinkedIn.

We’ve been able to set meetings with people who’re interested in learning about our service — oftentimes, we work with financial planners or advisors to restructure assets into a trust.

Their team has essentially helped increase our community relationships.

How did Cleverly perform from a project management standpoint?

They’re very organized from a project management perspective, as they’re always responsive and available to resolve all our issues in a timely manner.

What did you find most impressive about them?

What distinguishes Cleverly is their responsiveness and clarity in terms of expectations and budget.

Are there any areas they could improve?

I can’t think of anything they could improve on because they do everything I ask efficiently, and help us mitigate the volume of responses from our campaigns.

Do you have any advice for potential customers?

My advice is to make sure you know exactly who they want to reach out to, because it’s important that the message of your campaign would reach the right people.

Please describe your company and your position there.

I am the Marketing Manager for an independent group of well-qualified, professional staff who offer international professional support services across the world. Professional services include structuring and the establishment and management of companies.

Our company has ten offices in nine jurisdictions, each supplying a core range of services as well as their own particular areas of expertise specific to their jurisdiction. We provide a comprehensive range of support services in the core categories of:

• Private Wealth
• Corporate Advice

For what projects/services did your company hire Cleverly?

The aim of this project is to expand the number of contacts that each of our offices interact with, within their target jurisdictions. The overall aim of the Group is to increase the number of contacts and other professional intermediates that we communicate with in. To do this we have been using Cleverly's LinkedIn Lead Generation expertise.

How did you select Cleverly and what were the deciding factors?

We considered several LinkedIn Lead Generation experts, however Cleverly stood out due to the easy and efficient process, and being able to manage the campaign separately, via the Cleverly dashboard. The Managers do not have a huge amount of time to be manually utilisng LinkedIn for lead generation, so this process is quick and easy for them to use.

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

Cleverly assists us in reviewing and optimizing the individual LinkedIn profiles of the Managers running the campaign, assist with compiling a list of our target audience and target jurisdictions, manage the individual campaigns with us, help draft appropriate messaging with interesting calls to action, review, and follow-up on a regular basis to make sure the campaign is performing highly and the stats remain good, on hand to assist with any inquiries throughout the campaign

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

Our main point of contact is with our Account Manager.

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

By using Cleverly to manage LinkedIn Lead Generation, we have, managed to save considerable time coordinating this type of activity manually, especially so Manager's can focus on client work instead.

The campaign has established meetings with new contacts and introduced us to new firms/contacts who may have clients who require our services.

How effective was the workflow between your team and theirs?

Our Account Manager is quick at responding - even with the time difference between the US and the various offices (we have offices in nine different jurisdictions around the world so finding a time that suits everyone is not always easy). We have regular follow-up/progress meetings with our Account Manager.

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

How adaptable our Account Manager is at helping us compile lists of our target audience across multiple geographies, not just in the US or our home countries. Their experience in drafting appropriate and successful LinkedIn messages is very helpful.

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

We have several Cleverly campaigns running, across the different offices, at the same time. It would be useful to have automated reminders for deadlines, progress reports, etc.

Please describe your company and your position there.

I am the CEO of a corporate event company that provides giant inflatables for company picnics, conferences, and other events.

For what projects/services did your company hire Cleverly?

I engaged Cleverly to drive leads for my businesses using LinkedIn.

What were your goals for this project?

I hoped that we could connect with event planners at the top companies in the San Francisco area.

How did you select this vendor?

I learned of Cleverly through a referral while I was searching for new channels to drive new leads. SEO and Google PPC campaigns have been my primary methods for more than 15 years, so I was looking for a new way to reach decision makers.

Describe the scope of their work in detail.

Following an onboarding call so that Cleverly could learn about my business, their team drafted a prospect list of event planners on LinkedIn and wrote standard outreach copy for me—a process that took about three days. Cleverly then launched my company’s profile and sent connection requests and messages to those connections each day. I responded to every lead myself.

What was the team composition?

I worked with a co-founder and an account manager.

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

I have received an average of 14 positive responses a month, with several of those turning into informational calls. We have scheduled events with some of those companies, but others will not hold events until summer 2019. I continue to be impressed by the results as many of these event planners work for large corporations that I would have never reached out to before.

How effective was the workflow between your team and theirs?

I generally receive responses to my questions within a few hours, but they are often quicker than that. Most importantly, Cleverly trained me in using LinkedIn and its Sales Navigator tool.

What did you find most impressive about this company?

Cleverly managed to help me receive instant results and interest from relevant leads.

Are there any areas for improvement?

No, they’ve provided excellent service so far.

Please describe your company and your position there.

I’m the co-founder of an SEO agency.

For what projects/services did your company hire Cleverly?

We hired Cleverly for LinkedIn lead generation.

What were your goals for this project?

Our goal was to generate more leads for our business.

How did you select this vendor?

I found them on LinkedIn and thought that they were the best solution for what I was looking for.

Describe the scope of their work in detail.

Cleverly identified my key decision makers. Then their team drafts copy and send outreach for the agency.

What was the team composition?

I work closely with Bruce (Founder & CEO, Cleverly) and Nick (Head of Growth & Founder, Cleverly).

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

Because of their optimization, I close a $10,000 deal within the first month.

How effective was the workflow between your team and theirs?

The workflow between our teams was effective.

What did you find most impressive about this company?

Cleverly is a knowledgeable, flexible, and transparent team.

Are there any areas for improvement?

Both of our teams could work on communication.

Please describe your company and your position there.

We are a software development company sepcializing in products for stock market investors and analysr. I am the COO.

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

the product is CHERRIES - an online portfolio optimization tool. We wanted to find out if digital marketing would be a good way for us to approach the US market (we are based in Israel).

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

Our US sales person researched the field and recommended Cleverly.

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

We used the dashboard to manage automated messaging and approach as well as manage our contacts. Our Us contact then continued and approached the leads by Email and if the coonnection matured, by phone.

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

We worked with matthew in the beginning and then with Mike for the duration of the project. We had weekly calls with Mike as well as impromptu calls whenever the need arose.

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

We got a nice amount of contacts, most of which did not pan out, there was one major lead that we are still connected to and negotiating with. We were a bit lacking on the backend - possibly would have been better to beef up our own sales and SM team to more effectively chase leads once contact was made.

How effective was the workflow between your team and theirs?

Clevely was always available to us, scheduling meetings was easy and immediate, both our contacts - especially mile which was our main contact - were alwys patient, informative and forthcoming.

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

the dashboard was super easy to control and Mike was great!

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

No

Please describe your company and your position there.

I am the CEO of W.Bradford, a full-service creative marketing agency.

For what projects/services did your company hire Cleverly?

We used Cleverly to conduct outreach for recruiting high-quality candidates for open positions at our company.

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

We had used Cleverly before and appreciated the high level of customer service, as well as significant advancements to the Cleverly platform and reporting features over time.

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

We needed to hire high-quality candidates quickly, but waiting for them to find our job postings organically via our website or basic job boards was not producing the volume of candidates we needed.

By reaching out to applicants who weren't actually looking for new jobs, we found people who were extremely level-headed, open about their expectations for new positions, and more relationship-focused than "I want any new job I can find"-focused. This made a major difference in the quality of candidates we found and then ultimately hired.

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

We worked with our account reps. While we did have turnover, Cleverly was proactive in setting up transition meetings and making any refinements along the way.

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

We found great applicants who are now in our talent pool, as well as new employees who are performing well.

How effective was the workflow between your team and theirs?

We chose to meet as needed after the initial setup, but Cleverly was always willing to provide whatever support was needed to be successful.

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

The customer support and platform are both excellent.

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

Nothing — keep growing and improving as you're already doing!