Cleverly

BACKGROUND

Please describe your company and your position there.

I own a content writing company. We write for FI's.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

LinkedIn lead generation

SOLUTION

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

Saw them online for a few years.

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

I had a initial call with Rebecca who was fabulous. She explained how it all worked. She was fabulous. I thought it would be a great fit to what I was already doing, and decided to hire them.

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

One - Name was Rebecca. Not sure exactly what her position was. Maybe sales rep.

RESULTS & FEEDBACK

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

I get consistent leads, which is exactly why I hired Cleverly.

How effective was the workflow between your team and theirs?

Workflow is great! They are responsive in the workflow.

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

Their ability to craft great sales messages.

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

I wish they offered other services, like email, text follow and appointment setting services.

BACKGROUND

Please describe your company and your position there.

I am the owner and I launched a Group Coaching School. I need to find students for my school

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

To touch as many relevant contact as possible and have them enroll in my school

SOLUTION

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

I had a referral I found the website clear and the seller competent

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

The project didn't change:

• enlarge my Linkedin contacts
• find students for my school

We decided 4 sets of messages and I write the answers on Cleverly

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

I have a social media marketing associate

RESULTS & FEEDBACK

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

I have much more relevant contacts associated with my objective. Many people ask for more information I have some leads Now I need to find people who enroll

How effective was the workflow between your team and theirs?

We met twice at the beginning, then we has email contacts where I asked to change some of the messages. The account manager was very responsive. Now we have contacts every 3 weeks

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

The fact that they help me have contacts that are extremely valuable and in target to reach my objective.

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

Since I work with another person of my team, it's a bit disruptive the fact that the messages in the outbox are not sent immediately

BACKGROUND

Please describe your company and your position there.

Sales

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Cold outreach

SOLUTION

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

Strong reviews

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

It does cold out reach on your behalf on LinkedIn

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

3 people Nick and sales team

RESULTS & FEEDBACK

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

$50k deal closed

How effective was the workflow between your team and theirs?

The workflow was perfect.

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

Communication

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

No

BACKGROUND

Please describe your company and your position there.

Digital Marketing/Copywriting

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

Looking to generate more leads for my marketing business.

What were your goals for this project?

Generate at least 2-3 qualified prospects per week.

SOLUTION

How did you select this vendor?

From word of mouth referral.

Describe the scope of their work in detail.

"You get what you pay for" That's even the gist of what Cleverly rep, Will, told me on the phone. As we were about to launch my messages, I noticed that my targeting and messages weren't really tailored towards what was discussed in my onboarding. I asked for an edit, sent some additional information, and...it didn't get much better. Then there were some inconsistencies between what was described to me on the initial consultation call and the onboarding call. This is when things started getting weird. Basically, Will alluded to me not hearing their rep correctly. I was a bit taken aback, but sure, I understand he wants to defend his team member (even though I'm pretty sure I heard him correctly because I did ask the question multiple times to be sure). Then I asked if they would be able to accommodate the service which the rep had told me they'd be able to do. He said "no." His reason? "Well, you paid $99 for this..." Okay, so I guess because I paid "$99" justifies the inconsistency of the information and a lack of professionalism? I did ask for a refund, which they weren't willing to do, so I'm kinda stuck with a service that I REALLY regret investing in. I would've much rather taken the $300 and run some more Facebook ads. Or just hire a VA, or use LeadConnect instead. You win some, you lose some, I guess. That being said, I wouldn't feel comfortable recommending this service to anyone I know personally--the team and the service was a bit too rough around the edges for my liking. UPDATE: Around 100 messages sent, and very few responses (and the responses I've received are nowhere close to being a qualified prospect)...

What was the team composition?

They had a sales rep, a copywriter, an onboarding rep, and the CEO.

RESULTS & FEEDBACK

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

"You get what you pay for" That's even the gist of what Cleverly rep, Will, told me on the phone. As we were about to launch my messages, I noticed that my targeting and messages weren't really tailored towards what was discussed in my onboarding. I asked for an edit, sent some additional information, and...it didn't get much better. Then there were some inconsistencies between what was described to me on the initial consultation call and the onboarding call. This is when things started getting weird. Basically, Will alluded to me not hearing their rep correctly. I was a bit taken aback, but sure, I understand he wants to defend his team member (even though I'm pretty sure I heard him correctly because I did ask the question multiple times to be sure). Then I asked if they would be able to accommodate the service which the rep had told me they'd be able to do. He said "no." His reason? "Well, you paid $99 for this..." Okay, so I guess because I paid "$99" justifies the inconsistency of the information and a lack of professionalism? I did ask for a refund, which they weren't willing to do, so I'm kinda stuck with a service that I REALLY regret investing in. I would've much rather taken the $300 and run some more Facebook ads. Or just hire a VA, or use LeadConnect instead. You win some, you lose some, I guess. That being said, I wouldn't feel comfortable recommending this service to anyone I know personally--the team and the service was a bit too rough around the edges for my liking. UPDATE: Around 100 messages sent, and very few responses (and the responses I've received are nowhere close to being a qualified prospect)...

How effective was the workflow between your team and theirs?

Not effective at all.

What did you find most impressive about this company?

Nothing.

Are there any areas for improvement?

Yes...lots.

BACKGROUND

Please describe your company and your position there.

I am the Director of Sales at Bambee HR. I am in charge of overseeing the entire sales department ensuring our team continues to drive revenue month over month for Bambee.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cleverly?

We used Cleverly to help us generate qualified leads for my sales team.

What were your goals for this project?

Our goals since Cleverly was a pay-for-performance agency was to generate as many qualified leads as possible.

SOLUTION

How did you select this vendor?

We found Cleverly online and vetted multiple companies before choosing them.

Describe the scope of their work in detail.

They use LinkedIn to help target, message and engage with individuals that meet our target criteria. They did everything from creating qualified lists to writing good messaging copy to even sending the message out for us.

What was the team composition?

I mainly deal with the two founding members there, Bruce (CEO, Cleverly) and Nick (Head of Growth & Founder, Cleverly).

RESULTS & FEEDBACK

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

It's been highly successful with a huge return on investment. I think to date we've generated over 1,000 qualified leads with Cleverly.

How effective was the workflow between your team and theirs?

It's been very effective. We used Slack to communicate.

What did you find most impressive about this company?

I was impressed mainly due to the sheer volume of leads they were able to drive using their organic lead generation strategies.

Are there any areas for improvement?

I would say growing pains. I think client communication can be a little better.