Convert AI

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Cache Legal

Describe what your company does in a single sentence.

Cache Legal is a software platform for users of estate planning and financial advisor services to store their important documents safely and perminantly using state of the art cryptography and blockchain-based storage. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Collect data from potential customers about pain points
• Validate business models
• Gather information around pricing and value

SOLUTION

How did you find Convert AI?

Online Search

Why did you select Convert AI over others?

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

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

Convert.ai collected data on our ideal target customers, refining the targets over time, and then reached out to set appointments for our team to take. They ran the hard part of the cusotmer discovery process and delivered qualified, confirmed meetings to our team. 

RESULTS & FEEDBACK

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

Booked and executed customer discovery meetings were our primary metric in evaluating the success of the program. While some early leads were not as on-target as we hoped, we were able to use their systems to see the how we were targeting wrong, and improve them over time. The team at Convert helped us every step of the way to get through the process as efficiently as possible. The early targeting really helped our company center in on the issues we didn't know existed in our prevous approach. 

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

Everything delivered on time and accurately. Nothing fell through the cracks, ever. It was easy to get ahold of the team, and their response times were always extremely fast. 

What was your primary form of communication with Convert AI?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

They were able to reduce the time and cost of our process by nearly 50% for our needs. They could also scale up and down or redirect efforts quickly when we needed to make changes. 

The ability to refine a pitch from meeting to meeting without being in the weeds constantly sending emails and LinkedIn messages really helped keep us sane. 

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

No I don't think there is anything to improve, maybe post-mortem reporting of meetings or a centralized place where the data could be collected. We were using PipeDrive on our side, so maybe just an integration with a CRM? Either way our volume was not large enough for this to be an issue. 

BACKGROUND

Please describe your company and position.

I am a Former Executive at Sciolytix, Inc

Describe what your company does in a single sentence.

We sell educational technology to head's of sales and HR.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Generate appointments with qualified prospects.

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

We tested several, they were the best.

How many teammates from Convert AI were assigned to this project?

6-10 Employees

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

We needed them to contact heads of sales, HR, and training to set appointments for our sales team. Together, we defined our ideal customer profiles, value propositions, messaging, and offers. They then had to build and clean the lists, verify the contact information, develop the messaging sequences, send emails, and make cold calls for our sales reps to set appointments. Then, they had to report weekly performance and adjust as needed.

RESULTS & FEEDBACK

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

• 150,000 leads 
• 400,000 touch points 
• 834 meetings set 
• Millions of dollars in pipeline generated = Over $ 1 million in net-new bookings

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

Very effective project managers. They had tight processes and worked well with us. Communications were smooth and responsive.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

We're impressed by their ability to get results where others failed.

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

Meeting show-up rates started to decline as the program ages. Part of this was probably list fatigue, but they could've partnered with us closer or advised us better on what to do once the meeting was set. To be fair, they were great about getting meetings rebooked when there was a no-show, and those re-booked meetings did drive business.

BACKGROUND

Please describe your company and position.

I am the Director Of Business Development of Qure.ai

Describe what your company does in a single sentence.

Artificial Intelligence for Healthcare

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Lead Generation

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

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

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

The scope of work was comprehensive, covering everything from initial market research to the execution of targeted campaigns. They focused on identifying and engaging our ideal prospects through a mix of digital channels, ensuring that the leads generated were not only high in quantity but exceptional in quality. 
Key deliverables included a detailed market analysis report, a strategic lead generation plan, a monthly breakdown of leads generated by source, and a conversion rate analysis. Each of these elements provided us with invaluable insights and helped us refine our approach further.

RESULTS & FEEDBACK

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

Firstly, there was a noticeable uptick in the volume of leads, which directly contributed to an expanded sales pipeline. More importantly, the quality of these leads saw a marked improvement, leading to higher conversion rates and a positive impact on our revenue. 
Secondly, the data-driven approach adopted by them allowed for a deeper understanding of our target market, enabling us to tailor our offerings more effectively and enhance customer satisfaction. Lastly, the efficiency gains from outsourcing this critical function enabled our internal teams to reallocate resources and focus on core business activities, further driving operational excellence and innovation.

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

The agency's project management was impressive, marked by strong organization and timely delivery of every milestone. They were always responsive to our needs, readily adjusting their approach and providing swift solutions to any challenges. Their proactive communication and ability to anticipate potential issues ensured the project's smooth progress and contributed significantly to its success.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about this agency was their exceptional ability to blend innovative strategies with a deep understanding of our unique business landscape. They don't just apply a one-size-fits-all approach; instead, they craft customized solutions that resonate with our specific market and audience. Their knack for uncovering insights and translating them into effective lead generation strategies was both impressive and uniquely beneficial to our business.

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

n/a

BACKGROUND

Please describe your company and position.

I am the CEO of Content Camel

Describe what your company does in a single sentence.

Content Camel helps marketers organize, position, share/distribute, and track all the content that sales needs, enabling sellers to close deals faster.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Reach out and build awareness of Content Camel within mid-size organizations
• Set meetings with marketers that are frustrated around organizing their content library, but didn't know alternatives existed

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Convert AI were assigned to this project?

1 Employee

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

We hired Convert AI to help delegate the function of reaching out to potential sales leads, who in this case are Marketing VP's and Senior Marketing Directors at 50-100+ headcount companies. Onboarding took a few days, where we outlined the exact customer segment we want as future customers. 

We also answered a detailed questionnaire providing more context about our solution and the pain points we address. They drafted up effective copy for us and used that to execute the outbound playbook for us. We received a regular report outlining their progress, which helped us learn what resonated with our audience.

RESULTS & FEEDBACK

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

1000s of new contacts engaged monthly, and a solid chunk of them agreed to Zoom demos with our sales team. We averaged a demo per day after a couple months of initial ramp, on the order of 4-6 per week. Some of the enterprise logos we closed are recognizable, which is a definite plus.

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

Solid team with multiple people working on our single account to help make us successful. Rapid reply rates, all time milestones met, with very little oversight or driving required to enable them to help us, which was a welcomed change from other providers we've worked with. It is very clear working with them that they sincerely care about making their customers succeed.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

Their attention to detail when it came to creating our campaign. Also their proactive communication. Most importantly: the results. They put points on the board that helped us grow our business with minimal supervision. Especially when compared to other providers we've worked with.

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

No

BACKGROUND

Please describe your company and position.

I am the Sales Director of the company

Describe what your company does in a single sentence.

We are a full-stack growth marketing agency that offers PPC, SEO, CRO, email marketing, creative design, and website development services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Cold outbound lead gen
• Increase qualified leads and attended intro calls
• Increase customer acquisition

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

• Referred to me
• Company values aligned

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

Convert provides cold outbound email services with the KPIs of their work being: # of attended intro calls held with qualified leads per month and what % of those leads convert into actual customers. They handle the contact list building, email copy, inbox set up and inbox health, domain purchasing, outreach, optimization, calendar integrations - everything required to make this successful!

RESULTS & FEEDBACK

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

Convert has been a fantastic partner in terms of both quantity and quality. They fill our 3 person sales team's calendars with intro calls. The intro call held rate is significantly higher than industry averages for appointments set via cold outbound lead gen; the clients we have closed through this channel have been impressive - we have landed some of our biggest deals and most recognizable logos through this lead channel. 

The overall ROI on our partnership has ranged from 4x to 8x. They are proactive, took the time to really understand our business and target customer. They require very little management and are extremely responsive.

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

A+ project management - they are timely, communicative, proactive, and resourceful. If we have questions, they get back to us within a couple of hours, if not sooner. A dream partner.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

They were able to set up meetings for us with more prominent companies with recognizable logos and the overall ROI of our partnership. The leads they connect us with convert at an impressive rate. Also they are very consistent with volume of intro calls booked month over month despite seasonal trends that can make being consistent a challenge.

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

I really can't think of anything

BACKGROUND

Please describe your company and position.

I am the Founder of TroopHR

Describe what your company does in a single sentence.

We are a professional community and educational platform for HR leaders.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Drive new member prospects into the top of our funnel
• Build brand awareness
• Create authentic connections

SOLUTION

How did you find Convert AI?

Other

Why did you select Convert AI over others?

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

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

With limited time and resources we were looking to automate our prospect outreach and amplify our brand with our target market. ConvertAI provided an automation tool to bring both of these goals to life.

RESULTS & FEEDBACK

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

The (authentic) automated outreach to our target demo generated 417 calls that have led to 119 members, which translates roughly to 25% ROI. Anecdotally we have exceeded these numbers by growing our reach and brand and therefore there’s a much larger value less quantifiable.

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

The Convert team proactively reached out to review and iterate on our campaign to ensure it was delivering exceptional results. They are very responsive through all forms of communication.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

The ability to maintain an authentic voice through an automated process was very important to us when creating our marketing campaign with ConvertAI and they delivered with exceptional results.

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

They were a delight to work with!

BACKGROUND

Please describe your company and position.

I am the Founder and President of Case Study Buddy Inc.

Describe what your company does in a single sentence.

We're a boutique agency that helps clients capture, share, and cash in on customer success stories with strategic storytelling and a campaign's worth of content.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Generate qualified leads
• Build awareness of our offering in the Enterprise and mid-size market
• Evaluate the efficacy of cold outreach for our brand

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

We brought this team on to spearhead our first foray into cold outreach as a company. We were nervous about our reputation and quite convinced the ROI wouldn't be there, but needed to try something, and Chris' team came highly recommended. Chris and his team established initial messaging for the campaign, and we then collaborated and refined it to reflect exactly what we were envisioning. His team then managed all of the outreach, appointment setting, and reporting, including the infrastructure to make that happen. 

Over the course of the engagement, I saw meaningful steps to improve their offering and service level with us, and a real intention to treat us well and deliver something solid. We've reengaged them this year, and it's quite impressive how much they've improved in just that time. And to be clear, their impact was already strong when we first engaged them.

RESULTS & FEEDBACK

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

While the full impact of the work remains to be seen, we generated ~$30,000+ in new revenue and much more in potential opportunities we continue to work on closing as sales cycles can be especially long. Chris and his team helped secure over 200 meetings between October and April, and I believe our ROI would've been stronger had our positioning/offering been stronger, and the conditions of the market more ideal, which we can't fault them for. We have also refined our targeting for this new campaign, and that seems to be paying dividends and helping us avoid unqualified or 'go nowhere' meetings.

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

This markedly improved with time. Deliverables were executed and delivered on time, and we were kept in the loop as the projects progressed. There were moments we weren't totally sure we were being heard or what was going on with the account, and Chris was quick to step in and help rectify those issues. Now that we've reengaged, it's VERY clear this has been an area of focus and improvement for Convert, as the service level has dramatically improved even beyond the 'good' level it was last time, and my confidence and satisfaction continues to increase.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

Convert AI actually cared about delivering value in our outreach and making sure the messaging was aligned with our values. They brought ideas for resources and incentives we could share, and they came with the right attitude: that cold doesn't have to mean cliche, spammy garbage.

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

Convert continues to improve in all areas of concern: 

1. Their service level continues to get stronger and more attentive/personal. 
2. Their reporting has improved leaps and bounds from when we first engaged and is meaningful and helpful. 
3. Their ability to reach the right people is as strong as it ever was.

BACKGROUND

Please describe your company and position.

I am the Founder of a software company 

Describe what your company does in a single sentence.

Software company. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Increase sales

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

• High ratings
• Referred to me
• Company values aligned

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

• Improve sales outreach process

RESULTS & FEEDBACK

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

• Improved metrics on new meetings booked

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

Excellent

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

They were really committed to their work, taking it seriously and wanting great results for their clients.

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

No

BACKGROUND

Please describe your company and position.

I am the CEO of Falcon Virtual

Describe what your company does in a single sentence.

We are a BPO outsourcing company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?

• Lead Acquisition

SOLUTION

How did you find Convert AI?

Online Search

Why did you select Convert AI over others?

• Great culture fit
• Company values aligned

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

Convert AI helped to set up an automated email drip campaign to set appointments.

RESULTS & FEEDBACK

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

Results so far: 72 engaged leads resulting from the campaign

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

Yes. Very responsive via email and they were helpful in altering the campaign to achieve maximum results.

What was your primary form of communication with Convert AI?

• Virtual Meeting
• Email or Messaging App

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

Response rate, ability to get engaged leads

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

Obviously, the more engaged leads the better!

BACKGROUND

Please describe your company and position.

 I am the Managing Partner of a design company 

Describe what your company does in a single sentence.

We do demand generation and creative strategy

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Convert AI to accomplish?
New leads

SOLUTION

How did you find Convert AI?

Referral

Why did you select Convert AI over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Convert AI were assigned to this project?

2-5 Employees

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

Email outbound to prospects that match our ideal customer profile. The deliverables are daily high intent leads.

RESULTS & FEEDBACK

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

More than 50 positive replies with 26 meetings booked.

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

Their project management was very good. They set a schedule and stuck to it, and were very responsive to my requests.

What was your primary form of communication with Convert AI?

Email or Messaging App

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

They have exceptional strategy and insight, and they implemented changes very quickly.

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

I'm happy with their services.