Leadium

BACKGROUND

Introduce your business and what you do there.

I’m a deliverability analyst for EmailOversight, a data quality platform that scrubs email addresses to identify if they’re deliverable, invalid, or spam traps. Our software as a service (SaaS) tool helps email marketers deliver their messages to the inbox and also amend data fields in their database.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadium?

We’d recently begun using Outreach (an automation platform to deploy emails for B2B marketing), so we needed a partner to teach us how to use the platform and understand its processes.

SOLUTION

What was the scope of their involvement?

Leadium helps us understand how Outreach works, explaining the technology and capabilities of the platform. They also provide other services, such as content development. For example, they taught us how to send an email with dynamic fields, employing a seven-wave sequence to target new prospects. They’ve also helped with writing the content, collaborating with us until it’s satisfactory.

What is the team composition? 

One person helps us navigate Outreach, and another helps with content writing.

How did you come to work with Leadium?

A friend referred them. They had lots of good experience and were efficient and affordable, so I hired them. Plus, they were skilled in Outreach, which is the platform we wanted to use.

How much have you invested with them?

We’ve spent less than $5,000.

What is the status of this engagement?

We partnered in February 2019, and the work is ongoing.

RESULTS & FEEDBACK

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

They act like an extension of our company, helping us see what we can do better in our email marketing. They have lots of knowledge and experience in this realm, so they’ve quickly made our content more engaging. For example, they changed our content from static to dynamic and made our messaging stronger and more targeted.

How did Leadium perform from a project management standpoint?

They’re easy to work with and set clear expectations for how long the engagement should take. We’re easily able to book an appointment on their calendar.

What did you find most impressive about them?

They’ve taught us how to use Outreach and have drastically improved how we do email marketing.

Are there any areas they could improve?

I’d like it if we could move faster, but I understand that the time requirement is part of the industry. We’ve had a few delays because Leadium seems so busy, so a timeline that explained the engagement plan or a clear outline of important topics during meetings would be effective.
 
Do you have any advice for future clients of theirs?

Have a clear idea about what content you want to create and how you want to engage with your audience. Share your business goals and problems with them, and they’ll do a great job.

BACKGROUND

Please describe your company and your position there.

I’m the owner of a lead generation and marketing consulting firm. We work with small to mid-sized businesses to help them improve their sales and outreach practices and position them for future growth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

We needed assistance with lead generation for one of our clients.

What were your goals for this project?

Our goal was to generate about 3,000 leads and convert them into 10–15 appointments a month, with a cost per appointment of $200–$300.

SOLUTION

How did you select this vendor?

I’ve worked with the founder in the past, and I was pleased with that experience.

Describe the scope of their work in detail.

First, Leadium created a target-customer profile from research conducted by their in-house team. They delivered a weekly list of prospective clients for our review, and we were free to determine whether or not to follow up with a message. Whenever a prospect replied, the Leadium team set up a phone call with the client’s sales team.

What was the team composition?

I worked with senior executives like their CEO and COO, as well as a team of lower level staff that included client service leaders, in-house researchers, and program managers.

RESULTS & FEEDBACK

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

With Leadium’s help, we generated 3,000 leads, each with a cost of $4.99. We also recorded a 58% open rate and a 6.66% replay rate. About 90% of secured appointments resulted in sales.

How effective was the workflow between your team and theirs?

Their team was productive, collaborative and communicative throughout the engagement. We set up the project on Basecamp, so both our teams and the client had access to the information. We had weekly screen-sharing meetings to discuss our progress and make any improvements to our approach.

What did you find most impressive about this company?

I admired their ability to understand the target customer and quickly begin generating results.

Are there any areas for improvement?

They could be a bit more transparent in terms of billing and pricing.

BACKGROUND

Please describe your company and your position there.

I’m a sales development manager at a software as a service (SaaS) company headquartered in Europe. I oversee our entire outbound process.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

Our company already had a steady inbound process in place. With competitive targets, we needed to invest more in outbound and that mean that we had to outsource some parts.

What were your goals for this project?

We wanted to increase our annual recurring revenue with our outbound activities, and at the same time reduce the time our reps spend on outbound prospecting.

SOLUTION

How did you select this vendor?

They reached out to me and, after speaking with them, we believed in their vision of lead generation immediately. When we started the partnership, both of our companies were in their early stages, which meant we could learn from each other. It allowed us to grow together and share best practices along the way—a win-win situation.

Describe the project in detail.

They work on our outbound marketing. We began with a series of discovery meetings to discuss our goals and objectives. After a several iterations and further discussions, we finalized the project. We had weekly meetings throughout to keep on improving.

What was the team composition?

Initially, we were assigned a project manager to support us as well as three sales development reps and a research team. The team grew as our business grew.

RESULTS & FEEDBACK

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

We’ve grown by almost 500% since the partnership began. We’re very happy with the work that they do for us, especially considering we initially partnered up because we lacked resources to do outbound activities ourselves.

How effective was the workflow between your team and theirs?

We are scheduling weekly calls to receive frequent updates, but also to share some new ideas and best practices and use Slack for communication. I’m very impressed by how transparent they are and how easy it is to get in contact with them if we need to.

What did you find most impressive about this company?

I’m blown away their knowledge of outbound prospecting and lead generation. They work and partner with plenty of companies, which allows them they gain a lot of insights that they are happy to share.

I still haven't found another tool or vendor that is able to provide so many accurate leads. Their bounce rate is extremely low.

Are there any areas for improvement?

They could take even more ownership of the project when it comes to sharing new ideas and best practices, but it’s only a minor issue.

BACKGROUND

Please describe your company and your position there.

I’m the CEO of Reliant Parking Solutions, a SaaS for the multi-family parking industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

We wanted to generate qualified leads and schedule calls for my sales team.

What were your goals for this project?

To obtain 16 to 20 scheduled appointments per month.

SOLUTION

How did you select this vendor?

We interviewed several companies and found Leadium to be the easiest, most transparent company to work with.

Describe the scope of their work in detail.

They scrape the internet to find my customers. It involves generating email campaigns that capture the interest and bring customers to the table.

What was the team composition?

I have a project manager and a dedicated rep who acts like a partner to us. We have weekly calls and review the analytics on a monthly basis.

RESULTS & FEEDBACK

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

They were great immediately, but as the months go on, the results are getting even better. Not only are they bringing me more appointments per month, but the quality of the leads continue to improve.

How effective was the workflow between your team and theirs?

It’s very effective. We have a great collaboration and use online documents to communicate any positives and negatives. They’re very nimble and responsive.

What did you find most impressive about this company?

I’ve been very impressed to get to know my team and realize that there are real people behind the scenes doing the work.

Are there any areas for improvement?

We’re extremely happy with Leadium.

BACKGROUND

Please describe your company and your position there.

I am a founding partner of SPJ GTM, which helps early-stage startups launch and accelerate by quickly identifying, targeting, and wining customers with effective sales, marketing, and funding strategies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadium?

SPJ GTM hired Leadium to help increase outreach and traction for our startup portfolio by identifying and developing leads. We work with Leadium to find the right companies and audiences to target and then launch outbound sales

What were your goals for this project?

Our goal was to create an early-stage sales program to build pipeline opportunities and drive revenue for our startups.

SOLUTION

How did you select this vendor?

We have worked with a variety of tools and services to help identify and contact leads. However, many offer inaccurate data and are not efficient with their time. We are a small team, so we prioritized finding a firm that could help us scale and move quickly at a reasonable price. A partner of ours referred Leadium, and after speaking with them, we felt comfortable that they offered all of the services we needed.

Describe the project in detail.

To start the engagement, we met with the Leadium team to discuss our business needs, customers' pain points, challenges, and goals. After the first meeting, Leadium outlined our target customer profiles and developed an outreach strategy and appointment scheduling process. After reviewing and approving their strategies, we were quickly implementing their ideas. The team is extremely collaborative and responsive—meeting with us regularly to share new leads, results, and new appointments.

What was the team composition?

Our team consists of a customer success manager, a sales development representative, and a lead researcher.

RESULTS & FEEDBACK

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

We saw immediate returns in the form of responses and appointments, and we continue to receive strong leads. Multiple appointments are coming in each week. Leadium conducts ongoing research to expand our target audience and identify proper leads. They have secured a number of calls and accounts that would have taken multiple full-time equivalents over 120 days to reach the same volume.

How effective was the workflow between your team and theirs?

Leadium's project management and support continue to impress us. They quickly respond to questions and requests. They have become an extension of our own team.

What did you find most impressive about this company?

Hiring a training a sales team isn't cheap and is extremely time-consuming. Leadium provides experienced sales experts and a proven process to meet our sales needs. Knowing they have this portion of our business under control, we can focus on other areas needing our time and attention.

Are there any areas for improvement?

Currently, we see no areas needing improvement.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Wendover Housing Partners

Describe what your company does in a single sentence.

Wendover Housing Partners is a real estate company that develops, invests in, and manages affordable, workforce, senior, and student housing communities while providing resident programs and services designed to improve quality of life and create long-term community opportunities.

OPPORTUNITY / CHALLENGE

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

• We wanted to create more direct conversations with organizations and partners that could support our growth initiatives. Our business has always been heavily relationship-driven, but we were looking for a more intentional way to introduce ourselves to groups we were not already connected to and develop opportunities beyond our existing network.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Good value for cost
• Company values aligned

How many teammates from Leadium were assigned to this project?

2-5 Employees

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

We initially approached the engagement thinking primarily about generating meetings. Very quickly, though, we found ourselves spending time defining which relationships would actually be meaningful for us. Because our work sits at the intersection of real estate, community development, and affordable housing, not every prospect belongs in the same category. The campaign became more focused as we learned where conversations were producing genuine interest and where they weren't. Some weeks involved refining target lists and rethinking how we described our projects and mission. By the time things settled into a rhythm, there was a much clearer process around who we wanted to engage and why those conversations mattered.

RESULTS & FEEDBACK

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

We have developed a more predictable flow of introductions and conversations with organizations that we likely would not have engaged through our traditional channels alone. We have also gained a better understanding of which market segments respond most positively to proactive outreach.

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

The process has been fairly collaborative without becoming burdensome.  We were not inundated with meetings or reporting. Instead, discussions generally happened when there was something useful to review or when a change iin direction made sense. There were periods where we intentionally slowed things down to assess what we were learning, and Leadium adapted well to that pace.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

The quality of the conversations they initiated stood out.Their U.S.-based callers represented our organization professionally and understood how to communicate in a way that felt credible for a relationship-oriented business. I also appreciated having access to senior strategic guidance rather than being passed through several layers of account management.

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

I would have benefited from spending a bit more time early on discussing the nuances of the affordable housing ecosystem and how various stakeholder groups fit together.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of PHARMDSIDE

Describe what your company does in a single sentence.

PHARMDSIDE helps healthcare and pharmaceutical companies accelerate growth through strategic advisory services spanning ommercialization strategy, business development, licensing and partnerships, market assessment, valuation, and M&A execution across the full product lifecycle.

OPPORTUNITY / CHALLENGE

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

• We engaged Leadium to create qualified business conversations and open relationships with pharmaceutical and healthcare stakeholders aligned with our advisory services.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Good value for cost
• Company values aligned

How many teammates from Leadium were assigned to this project?

2-5 Employees

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

Leadium supported account targeting, outbound outreach, qualifiation, and appointment setting. Their work centered on creating introductions with organizations that matched our strategic focus areas.

RESULTS & FEEDBACK

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

We established a steadier flow of business conversations and expanded outreach beyond our immediate network. The quality of meetings improved as qualification became more refined.

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

It felt measured rather than fast. We would review progress, adjust priorities, and then let the campaign run. There were periods with fewer updates, but decisions generally had a clear reason behind them.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

They seemed comfortable operating in a business where trust matters more than activity volume. There was no pressure to fill calendars just to show movement.

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

I would have appreciated a bit more proactive insight sharing earlier in the engagement, especially around what messaging patterns were working versus not working across outreach.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Stenoa

Describe what your company does in a single sentence.

Stenoa builds mission-critical care coordination software that helps hospitals communicate, coordinate treatment, and act faster during heart attacks through integrated workflows, secure communication, and real-time analytics designed to improve patient outcomes.

OPPORTUNITY / CHALLENGE

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

• We engaged Leadium to create qualified introductions and appointment opportunities with hospital and healthcare decision-makers.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

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

How many teammates from Leadium were assigned to this project?

2-5 Employees

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

Leadium supported account research, outbound outreach, stakeholder identification, qualification, and appointment scheduling across target healthcare organization.

RESULTS & FEEDBACK

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

We increased the number of meaningful conversations entering our pipeline and improved access to stakeholders involved in operational and purchasing decisions.

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

Their process felt delibrate more than fast. We had periods with fewer updates while outreach paths were being adjusted, but changes were explained and generally tied back to what they were learning.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

They were comfortable slowing down when necessary instead of protecting activity metrics. That discipline probably prevented a lot of wasted meetings.

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

I would have pushed for stakeholder mapping earlier. Once outreach became more precise, pprogress felt noticceably more efficient.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of LearnBox

Describe what your company does in a single sentence.

LearnBox is an e-learning company that creates video-based training content, digital learning platform, apprenticeship resources, and workforce development solutions for employers, training providers, and adult learners.

OPPORTUNITY / CHALLENGE

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

• We needed qualified meetings booked quickly while several new training and learning initiatives were being launched. The goal was to keep our sales pipeline active without increasing headcount.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Pricing fit our budget
• Great culture fit

How many teammates from Leadium were assigned to this project?

4

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

Leadium managed outbound prospecting, appointment setting, and initial engagement with prospective organizations. Their responsibility was to create opportunities for our team to take forward.

RESULTS & FEEDBACK

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

The most obvious result was an increase in discovery meetings during a period when our internal resources were stretched. It also shortened the amount of time it took us to reach new propsects.

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

Their style was fairly hands-off from my perspective. We would get updates, review outcomes, make a few adjustments, and then they would continue running with it. It was not pulled into constant meetings which I appreciated.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

They understood that speed mattered. Rather than spending weeks planning, they focused on getting activity into the market and improving from there.

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

I would have liked slightly stricter qualifiation standards on a handful of appointments.

BACKGROUND

Please describe your company and position.

I am the Founder of Systers

Describe what your company does in a single sentence.

Systers is a woman-focused longevity, biohacking, and regenerative wellness company that cobines science-backed health education, community programs, supplements, and wellbeing products designed around female physiology, hormonal health, and long-term wellness.

OPPORTUNITY / CHALLENGE

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

• We wanted support generating B2B opportunities and partnerships related to women’s wellness, longevity, biohacking, and educational initiatives connected to our brand.

SOLUTION

How did you find Leadium?

Referral

Why did you select Leadium over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Leadium were assigned to this project?

2-5 Employees

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

They worked with us on refining messagig and audience segmentation throughout the engagement. Their work was primarily lead research, outbound prospecting, appointment setting, and qualification.

RESULTS & FEEDBACK

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

We grew he number of relevant partnership discussions and generated more conversations with organizations aligned with our wellness and longevity focus. Lead quality improved as targeting became more specific.

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

The project was not linear. There were periods when outreach paused while messaging was adjusted, but they were generally open about what wasn't working and why changes were being made.

What was your primary form of communication with Leadium?

• Virtual Meeting
• Email or Messaging App

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

They spent more time understanding a brand that does not fit neatly into one category. A lot of vendors would have treated it like a basic supplement company, but they eventually adapted the outreach around the bigger picture.

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

I suggest deeper audience refinement earlier in the process.