Leadium

BACKGROUND

Please describe your company and position.

I am the CEO of JSK Group

Describe what your company does in a single sentence.

JSK Group is a Poland-based business consulting and investment company that supports entrepreneurs and organizations through strategic advisory, business development, and operational growth services.

OPPORTUNITY / CHALLENGE

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

• We needed outside support for B2B lead generation and appointment setting because our internal sales activity lacked consistency.

SOLUTION

How did you find Leadium?

• Online Search
• Clutch Site

Why did you select Leadium over others?

• High ratings
• 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.

They handled prospect sourcing, outbound outreach, lead qualification, and scheduling meeting wiith potential clients. They also maintained pipeline tracking and campaign reporting.

RESULTS & FEEDBACK

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

We increased the number of qualified sales conversations and had a more active outbound pipeline overall. The quality of leads improved over time as targeting became more refined.

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

The workflow got better once we aligned on reporting expectations. Early updates felt too broad, but after feedback, communication became much more useful and specific.

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 not afraid to challenge assumptions. If they thought a target segment was weak, they said it directly instead of just executing mindlessly.

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

The first few weeks could have benefited from clearer reporting structure upfront.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of JOYINME

Describe what your company does in a single sentence.

JOYINME is a wellness and mental health-focused company that provides personal development, emotional wellbeing, and support-oriented services.

OPPORTUNITY / CHALLENGE

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

• We needed support handling inbound inquiries and appointment scheduling so our internal team could stay focused on core responsibilities.

SOLUTION

How did you find Leadium?

Referral

Why did you select Leadium over others?

• Referred to me
• Company values aligned

How many teammates from Leadium were assigned to this project?

3

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

Leadium provided answering services, virtual receptionist coverage, and scheduling support. They also helped create intake guidelines and escalation procedures for incoming calls.

RESULTS & FEEDBACK

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

We reduced the amount of time our internal team spent managing calls and  follow-ups. Scheduling also became more organized compared to how we were handling it before.

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

The process became smoother after the first few weeks. Early on, we had to correct a couple workflow issues, but they were receptive and adjusted without dragging things out.

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 paid attention to the small operational details. Things like tone, intake notes, and how calls were handed off were treated seriously instead of like an afterthought.

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

Nothing much

BACKGROUND

Please describe your company and position.

 I am the Founder of a direct private lending company.

Describe what your company does in a single sentence.

Mount Wilson Capital is a direct private lender that provides fast, short-term financing, such as fix-and-flip and bridge loans, for real estate investors, primarily in the Mid-Atlantic, Midwest, and Northeast U.S. regions.

OPPORTUNITY / CHALLENGE

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

• We hired Leadium to build a steady outbound pipeline for us. The main objective was to identify relevant B2B prospects, start conversations, and qualify opportunities before they reached our internal team.

SOLUTION

How did you find Leadium?

Clutch Site

Why did you select Leadium over others?

• High ratings
• 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 supported prospect research, outreach campaigns, and early lead qualification. Deliverables included prospect lists, messaging iterations, booked meetings, and regular feedback on campaign performance so we could adjust targeting over time.

RESULTS & FEEDBACK

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

We saw a more consistent flow of qualified sales conversations than before the engagement. Just as important, our team spent less time sourcing leads manually and more time speakking with viable prospects.

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

The process felt flexible rather than rigid. When we noticed some leads were off target, they adjusted criteria fairly quickly and the next rounds improved.

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?

Their willingness to recalibrate targeting instead of forcing more names into the funnel made a real difference. They understood that volume alone was not useful to us.

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

More refinement upfront on qualification standards would have helped us avoid some eearly mismatches.

BACKGROUND

Please describe your company and position.

 I am the Founder & CEO of an AI development firm.

Describe what your company does in a single sentence.

Our company builds AI software for banks, credit unions, wealth managers, and fintechs to automate regulated workflows like lending, onboarding,compliance, and client service without replacing their existing systems.

OPPORTUNITY / CHALLENGE

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

• We hired Leadium to help us build a stronger outbound sales funnel. The main goals were generating qualified B2B leads, screening early interest, and booking meetings for our internal team.

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 took care of the prospect list building, outbound outreach campaigns, lead qualification, and appointment scheduling. They also refined targeting criteria over time and shared reporting so we could track progress and response quality.

RESULTS & FEEDBACK

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

We saw s steadier flow of qualified meetings and fewer low-fit prospects reaching our sales team. That improved efficiency because our reps spent more time in real sales conversations.

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

The first section needed a few adjustments, mainly around messaging and audience fit. After that, they ran a tighter process and updates came regularly without us needing to chase 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 were prepared to adapt instead of fforcing a fixed playbook. Once they saw what was and wasn't working, they quickly changed direction.

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

I would say the onboarding could have moved faster in the beginning. It took a little time to fully align on positioning and ideal customer profile.

BACKGROUND

Please describe your company and position.

 I am the Founder & CEO of a real estate investment company. 

Describe what your company does in a single sentence.

We are a real estate investment and asset management firm that acquires, mannages, and operates income-generating properties to help clients build long-term,   generational wealth through stable and lower-risk investments.

OPPORTUNITY / CHALLENGE

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

• We needed reliable call coverage and a way to handle inbound investor inquiries without overloading our internal team. A big priority was making sure no potential opportunity slipped through the cracks.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• 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.

The handle incoming calls, schedule appointments, and act as a virtual receptionist for general inquiries. There was also some initial scripting and call flow setup to align with how we speak to prospects.

RESULTS & FEEDBACK

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

We saw a clear drop in missed calls, which was the main issue before. Appointment scheduling became more consistent, and we started having fuller calendars week to week.

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

We had to work together over several calls to tweak things, so at first it felt a little repetitive. Following that stage, communicationn became consistent and they managed the majority of tasks without much assistance.

What was your primary form of communication with Leadium?

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

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

They adapted fairly well to a niche audience. Investor conversations are not always straightforward, but they've picked up on the nuances over time.

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

We spent a bit longer than expected aligning on messaging earlly on. They could have done better.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of a software company.

Describe what your company does in a single sentence.

Ours is a software company that provides a pre-built, Salesforce-based CRM platform designed to help retirement plan advisors manage data, automate workflows, and streamline their advisory operations.

OPPORTUNITY / CHALLENGE

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

• The main goal was to generate a steady stream of B2B leads. We wanted something more predictable than referrals or occasional inbound interest.

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?

4

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

They handled prospect research, outreach campaign setup, and ongoing lead generation efforts. This included messaging development and managing communication with potential clients.

RESULTS & FEEDBACK

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

We began receiving a more consistent flow of leads and conversations. Over time, the outreach seemed better targeted, which improved the relevance of responses.

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

It was not completely linear, there was a period where things slowed and I had to ask questions. After that, they became more transparent and kept me in the loop.

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 fairly adaptable. When something didn't seem to be working, they didn't push it too long and were open to reworking the approach.

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

I would have preferred not needing to follow up to understand what was going on.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Educated Body

Describe what your company does in a single sentence.

Educated Body is a wellness and fitness consultancy that designs, equips, and manages health, fitness, and wellbeing facilities within residential, commercial, and mixed-use real estate developments.

OPPORTUNITY / CHALLENGE

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

• We wanted help building a consistent outbound sales channel, specifically around booking qualified B2B meetings. Internally, we didn’t have the capacity to manage that ourselves.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• High ratings
• Great culture fit
• 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 handled outreach strategy, list building, and appointment setting. This included drafting messaging, testing variations, and managing ongoing prospect engagement

RESULTS & FEEDBACK

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

We saw a steady increase in booked calls within the first couple of months. Over time, the relevance of those conversations improved as they refined the targeting.

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

At the beginning, I had to step in more than I expected to clarify direction. Once that settled, updates came regularly and things moved more smoothly.

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?

Their willingness to adjust quickly stood out. They didn’t stick rigidly to one approach and seemed open to testing what actually worked for our niche.

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

It took a bit longer than I expected to align on messaging and audience before seeing real traction.

BACKGROUND

Please describe your company and position.

 I am the President and Founder of a real estate company 

Describe what your company does in a single sentence.

We are a real estate team that helps people buy, sell, and invest in residential and commercial properties while guiding them through the entire real estate transaction process.

OPPORTUNITY / CHALLENGE

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

• Our goal was to generate conversations with companies that might need real estate guidance or property related services. Leadium was brought in to handle lead generation and appointment setting so our team could focus on closing.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Leadium were assigned to this project?

3

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

Leadium helped build targeted lead lists based on the types of businesses we wanted to reach. They handled outreach and set up meetings with interested prospects. They also helped qualify the leads before passing them over to us.

RESULTS & FEEDBACK

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

We started getting a steady flow of meetings with new companies. Some of those conversations turned into real opportunities for our team. It helped us expand beyond just referral based leads

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

They are always on point with every meeting scheduled. More often than, we are always the one that defaults some of those meetings. They keep us up-to-date, so it's always easy for us to get things clearer with 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 really focused on doing the outreach work that most internal teams do not have time for. The lead qualification step also helped a lot because we were not wasting time on weak prospects.

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

A little more industry specific insight early on would have helped.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Third Nature Capital

Describe what your company does in a single sentence.

Third Nature Capital is a real estate development and investment firm that focuses on building and improving multifamily housing, especially affordable and environmentally sustainable apartments, while generating returns for investors.

OPPORTUNITY / CHALLENGE

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

• Our goal was to find qualified B2B leads and set meetings with the right decision makers. We also wanted support with organizing outreach so our small team could stay focused on strategy.

SOLUTION

How did you find Leadium?

Referral

Why did you select Leadium over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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 handled B2B lead generation and outreach. They built prospect lists, reached out to contacts, and helped set appointments with companies that matched our focus. They also helped qualify leads before sending them to us.

RESULTS & FEEDBACK

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

We started getting a more steady flow of meetings, and our outreach process became more organized. It also helped us connect with companies we probably would not have reached on our own.

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

Leadium was pretty structured with their work. We had regular updates and they shared progress on leads and outreach.

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?

Climate and sustainability investing can be a bit specific, but they still managed to find good prospects. That effort stood out to me.

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

Early on we spent some time refining the lead criteria. It was not a big issue but it took a few rounds to get it just right.

BACKGROUND

Please describe your company and position.

I am an Executive of Counsel Financial

Describe what your company does in a single sentence.

Counsel Financial is a U.S. litigation finance company that provides loans and financing solutions to plaintiff law firms, especially those working on contingency fees, by helping them access capital based on the expected value of their future legal fees.

OPPORTUNITY / CHALLENGE

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

• Our goal was to reach the right decision makers without stretching our small internal team. Leadium was hired to handle outreach and set qualified meetings.

SOLUTION

How did you find Leadium?

Online Search

Why did you select Leadium over others?

• Pricing fit our budget
• Great culture fit
• 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 researched law firms that matched our lending focus and contacted them through email and LinkedIn. Their team also qualified interest before scheduling meetings with us.

RESULTS & FEEDBACK

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

We started getting regular meetings with firms that were actually relevant to our services. Our sales calendar became more consistent week to week. It also reduced the time our team spent prospecting.

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

We had regular updates on outreach activity and booked meetings. They're easy to communicate with and solve issues with.

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?

Litigation finance is not a typical market, but they still found the right firms to approach. That made the conversations more useful for our team.

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

The first few weeks required some trial and error with targeting. A bit more refinement at the start might have helped. After that stage though, things improved quite a bit.