Leadium

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.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Defy Security

Describe what your company does in a single sentence.

Defy Security is a cybersecurity services and consulting company that helps organizations choose, implement, and manage security technologies to protect their data, systems, and operations from cyber threats.

OPPORTUNITY / CHALLENGE

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

• We hired Leadium to help us generate qualified B2B leads for our cybersecurity services. Our main goal was to reach companies that actually need stronger security programs. We also wanted more consistent sales conversations.

SOLUTION

How did you find Leadium?

Online Search

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.

Leadium supported our outbound sales process. They handled prospect research, built targeted lead lists, and helped with early outreach. They also worked with us to refine the industries and company sizes we wanted to target.

RESULTS & FEEDBACK

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

We started getting more steady sales meetings instead of random inquiries. Our pipeline felt more organized. It helped our team spend more time talking to real prospects.

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

We had a simple workflow with the Leadium team. They shared lead lists and outreach updates on a regular schedule, usually each week. Most things came in when they said they would. When we asked to adjust the types of companies we were targeting, they updated the lists pretty quickly and kept us in the loop. Communication was steady and easy to follow.

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?

I liked that Leadium focused on understanding the type of businesses we actually wanted to talk to. They don't just send big generic lists; the targeting feels more thoughtful.

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

Nothing much to suggest for now, 'cos we have sorted any issues we might have with them. It's possible we have some in future though.

BACKGROUND

Introduce your business and what you do there.

I’m a senior project manager at Multitood, a company that provides transcription, translation, and professional voice-over services to anyone who creates media in video format.

OPPORTUNITY / CHALLENGE

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

We hired Leadium to help us fill our calendar with high-quality meetings and solve the “feast or famine” mentality of our sales team.

SOLUTION

What was the scope of their involvement?

Leadium has delivered strategy and execution. The team has helped us define our ideal customer profile (ICP) and take our messaging and strategy to the next level. Leadium has also designed our campaigns and delivered all lead generation files. The team is responsible for booking meetings as a KPI and reporting weekly to adjust the campaign based on current industry events.

What is the team composition?

We work with 2–5 teammates from Leadium.

How did you come to work with Leadium?

We found Leadium through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We’ve spent around $20,000.

What is the status of this engagement?

We started working with Leadium in May 2022, and our engagement is ongoing.

RESULTS & FEEDBACK

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

The first thing we noticed was that our booked meetings increased by 150% in the first 90 days. Then, the meetings booked by Leadium’s team closed at a rate 30% faster than other outbound methods. Lead quality is measured in the show rate of the meeting, and Leadium has achieved a 90% show rate thanks to their elite follow-up once the meeting is booked. We also track the conversion channel of the meeting, which is key for us to understand where to spend our marketing budget. Email is the primary driver of appointments. These aren’t marketing blast emails but more directed and driven to specific events.Since this level of knowledge was applied to the top of the funnel, we’ve seen our deal size increase and our velocity to close improve. The speed to close deals is defined by how long it takes from day one to day won. Leadium has helped us close deals 30% faster than average. Our average deal size has also increased by about 50% due to more ongoing projects.

How did Leadium perform from a project management standpoint?

Leadium delivers everything on time. At first, it was hard to be patient since we were ramping up, but it was really worth it once the engine started. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive or unique about them?

We’re impressed by Leadium’s consistency in outbound and reporting. The experience has been consistently positive — the team is professional, communicative, and results-driven. They deliver on their promises and make collaboration easy. It’s rare to find a partner so reliable and enjoyable to work with.

Are there any areas they could improve?

There’s nothing I dislike about Leadium.

BACKGROUND

Introduce your business and what you do there.

 I’m the founder and CEO of a company that provides custom software development services to clients in the US and the Dominican Republic.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadium?

 We needed help with our go-to-market (GTM) strategy and lead generation.

SOLUTION

What was the scope of their involvement?

 Leadium provided a team to develop campaigns and a sales development representative (SDR) for lead generation. The SDR set meetings with potential clients.

What is the team composition?

 We worked with two teammates from Leadium.

How did you come to work with Leadium?

 We found them through an online search. We chose them because of their favorable contract terms, price, and the confidence they gave us that they could be successful for us. Also they also had US based reps with perfect English.

What is the status of this engagement?

 We worked together from June–October 2025.

RESULTS & FEEDBACK

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

Leadium shared outreach metrics and meetings scheduled via direct integration with HubSpot. We tracked dials, emails, connects, and meetings scheduled.

How did Leadium perform from a project management standpoint?

Leadium’s project management was excellent. They did a great job communicating and delivering on the projects. We communicated via weekly video calls and email.

What did you find most impressive about them?

The quality of the SDRs was impressive. People frequently asked them if they were AI.

Are there any areas they could improve?

 No, we don’t have any specific negative feedback.