Leadroot

BACKGROUND

Introduce your business and what you do there.

Woodpecker is a legal documentation automation company that works with law firms to standardize their frequently used legal documents.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadroot?

We wanted to hone in on our go-to-market strategy and identify our ideal customers.

SOLUTION

What was the scope of their involvement?

Leadroot assists us with ongoing lead generation and has helped us determine who our ideal prospects are.

They do all of our heavy lifting research, and assist us in exploring new markets, especially when we’re looking to replicate past successful customer types or assess new target markets.

What is the team composition?

We have one main point of contact, but we’ve interacted with a couple of folks over the years.

How did you come to work with Leadroot?

We knew we needed a way of scalably generating leads, but also a way to generate them in a flexible manner. We do a lot of experimentation and are constantly working towards validating or disproving various theories as quickly as possible.

We landed on Leadroot because they provided the perfect combination of being able to scale with us as our business grew and also remained flexible to our needs. Their ability to meet our needs as they changed every month is what really sealed the deal.

How much have you invested with them?

We've invested $10,000–$25,000. 

What is the status of this engagement?

We began working together in January 2018, and our engagement is ongoing.

RESULTS & FEEDBACK

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

The results have been really good, overall. We’ve used other lead generation services in the past, and Leadroot has certainly resulted in the best metrics for us. Obviously, there are situations where we receive dead leads, but that’s going to happen no matter what solution you use, and even then, l we get far more qualified leads than with previous services.

Thanks to Leadroot, and the super targeted leads we’ve been getting, we’re getting 50-60% email open rates and even 10% conversion rates from initial cold-outreach email or call to qualified opportunity. We’re getting great conversion rates, which is why we’ve kept them around.

How did Leadroot perform from a project management standpoint?

They’re very flexible with how we want to work. For example, our point of contact is in several of our Slack channels. We talk with him one on one and other members of our sales team talk to him one on one as well via Slack and email. They’re super flexible with however you want to communicate.

In the early days, we needed a lot from their end with the project management efforts. Now that we’ve solidified our lead generation strategy, they’ve become a lead generation engine. Oftentimes we’ll talk with our contact about a new theory or get a test list, and if that goes well, we’ll opt for a larger one. 

What did you find most impressive about them?

What distinguishes them is their focus on using US-based personnel with their research efforts. It’s a huge differentiator compared to a lot of the other services available because several foreign lead services don’t understand the U.S. markets. Leadroot, on the other hand, is much more familiar with those facets and delivers leads that make sense.

Additionally, they’re very affordable and willing to work with their clients’ budgets as well and make a solution work if need be.

Are there any areas they could improve?

This might be a pipe dream for us, since it’s inherent in the lead generation process, but it would be great to have a lower number of bounces. We know that’s probably not realistic, but it’s the first thing that comes to mind. Other than that, nothing else comes to mind.

BACKGROUND

Introduce your business and what you do there.

I’m a sales operations manager for a virtual assistant company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leadroot?

We were looking to expand our outreach campaign in order to grow our business and get our product and name out there. We went to Leadroot to help us manage our leads and find targeted markets to reach out to.

SOLUTION

What was the scope of their involvement?

Leadroot assisted our company with a cold-calling campaign to generate leads and meetings. We provide a list of a thousand businesses or people we want to reach out to. Leadroot can also access that information based on our past orders and other data. Their team then give us a list of names, addresses, and emails to contact. They also help us find blogs to provide guest content.

What is the team composition?

My main contact at Leadroot has been one person. I know that they have a team of agents behind the scenes that handle the cold-calling and research, but if I ever need anything, I go through my point of contact. I haven’t engaged anyone else besides him.

How did you come to work with Leadroot?

One of our clients utilizes lead generation a lot in his business. In a casual conversation with him, we brought up our needs and he referred us to Leadroot. I checked out their website, reached out for a meeting, and was impressed by their quick response and their ability to answer my many questions.

How much have you invested with them?

We’ve spent less than $5,000.

What is the status of this engagement?

We started working together in March 2018, and the collaboration is ongoing.

RESULTS & FEEDBACK

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

We’ve received over $10,000 worth of leads and meetings from Leadroot’s work, recouping about double our investment in their services. That’s the main reason we continue working with their team.

How did Leadroot perform from a project management standpoint?
My point of contact has been absolutely fantastic. I've never had a problem reaching out to him. He always answers me back within an hour if I ever have any questions or if I have something I need. Whenever I need to chat with him, he’s always available the same day. I can’t emphasize enough how awesome he is.

What did you find most impressive about them?

About 90% of the leads Leadroot returns are high-quality and accurate. I’ve never had an issue with the information being wrong. If it ever was, it was because we didn’t give enough information for them to go off. 

Are there any areas they could improve?

It's hard for me to say that Leadroot could really improve on anything—I've never had an issue in any sense of the word over the past 18 months or so we’ve worked together. Whenever I place an order with their team, they give me an estimated timeline of delivery, and they never underdeliver. They’ve done everything I’ve asked of them.

Any advice for potential customers?

Go into a partnership with Leadroot with your end goal in mind. Know what type of information or outreach you need them to do. If you have a solid game plan but aren’t sure how to execute it, Leadroot will help you along the way. I’ve received a lot of quality advice from my point of contact over our working relationship.

BACKGROUND

Please describe your company and your position there.

I am the founder of a legal marketplace business that handles contract services for SMBs.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Leadroot?

We hired Leadroot to harvest leads for us from a variety of places and do managed outreach (email marketing campaigns and inbox management) to schedule calls and meetings for our sales professionals. We had great results and worth the money from an ROI perspective.

What were your goals for this project?

Increase our weekly meetings and discovery calls by 300%.

SOLUTION

How did you select this vendor?

I was recommended to them by a couple different companies. All of them had glowing reviews so I figured I would give them a shot.

Describe the project in detail.

We wanted to increase our weekly meetings and calls by 300%. We gave Leadroot our target customer and it was a turnkney solution. They harvested the lead data, made the outreach, and scheduled the meetings for us. It was great.

What was the team composition?

We were assigned a project manager, but a good part of it was done through the technology. I really like their approach since it is not 100% tech driven. There is human consultation to make sure they understand your needs and requirements and put a plan in place to achieve them.

RESULTS & FEEDBACK

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

Our meetings increased by 350%, so we exceeded our goal. We are continuing to use Leadroot moving forward.

How effective was the workflow between your team and theirs?

The workflow was seamless. The inbox management was worth it since they can see when you are free and schedule meetings for you. They also provided reports to let us know their progress.

What did you find most impressive about this company?

They are very client service-driven and know how to harvest B2B leads like no one I've ever seen. I am also impressed at how low the price is.

Are there any areas for improvement?

None!