Services

Financial Company

LevelUp Leads was given a list of contacts from large financial corporations to run outbound email campaigns to schedule more meetings.
9x

ROI

2

Sales

14

Interested Leads

Industry:

Financial Services

Type:

Service

About
the Company:

This is a service that trains Senior Financial Advisors helping them improve their performance and maximize their income. With 35 years of experience as a Financial Advisor, they now provide training to help Financial Advisors break through barriers, make changes, work less, and reach their goals.

Client’s challenges:

How it worked:

LevelUp Leads helped develop messaging that better resonated with the client’s ideal customer profile. They were given a list of contacts from large financial corporations to run outbound email campaigns to schedule more meetings.

LevelUp Leads tasks included lead validating and outbound email to get more interested leads into the top of the sales funnel.

Results:

After just 6 weeks of working together and running outbound cold email campaigns, the client already had made a sale leading to a 9x return on investment.

9x
ROI

in 6 weeks

2
Sales
14
Interested Leads
Brian Groves
Brian GrovesBrian Groves VP of Marketing / Independent Consultant
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LevelUp is a reliable, involved, and thoughtful partner in the lead generation process. They ask detailed questions about the target audience and the goals of each campaign and then fine-tune the process to achieve the desired results (target audience research, campaign planning, creating name recognition, awareness, impressions, and leads). I not only recommend the LevelUp team - I have hired them twice (once in 2018, and again in 2022).
Amir Reiter
Amir ReiterCEO, CloudTask
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I wanted to see what the quality was like and after reviewing a short sample list and comparing the data, it’s clear that human validated leads are the best option. The LevelUp team built out a custom contact list and also added in custom fields we had asked for. They were professional and I’ve actually already given them some referrals myself.
Ryan Abramson
Ryan AbramsonVP of Sales, TryNow
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Data and leads are a mission critical element of our business and having someone we trust like John and his team is invaluable. What I love most is how communicative and open to feedback he is. All around great service.
Sean Barbera
Sean BarberaMarketing Director, Navigator Business Solutions
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LevelUpLeads has allowed us to enhance our outbound marketing efforts by providing curated contact lists and layering efficient email outreach into our demand-generation programs. As a result, we have been able to broaden our reach and amplify our activity without the need to increase our team size.
Uli Dendy
Uli DendyCEO, TrueLanguage
Read More
TrueLanguage has been working with John Karsant of LevelUpLeads since early 2021. Since that time, John has collaborated closely with us to assist us with our business development efforts. He has been wonderfully proactive in his continuous evaluation of our processes and in the implementation of improvements to those processes. He has been most pleasant to work with and has continually demonstrated his readiness to go above and beyond. We recommend him for anyone who is looking to take their business development efforts to the next level.
Heather Ballachey
Heather BallacheyDirector of Marketing, Exponent Partners
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The team at LevelUp Leads reached out at a time when we were trying to increase our marketing database with a very specific and niche target audience. I have found them to be highly professional, great communicators, and they always deliver on time.
Chris Sparks
Chris SparksFounder and CEO, The Forcing Function
Read More
The LevelUp Leads team does top quality work. They saved me time and took the weight off my shoulders by finding and validating all the leads my team needed.

Success with
LevelUp Leads

LevelUp Leads acts as an extended part of your team to run outbound Email, LinkedIn or Cold Call campaigns to generate new opportunities for you. We do the hard part, you just need to move the interested leads through your sales process.

Explore successful stories of companies that trust LevelUp Leads!

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