Services

LevelUp Leads ran cold calling, email, and LinkedIn campaigns to schedule more meetings.

75 interested leads and meetings scheduled in 3.75 months, 167% KPI performance.

Interested Leads

167%

KPI Performance

Interested Leads Per Week On Average

Website:

lgadvisors.com

Industry:

Financial Services

Type:

Service

About
the Company:

The company provides life settlements, or a sale of a life insurance policy in exchange for a cash payout. They assist clients through the decision making process, deliver higher payouts, and even assist with taxes.

The company assists in the category of life settlements. They educate clientele on their various options to improve the odds of client success and assist in making a lump sum distribution.

Client’s challenges:

How it worked:

LevelUp Leads was given criteria based on the client’s Ideal Customer Profile.

After presenting a sample list of contacts to the client, and agreeing on the script and common questions that could arise, we ran outbound Email LinkedIn and Cold Call campaigns to schedule meetings directly in our clients calendar.

The campaigns got off to such an amazing start, that the client decided to add cold calling to another side of their business.

Results:

LevelUp Leads generated 75 interested leads in just under 4 months through our Email, LinkedIn and Cold Call campaigns.

Interested Leads

in 3.75 months

167%

KPI Performance

Interested Leads Per Week On Average

13767

Dials

1320

Connects

Meetings

5196

Emails Sent

Responses: 5.97%
Interested: 26

1601

LinkedIn Sent

Interested: 9

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).

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.

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.

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.

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.

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.

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!