Services

OffDeal

Despite being a new entrant in the market, OffDeal achieved significant traction through its partnership with LevelUp Leads, resulting in 91 meetings in 3.5 months and a $6 million pipeline.
91

Meetings

2,296

Connects

31,139

Dials

Website:

offdeal.io

Industry:

Financial Services

Type:

Investment Bank

About
the Company:

OffDeal is an innovative AI-native investment bank specializing in small business transactions, offering streamlined processes for business sales and acquisitions.

Client’s challenges:

How it worked:

LevelUp Leads deployed a cold-calling strategy focused on exploring diverse industries, and refining targeting criteria through ongoing analysis. This approach allowed OffDeal to identify the most responsive sectors and build a strong foundational pipeline.

Results:

  • 91 meetings booked, with an average of 26 meetings monthly
  • Explored new markets, providing critical insights into customer behavior
  • Established OffDeal as a credible player in the AI-powered investment banking space
31,139
Dials
2,296
Connects
308
Conversations

(6.15% Meeting Rate)

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
Read More
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
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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.
Matthew Ramsey
Matthew RamseyPresident, Terralogic Solutions
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“LevelUp Leads' project management is excellent. They are well-versed in working on short timelines, overcoming obstacles, and aligning with our company culture. They are personable, committed, available, and communicative, making them an invaluable partner in our growth strategy.”

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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