Services

Designed and ran multiple outbound email campaigns and A/B tests to generate interested leads and help schedule more meetings.

Interested Leads

45.33%

Average Open Rate

3.80%

Average Response Rate

Industry:

Financial

Type:

Software as a Service

About
the Company:

They are a risk management platform that provides a one-stop-shop solution for portfolio risk analysis, client risk profiling and compliance so firms can manage the right risks that are essential for their success.

Client’s challenges:

How it worked:

LevelUp Leads ran email campaigns using a customized approach and taking data from each contacts profile and tying it into our messaging.

We were given an account list and were also tasked with finding net new companies/contacts. We had multiple different campaigns running at the same time targeting different personas.

Results:

LevelUp scheduled fixed their email deliverability, set up multiple domains and email address, and scheduled roughly two additional meetings per week from cold email outreach and scheduled 11 meetings with dream clients.

Interested Leads

in 6 months

45.33%

Average Open Rate

3.80%

Average Response Rate

2.5

Interested Leads

per week

Interested Leads

Best week

Interested Leads

Best month

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!