Services

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# View the proven strategies that get our clients booked meetings & closed deals.

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[Consultants](https://www.cleverly.co/client-results#)

[Creative Firms](https://www.cleverly.co/client-results#)

[Cyber Security](https://www.cleverly.co/client-results#)

[Data and Compliance](https://www.cleverly.co/client-results#)

[E-learning](https://www.cleverly.co/client-results#)

[Financial Services](https://www.cleverly.co/client-results#)

[Franchise Brokers](https://www.cleverly.co/client-results#)

[HR Consultants](https://www.cleverly.co/client-results#)

[Job Seeking](https://www.cleverly.co/client-results#)

[Legal Services](https://www.cleverly.co/client-results#)

[Lenders](https://www.cleverly.co/client-results#)

[Manufacturing](https://www.cleverly.co/client-results#)

[Marketing Agencies](https://www.cleverly.co/client-results#)

[MarTech](https://www.cleverly.co/client-results#)

[Outsourcing](https://www.cleverly.co/client-results#)

[Real Estate](https://www.cleverly.co/client-results#)

[Recruiting](https://www.cleverly.co/client-results#)

[Software Companies](https://www.cleverly.co/client-results#)

[Software Development Services](https://www.cleverly.co/client-results#)

[Teams Plan](https://www.cleverly.co/client-results#)

MarTech

## Advisor Brands

### MarTech Platform for Financial Advisors

### The Strategy

Targeting

Jim runs a directory platform for financial advisors (CFP’s, CPA’s, and EA’s). We took a straightforward approach and built a list of his dream prospects with specific titles he provided.

Copywriting

Jim’s company helped solve the biggest pain point (getting clients) for a specific market, so his message resonated immediately. Coupled with a “free trial” offer, our client received interested replies every day.

## Results

47

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I’ve been using Cleverly for 3 months now and I’ve accessed over 300 new LinkedIn connections. The system is intuitive and easy to use and works alongside of your Sales Navigator.... If you’re seeking an automatic LinkedIn lead gen engine, check out Cleverly.

\- Jim E., Advisor Brands

MarTech

E-learning

## ADV Technical Institute

### IT Certification School

### The Strategy

Targeting

We zoned in on Project Managers in tech-related fields, since getting certified would lead to a natural progression in their industry.

Copywriting

The client had a guarantee that we knew would be irresistible. They guarantee you will pass on the first or second test, or their schooling is free.

## Results

17

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

The account manager was knowledgeable about my industry and company. He had done his homework and updated the campaign accurately. I am excited for this new phase of my company.

\- Mariam Azamr

E-learning

Lenders

## Apex Capital Lending

### Commercial Real Estate Lender

### The Strategy

Targeting

Our client partnered with local brokers, so we restricted our target list using NYC Zip Codes (instead of the typical Region). The result? Although the prospecting list was small, the list was highly targeted and pre-qualified.

Copywriting

Our client received dozens of replies in the first few weeks because of a copy tactic we call the “Crispy Question.” We use this strategy to elicit responses, start conversations, and gather intel where the prospect is in the buyer’s triangle. The plan worked well, and our client was able to move prospects down the sales process and close deals successfully.

## Results

59

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

We're pleased with the results so far and are interested in adding another account...We anticipate adding additional in the near future as well. Thanks in advance.

\- Apex Capital Lending

Lenders

Software Companies

## Auxilia

### Donor Management Software

### The Strategy

Targeting

Steve manages a donor management platform to help NPOs identify, attract, and retain charitable donors. To create a list of nonprofits, we used advanced filters like Company Types and used keywords and titles to tighten it further.

Copywriting

Steve’s campaign caught the attention of his prospects early in the drip sequence because he helps solve one of the biggest problems nonprofits face: getting donations. We piqued his prospects’ curiosity early in the connection request message and coupled it with a casual 2nd touch to get Steve a flood of responses.

## Results

70

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I cannot say enough good things about the Cleverly team. They have been responsive, kind, thoughtful, and have worked with a sense of urgency that has not been matched. I appreciate the partnership they have provided to my company.

\- Steve P., Auxilia

Software Companies

Data and Compliance

## Avritek – Ed Pletner

### Data Security and Compliance

### The Strategy

Targeting

With a very specific offer, we curated a list that held decision makers in the IT industry – specifically in IT Asset Management. With our list extremely specific, we were able to curate the copy with industry lingo that would help us stand out.

Copywriting

Leveraging Ed’s knowledge in the space, we integrated our best practices with industry lingo that only those in IT Asset Management would know. This immediately made us stand out in our prospect’s inboxes

## Results

54

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Data and Compliance

Job Seeking

## Beverly Smith

### Sales Role

### The Strategy

Targeting

Her prospecting list consisted of sales managers and executives. We filtered results by seniority and work experience to filter out junior prospects. Sales roles are typically more active on the platform, so Beverly was able to successfully connect with hundreds of her peers.

Copywriting

We highlighted Beverly’s accomplishments and sales experience to successfully pique her prospect’s curiosity. Her strong background and her track record of beating projections helped her receive offers from dream companies.

## Results

46

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Verbal on call - told me she's had many calls for a job opportunity but she's being patient in waiting for the best opportunity to come up.

\- Beverly Smith

Job Seeking

Financial Services

## B. Hogan

### Fractional CFO

### The Strategy

Targeting

Brian runs an accounting firm offering remote CFO services. By pinpointing small and medium sized businesses, we were able to message businesses that truly benefited from ABusinessManager.com’s services.

Copywriting

Value based messaging ensured we established a rapport with our targeted business owners. Combined with effective crispy questions, our copy found Brian’s dream clients right when they needed his services most.

## Results

51

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

You and the team there have done a nice job for me.

\- B. Hogan

Financial Services

Marketing Agencies

## Big Fish Local

### SEO Agency

### The Strategy

Targeting

Our client reached out to local service-based businesses (plumbers, HV/AC, etc.), because of how huge of an impact SEO tends to have on their revenue. This resonated extremely well.

Copywriting

Because of COVID-19’s impact on local businesses, our messaging was empathetic to that fact, so we didn’t upset struggling CEOs. We asked prospects about their current marketing strategy, so Seth could pinpoint exactly what wasn’t working for them, so he could take on a consultative talk track.

## Results

71

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I wasn’t sure how effective this would be for my business, but I have to say I’m impressed. I’m getting so many conversations, it’s a little hard to keep up. It took awhile to get onboarded, but once we launched, I started getting messages right away.

\- Seth E., Big Fish Local

Marketing Agencies

Recruiting

## Bluefin Innovations

### Staff Augmentation Firm

### The Strategy

Targeting

Dean was looking to partner with decision makers at companies with large engineering staffs. By curating our list to include medium-to-large businesses in the correct industries, we were able to get our message in front of decision makers who Dean could help.

Copywriting

Straight forward messaging was the goal in this campaign. Dean has massive credibility in the industry, so putting his credentials in front of the right people was the goal.

## Results

46

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

We ran a test of Cleverly for 90 days. Previously we used Copilot AI for our LinkedIN automation. The difference is almost astounding. In these 90 days, I have added 321 new connections, about 25% of my invitations. I have had three times more meaningful conversations than Copilot. We will continue our relationship with Cleverly.

\- Dean Drummond, Bluefin Innovations

Recruiting

Marketing Agencies

## Brand Simplexity Inc.

### Outsourced CMO Services

### The Strategy

Targeting

Cleverly niched Brand Simplexity down to target Founders of startups in his local area, Toronto, Canada. People with the job title of “Founder” are a good signal that they have funding or are looking to scale sales and marketing. By targeting regions local to our client, Cleverly’s data has shown a dramatic increase in acceptance rates from the natural trust built from the ‘local effect’.

Copywriting

We kept the copy short, asking an open-ended question in touch two so our client didn’t come off as spammy by pitching too early.

## Results

114

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I read about Cleverly after an online search and decided to try them out. The onboarding process was excellent. My rep had lots of knowledge and got me up and running very quickly.... The great process and great customer care make this a winning proposition.

\- Patrick B., Brand Simplexity Inc.

Marketing Agencies

E-learning

## Burt Hanmer

### CPE Online Courses for CPAs

### The Strategy

Targeting

Burt’s product only applies to experienced CPAs that need to take CPEs courses to maintain their license. We targeted Accountants with 10+ years of experience to niche him down further, which quickly expanded his network with potential prospects.

Copywriting

We opted for a straight pitch in the Connection Request because there was a constant need for Burt’s product in the marketplace. Although we don’t generally recommend a direct approach, our client could qualify prospects straight away, which led to better quality conversations.

## Results

106

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly is proving very effective at filling our sales funnel with qualified leads. It’s easy to manage my dashboard and customize my automated messages. My account manager, Michael, has been very helpful teaching me.

\- Burt H., CPE Online Courses

E-learning

Recruiting

## Cadilus, Inc.

### Consulting Firm Recruiting for Financial Roles

### The Strategy

Targeting

Our client was looking to fill a senior financial analyst/manager position so we focused on targeting junior level finance titles (including university students). We narrowed the search using a local geographic filter and Rob was able to connect with numerous qualified candidates.

Copywriting

Because junior level titles don’t get messages often, we took a straightforward approach with Rob’s campaign. We gave a brief background on Cadilus and that Rob was looking to fill a few senior finance positions. He got dozens of interested replies and ultimately found the right candidate for the position.

## Results

55

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I wanted to check in regarding the outreach for Richmond, VA and Stamford, CT areas. I think it’s been overwhelmingly successful. I cannot keep up with the messages.

\- Rob, Cadilus, Inc.

Recruiting

Software Development Services

## Codepro Studios

### Mobile App Development Agency

### The Strategy

Targeting

Codepro Studios initially wanted to target every industry. Eventually, we narrowed their prospecting lists locally within sectors they’ve had success in the past. By niching down, we were able to target critical functions and titles that were more likely to respond and see the need for their services.

Copywriting

Our client’s key differentiator was how fast they could build robust mobile apps and prototypes at more affordable rates versus competitors. To address skepticism around the quality of their apps, we included case studies and examples of work they’ve done. This tactic effectively squashed most objections, and our client successfully booked meetings that ultimately turned into clients.

## Results

34

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Congrats, you have successfully swapped me with new clients! I have so many leads coming in that I don’t know what to do with them. Wow. I’m thoroughly impressed with Cleverly.

\- Codepro Studios

Software Development Services

Creative Firms

## Crackerjack Marketing

### Content Marketing Agency \| Spain

### The Strategy

Targeting

We segmented down to “Corporate Communications” executives, specifically because that job function is responsible for how their company is portrayed on social media. Therefore, bringing in a firm like Crackerjack to augment their content performance would be a natural fit.

Copywriting

Stephanie has massive Fortune 500 clients, so we leveraged her social proof to establish immediate credibility.

## Results

34

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly’s onboarding and processes are super clear, fast, and efficient.

\- Stephanie Schwab

Creative Firms

Marketing Agencies

## dotConverse

### B2B Marketing Agency \| India

### The Strategy

Targeting

We specifically targeted large B2B companies, which is not a native filter in Sales Navigator. So, used advanced search techniques and boolean to remove B2C companies from their targeting lists.

Copywriting

The key to dotConverse’s success was specialization. Because they only do B2B, we focused our messaging around KPIs that are only found at B2B companies—demand generation, lowering CPLs and leveraging AI/ML.

## Results

73

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

The entire onboarding process is well organized and explained in a step-by-step manner. All documents and videos are stacked together for easy access. One gets a sense of being in good hands after the onboarding process ends.

\- Saurabh Pandey

Marketing Agencies

Consultants

## Dr. Kevin Fleming

### Executive Coach

### The Strategy

Targeting

Dr. Fleming is going straight for high-level business executives, who are busy and messaged often. To stand out, we used a lesser-known targeting filter to target execs who have “been at their company for 6+ years”, so we could mention that in connection requests which shot us well above a 30% acceptance rate.

Copywriting

Most executive coaches sound the same on LinkedIn. That’s why we doubled down on the fact that Kevin holds a doctorate, and applies a unique neuroscience approach to truly change the behavior of C-Suite executives. Our tone was short and direct, but polite, to appeal to seasoned business leaders.

## Results

114

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cam and his team are simply exceptional at what they do. They deliver what they promise, and their prompt, kind, courteous customer service goes above the top. Very happy with these guys!

\- Kevin F., Executive Coach

Consultants

Software Development Services

## Elite Business Solutions

### Software Development Agency

### The Strategy

Targeting

Our client’s bread and butter was operations and processes automation, so we focused on an industry that can see an immediate benefit with efficiency – logistics and distribution. We focused on rapidly growing, small to medium-sized companies that would most likely have these issues to narrow his prospect list further.

Copywriting

For messaging, we focused on speeding up workflows and reducing manual tasks. These are top-of-mind problems for logistics and distribution companies, so our client received responses asking for more information from the start of the campaign. We also positioned our client as a trusted partner with industry experience to optimize further for positive replies.

## Results

37

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

If we can mimic the results from this month, we’ll be a customer forever. We’re very happy.

\- Elite Business Solutions

Software Development Services

Recruiting

## Fairstream

### Recruiting Firm

### The Strategy

Targeting

With a mission to empower HR and Recruiting leaders (as well as C-Suite leaders of companies) with a commitment to diversity by providing access to top diverse talent, we narrowed our targeting list to companies led by Women and LGBTQ founders. With access to VC Funding and Advisory Work, we were able to find the companies that truly valued Kelly’s services.

Copywriting

Providing value and curating real conversations was the key part of the success of this campaign. By uncovering little known facts about the industry, partnered with a genuine interest in relaying the mission of Faristream, we were able to generate many valuable conversations.

## Results

119

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Recruiting

Consultants

## Fallen Leaf Media

### Coaching for Copywriters

### The Strategy

Targeting

Chris is a freelance copywriter known for his coaching work helping other writers in the space get more clients and charge higher fees. It was very easy to build a targeted list of freelancers that would resonate with our client.

Copywriting

Since Chris is also a copywriter, he understands what his prospects want and need the MOST - getting more (and better) clients. Understanding this, it was very easy to frame Chris as the go-to copy coach to continually land gigs. The messages worked like gangbusters and he was able to generate a ton of engagement.

## Results

82

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Been extremely impressed with the service so far. Not only did I make a positive ROI in the first two weeks, they are very on top of customer support... I will definitely be renewing my service.

\- Chris L., Fallen Leaf Media

Consultants

Financial Services

## Hammett Insurance Services

### Group Health Insurance Broker

### The Strategy

Targeting

William helps insurance brokers and agents save their clients on niche health plans. To minimize prospects that don’t offer group health plans, we combined boolean keywords and title filters to weed out prospects our client couldn’t work with.

Copywriting

For William, we utilized a “no-lose” offer (free health plan evaluation) to engage prospects. We strengthened his messaging further by mentioning his ACA compliance specialty. Will booked dozens of meetings every month and successfully 3X’d his investment with us.

## Results

99

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

We work with other professionals in the insurance business and Cleverly has far and away provided us the easiest and most cost-effective program we have ever experienced. We highly recommend this lead generation program, it has worked extremely well for us.

\- William H, Hammett Insurance Services

Financial Services

Job Seeking

## Haydee Aznar

### Project Manager Role

### The Strategy

Targeting

Haydee was looking for a project management role in LA, so we created a list of senior PM managers. Instead of targeting top executives, we focused on prospects with direct hiring influence. The result? Her prospects resonated with her messaging and she successfully expanded her network.

Copywriting

Haydee’s core messaging centered around her background, her accomplishments, and that she’s looking for new opportunities. This simple, straightforward approach worked extremely well and she secured dozens of interviews, which ultimately led to her getting hired.

## Results

44

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

This is blowing up, you guys nailed it. Cleverly is the best!

\- Haydee Aznar

Job Seeking

Software Companies

## HR Starters

### Recruiting Tracking Software

### The Strategy

Targeting

HR Starters helps streamline the recruiting process by tracking interviews and finding top candidates (among other things). For Kaelyn’s initial campaign, we focused on HR directors in insurance firms because they would be most receptive to her offer.

Copywriting

Kaelyn’s campaign was so successful because insurance firms have a notorious reputation for having high turnover rates, and therefore a ton of demand for her product. We centered our messaging to help solve one of the biggest problems in the industry to start conversations with decision makers.

## Results

66

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly has been a great platform for me to create genuine relationships with my LinkedIn connections! Due to the messaging and the strategic approach with the automation yet personalization of my connection requests, I am able to create organic conversations to lead into prospects, then ultimately into clients.

\- Kaelyn G., HR Starters

Software Companies

HR Consultants

## International Wellbeing Insights

### HR Consulting Firm \| England

### The Strategy

Targeting

HR executives look at people issues strategically and need a clear and robust business case for employee wellbeing. Our client’s audits provide the data and evidence behind how content employees are, therefore reducing turnover and improving productivity.

Copywriting

We know from Robert Chiadini’s principles of persuasion that people are more motivated to prevent pain than to experience a gain. So, our copy focused on the negatives of a bad culture: mainly burnout, poor mental health and turnover.

## Results

44

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Just got off our ‘kick-off’ call and given the nature of the service, I was expecting the service to be mostly automated. I was really happy and surprised to have a full and detailed introduction to the platform on a live call with our account manager Max, who helped tweak and edit our campaign. He was patient, knowledgeable and very helpful.

\- Neil Shah

HR Consultants

E-learning

## Joseph Edelsack

### Data Science Course Provider

### The Strategy

Targeting

Joseph offered Data Science courses, so we crafted his target list using the keyword “Data” in job titles nationwide. Although there were a few exceptions, we successfully connected him to hundreds of decision-makers in various industries.

Copywriting

Joseph’s messaging combined an irresistible offer (a free 30-day trial) with strong social proof (working with teams at notable companies like Deloitte and P&G) to generate massive success. Also, because his target audience is continuously looking to improve their data science chops, our client closed deals with little effort.

## Results

51

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Our first campaign with Cleverly has been a huge success. I have been able to connect with more valuable and relevant LinkedIn contacts in the last month of this campaign than I had in the 6 months prior to the campaign. They make it really easy to get started and will walk you through the whole process with care. Definitely check out their services!

-Joseph E., Data Science Course Provider

E-learning

Creative Firms

## Katie Carman Copywriting

### Freelance Copywriter

### The Strategy

Targeting

We focused on reaching out to consultants & coaches because of her extensive experience in social work. This allowed us to position her as someone who not only writes for this market, but as a copywriter that actually understands the business model inside and out.

Copywriting

We combined humor, concise messages, and a free copy audit to add value, while generating responses from potential prospects. This avoids the issue of spamming brand new connections or coming off as salesly on the platform.

## Results

52

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

So far I’ve been able to make a lot of connections and start conversations with leads. Great program!

\- Katie C., Freelance Copywriter

Creative Firms

Legal Services

## Ken Nakata

### Website Accessibility Consulting

### The Strategy

Targeting

Our client consults web dev teams to avoid liability and make their websites more accessible, which is usually handled by an accessibility professional. Because Ken had a very specific and mentionable persona, we were able to create a hyper-targeted list of these users.

Copywriting

Our messaging spoke directly to the problems accessibility professionals face everyday. By mentioning his experience at the DOJ and his work with enterprise companies, we conveyed that Ken has an acute understanding on solving accessibility. This ultimately led to a plethora of responses.

## Results

153

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Great service! LinkedIn direct messaging is SO much more effective in general - and Cleverly makes it much easier.

\- Ken N., Website Accessibility Consultant

Legal Services

Marketing Agencies

## Kloc Technologies

### E-Commerce Website Development \| India

### The Strategy

Targeting

Hemal runs a web design agency for e-commerce businesses. Taking a broad approach with our targeting wasn’t a bad idea – but we decided to narrow the search down to e-commerce businesses with about 100 employees. This ensured our target audience was an established business, but still small enough to have a conversation.

Copywriting

E-commerce leaders get messaged dozens of times per day. We had to find a unique angle to break through the noise – and we did just that, by providing specific examples as to how Hemal’s agency boosts conversion rates by over 30%. Paired with a free value proposition, we were able to book meetings.

## Results

26

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Absolutely amazing experience working with the Cleverly team. The product seems very promising and the team is amazingly thorough. Although we have just gotten onboarded we are very confident about the results we get using the platform.

\- Hemal Panchamia

Marketing Agencies

Teams Plan

## Kunai

### Product Development & Staff Augmentation

### The Strategy

Targeting

Kunai has a deep and positive reputation amongst Fortune 100 banking and finance companies. So we took an ABM approach to all 5 of their accounts, by targeting just one enterprise company to each rep at a time.

Copywriting

With enterprise outreach, we knew we couldn’t come off Salesy or over-assumptive. So, we took a conversational approach and name-dropped Kunai’s most relevant client and case study when doing outreach.

## Results

157

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Knowing that we have messages being sent for us, and all we have to do is login into LinkedIn and say yes, book a meeting. It’s really taken out a lot of the stress levels as far as getting out touch-points to prospects.

\- Sebastian Bernal

Teams Plan

HR Consultants

## LAK Group

### HR & L&D Coaching

### The Strategy

Targeting

Mike started his campaign targeting C-suites and Owner level titles, but with minimal traction. After we transitioned to connecting with other professionals in the Human Resources space, his connection rate and reply rate skyrocketed. That uptick in results is mainly due to Mike’s relatability with HR professionals, allowing him to more easily connect on specific pain-points and motivations pulled from his background in that department.

Copywriting

Mike’s outbound messaging strategy revolved around his strong social proof (he worked with over half of the Fortune 500 companies). Because he worked with recognizable names, it was easy for Mike to pique his prospects’ interests and share his process.

## Results

47

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Outstanding lead generation tool. Professional staff and they know how to provide the quality leads I’m looking for.

\- Mike M., HR & L&D Coach

HR Consultants

Consultants

## Larissa Stoddart

### Fundraising Consultant For Nonprofits

### The Strategy

Targeting

With Larissa’s expertise in Fundraising Consulting, we first targeted leaders at small (but established) non profit organizations. These decision makers would most benefit from Larissa’s expertise, so we made sure they were the first to see our outreach. As we saw success, we moved to larger non profit organizations.

Copywriting

Leaders at non profit organizations are busy. With this in mind, we crafted our messages to be straightforward, value packed, and credibility heavy – making sure to convey why we were messaging them, and how Larissa has helped non profit organizations similar to them.

## Results

47

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Consultants

Legal Services

## Legalease Solutions

### Asset Protection for Real Estate Investors

### The Strategy

Targeting

Brian helps real estate investors move over to a series LLC to protect their assets. For his prospect list, we used a little-known boolean tactic to filter out different kinds of “investors” to keep his list focused on real estate.

Copywriting

A lot of real estate investors aren’t switching over to a series LLC because they don’t think they will ever get sued, so we focused on unearthing this problem. This strategy piqued interest and prospects responded to learn how Brian can protect them from lawsuits.

## Results

66

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Working with Cleverly has been a great experience. We’ve tried many methods to generate leads and Cleverly is by far the best method we’ve used and is relatively inexpensive as well. Cleverly will work with you and make suggestions on how to best attract the right customer for you.

\- Brian P., Legalease Solutions

Legal Services

Lenders

## Lever Capital Partners

### Commercial Real Estate Lender

### The Strategy

Targeting

Our client was the President of his company, so he wanted to reach out to other Owners and C-suite executives in commercial real estate. We used Sales Navigator’s “Title” and “Seniority Level” filters and augmented them with keywords in the “Company” filter to create a hyper-targeted list of his peers.

Copywriting

We leveraged our client’s massive social proof (responsible for $5.2B in commercial real estate funding) to intrigue prospective clients to get on the phone. We strengthened the messaging with a free consultation which competitors usually charge for, and our client got dozens of meetings booked.

## Results

40

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

We love the service and have recommended it to many people already.

\- Lever Capital Partners

Lenders

E-learning

## Liz Karp

### E-learning for Enterprise Sales Teams

### The Strategy

Targeting

Liz creates online sales training programs for enterprises. Initially, we focused on executives because they had the final say in approving her service, but with little engagement. After we switched to sales trainers, we saw her conversations explode. This is mostly because her new target audience was more involved with the process and, therefore, more receptive to learn more.

Copywriting

Most enterprise sales teams already have training in place for employees. But, these are usually dull, ineffective, and outdated. Knowing this, we offered to share relevant examples of her company’s work to compare. This strategy highlighted a problem her prospects didn’t know they had, and after viewing her samples, they were open to learning how they can improve their processes.

## Results

112

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I have used Cleverly for two B2B campaigns and one job search campaign. I highly recommend the service.

\- Liz K., E-learning for Enterprise Sales Teams

E-learning

HR Consultants

## Mauricio Reyes

### Retirement & Benefits Advisor

### The Strategy

Targeting

Mauricio created efficient tax-free retirement high net worth clients so we focused on profiles with VP and C-suite titles, with 10+ work experience. This narrowed the list to high income earners that Mauricio can work with.

Copywriting

Retirement is usually not on the top of people’s minds, so our messaging focused on how Mauricio can help create a “recession-proof” income source. Especially amidst the CV-19 pandemic, our client received a bunch of inquiries on ways to protect their assets and retire comfortably

## Results

71

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Very helpful tool to contact and get more prospects. It gives flexibility to select target markets with automatic drip email campaigns. I got good results to grow my prospects list and get new business results.

\- Mauricio R., Retirement & Benefits Advisor

HR Consultants

Franchise Brokers

## My Best Franchise

### Franchise Consultant

### The Strategy

Targeting

We focused only on executives, such as Director and VP-level prospects. We’ve found that these titles usually have the income and experience necessary to start a franchise business, and therefore would make for ideal prospects.

Copywriting

This campaign ran during the peak of the CV-19 pandemic, so our messaging highlighted how franchising can help secure a stable retirement versus investing in the stock market, which was volatile at the time. The copy was timely and therefore generated hundreds of interested replies for our client.

## Results

238

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I have found the entire Cleverly team to be HIGHLY responsive and always very helpful, any time I have asked questions or needed assistance. Their LinkedIn marketing platform is VERY user friendly...I have found it to be VERY effective as part of my marketing campaign mix.

\- Tom, Franchise Consultant

Franchise Brokers

Cyber Security

## NexGen Cyber

### Cyber Security Service Provider \| England

### The Strategy

Targeting

Small business owners have to worry about all things in their business, including risk and compliance. It keeps them up at night – which is why Simon’s service of Cyber Security was perfect for them. We built a list around small business owners & CEOs locally in the UK and Ireland.

Copywriting

Business owners know cybersecurity is important, but most aren’t sure where to start. We framed our messaging to position ourselves as experts, and gave immense value via a free consultation.

## Results

41

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

When dealing with Cleverly, they came across very professionally, they walked me through the process step by step. Everything was very clearly laid out and explained in great detail. Great service and if you are looking to expand your reach outs I would highly recommend them.

\- Simon Rosemeyer

Cyber Security

Manufacturing

## North American Kitchen Solutions

### Manufacturer For Hospitality & Restaurant Chains

### The Strategy

Targeting

Decision makers at large restaurant chains, including pizza, fast casual, family-casual, fast food, and gas/convenience store chains, rely on NAKS' industry-leading turnaround times, value engineering, and breadth of products to make their kitchens safe, compliant, and efficient.

Copywriting

Our client had undeniable social proof we used in copy; Dunkin’ and Papa John’s. Name-dropping those companies along with calling out the fact that these chains only use our client during remodels, gave us the credibility and empathy we needed to get our client results.

## Results

43

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

The onboarding process was extremely easy and included support videos.

\- Steve Spirko

Manufacturing

Financial Services

## Northwestern Mutual

### Financial Planner

### The Strategy

Targeting

Northwestern Mutual offers financial planning services. Many of Peyton’s successful clients were engineers so we focused on this title so we could include a mentionable persona in his outreach strategy. We also exclusively targeted fellow UTK alumni to strengthen his connection request. It worked well and his target audience were eager to connect.

Copywriting

Peyton used a straightforward approach by politely asking for an introduction call with great success. This tactic was especially effective because he’s reaching out to other UTK alumni, so prospects were more inclined to network and get on the phone. He was able to learn more about their financial situation and pitch how they could benefit from his services.

## Results

66

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

They do a fantastic job! It is certainly a time saver and their customer support is excellent!

\- Peyton O., Northwestern Mutual

Financial Services

Financial Services

## Northwestern Mutual

### Financial Advisor \| Sam Rosen

### The Strategy

Targeting

Because Sam already had success with Software Engineers, we honed in on this target audience. To further filter our list, we made sure to target Software Engineers with Senior ranks, as they were more likely to benefit from Sam’s services.

Copywriting

Knowing our target audience was Senior Software Engineers, we put ourselves in their shoes. What would they want to see from a Financial Advisor? We came to one conclusion… CREDIBILITY! By starting a genuine conversation, followed by massive credibility and hitting succinctly on industry pain points, we were able to compile responses from a group more elusive than a bug-free code on its first run.

## Results

75

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Financial Services

MarTech

## obo. Agency

### Digital Transformation Agency

### The Strategy

Targeting

Stephen helped sales & marketing teams at NPOs integrate new technology for their organization. Because professionals in these two departments are very active on LinkedIn, he received a ton of engagement throughout his entire campaign.

Copywriting

We focused on how Stephen could save NPOs thousands of dollars by eliminating unneeded software. We focused on a free tech stack audit to streamline their workflow instead of asking directly for a sales call. This “no strings attached” approach was extremely successful and Stephen successfully landed deals for his agency.

## Results

38

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly has been a great asset to our lead generation strategy and we’ve acquired some great long-term clients using this service. Everyone we spoke with was very helpful and answered all our questions quickly and thoroughly.... Would definitely recommend!

\- Stephen S., obo. Agency

MarTech

Lenders

## PETRA

### Commercial Loan Broker

### The Strategy

Targeting

In simple terms, Jeff’s lending business has a high barrier to entry – and was targeted directly towards Real Estate. With this in mind, we curated our list of leaders in the Real Estate business (President, VP, CEO, Director, Entrepreneur, etc). This ensured the prospect list was as qualified as possible.

Copywriting

“It’s not about what you know, it’s who you know”. Whether you believe that adage or not, it’s undeniable that relationships are a key hallmark in the real estate industry. With this in mind, we took the strategy of generating real, meaningful conversations – without being sales-y. This led perfectly into asking what these Real Estate’s leaders' goals were, where we could really flex Jeff’s credibility in the space.

## Results

70

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Lenders

Teams Plan

## Productiv

### Enterprise SaaS Platform

### The Strategy

Targeting

We targeted mid-market and enterprise executives in Procurement because Productiv’s software is hyper-relevant for and used by procurement teams.

Copywriting

We created a USP for the client that described their complex product in 1 simple sentence. We combined that one-line USP with social proof and an ROI-focused benefit, and were able to get this client closed deals with large companies.

## Results

88

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly is our best performing marketing channel, performing extremely well for our 4 AE’s. We want the entire sales team on Cleverly. 11 total seats.

\- Ali Rafie

Teams Plan

Legal Services

## Rueppell Law

### Legal Services

### The Strategy

Targeting

We put together a list of CEO’s at computer software companies with employees from 11-200 people, starting locally in California then branching out. This ensured these CEO’s were still small enough to have a conversation, but big enough to realize real value from Chris’s services.

Copywriting

Chris was here to help these business owners – and we made sure to clearly articulate the services we provide PLUS the benefits these business owners would see. By giving an option to contact us on a different medium at their own convenience, we were able to convey our message without coming across as pushy.

## Results

122

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Set up a focused campaign with a launch date and did not waste my time over-explaining… just got it done! Appreciated.

\- Chris Rueppell

Legal Services

Teams Plan

## Society 22

### Public Relations Firm

### The Strategy

Targeting

We work best as a team! With 8 accounts at Cleverly, we were able to cater our messaging to industries all around the spectrum – from SaaS, to Retail, to Education. Each targeting list was segmented to prevent audience overlap, while messaging was personalized to match each industry and maximize results.

Copywriting

Society 22 provides a unique service, so clearly explaining what benefits our prospects would see was at the top of our priority list. With clear & concise messaging, we were able to break through the noise of inboxes in 8 different industries.

## Results

254

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Teams Plan

Recruiting

## Tamarack Recruiting

### Technical Recruiter

### The Strategy

Targeting

Paul focused on placing technical roles so we focused our search on local, mid-level executives in high turnover industries with a lot of passive candidates. We tweaked targeting using boolean keywords to get more granular and laser-focused until his inbox was flooded with qualified candidates.

Copywriting

Paul uses LinkedIn regularly to find candidates, and he’s found that prospects are often wary of accepting requests from recruiters. We called out this “hidden objection” in his messages and offered prospects the opportunity to explore open positions if they were interested. This tactic was extremely successful and he was able to place multiple senior roles for his clients

## Results

66

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I just got an MSA from a big health care company. Super super thrilled, I have to use you guys, I’m a solopreneur, it’s just me, I don’t have to do any biz dev. You are key to my biz dev strategy.

\- Paul, Tamarack Recruiting

Recruiting

Franchise Brokers

## The Franchise Consulting Co.

### Franchise Consultant

### The Strategy

Targeting

Our client was a former Fortune 500 VP, so we went after other enterprise VPs. This rapidly grew our client’s professional network because he was going after people with similar backgrounds and experiences.

Copywriting

Our outbound campaign was successful because Cleverly demonstrated that since our client has done it, they can do it too. This helped reaffirm our prospects’ beliefs of success and led to dozens of profitable conversations.

## Results

95

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Overall I’ve been very pleased just one month into working with Cleverly. I’ve made many new LinkedIn professional connections, and have 2 clients fully engaged in our service.

\- Meg M., Franchise Consultant

Franchise Brokers

Marketing Agencies

## The Right Lists

### Direct Mail Marketing Provider

### The Strategy

Targeting

Bill had a fantastic list of healthcare executives that we knew Medical SaaS companies would want. So, one of our best Account Managers created a niche targeting list of Medical Tech companies, which is very hard to build on LinkedIn.

Copywriting

Bill was providing a free service up front, and this service had immense value. We used our Connection Message as a filter, knowing that if the prospect connected with us, they would have interest in direct mail (which again, was a free service up front.)

## Results

21

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Partnering with Cleverly has helped us bring dozens of qualified prospects our way! All kinds of new sales opportunities – connections and referrals from connections. Our bottom line profits have started to bloom in less than 6 months thanks to Cleverly’s partnership with us. I should have signed up with these guys several years ago. They truly are a great business partner for my company! Thank you Cleverly! Let’s keep this rolling!

\- Bill Fletcher

Marketing Agencies

Marketing Agencies

## Thrive Social

### Full Service Marketing Agency

### The Strategy

Targeting

Cleverly niched Thrive Social down to target manufacturing companies only since they specialize in that space. This allowed us to position them as the absolute best agency for that industry, while allowing us to write more custom messaging.

Copywriting

We created a custom offer for this campaign of a free analysis on paid media and competition which made for a super compelling hook to use in messaging. Once prospects agreed to this analysis, Megan built a custom report for each lead, which made for a natural close once she could prove her value.

## Results

61

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I had run LinkedIn lead generation similar to this before, however I have not had this kind of success so soon. In my first week I’ve already received 10 qualified leads in my targeted audience. I couldn’t be more excited! Thanks Cleverly!

\- Megan M., Thrive Social

Marketing Agencies

HR Consultants

## Tina England

### Consultant to Home Care Providers

### The Strategy

Targeting

Tina already had an extensive network of home care providers. So, to build her list of dream prospects, we took a deeper dive into her contacts to identify specific titles and seniority levels that were most likely to engage with her.

Copywriting

From onboarding, Tina told us that many home care providers didn’t have a robust veteran care program. Our messaging highlighted this problem and positioned her as an advisor that can help. This approach was extremely effective and many decision makers were eager to learn her process.

## Results

71

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I am only in week two and have already signed a contract with an interested agency to do business with us! My calendar is also filling up with booked appointments with agencies...I couldn’t be happier with the responses I am receiving, connections and the helpfulness of my Cleverly manager.

\- Tina E., Home Care Provider Consultant

HR Consultants

Creative Firms

## Transparent House

### Video & CGI Production Agency

### The Strategy

Targeting

Denis specialized in working with consumer electronics companies, so we niched down by targeting business leaders in that vertical. Our client also had some notoriety working with these companies, so we were able to quickly expand his professional network on Linkedin.

Copywriting

Transparent House’s messaging was so successful in generating replies because of their social proof - producing for global brands like Apple & Samsung. We also made the call-to-action “frictionless” by asking prospects if they wanted to see some examples of their work.

## Results

83

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Best product we’ve been using so far for our outreach email campaigns and great team behind it, who’s always eager to help. We got our first 5 digit project from a client we met through Cleverly, a bit over a month into using this service.

\- Denis K., Transparent House

Creative Firms

Real Estate

## Upflex

### Real Estate Platform

### The Strategy

Targeting

Upflex is a global coworking network dedicated to incorporating safe work spaces to increase occupancy amidst the pandemic. We were looking to bring more partners into the platform so our team used a combination of industry, seniority, boolean, and company filters to target coworking company owners and CEOs.

Copywriting

Because it didn’t cost anything to become a partner on the platform, Upflex got a ton of interested prospects throughout the campaign. Keeping the workplace safe and sanitized was also top priority at the time which propelled their campaign’s success further.

## Results

79

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

The campaign is going really well. We got a lot of leads. Lots of work to follow up.

\- Sherri T., Upflex

Real Estate

Software Companies

## Vizalogix

### Video Technology for Industrial Companies

### The Strategy

Targeting

The mining industry’s utilization rates on equipment is especially important. So, we built a tight list of large mining companies in the United States that would directly benefit from OEM monitoring using Vizalogix’s video analysis suite of products.

Copywriting

Our messaging strategy focused on the ROI and bottom-line benefits of equipment tracking and analysis via video monitoring. Because the messaging was so focused and clear, Mining industry executives were responsive, despite mining being a difficult industry to reach on LinkedIn.

## Results

48

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Cleverly is literally a “Set it & Forget it” marketing tool. The amount of tractions we’ve gained has been substantial! We are reaping the benefits. HUGE THANK YOU to Will + Team Cleverly!

\- Jay Cantwell

Software Companies

Creative Firms

## Wander Design

### Website Design Agency

### The Strategy

Targeting

Instead of niching down to a specific industry, our client reached out to local business owners near her office in Arizona. Because their agency is locally based, this creates what’s called the “neighborhood effect” — where prospects are more likely to trust people in their own city or state, more than those outside the region.

Copywriting

We positioned Tiffany as a resource to contact about anything branding or design related, instead of pitching straight out the gate. To further capitalize on the
neighborhood effect, we highlighted her work for a client, a locally recognized coffee bean roaster and supplier, and how she got them featured in Forbes.

## Results

51

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Thanks to Cleverly, our brand and web design studio has generated $24, 545 in new business over a 3-month span. What’s more, the quality of clients and projects we seigned on through LinkedIn using Cleverly has been amazing!

\- Tiffany F., Wander Design

Creative Firms

Real Estate

## Williams Luxury Homes Group

### Real Estate Broker

### The Strategy

Targeting

William’s target audience were exclusively real estate sellers so to tighten his prospecting list, we used a boolean tactic to exclude buyers & investors. We were able to connect William with interested sellers and limit irrelevant personas.

Copywriting

Our messaging relied heavily on William’s social proof as a TV show host and how he helped sellers get more exposure. His audience was very receptive to selling 9% more properties and his inbox soon flooded with interested replies.

## Results

72

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Jordan was a great help and went above and beyond what he needed to do.

\- Mark, Williams Luxury Homes Group

Real Estate

Marketing Agencies

## Wise Whisper

### Marketing Agency

### The Strategy

Targeting

Ashley has a unique marketing service – she gets you onto TedTalk, and helps you write your speech. By targeting PR and Communication Firms, we were able to find the middleman for those who would really value Ashley’s service.

Copywriting

Offering this as an affiliate service for these firms was a game changing offer – our communications splintered out through word of mouth with this strategy. Leveraging credibility was huge in our efforts, as well.

## Results

59

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

We booked 42 meetings!

\- Ashley Stahl

Marketing Agencies

Outsourcing

## Wrrk – Alyssa Bernstein

### Outsourced Customer Service For E-commerce

### The Strategy

Targeting

Targeting E-Commerce businesses can be tricky – they are one of the most saturated industries for cold outreach. With this in mind, we decided to target Leaders at E-Commerce businesses, with an emphasis on our copy standing out from the crowd.

Copywriting

Conversational Tone and Credibility were the two levers we pulled to generate this copy. Conversational Tone, because 90% of all outreach messages E-Commerce Brand Owners receive is full of business jargon – and Credibility because the agency space is filled with time wasters!

## Results

57

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

Outsourcing

MarTech

## ZyraTalk

### AI Marketing Platform

### The Strategy

Targeting

Bradley offers the best AI voice platform for home service businesses – so we decided to target subcontractors for home services (Plumbing, HVAC, Roofing). Most home service businesses were not aware of the cost savings an AI voice platform could provide.

Copywriting

Using a common pain point of the industry (no one likes an outsourced call center), we were able to position ourselves as the solution to a huge problem for Brad’s dream clients. Partnered with an incredible onboarding offer, we were able to book clients.

## Results

17

### Average Replies/Month

### Connection Acceptance Rate

### Reply Rate

I’m a big fan of Cleverly. They really know what they’re doing when it comes to LinkedIn Outreach. I used them years ago and got great results and am using them again. Great company and the team is easy to work with.

\- SBrad Scruggs

MarTech

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