Cleverly FAQs

What exactly is Cleverly?

Cleverly is a proven and complete LinkedIn lead generation agency (not a just tool like dux-soup or Linked Helper) that does all the top of funnel work for you:

  1. Build qualified lists of your key decision makers active on LinkedIn
  2. Write tested and clear cold outreach messages that actually get responded to
  3. Send thousands of direct and personal messages to qualified decision makers you approve of
  4. Generate positive responses straight to your LinkedIn inbox for you to close the deal
What is Cleverly's refund policy?

Cleverly does not offer any refunds after the onboarding call takes place. We hold ourselves completely accountable and quality is one of our top priorities.

The reason is because Cleverly does a lot of valuable work for you from creating highly qualified prospect lists, to writing persuasive messages that actually gets responses, to sending those messages out on your behalf.

How long has Cleverly been in business?

3+ years as of August 1st, 2019.

How many clients has Cleverly worked with?

We have worked with over 1,000 B2B companies in dozens of industries.

What types of companies does Cleverly work with?

Small and medium sized B2B companies across the world.

Here is a list of the top industries Cleverly runs and manages campaigns for:

- Accounting
- Commercial Real Estate
- Computer & Network Security
- Computer Software
- Design
- E-Learning
- Events Services
- Financial Services
- Graphic Design
- Health, Wellness and Fitness
- Human Resources
- Information Technology and Services
- Insurance
- Internet
- Investment Banking
- Investment Management
- Legal Services
- Management Consulting
- Marketing and Advertising
- Online Media
- Outsourcing/Offshoring
- Professional Training & Coaching
- Program Development
- Publishing
- Real Estate
- Staffing and Recruiting
- Technology Startups
- Telecommunications
- Venture Capital & Private Equity
- Writing and Editing

What should I expect for every 1,000 prospects Cleverly messages?

On average, Cleverly's clients are seeing between 5-30 qualified leads per month for every 1,000 prospects engaged.

The total amount of qualfied leads depends on the following factors:

- How active is your target audience on LinkedIn?
- How much can you differentiate yourself from competition?
- How professional and persuasive is your LinkedIn profile?
- How clear and persuasive is your cold outreach messages?

Can I get the data of the prospects Cleverly is reaching out to?


Cleverly can send you the names, company names, titles, valid work emails, and LinkedIn URL's of the prospects Cleverly has reached out to on your behalf.

Check out our plans using this link.

How do I track results or see analytics from Cleverly’s campaigns?

Cleverly keeps track and sends monthly metrics reports of your LinkedIn outreach data (total prospects, connections sent, connections accepted, prospects messaged, total responses, messages sent, etc).

Recommendations to further attribute success and track metrics:

- Track all positive responses and leads in a CRM or Google Sheets.
- Hit the “Archive Message” button within LinkedIn every time you earn a positive response, so you can review them later.
- Use a CRM (e.g. Hubspot) that allows you to pull your prospects contact information directly from LinkedIn using a google chrome extension.

Can Cleverly help me optimize my LinkedIn profile?


Cleverly offers a complete LinkedIn profile optimization for $299 as one-time fee.

Please click on this link to view the process and to sign up.

Can I send Cleverly a list of specific individuals to send messages to?


You send us the list of your desired prospects and we will execute a very targeted and personal outreach campaign to those individuals for exactly $1 per contact with a minimum of 500 prospects ($500 total).

This service is mainly used for companies attending an event in the near future to book qualified meetings before the event actually takes place.

Do I need to LinkedIn Sales Navigator to use Cleverly?


Unfortunately, Cleverly does not cover the cost of LinkedIn Sales Navigator.

The exact cost of LinkedIn Sales Navigator is $79.99/month (your 1st month is free). You can use this link to sign up for LinkedIn Sales Navigator.

Does Cleverly need access to my LinkedIn account?


What makes Cleverly’s lead generation campaigns so successful is that the outreach is coming directly from you or someone else at your company.

Adding that extra personal touch will increase your positive response rate drastically.

Is there a risk of my profile being suspended by LinkedIn if I use Cleverly?


Cleverly always stays under LinkedIn’s daily maximum limit and never sends spam messages.

Cleverly has never had a client's profile get suspended by LinkedIn in the 3+ years of operation.

Does Cleverly respond to prospects for me?


We’ve found clients are the best at handling responses.

How do I make changes to Cleverly’s targeting filters?

Recommend changes to Cleverly by going to LinkedIn > Sales Navigator > Advanced Search > and play around with filters.

For advanced help, reach out to your account manager and we’ll help you make changes to targeting.

*Limit once per month

How do I make changes to Cleverly’s messaging copy?

Recommend edits to each message inside your shared Cleverly Client Google Document.

For advanced help, reach out to your account manager and we’ll strengthen your copy.

*Limit once per month.

Does Cleverly send messages to my current 1st degree network?


Cleverly excludes all your current connections prior to launching your LinkedIn outreach campaign. But if you want us to message your 1st degree network, we can.

Does Cleverly use InMail credits?


Cleverly only sends free InMails to “Open Profiles” to ensure we never use your InMail credits.

What types of messages does Cleverly send?

1) Connection requests with or without a personalized message (this depends on your preference)

2) 1st degree messages after the connection request has been accepted (this is only sent to new 1st degree connections Cleverly has generated for you)

3) Free InMails (only sent to LinkedIn profiles with an "open" profile)

How long does it take to get launched with Cleverly?

Cleverly can get you launched within 5 business days from the onboarding call taking place.

Can I run more than one LinkedIn account with Cleverly?

Yes. You can run as many as you'd like. Our largest client is running 50+ LinkedIn accounts with us.

How long should I wait before responding to the 1st degree connections Cleverly has made?

We recommend you respond as soon as possible because the faster you respond the more likely you will get a response back.

You can respond whenever you like and that prospect will automatically get taken out of Cleverly's cold outreach drip campaigns.

Are there any long term commitments with Cleverly?


All we ask is a two month commitment and then your subscription goes month-to-month. Once you are month-to-month you can cancel at anytime.

We have found that in our 3+ years of operating it takes 30 to 60 days for your LinkedIn outreach campaign to drive optimal results.

How do I add more LinkedIn accounts to my Cleverly campaigns?

Please use this link and once you're finished notify your account manager that you have added more LinkedIn accounts.

Can I login into my LinkedIn account whenever I want after I launch with Cleverly?


Although, please refrain from sending outreach messages or connection requests at the same time Cleverly is running.

How often can I make changes to my Cleverly campaigns?

Once per month but if your campaigns are not performing well then Cleverly will make sure to adjust targeting and messaging to ensure success.

Please notify your account manager if you think your Cleverly campaigns are not performing well.

Do I get my own point of contact at Cleverly?

Yes, you’re assigned a dedicated account manager before we launch.

How often am I able to contact my Cleverly account manager?

As often as you want via email.

Cleverly does not do weekly or biweekly calls with clients, only monthly calls.

Does Cleverly white-label its services?


Please schedule a free consultation here and mention you are interested in white-labeling Cleverly.

How can I refer people to Cleverly?

Please loop them in with your Cleverly account manager and we will make sure they get taken care or make an introduction to our VP of Strategy (

What is Cleverly’s hours of operations?

8am to 5pm PST

How does Cleverly ensure the security of my payment information?

We use Stripe as our secure payments partner to ensure that your credit card details remain protected.

What should I do if I have questions and I don't see an answer here?

Send us an email at

We will respond with an answer.

Is Cleverly compliant?

Yes, we haven't had any compliance departments reject Cleverly because nothing we do is customer facing.

None of the communication within our messaging violates the compliance SEC and FINRA compliance guidelines.

Should I wait to implement a solution like this?

If you wait, you will be leaving a lot of opportunity on the table. We are the first to market with a tool like this, and the opportunity to create a new channel of qualified leads is there for the taking!

Are my ideal customers really out there?

Yes. They are doing research, learning about new job opportunities and "keeping their finger on the pulse" of business.

Do cold outreaches really work?

Yes, but remember this isn’t your typical “cold outreach”. The outreach goes to those people that are in your niche target and have been vetted based on the data available. Also, the value you give in your questionnaire is extremely important.

What does my LinkedIn Profile need to communicate?

You need to have a clean, informative profile that communicates your value, has a call to action (CTA) and shows who you are. Bonus points if you can include links to your website, content you’ve written or any other brand building materials.

What if I don't have budget for Cleverly?

We are a top of funnel lead generation agency that will help you generate qualified leads.

Think about how much you would pay for a lead who is willing to get a phone call or meet for coffee with you - we provide 5-10 of these leads per month and if you close 1 of those leads, Cleverly will pay for itself.

How many new clients will I get from this?

We don’t give you clients, we give you qualified leads that want to talk to you. Your results will be unique to you and your business.

If you have a great offer and a proven sales strategy, you will see results.