We positioned Modern CPA's specialized services to growth-focused accounting firms. Our enterprise infrastructure of 2 USA IPs and 100 Outlook inboxes on Azure reached key decision-makers through six-source verification. Messaging highlighted proven strategies for scaling CPA practices. The campaign maintained a 24% reply rate and booked 30 meetings in 3 months, driving such high call volume that they needed to hire another sales rep.

Call volume has gone up significantly - we had to hire another Sales Rep.

Established enterprise-level email infrastructure with multi-IP setup and DMARC enforcement, maintaining 93% deliverability. Targeting combined financial data with growth indicators to identify companies seeking investment opportunities. Messaging focused on investment metrics and market opportunities, using personalized tokens and industry-specific content. ROI-focused subject lines achieved 52% higher engagement, while deal-specific examples increased response rates by 46%.

Getting leads to have the actual appointments - that's not difficult anymore.

For Equity Front Capital's private equity services, we targeted agencies ready for investment or acquisition. Our enterprise Azure setup with 2 USA IPs and 100 Outlook accounts ensured strong delivery to agency owners. Multi-provider verification identified qualified prospects, while messaging highlighted growth opportunities and successful exits. This approach maintained a 21% reply rate and booked 122 qualified meetings in 10 months.

The leads have been terrific.

To showcase Alo Media Group's expertise in SaaS customer acquisition, we focused on companies at a critical moment: right after securing funding. Our enterprise Azure setup, with dual authenticated domains and 100 Outlook accounts, ensured reliable delivery to B2B inboxes. Six-source verification helped us reach key decision-makers, while our messaging highlighted proven CAC reduction metrics from similar SaaS clients. This perfectly-timed approach hit the mark, generating 35+ qualified leads in 90 days and converting into 33 meetings over six months, all while maintaining a 31% reply rate.

Cleverly takes a lot of stress off my mind. I know I'm going with one of the best lead gen providers in the space.

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. 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.

Starting with their onboarding process with extensive intelligent questionnaires and kickoff meeting with our account manager Kevin, who studied everything in detail and set the campaigns with us, to their best practices-based copywriting, to the review meeting, everything worked perfectly so far with unprecedented success at the end of the first month, with respect to benchmarks. Thanks to all at Cleverly!

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. “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.

Cleverly has helped us refine our processCleverly has helped us refine our audience and understand how to use their system effectively. Having a dedicated account manager ensures we have a partner in keeping us on track.

Focused exclusively on Senior Software Engineers using tenure-based filters and compensation indicators. Boolean search combined senior engineering titles with specific tech companies showing equity compensation. Messaging strategy emphasized specialized financial planning for tech professionals. Initial connection referenced shared industry background, followed by equity compensation planning insights. Tech-specific financial scenarios achieved 55% higher acceptance rates, while equity planning messages increased engagement by 51%, booking 41 meetings with 75% monthly reply rate.

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

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. 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

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.

Implemented sophisticated targeting combining Title and Seniority Level filters with Company keywords for commercial real estate decision-makers. Led with $5.2B funding history to establish immediate credibility, offering premium consultation (valued at $2-5K) for free. Second touch shared relevant case studies, while third highlighted competitive terms. Social proof in connection requests achieved 61% higher acceptance rates, while specific funding examples increased engagement by 53%, generating $422,000 revenue with 40% reply rate.

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

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. 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.

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.