LevelUp Leads

LevelUp Leads was hired by ALLINDEX, a wealth and investment management firm to build a solid sales funnel, provide guidance on messaging and assist with marketing tools. Their approach included cold call outreach to Registered Investment Advisors (RIAs), an email outreach program and LinkedIn messaging. The team from LevelUp Leads was able to connect with around 300 contacts per month, resulting in a solid conversion to meeting rate. The company found LevelUp Leads to be professional, good value for cost, and well-aligned with their company values.

In another project, LevelUp Leads worked with LotusGroup Life Settlements, aiming to find qualified leads and build a database. The project involved using various channels of marketing to deliver results. The selection of LevelUp Leads was influenced by their high ratings and budget-friendly pricing. The company appreciated the effort put by the LevelUp Leads team in bringing them qualified leads.

Archway Software, a financial software provider, employed LevelUp Leads to generate leads to build pipeline. LevelUp Leads ran weekly and targeted email and LinkedIn messaging campaigns, which were successful in generating leads. The company found LevelUp Leads through an online search and LinkedIn. They were chosen for their cost-effective pricing and value, as well as for their alignment with Archway Software's company values.