Cleverly
Cleverly is a done-for-you B2B lead generation service that operates as an outsourced sales development function for your agency. The platform runs personalized outreach campaigns across LinkedIn, cold email, and cold calling, handling prospect targeting, message copywriting, and campaign execution. Your team receives qualified leads delivered to a real-time inbox monthly, with optional appointment-setting included on higher-tier plans. Integration points include LinkedIn for campaign delivery and Trustpilot for review tracking. No ad spend or internal SDR hiring required.
Cleverly is a done-for-you B2B lead generation service, priced at $297/month on the White-label Gold plan, integrating with LinkedIn and Trustpilot. InnovaAI scores it 3.5/10 for agency adoption, best for Account Executive, Business Development Manager, and Founder / VP Sales roles handling 5+ client meetings per week.
Agency Audit
Cleverly is an outsourced B2B lead generation service that runs personalized LinkedIn, cold email, and cold calling campaigns on behalf of your agency, delivering qualified leads monthly without requiring ad spend. For agencies that sell B2B services or consulting, adopting Cleverly internally lets your Account Executives and Business Development team focus on closing rather than prospecting, while Cleverly handles targeting, copy, and campaign execution. The service integrates with LinkedIn and provides a dedicated account manager plus real-time lead inbox, making it a turnkey alternative to hiring an in-house SDR or running ads.
3recommended
60/mo
$4,203/mo
Low
Illustrative scenario. Not a guarantee. Net capacity is the value of reclaimed time at $75/hr, less the lowest verified paid base plan (flat plan cost is shared). Hours saved come from the service estimate; implementation, taxes, and unprovided usage charges are excluded.
- Account Executive handling prospect prospecting and list-building
- Business Development Manager handling outbound email sequencing
- Founder / VP Sales handling LinkedIn connection and follow-up
- Your agency primarily sells to enterprise clients via RFP or inbound referral, where outbound prospecting is not a core revenue driver.
- You already have a high-performing in-house SDR or sales development team and the marginal cost of Cleverly would exceed your current cost-per-qualified-lead.
- Your sales cycle is under 2 weeks and you need real-time lead response; Cleverly's monthly campaign cadence may not align with your velocity.
Internal Adoption Path
$297/mo
$297/mo flat plan
60 hr/mo
3 seats × 20 hr each
$4,500/mo
modeled at $75/hr labor rate
$4,203/mo
value − subscription cost
In this model, 3 seats reclaim 60 hours of team time each month. Valued at $75/hr that is $4,500/mo, and after the $297/mo subscription it leaves $4,203/mo of capacity for billable client work.
Illustrative scenario. Not a guarantee. Uses the lowest verified paid base plan. Implementation, taxes, and unprovided usage charges are excluded.
Platform Features
Core capabilities of Cleverly
Personalized LinkedIn outreach campaigns
Cleverly builds and executes multi-touch LinkedIn sequences targeting your ideal customer profile, handling connection requests, follow-ups, and message personalization. Account Executives no longer spend 3-4 hours per week manually connecting and messaging prospects.
Cold email campaign execution
Manages full cold email sequences including list segmentation, copywriting, and delivery across multiple simultaneous campaigns. Removes the operational burden of email infrastructure and list hygiene from your Business Development team.
Appointment setting and SDR outsourcing
The Platinum plan includes a dedicated appointment setter who books meetings directly into your sales calendar, eliminating back-and-forth scheduling friction. Your AEs receive warm handoffs instead of cold leads.
Real-time lead management inbox
Centralized dashboard where your team views all inbound leads, campaign performance, and prospect engagement status. Replaces manual spreadsheet tracking and email folder searches.
Cold calling campaign support
Complements email and LinkedIn with outbound calling to high-intent prospects, increasing contact rates for time-sensitive verticals. Useful for agencies selling high-ticket services where voice conversation accelerates qualification.
Dedicated account manager
Each plan includes a named account manager who owns campaign strategy, targeting refinement, and copy optimization. Ensures your agency's ICP and messaging stay aligned as campaigns run.
What Makes Cleverly Different
Unique advantages vs similar tools in this niche
Done-for-you service with dedicated account manager
vs Self-serve tools like LinkedIn Sales NavigatorCleverly handles all campaign execution, providing a hands-off experience for clients.
Multi-channel outreach (LinkedIn, email, cold calling)
vs Single-channel tools like Outreach.ioCleverly integrates multiple channels to maximize reach and response rates.
Proven track record with 1,000+ 5-star reviews
vs Newer agencies without established credibilityCleverly has a large base of positive reviews and case studies demonstrating results.
Value Equation
Outcome-likelihood-time-effort assessment for Cleverly
Limited agency channel
Cleverly scored below the agency-resellability threshold (agency_fit_score < 50). The Value Equation projects agency-side outcomes, which don't apply to tools without a clear resell pathway.
Contact CleverlyPricing
Cleverly platform cost to your agency
Starts at $297/mo (White-label Gold), scales to $497/mo (White-label Platinum)
White-label Gold
- 600 prospects per month
- Thousands of follow-up messages
- Use emails with LinkedIn campaigns
- Multiple simultaneous campaigns
White-label Platinum
- 600 prospects per month
- Dedicated appointment setter
- Done-for-you meetings booked
- Campaign inbox management
No verified white-label program for Cleverly: client-facing delivery runs under the platform's native branding.
Market Intelligence
Offer + scale economics for Cleverly
Limited agency channel
Cleverly scored below the agency-resellability threshold (agency_fit_score < 50). It's a useful tool but not designed for white-labeled or retainer-based reselling, so we don't publish productized offer economics for it.
Contact CleverlyInvestment Decision Framework
Strategic vetting analysis for Cleverly
Situational Fit
Fit depends on your client mix
Buy If
4Your Account Executives spend 6+ hours per week on prospecting and list-building instead of closing conversations, and you lack budget to hire a dedicated SDR.
Your agency targets B2B SaaS or consulting verticals where warm, personalized outreach outperforms cold ads, and you want to test lead quality before scaling internal hiring.
Your Founder or VP of Sales needs predictable monthly lead flow to forecast pipeline without managing ad spend, creative testing, or campaign infrastructure.
You run multiple service lines (e.g., strategy, design, implementation) and need a single outsourced team to generate leads across all offerings without fragmenting your internal ops.
Skip If
4Your agency primarily sells to enterprise clients via RFP or inbound referral, where outbound prospecting is not a core revenue driver.
You already have a high-performing in-house SDR or sales development team and the marginal cost of Cleverly would exceed your current cost-per-qualified-lead.
Your sales cycle is under 2 weeks and you need real-time lead response; Cleverly's monthly campaign cadence may not align with your velocity.
You require full transparency and control over messaging and targeting logic, and you cannot delegate campaign strategy to a third-party account manager.
Bottom Line
Cleverly is an outsourced B2B lead generation service that runs personalized LinkedIn, cold email, and cold calling campaigns on behalf of your agency, delivering qualified leads monthly without requiring ad spend. For agencies that sell B2B services or consulting, adopting Cleverly internally lets your Account Executives and Business Development team focus on closing rather than prospecting, while Cleverly handles targeting, copy, and campaign execution. The service integrates with LinkedIn and provides a dedicated account manager plus real-time lead inbox, making it a turnkey alternative to hiring an in-house SDR or running ads.
Reality Check
Cleverly is an outsourced service, not a self-serve tool, so your team surrenders direct control over campaign mechanics and messaging refinement. Payback depends on your current cost-per-lead via ads or internal SDR labor; if your AEs are already closing at high velocity, the monthly fee may not compress your sales cycle enough to justify adoption.
Moderate effort: standard configuration with some customization needed
Academy for Cleverly
Work through it in order: the course for this service first, then the modules behind it.
Course for this service
Cleverly Agency Implementation, Outsourced Lead Generation at Scale
Learn how to integrate Cleverly's done-for-you outreach into your agency's service delivery, manage client expectations around lead quality and appointment velocity, and build recurring revenue by white-labeling multi-channel campaigns. This course covers ICP definition, monthly feedback loops, and positioning Cleverly as a productized service to your clients.
Open the courseNo Academy modules are published for this service yet. Browse the full Academy
Why this category matters
The commercial case before the tooling.
Core concepts
The mental model you need to price and scope the work.
- Targeting Hypothesis PremiumConcept
Lead generation tools are commodity infrastructure. The agency value lies in the targeting hypothesis: who specifically, with what trigger, at what moment. Agencies that resell tool access without owning the strategy layer get paid like a software reseller. Those who own the targeting framework get paid like a partner. This framework positions the targeting hypothesis as the core deliverable, with tools as interchangeable execution layers. For example, an agency using AnyBiz's 450M contact database or Leadinfo's visitor identification still must define the ICP and trigger events. The premium comes from the hypothesis, not the data. Recent research shows that AI adoption among marketers jumped from 1 in 3 to 3 in 4 in two years, meaning clients are now informed and expect strategic guidance, not just tool access. Agencies that articulate a clear targeting hypothesis can command higher retainers and differentiate in a crowded market.
- Qualification Scoring MoatConcept
Lead generation tools are commodity infrastructure; the agency's defensible value lies in the qualification scoring layer that sits on top. This framework holds that the tool only surfaces prospects, while the agency's proprietary scoring model determines which prospects are worth pursuing and at what moment. Agencies that resell raw tool access, such as a white-label reseller like LeadMaker, get paid like software resellers. Those who build a custom scoring rubric, combining firmographic fit, intent signals, and engagement triggers, get paid like strategic partners. For example, a recent assessment from DataNorth shows that skipping a workflow audit before adopting automation leads to wasted spend, underscoring that the strategy layer, not the tool, drives ROI. Owning the scoring model lets agencies raise retainer rates and justify ongoing optimization fees.
- Trigger Moment ArbitrageConcept
Lead generation tools are commodity infrastructure; the agency edge lies in identifying the precise trigger moment when a prospect is most receptive. Trigger Moment Arbitrage is the practice of aligning outreach with a documented event: a funding round, a new executive hire, a job posting, a website technology change, or a spike in intent signals. Tools like AnyBiz, Leadinfo, and Origami surface these signals, but the agency's value is in the hypothesis about which trigger correlates with buying intent for a specific ICP. For example, a client selling HR software might target companies that just posted a 'Head of People' role. Acting on this trigger within days, not weeks, lifts response rates. Agencies that systematize trigger detection and response time own the strategy layer, while those that merely export lists get commoditized. The framework is a race: signal detection speed and relevance beat database size.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- Lead Gen Rule: Own the Targeting Hypothesis, Not the ToolEvaluation Rule
Invest in the targeting hypothesis and qualification scoring before committing to any lead generation tool.
- Lead Gen Rule: Price the Qualification Layer, Not the ListEvaluation Rule
Charge for the qualification scoring and targeting hypothesis, not for access to the tool or the raw list.
- Own the Targeting Hypothesis vs Resell Tool AccessDecision Framework
IF your agency can articulate a specific buyer profile with triggers and qualification criteria, THEN invest in lead generation tools as infrastructure and charge partner-level fees. IF you lack a defensible targeting framework, THEN reselling tool access alone commoditizes your offer and caps pricing.
- The List-Building Trap: Why Lead Generation Tools Stall Without a Targeting HypothesisFailure Pattern
- The Reseller Discount Trap: Why Lead Generation Tools Commoditize Agency MarginsFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- Targeting Hypothesis & Qualification Sprint (10-14 days)Implementation Blueprint
A structured engagement where the agency defines a client's ideal prospect profile, selects the right lead generation tools, and builds a qualification scoring model to turn raw lists into sales-ready pipeline.
- Targeting Hypothesis Validation (Onboarding)Operating Procedure
- Qualification Scoring Framework (Delivery)Operating Procedure
- Outbound List Refresh Protocol (Retention)Operating Procedure
13 modules selected for Cleverly
Real User Results
What agencies say about Cleverly
“Great Experience with Cleverly”
Great Experience with Cleverly I had a great experience with Cleverly. Anna introduced me to the service and did an excellent job explaining how it could help grow my M&A business. She's a true asset and a consonant professional. I also had the pleasure of working with Reagan Bean, who was an absolute all-star. She was always checking in, quick to make adjustments, and focused on getting results. Through the campaign, I connected with a lot of great professionals on LinkedIn and had many meaningful conversations that could lead to future business. I would definitely recommend Cleverly to anyone looking to grow their network and connect with the right people.
Read on Trustpilot“Amazing service”
Amazing service. You are in trusted hands with Cleverly. They know they’re business well.
Read on Trustpilot“Ahmed has been great in helping with…”
Ahmed has been great in helping with the onboarding process and ensuring the campaign is set up the right way
Read on TrustpilotFrequently Asked Questions
Answers about pricing, setup, implementation, and more
Cleverly runs personalized B2B outreach campaigns across LinkedIn, cold email, and cold calling, handling targeting, copy, and execution end-to-end. Your team receives qualified leads monthly delivered to a real-time inbox, plus optional appointment-setting services. No ad spend or in-house SDR hiring required.
White-label Gold plan is $297 per month and includes 600 prospects per month, thousands of follow-up messages, email and LinkedIn campaigns, and a dedicated account manager. White-label Platinum plan is $497 per month and adds a dedicated appointment setter who books meetings directly. Both plans support multiple simultaneous campaigns and real-time lead inbox access.
Account Executives and Business Development managers reclaim 4-6 hours per week previously spent on prospecting and list-building. Founders and VP Sales gain predictable monthly lead flow for pipeline forecasting. Project Managers benefit from cleaner handoff workflows when leads arrive pre-qualified and appointment-set.
For an Account Executive running outbound prospecting, Cleverly saves approximately 4-6 hours per week by eliminating manual LinkedIn connection requests, email list management, and follow-up sequencing. For a team with a dedicated SDR, the time savings shift to your SDR being freed for higher-touch qualification work instead of initial outreach.
Onboarding typically takes 1-2 weeks. Your dedicated account manager will gather your ICP, messaging preferences, and target list, then build and launch the first campaign. Most agencies see initial lead flow within 3-4 weeks of campaign start.
Cleverly integrates with LinkedIn for outreach and campaign tracking, and connects to Trustpilot for review management. Leads are delivered via a real-time inbox dashboard; most agencies integrate that inbox into their CRM via Zapier or manual export.
Yes. Both Gold and Platinum plans support multiple simultaneous campaigns, allowing you to test different messaging and targeting for your strategy, design, and implementation services in parallel. Your dedicated account manager coordinates across all active campaigns.
Campaigns pause immediately upon cancellation. Cleverly does not lock leads or data; you retain access to all contacts and engagement history via your lead inbox. There are no long-term contracts or early-termination fees.