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How to Drop CPA by 68% and Triple Conversions.
Levr.ai builds commercial lending software for small business owners and mortgage brokers, a market that doesn't convert on generic outreach. When they first came to Chloe, they had no ICP definition, no outreach infrastructure, and no CRM. When they came back, they had a working pipeline and needed a growth layer built on top of it.
BECAUSE THE ADS ONLY WORKED BECAUSE THE FOUNDATION CAME FIRST.
How Chloe built Levr.ai's go-to-market engine — twice
A commercial lending SaaS going after 2 distinct buyer types needed answers before a single message went out:
Which segment small business owners or mortgage brokers converts on what, and what does each need to hear?
- How do you reach financial decision-makers on LinkedIn without sounding like every other fintech vendor?
Where does a qualified lead go once LinkedIn generates it?
Once outreach works, what's the paid strategy that compounds it?
BECAUSE THE ADS ONLY WORKED BECAUSE THE FOUNDATION CAME FIRST.
Two engagements. One system that got stronger each time.
In the first engagement, Chloe defined Levr.ai's ICP across both buyer segments, built LinkedIn outreach infrastructure targeted at small business owners and mortgage brokers separately, and stood up the HubSpot pipeline to receive and work every lead it generated.
In the second engagement, Chloe added the growth marketing layer: paid ads, content, and email campaigns. Each one built on top of the outreach foundation so every channel fed the same pipeline, not a parallel one.
They went from zero infrastructure to a full ICP-driven pipeline, then came back to layer ads, content, and email on top of it. The same system getting stronger every month.
What clients say
Heard it from the team that came back for more
"The impact was immediate."
"We worked with Chloe Consulting to set up HubSpot workflows, SMS workflows, newsletters, and a range of automations, and the impact was immediate. They helped us fix a leaky funnel and eliminate a lot of the manual follow-ups that were slowing us down, and we're already seeing real results."
Marketing blames Sales.
Sales blames the CRM.
We fix the system — so everyone stops pulling in the same direction.
