PL
Consulting · Lead Generation · AI & Data

17 years of building growth for IT companies and the utilities sector

I combine strategic business consulting, design strategies, and Lead Generation campaigns. I implement data-driven process automation and AI.

I help companies understand how to deliver value better, supported by metrics of business value and customer relationships.

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Grzegorz Wilk

CEO at CLEVERly · IT & Strategy Consultant · Transformation Mentor · EY Academy of Business Trainer

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For 17 years I have worked at the intersection of technology and business. I am the owner of CLEVERly. On a daily basis, I collaborate with industry experts and consultants who support our projects.
I help Polish and international IT companies, as well as companies from the utilities sector (Energy, Industry), translate strategy into working processes, and processes into measurable growth and business value.

17Years of experience
1 500+Qualified B2B leads
12+Years of sales experience
EYTrainer at the Academy of Business

Consulting & Transformation

  • Designing sales processes, strategies, and the digitalisation of processes
  • Customer Relationship Management strategies (Customer Experience)
  • Data-driven and AI-powered processes
  • Domain practice – Utilities (energy, heat, gas, fuels)

Lead Generation

  • A process based on long-term relationship building and proprietary tools
  • Full BANT qualification, in accordance with GDPR and security principles
  • Comprehensive consulting support: strategy, qualification, negotiations
  • Dedicated to the IT sector, consulting, software houses, manufacturers, distributors, resellers
I share what works. I train management teams—including as a trainer for the EY Academy of Business—and guide teams through change. My clients include Acronis, Barracuda, Dell, F-Secure, Proofpoint, Lenovo, SonicWall, Nuvias, Autenti, and Future Processing. I have served as a subject matter advisor to the CyberMadeInPoland cluster since its inception.

Outside of work — a mountain hiking enthusiast, active CrossFit athlete, runner, and avid Scrabble player.

Consulting & Transformation Process Optimisation Customer Experience Lead Generation Utilities & Energy AI & Data Training & Mentoring Process Automation Sales Outsourcing Marketing & PR Change Management

How we work: CLEVERly Consulting

Every project goes through a proven, four-stage process led by experienced CLEVERly experts.

01

Discovery / Audit

Diagnosis of the organization's current state. Identification of challenges, growth blockers, and development opportunities.

  • SWOT Analysis — strengths, weaknesses, opportunities, threats
  • Value Stream Mapping — end-to-end value chain assessment
  • Stakeholder Mapping — decision-makers and influencers identification
  • Sales and operational process audit
  • Competitive benchmarking and market analysis
SWOT · VSM · Stakeholder Map
02

Strategy

Action plan with specific goals, priorities, and metrics, including a risk assessment and business simulation.

  • OKR — objectives and key results per quarter
  • Balanced Scorecard — financial, customer, process, growth perspectives
  • RICE Scoring — initiative prioritisation by impact and effort
  • Implementation roadmap with milestones
  • Budgeting and resource allocation
OKR · BSC · RICE
03

Delivery & Metrics

Implementation of processes/services/products, monitoring of results, and improvements as needed.

  • Implementation sprints — 2-week cycles (Agile/Scrum)
  • KPI Dashboard — real-time key indicator monitoring
  • PDCA Cycle — Plan, Do, Check, Act at each stage
  • Weekly progress reviews and retrospectives
  • Data-driven decision making at every level
Agile · PDCA · KPI
04

Support & Mentoring

Comprehensive post-implementation support. Knowledge transfer and fostering team autonomy.

  • GROW Model — executive and leadership coaching
  • Knowledge Transfer — documentation, training, playbooks
  • Lean Management — continuous process improvement
  • 1:1 and group mentoring sessions
  • Quarterly performance review and strategy recalibration
GROW · Lean Management · Knowledge Transfer

How we generate leads: CLEVERly Lead Engine

A proven process that has delivered over 1,500 qualified leads for IT and utilities companies in 17 years.

01

Analysis & Audit

We define your ideal customer: sector, size, technology, budget, decision-maker.

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02

Database & Segmentation

We build a dedicated database with advanced segmentation — we don't buy off-the-shelf lists.

→
03

Outreach & Qualification

We reach out, build relationships, qualify: BANT, decision structure, project timeline.

→
04

Lead Delivery

We deliver the full package: data, GDPR consents, technical brief, meeting-ready prospect.

→
05

Consulting Support

We help close the deal: presentations, follow-ups, sales coaching, ROI reporting.

The CLEVERly framework in action

View selected lead generation projects executed using the CLEVERly Lead Engine framework, along with measurable business results.

SolutionsBackup, Archiving, Security, Firewall/UTM
ChallengeDeliver leads to Partners at entry level, increase visibility of new products in the portfolio.
Duration4 months
90Standard leads
25Pre-qualified leads
$20000Largest lead value
SolutionsFull vendor portfolio
ChallengeBuild a pipeline worth $250,000 USD.
Duration3.5 months
20Pre-qualified leads
$100000Largest lead value
SolutionsFull distributor portfolio
ChallengeExpand Partner base and upskilling (Partner Channel recruitment).
Duration5 months
20Partners acquired
20hConsultations (mentoring + training for Partners)

Tailored Services

Choose one of four pillars of support that addresses your challenge. If you don't find what you're looking for, we'll create a custom package for you.

IT & Strategic Consulting

Challenge Sales are stalling, processes are leaking, there's no strategy for the next year. Your team is working, but you're not sure they're heading in the right direction.
For whom IT vendors, distributors, resellers, software houses, and SaaS companies looking for sales growth and process optimization.
Benefits Clear strategy with KPIs · Optimized sales funnel · Win rate improvement of 15–30% · Sales team mentoring.
Success metric Sales funnel conversion growth · Shortened sales cycle · Quarterly pipeline value increase.
Book a consultation →

Utilities Consulting

Challenge Digital transformation in energy, water, heating, or gas sectors requires a partner who understands both technology and regulation.
For whom DSOs, water & sewage companies, heating plants, fuel & gas companies, technology providers for utilities.
Benefits NIS2-compliant digital strategy · AMI data optimization · AI and smart metering deployments · Operational system integration.
Success metric Operational cost reduction · NIS2 compliance implementation time · Metering data reading efficiency gain.
Book a consultation →

Lead Generation

Challenge Your pipeline is empty, sales rely on relationships rather than a repeatable process. Cold calling alone isn't enough.
For whom IT companies, vendors, distributors, SaaS and B2B service companies looking for qualified sales opportunities in Poland and internationally.
Benefits 1500+ leads delivered in 17 years · Full qualification (BANT) · Average ROI of 101% from the first lead · GDPR compliance as standard.
Success metric Qualified leads per month · Campaign response rate · Cost per lead (CPL).
Book a consultation →

Data Platforms & AI

Challenge Data sits in silos, reports are built manually, and AI sounds like a buzzword — you don't know where to start or whether it will pay off.
For whom Companies in utilities, manufacturing, and B2B services — who want to automate smartly, not "implement AI for the sake of AI."
Benefits Process maturity audit · AI strategy with ROI roadmap · IT team outsourcing (data platforms, mobile, AI) · Digital twins.
Success metric End-to-end process automation time · Manual reporting reduction · First-year AI implementation ROI.
Book a consultation →

Public Procurement (PZP) – Independent Consultant

Challenge Need to prepare specifications, market and supplier analysis, trend analysis, requirements gathering (RFI/RFP), and IT project coordination (Project Management).
For whom Government and local government institutions, scientific and research institutes, critical infrastructure (Energy, Industry, Finance, etc.).
Benefits Independent expertise, ready-made processes and documents, market analysis, domain and IT knowledge to support local experts.
Success metric RFI/RFP carried out in accordance with legal procedures and requirements, offers collected on time, offer analysis delivered as official documents, risk calculations and project risk analysis.
Book a consultation →

I talk about the things I do and believe

See how we discuss digital transformation, the energy sector, and driving growth in technology companies.

Interview · Utilities & Transformation

Digital transformation in the energy sector

On how utilities companies — energy, heating, gas — turn data and technology into measurable operational value.

Interview · Strategy & Growth

Building growth for technology companies

On strategy, sales processes, and the advisory approach behind scaling IT and B2B businesses.

Our practical knowledge boosting YOUR skills.

Open training sessions delivered as an EY Academy of Business trainer, and tailored training programs designed and conducted by CLEVERly to meet your team's specific needs.

EY Academy of Business

Modern Customer Success Manager

As an EY Academy of Business trainer, I teach how to build valuable client relationships through engagement and success metrics.

EY
Open enrolment training

Modern Customer Success Manager

Warsaw · 2 days
24–25 September 2026
Open enrolment · any industry

What it's about

A practical programme on relationship-, process-, and metric-based selling. It combines mentoring insight with interactive workshops on real business cases, so participants leave ready to act as a trusted advisor to current and future clients.

Who it's for

  • Sales, Marketing, PMO, PR, Customer Service specialists & managers
  • Company boards and C-level leaders
  • Anyone building relationships across every level of an organisation
  • Universal formula — fits any industry

Agenda & scope · 5 modules + closing workshop

Module I
Effective Customer Success Management

The CSM role, work profile and how it fits into everyday client work — the core concepts that frame the whole programme.

Module II
Discovery & Account Planning

Running client workshops: mind maps, analytical thinking, dependency and decision maps, key-persona mapping, and creative Account-Plan tools.

Module III
QBR vs EBR

Recurring client meetings at operational (Quarterly) and strategic (Executive Business Review) levels — plans, checklists, value propositions and metric analysis for C-level.

Module IV
Success metrics for client work

Defining project results and metrics (KPI, Churn Rate, NPS, NRR) and building measurable requirements — supported by AI analytics.

Module V
The Success Manager's last resort

Working under project crisis: crisis-management tools, psychological resilience, and building an internal "alarm button" for the relationship.

Closing workshop
Team exercise

Building a client-collaboration strategy using the full toolkit — Account Planning, QBR/EBR, KYC, Discovery — with group presentations and feedback.

CLEVERly Trainings

Dedicated training - choose your path

Beyond the EY programme, I design and deliver bespoke training that combines my consulting, sales and process expertise with hands-on workshops. The same practical, metric-driven approach, extended into new areas and built around your real cases.

Core: Customer Success, sales & process

The foundation carried over from the EY programme — relationship- and process-based selling, Discovery & Account Planning, QBR/EBR, success metrics (KPI, NPS, NRR) and AI-supported decisions — adapted to your industry, tools and team maturity.

+ extended with

AI Foundations for Business

New
Goal

Demystify AI and give teams the confidence to use it safely and productively in daily work.

Scope

How LLMs work, effective prompting, use cases across sales & operations, data & privacy basics, and building simple AI-supported workflows.

Benefits

Faster everyday tasks, a shared AI vocabulary, and a shortlist of ROI-backed use cases for your team.

Customer Experience Workshops

New
Goal

Turn customer experience from a slogan into designed, measurable touchpoints.

Scope

Customer journey mapping, personas, moments of truth, voice-of-customer, and linking CX to retention and revenue.

Benefits

A mapped journey, prioritised fixes, and CX metrics your team can actually track.

Negotiation Workshops

New
Goal

Negotiate value — not just price — with confidence across every level of a deal.

Scope

Interests vs positions, BATNA, value framing, concession strategy, and multi-stakeholder / C-level negotiation, practised on real scenarios.

Benefits

Better margins, fewer stalled deals, and a repeatable negotiation playbook.

Communication Workshops

New
Goal

Communicate with clarity and impact — with clients, management and across teams.

Scope

Active listening, questioning techniques, storytelling, C-level messaging, difficult conversations and feedback that lands.

Benefits

Stronger relationships, fewer misunderstandings, and more persuasive internal & client communication.

Tell me what your team needs and I'll design a custom training format — adapting topics, depth and case studies to your organisation, in-house or online. Leave your details and I'll get back to you.

Business & IT Experts at your service

Work with the best – meet our experienced consultants and trusted partners.

What the Consulting Hub is

The CLEVERly Consulting Hub is a network of independent experts who work together on client engagements. Instead of a single point of view, you get the right specialist for each challenge (strategy, sales, process, data, AI or utilities), coordinated by CLEVERly as one accountable partner.

CLEVERly Hub is an experienced, flexible, and agile team—with no "bench" and no juniors learning on your budget.

Our mission
If you want to go fast, go alone. If you want to go far, go with us. A long journey represents lasting value and trust in business.
— the principle behind the CLEVERly Consulting Hub
What we deliver
Strategy & Transformation

Digital and process transformation, from roadmap to delivery.

Sales & Lead Generation

Repeatable pipeline, process design and go-to-market.

Data & AI

Data platforms, analytics and ROI-backed AI use cases.

Utilities & Energy

Sector expertise across energy, heating, gas and fuels.

The people behind the Hub

Our experts

Michał_Cholewa

Michał Cholewa

  • C-level Advisory and Management Finance: holistic management (MBA), analytics, and finance supporting key business decisions for executive leadership.
  • Technology and AI: practical implementation of artificial intelligence, automation, and technology consulting backed by an engineering expertise.
  • Sales Strategy and GTM: restructuring processes, tools, and go-to-market models (scaling B2B businesses and tendering).
#AI & Tech Advisory #Commercial Strategy #Fractional COO / C-Level
Barbara_Chronowska

Barbara Chronowska

  • Marketing Strategy and Consulting: unconventional marketing strategies, creative marketing with an analytical approach, brand value building, communications, and PR.
  • AI Implementation in Marketing and Business: practical use of AI tools in marketing processes, automation, and digital transformation.
  • Communities and Media Projects: strategies for building, scaling, and engaging communities, media project management, and holistic management of a brand’s online presence.
#Marketing Strategy #AI in Marketing #Fractional CMO
Łukasz_Kałuziński

Łukasz Kałuziński

  • Networking and Connecting People (Industry, Dual-use, Defence, Real Estate, Energy Storage, IT): building valuable business relationships and connecting entrepreneurs, experts, investors, and partners.
  • Business and Startup Development: supporting business growth, building strategic partnerships, identifying business opportunities, and developing innovative projects.
  • Cybersecurity and New Technologies: experience in cybersecurity, digital security, and leveraging new technologies to drive organizational and business development.
#Networking #BusinessDevelopment #Cybersecurity
Mateusz_Heinrich

Mateusz Heinrich

  • Personal Data Protection (GDPR): audits, implementation, and serving as a Data Protection Officer (DPO); over 16 years of experience, with a strong focus on international capital groups in the manufacturing, automotive, and e-commerce sectors.
  • Regulatory Cybersecurity (NIS2 / Act on the National Cybersecurity System): entity classification, obligations mapping, documentation, and implementation of risk management measures.
  • ISO 27001 (Information Security Management Systems) and ISO 42001 (Artificial Intelligence Management Systems): gap analysis, development of information security and AI management systems, internal audits, and certification preparation; lead auditor for ISO/IEC 27001 and ISO/IEC 42001.
  • Legal Compliance Advisory: serving as a Compliance Officer, AML matters, and whistleblower protection; services provided in Polish and English, including for technology-sector clients operating in regulated industries.
#RODO #NIS2 #ISO 27001
Joanna_Sadecka

Joanna Sadecka

  • Leadership Through Change: supporting leaders in building trust, engaging teams, and consciously guiding people through change — including in conditions of uncertainty and strong emotions.
  • Human-Centered Transformation: designing and implementing change that connects business objectives with organizational culture, communication, and the real needs of employees.
  • Strategic Programs and M&A Integrations: leading complex transformations and integrations — from strategy and governance to risk and stakeholder management and delivering expected outcomes.
#Przywództwo w zmianie #Ludzie i transformacja #Programy strategiczne
Wojciech_Bukowski

Wojciech Bukowski

  • Business Intelligence & Analytics: I help organizations build analytical environments that turn data into business decisions. I design and implement reporting solutions and analytical models that support business management and growth. Technologies: Microsoft Fabric, Power BI, Azure, Databricks, Snowflake.
  • Data Architecture and Data Platforms: I design modern data platforms that integrate information sources, ensure scalability, and support advanced analytics and AI. I support companies from concept through implementation. Technologies: Microsoft Fabric, Azure Data Platform, Databricks, Snowflake.
  • Data & AI Strategy Consulting: I advise management boards and business leaders on data and artificial intelligence strategy. I help define data-driven capability development roadmaps, identify AI use cases, and build a data-driven operating model. Technologies / Areas: Data Strategy, AI Strategy, Data Operating Model, Analytics Transformation.
#MicrosoftFabric #Databricks #DataArchitecture
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They trust us

From global IT vendors to Polish resellers and energy sector companies.

17 Years of experience
1500+ Qualified B2B leads delivered
30+ IT & utilities brands served
EY Academy of Business trainer

CLEVERly Growth Scorecard

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