The Outsourced Sales Gold Standard for Marketing Agencies

SocialBloom has a proven outbound structure built specifically for Marketing Agencies. We provide the tech stack, the process, and the team. We have perfected this strategy and combined it with a tailored experience to help hit our client’s revenue goal.

Why use SocialBloom?

Uncover industry specific market intelligence

Get organized insights on your target market such as buyer windows, who are your most common competitors, who are the decision makers, decision maker pain points & goals, plus segmented data based on account differentiators.

Receive sales guidance and updated best practices

Sales is always changing. Our team is constantly improving and updating our service in order to provide our clients with the best possible results. We also communicate this info with our clients in order to be an extension of their team.

Build pipeline and increase revenue

Our main goal is to generate opportunities and increase your revenue. First, we need to agree on a revenue goal and calculate what it will take to reach the goal. We then provide the process, the team, and the tools to hit this established revenue goal.

We provide a custom built team, management, process, and tech-stack

We provide a specialized team, the necessary tools, and the proven process based on our client’s industry. We set everything up and also manage everything in order to save you time and money.

Avoid missing out on potential revenue

Whether you set annual revenue goals or your boss does, we tend to get stuck with big initiatives and a lack of support to achieve them. SocialBloom provides the support needed to reach these revenue goals.

Our Marketing agencies roadmap

Calling (2% avg. conversion rate)

Depending on your revenue goal, we make a certain number of calls weekly. Calling SDRs are based all over the world. However, if you have a location preference, we can align with it. Our goal is for our calling SDRs to create a dialogue with prospects over the phone in order to book meetings on your calendar. We also have our signature red zone process to optimize the campaign on a weekly basis until we hit your goal.


When all these meetings start coming in, it is very important that there is a system in place to handle them. Otherwise, we will book qualified meetings and revenue might be closing from them. We help optimize your CRM in order to provide a clean system to increase the value you get from each SQL meeting we book!

Email (1% avg. conversion rate)

Depending on your revenue goal, we send out a certain number of emails weekly. Our goal is to send out relevant emails to get positive responses and then have the SDR take the conversation over to book the leads into your calendar. We also have our signature red zone process to optimize the campaign on a weekly basis until we hit your goal.

Inbound demand generation (5-50 qualified meetings monthly)

This is where we set up your company profiles on websites like and do outbound to past/current clients to collect reviews. Once the profile is optimized, we start running paid campaigns to drive traffic to a landing page. This also helps us collect intent data to reach out to.


The first step is onboarding. We need to understand who your ICP (ideal customer profile) is to ensure we book meetings with qualified leads that need your solution. During this time, we set up the messaging and contact lists. 

LinkedIn (.3% conversion on average)

Depending on your revenue goal, we send out a certain amount of messages weekly. We use our client’s accounts to connect and message prospects. We also have our signature red zone process to optimize the campaign on a weekly basis until we hit your goal.

AE/sales team

With more and more qualified meetings getting booked, it is important to have experienced reps you can trust to close deals. We help source, train, and manage the sales team.

Your new team… plus management

Sales Manager

The quarterback of the team. This individual is responsible for delegating tasks to the team, client communication, and optimizing the campaign weekly until we hit your goal. They also are in charge of messaging and copy changes

Deliverability Experts

If a tree falls in a forest and no one is around to hear it does it make a sound? If you send an email and it lands in spam, does it generate revenue? The answer is no! This team checks on deliverability daily to make sure the technical side of our campaigns is firing correctly.


Traditionally an SDR handles the entire outbound system. As you can see, that model does not make sense. Our SDRs are supported by this system and team that is tailored to web development/design agencies! We provide multiple SDRs based on the channels and volume we reach out to on a monthly basis.

Our SDRs are responsible for calling, handling email leads from a positive response to a booked meeting, and reporting. Your SDRs have worked with similar companies in the past to reduce ramp time and need to understand the offer.

Account Executives

We like to start by generating meetings for our clients. But, we noticed that over time as our clients calendar gets busier and busier, they end up requiring account executives (sales reps). These are experienced reps with a background in closing deals in similar industries.

The Prospector

The prospector is responsible for list building. They prospect certain verticals of your ICP and collect relevant/personalized info to insert inside of the copy and messaging. They also are responsible for cleaning and verifying all contacts.

Fractional CRO

The fractional CRO is added for larger projects that require large teams of SDRs and AEs. The fractional CRO brings in a lifetime of sales experience to handle all revenue operations so you don’t have to.

Calculating Potential Revenue

Here is an example of calculating potential revenue from different channels, given a certain number of contacts, a conversion rate, a close rate, and an average order size.


Satisfaction Guaranteed

CRM help

Streamline and simplify the integration of SFDC and HubSpot, guiding clients through setup, providing training and support for onboarding. Their expertise ensures a smooth transition for seamless use of both platforms.

Contact enrichment and databases

SocialBloom scrapes and builds custom databases and contact lists. We are also able to add in custom lines and manually enriched data.


Playbook/onboarding process

Receive a custom built outbound playbook, roadmap, copy, and an ICP workshop with a strategist.

Your new tech-stack and reporting


We choose the best tools to use in order to produce the results we want. We believe there are no shortcuts when it comes to generating revenue and the right tools are needed to support our team and process. This tech-stack was created in order to support our proven process and team. Our tech-stack is like nitrous in an engine that can handle it. We set up and manage all tools for our clients. Some tools, our clients have direct access to.


We report weekly data from our campaigns into your own portal. You can see the contacts we reached, what leads responded with, who booked meetings, and much more. We also report on market intelligence. For example, responses and conversations about competitors, reasons why the prospect is not a fit, or if someone else at the company is the decision maker. We collect this info and adjust our process accordingly. We also track trends with market intelligence. For example, if we notice the majority of CTOs we talk to at companies with funding and a head count between 500-600 are currently using the same competitor, we start pre-handling this during our convos with similar targets going forward. This is a part of our signature red-zone process.

Rated on clutch

Customer Testimonials

Iain Faulds

Company Director, Dijify

Philip St. Jacques

VP Enterprise Marketing Services, WorkWave Agency