Sales Outsourcing for Creative Digital Agency
- Sales Outsourcing
- $10,000 to $49,999
- Mar. - Nov. 2025
- Quality
- 4.5
- Schedule
- 5.0
- Cost
- 4.5
- Willing to Refer
- 4.5
"What stood out most to me about Rivet was their remarkable adaptability and precision."
- Advertising & marketing
- New York City, New York
- 11-50 Employees
- Online Review
- Verified
Rivet provided sales outsourcing services for a creative digital agency. The team identified and sourced leads, executed lead outreach, vetted and qualified leads, scheduled calls, and monitored performance.
Rivet's efforts resulted in a minimum of five booked discovery calls monthly, three new secured clients, and over $80,000 in annual recurring revenue. The team was highly adaptable, consistently delivering work on time and being responsive to feedback. Revit's personalized solutions were unique.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder of 4Labs Digital
Describe what your company does in a single sentence.
We are a creative digital agency working with tech, non-profit, and music/entertainment clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Revit to accomplish?
- More inbound leads
SOLUTION
How did you find Revit?
Online Search
Why did you select Revit over others?
- High ratings
- Pricing fit our budget
How many teammates from Revit were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
1. Lead Identification and Sourcing
Objective: Build a high-volume, targeted pool of cold leads to fuel outreach.
Activities:
- Rivet utilized its data enrichment tools to source leads from public databases, LinkedIn Sales Navigator integrations, and industry-specific directories (e.g., targeting CTOs, IT directors, and digital transformation leads in North America, Europe, and APAC).
- Criteria included company size (e.g., 100-5,000 employees), revenue thresholds ($10M+), and pain points aligned with 4Labs' services (e.g., legacy system modernization, AI integration, or cloud migration).
- Deduplication and compliance checks (GDPR/CCPA) to ensure clean, actionable lists.
Rivet's Role: Automated lead scoring using AI to prioritize based on intent signals (e.g., recent funding rounds or job postings for developers).
2. Cold Lead Outreach Execution
Objective: Initiate contact with non-warmed prospects to generate initial interest.
Activities:
- Design and deployment of multi-channel sequences: Personalized cold emails (using A/B tested templates focused on value props like "Reduce dev cycles by 40% with custom AI solutions"), LinkedIn connection requests/InMails, and follow-up SMS where compliant.
Cadence: 5-7 touchpoints over 2-3 weeks, with dynamic timing based on prospect behavior (e.g., email opens trigger LinkedIn follows). - Personalization at scale: Rivet's AI pulled firmographic and technographic data (e.g., "Saw your recent AWS migration—here's how we optimized similar for a fintech peer").
Rivet's Role: Handled automation and deliverability optimization to achieve 40-50% open rates, minimizing bounce rates through domain warming.
3. Lead Vetting and Qualification
Objective: Filter responses to identify viable opportunities, avoiding time sinks on low-fit leads.
Activities:
- Applied a structured qualification framework (e.g., BANT or MEDDIC) via automated email surveys or chatbot qualifiers in Rivet's sequences.
- Vetting steps: Initial response triage, scoring for fit (e.g., budget >$50K, decision-maker authority), and risk assessment (e.g., competitive landscape).
- Rejection/ nurturing paths: Unqualified leads routed to long-term nurture drips; qualified ones flagged for immediate follow-up.
Rivet's Role: Embedded scoring algorithms to automate 80% of vetting, flagging only top-tier leads (e.g., 20-30% of responses) for human review.
4. Call Scheduling and Coordination
Objective: Convert qualified interest into booked meetings without friction.
Activities:
- Integration with 4Labs' calendars (Google Workspace/Outlook) for one-click scheduling via Calendly-like embeds in emails.Automated reminders and confirmations, with fallback options (e.g., reschedule links).
- Target: 10-15% conversion from vetted leads to scheduled 30-minute discovery calls.
Rivet's Role: Provided embedded scheduling widgets and sync to prevent no-shows, tracking attendance rates.
5. Performance Monitoring, Reporting, and Iteration
Objective: Ensure ROI through data-driven refinements.
Activities:
- Weekly dashboards tracking KPIs (e.g., outreach volume, response rates, pipeline velocity).
- Monthly reviews to A/B test elements (e.g., subject lines, call scripts) and pivot based on insights.
- Compliance and risk management: Audit trails for all outreach to maintain ethical standards.
Rivet's Role: Full analytics suite with predictive modeling for future campaign tweaks.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The partnership with Rivet delivered measurable improvements in 4Labs' lead generation and client acquisition efforts, particularly through efficient cold outreach automation. Over a 6-month period, the initiative focused on high-quality engagements rather than volume, resulting in sustainable pipeline growth. Below is an outline of key outcomes, grounded in the achieved results:
- Consistent Call Booking: Achieved a minimum of 5 discovery calls booked per month with newly sourced leads. This equated to at least 40 scheduled calls over the 9-month engagement, providing a steady influx of qualified opportunities for the sales team without overwhelming internal resources.
- Client Acquisition Success: From the pool of new leads generated and vetted via Rivet's sequences, secured 3 new clients. This represents a targeted conversion from initial outreach to signed contracts, demonstrating Rivet's effectiveness in identifying and nurturing high-fit prospects in competitive sectors like fintech and enterprise software.
- Overall Pipeline Impact: The 3 landed clients contributed to diversified revenue streams, with an estimated addition of $80K+ in annual recurring revenue (based on average deal sizes). This outcome highlights a 10% conversion rate from booked calls to clients, underscoring the value of Rivet's qualification filters in prioritizing decision-makers with genuine needs.
- Efficiency Gains: Reduced manual outreach time by approximately 70%, allowing 4Labs' business development team to focus on closing and relationship-building. Rivet's analytics enabled real-time adjustments, maintaining response rates above 20% across campaigns.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Rivet's project management for the 4Labs collaboration was agile and collaborative, combined with their proprietary sales automation dashboard for real-time visibility into campaign progress. The structure emphasized iterative sprints to align with 4Labs' fast-paced digital transformation needs, ensuring flexibility in a B2B sales environment where market signals evolve quickly.
Key elements included:
- Planning and Kickoff: Initial phases involved joint workshops to map out outreach cadences, lead criteria, and integration points (e.g., with 4Labs' CRM). Rivet assigned a dedicated project manager who served as the single point of contact, reducing silos and enabling swift escalations.
- Execution and Monitoring: Daily stand-ups via Slack or Zoom for quick syncs, with weekly deep-dive reviews. Progress was tracked against milestones like lead sourcing quotas, sequence deployments, and call bookings, with automated alerts for any deviations.
- Risk Management and Adaptation: Built-in buffers for A/B testing and compliance audits, with a focus on data-driven pivots (e.g., refining email templates based on open rates).
Delivery Timeliness
Yes, Rivet consistently delivered items on time, meeting or exceeding 95% of milestones across the 9-month engagement. For instance, pilot campaigns were launched within the agreed 2-week setup window, and monthly lead pipelines (e.g., 150+ vetted prospects) were imported to 4Labs' systems by the 5th of each month without delays. Any minor slips, such as a one-day lag in custom template approvals due to internal 4Labs feedback loops, were proactively communicated and resolved within 24 hours, maintaining overall momentum.
What was your primary form of communication with Revit?
- Virtual Meeting
- Email or Messaging App
What did you find most impressive or unique about this company?
What stood out most to me about Rivet was their remarkable adaptability and precision in refining strategies once we shared our hands-on insights into target markets and ideal customer profiles. In the early stages, outreach can feel like casting a wide net, but Rivet didn't just execute—they listened intently and pivoted with agility.
For example, after we detailed specifics like mid-market tech companies trying to acquire new users, their team recalibrated lead scoring and personalization within days. This "dial-in" capability transformed generic cold emails into laser-focused conversations that resonated deeply, resulting in leads that weren't just numerous but exceptionally well-matched to our services.
This level of responsiveness, combined with their consistent on-time deliveries and high-touch project management, made the partnership feel like an extension of our own team, accelerating our client wins far beyond what we'd achieved manually. It's rare to find a sales automation partner that evolves with you so seamlessly, turning data into genuine revenue opportunities. If we're scaling this further, Rivet's that secret weapon.
Are there any areas for improvement or something Revit could have done differently?
While the collaboration with Rivet yielded strong results in lead generation and client acquisition, there are opportunities to enhance the partnership for even greater efficiency and alignment. These stem from the need for deeper upfront integration and ongoing knowledge transfer, which could amplify their already impressive adaptability.
Based on our experience, here's a breakdown of key areas:
Hands-On Guidance for Service Customization: Rivet excels at execution once dialed in, but they benefited significantly from our direct input on tailoring pitches to specific prospect needs. Improvement could come from Rivet developing more robust onboarding templates or AI prompts that proactively solicit this level of detail, reducing the initial ramp-up time from weeks to days.
Access to Tailored Case Studies and Assets: Providing comprehensive, prospect-specific case studies was essential for Rivet's team to build credible outreach narratives. We found that arming them with 5-10 curated examples per target vertical upfront was game-changing. To streamline this, Rivet could integrate a shared asset library feature in their platform, allowing clients to upload and tag resources (e.g., by industry or pain point) for easy retrieval during sequence builds—potentially cutting prep time by 50%.
Business Knowledge Synthesis and Internal Alignment: Success hinged on our ability to distill 4Labs' unique value props and relay them clearly to Rivet's facilitators. While their PMs were responsive, broader team-wide alignment could be fortified through structured knowledge-sharing sessions or a client "playbook" co-created early on. This would ensure every touchpoint—from emails to calls—reflects a nuanced understanding of our business, minimizing misalignments.
RATINGS
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Quality
4.5Service & Deliverables
-
Schedule
5.0On time / deadlines
-
Cost
4.5Value / within estimates
-
Willing to Refer
4.5NPS
