Sales Schema

BACKGROUND

Please describe your company and position.

I am the CEO of Snapshot Interactive

Describe what your company does in a single sentence.

Snapshot shines as your full-service digital marketing partner, building websites that deliver, videos that inspire, and content that connects. Our team’s storytellers, data lovers, and artists work across a wide span of industries but specialize in the finance, healthcare, and industrial spaces. We produce award-winning work for clients ranging from startups to the Fortune 50, and we do what it takes to reach your goals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sales Schema to accomplish?

• Create a new inbound revenue stream for the company
• Add quality projects to the agency
• Reduce the need for us to hire and train an outbound sales person

SOLUTION

How did you find Sales Schema?

Online Search

Why did you select Sales Schema over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Sales Schema were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Investment Setup fee covers the onboarding period (up to 30 days). 
• Monthly cycle starts at the campaign launch. 
• Requires LinkedIn Sales Navigator (~$100 per month) 
• Recommended initial engagement: 6 months. Terminate anytime with 30 days' notice before the next billing cycle. 
• Switching salespeople and/or adding seats requires a net 90 notice to modify or terminate the agreement. 
• Forecast over 6 months:
  • 75-200 total Prospects
  • 35-100 total Prospect Meetings
  • Baseline Guarantee. If, after 6 months, we have not hit a minimum of 50 Total Prospects, we will work up to an additional 3 months at no charge. We have never missed this target in the history of the company.
• Prospect is defined as:
  • Based on the lists you approve
  • Ready to meet
  • Request more info
  • Request follow up
  • Refer to the other party

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Forecast over 6 months: 

• 75-200 total Prospects 
• 35-100 total Prospect Meetings

Baseline Guarantee. If, after 6 months, we have not hit a minimum of 50 Total Prospects, we will work up to an additional 3 months at no charge.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They have a very good system that creates a board of progress with each new client. They deliver on time and respond to our needs as they come up.

What was your primary form of communication with Sales Schema?

Virtual Meeting

What did you find most impressive or unique about this company?

They do highly personalized outreach that generates results and doesn't make you look spammy to potential clients.

Are there any areas for improvement or something Sales Schema could have done differently?

N/A

BACKGROUND

Please describe your company and your position there.

Chief Strategy Officer at a digital agency based in NYC

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Sales Schema?

Appointment setting for aspirational sales targets we've been unsuccessful in reaching previously

SOLUTION

How did you select this firm and what were the deciding factors?

Sales Schema is a fantastic partner for any agency that has struggled with outbound. They work with you to build a truly sustainable approach to landing high-ticket clients, unlike so many churn-and-burn outsourced prospecting companies that simply look to keep your business for a few months with unqualified meetings and empty promises. It's refreshing to see a group of professionals with a genuine speciality in new business outreach in the marketing agency world. I'd highly recommend to anyone who doesn't believe outsourcing outbound can work. 

Describe the project in detail and walk through their service package.

Defining overall outreach strategy, identifying target accounts, the appropriate individuals within those accounts and implementing multi-touch outreach to those accounts in order to set appointments

How many resources from the vendor's team worked with you, and what were their positions?

Various specialist roles at the company at different stages of the project based on what we were working on, with an account team tying it together the whole way through

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Awesome prospects in sales pipeline and deals closed as a direct result of the Sales Schema strategic approach to outreach.

How effective was the workflow between your team and theirs?

Completely seamless extension of our team.

What did you find most impressive or unique about this company?

Regardless of any specific client, they actually care about improving the state of cold outreach. They write books, they have online classes and they're constantly testing cutting approaches because they care about doing this right. They're not doing this just for a paycheck, they're doing it to change a very frustrating part of life as an agency executive.

Are there any areas for improvement or something they could have done differently?

No.

BACKGROUND

Please describe your company and your position there.

E29 Marketing is an award-winning, strategic advertising agency that delivers quantifiable results. E29 is comprised of a seasoned team of marketing specialists that are focused on elevating the agency experience. This means not only delivering exceptional products and services but most importantly value.

I work for E29 Marketing as an Account Director and New Business Development Strategist since October 2018. I am responsible for bringing in client leads, nurturing potential clients and producing business pitches.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Sales Schema?

We were looking for a new perspective and support garnering new business. We knew we needed to create a more seamless, systematic process for outbound and in-bound marketing efforts to potential clients but we weren't sure where to start. Dan and his team at Sales Schema worked with us to create a plan and a methodical blueprint we can follow to generate new business.

What were your goals for this project?

We needed a blueprint or action plan with a step by step process for outbound B2B new business efforts. Our goal was to work with Dan's team to create a systematic process for our team to use for cold outreach, lead nurturing and ultimately conversion efforts.

SOLUTION

How did you select this vendor?

Dan reached out numerous times with relevant content that was both informative and intriguing. His experience and unique POD in the market is what made us select Sales Schema for this project. Dan understands ad agencies through and through. He even customized a proposal to meet our needs and he made himself available at every turn.

Sales Schema was the clear choice among all the agencies selling leads. They delivered a strategy and a plan that we could then turn around and utilize internally.

Describe the scope of their work in detail.

Dan and the Sales Schema team are used to providing full-service sales outreach services to clients. However, we had a unique situation where we needed help with the strategy and blueprint for sales outreach but also wanted to lead the execution ourselves. Dan and I met on at least 3 occasions to discuss a customized proposal and then pitched it to E29's CEO Amie Stanley.

After several weeks of deliberation and back and forth, we decided to proceed. Dan and Nate met with us for a discovery call where they learned about our business and about a week later, they sent over a draft of their plan for E29's sales engine. I worked with Nate to address our questions and feedback on the plan and he then tailored it to meet our needs even further.

Now we are in implementation phase and Dan's team is there for support. They also have provided a 2nd proposal for further training if needed. Sales Schema is a great and flexible partner.

What was the team composition?

Dan played lead role, Nate wrote the strategy and Michelle served an administrative role. It was a team of 3 the entire way.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The recommended plan provided by Sales Schema has not yet been implemented by our team due to the Coronavirus. We need to pivot in our messaging and strategy but we are setting up the new business systems to get ready for deployment in May.

In the meantime, Dan and Nate's plan provided so much value for us that we are now utilizing their recommended tech stack to save endless hours of time researching companies and contacts as well as building out email sequences. That said, our process has already become much more efficient.

How effective was the workflow between your team and theirs?

The communication from Sales Schema is superb. I feel I can rely on them and they are always there immediately when I have questions or challenges. I appreciate that Dan takes time out of his day regularly just to check up on us and to make sure we are satisfied and progressing well. It truly makes me feel supported and valued.

What did you find most impressive about this company?

I was blown away by their knowledge of our business and market. I love how much experience they have working with agencies and how insanely smart they are. They truly "get it". Dan is very passionate about what he does and it shows. He has assembled a great team around him and I appreciate that they are looking out for me and providing solutions at every turn.

Are there any areas for improvement?

N/A - if only they would've been able to predict the Coronavirus epidemic, we wouldn't have to re-write all of our communications! :)

BACKGROUND

Introduce your business and what you do there.

Llama Lead Gen helps companies generate inbound leads and pipeline growth through strategic digital marketing across channels like Google Ads, SEO, LinkedIn Ads, email marketing, and conversion optimization.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Sales Schema?

I hired Sales Schema to help build a structured, repeatable sales process for Llama Lead Gen that focused on activating warm relationships and referrals rather than relying on cold outbound. The goal was to create a scalable referral engine, improve our messaging and outreach process, and turn our existing network into a more consistent source of qualified opportunities and new client conversations.

SOLUTION

What was the scope of their involvement?

Sales Schema provided a structured framework for building a referral-based sales engine. The program included access to a video library that walks through the process step by step, templates for outreach and connector conversations, and guidance on how to activate existing relationships to generate warm introductions. Dan (Founder) also offers one-on-one sessions to review progress and provide feedback, along with access to a Slack community where members can ask questions, share ideas, and learn from others implementing the same approach. The main deliverables were the training content, outreach templates, the referral engine framework, and ongoing support through the coaching sessions and community. From there, it was up to us to implement the system and adapt the templates to fit our business and messaging.

What is the team composition?

We worked with Dan.

How did you come to work with Sales Schema?

We found them through a referral. We chose them because they had high ratings, their pricing fit our budget, they were a great culture fit, and their company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working together in October 2025-March 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Working through the program helped us turn our network into a more intentional and consistent source of new conversations and opportunities. Instead of relying on cold outbound, we began systematically reconnecting with past contacts, partners, and connectors and asking for introductions where it made sense. As a result, we generated a number of warm introductions and new business conversations that came directly through referrals. The process also helped us create a more repeatable outreach cadence and a clearer system for tracking who we were reconnecting with and when to follow up. While the biggest impact has been the shift in how we approach sales, the tangible outcome has been an increase in warm conversations and opportunities coming from our existing network rather than cold outreach.

How did Sales Schema perform from a project management standpoint?

Sales Schema’s program is structured more as a training and enablement program than a traditional project with deliverables and deadlines. The core materials, including the video library, templates, and framework, were available immediately, so there were no delays in getting access to the resources. Dan was also responsive during the one-on-one sessions and through the Slack community, which made it easy to ask questions and get guidance while implementing the system. Overall, the program was well-organized and easy to follow, and everything needed to get started was delivered as expected.

What did you find most impressive about them?

What stood out most was the philosophy behind the approach. Instead of pushing companies toward large-scale cold outbound, Sales Schema focuses on activating relationships and building a referral-driven sales engine. That mindset felt much more aligned with how we prefer to do business. The framework also makes something that often feels informal, asking for introductions, much more structured and repeatable. Having clear templates, guidance on how to approach connectors, and a step-by-step process made it easier to turn our existing network into a consistent source of new conversations rather than relying on random outreach.

Are there any areas they could improve?

I can’t think of anything for Sales Schema to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Starke Marketing, an agency that helps businesses stand out by using technology, design, and analytics to boost exposure, engagement, and revenue through strategic marketing solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Sales Schema?

We hired Sales Schema to help us with our outbound efforts. We had done outbound marketing internally before, but it wasn’t our core expertise.

SOLUTION

What was the scope of their involvement?

Sales Schema helped us systemize our outbound approach. Instead of the haphazard way we were doing it before, we wanted to learn how to do outbound marketing correctly, create a scalable process, and implement it. The team provided training resources that were excellent and detailed pathways to build a system that worked. In addition to that, we had access to a Slack channel and community room where we could ask questions whenever we wanted. We also had regular coaching calls that were invaluable. They were live working sessions where the Sales Schema team would screen share and walk through situationally specific issues we were dealing with and show us how to resolve them.

What is the team composition?

We worked with 2–5 teammates from Sales Schema.

How did you come to work with Sales Schema?

We found them through an online search. They were very impressive when I spoke to them, and I felt they were really experts at what they did. The other people I spoke to seemed more generic and cookie-cutter, whereas Sales Schema really understood our business and what we were trying to accomplish.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from September 2025–February 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Sales Schema helped us build a replicable and scalable outbound process. It increased our outbound efforts month over month and led to an increase in higher-quality opportunities. We tripled our outbound outreach through our work with Sales Schema. I don’t have numbers on the percentage increase off the top of my head, but I will say the quality of the conversations and leads increased significantly. When we were doing it ourselves, most of the leads we got back were low quality. However, the conversations we get into now are meaningful. Our outbound marketing is now standardized. We know exactly how many outreach touchpoints are going out every week and every month, and we’re scaling it month over month.

How did Sales Schema perform from a project management standpoint?

They were very proactive and always delivered on time. If something was late, it was on our end. However, even then, they did a great job of nudging us and keeping us moving forward.

What did you find most impressive about them?

Their knowledge and expertise were impressive. There was no fluff, just solid information. They also had high business acumen, tailoring solutions to our specific industry and the ICPs we were targeting.

Are there any areas they could improve?

No, there weren’t any. They were very professional and exceeded our expectations.

Do you have any advice for potential customers?

Commit to the process and trust them. Make time to learn the system. 

BACKGROUND

Please describe your company and your position there.

Partner at a strategic & creative branding services agency, responsible for operations and business development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Sales Schema?

Social media networking & project lead generation.

What were your goals for this project?

Weekly/monthly introductory calls.

SOLUTION

How did you select this vendor?

Reference.

Describe the scope of their work in detail.

Board and vertical based outreach campaigns.

What was the team composition?

Account lead Strategist and writer Media lead

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Significant volume of new connections. Decent call volume. 1-2 direct engagements with net new clients.

How effective was the workflow between your team and theirs?

Fairly seamless and simple.

What did you find most impressive about this company?

Their tenacity and systematic outreach volume impressed us.

Are there any areas for improvement?

More clients would have been nice, but, that is business development and the cost of doing business.