SalesCaptain

BACKGROUND

Please describe your company and position.

I am the Growth & Marketing Strategist of Palowise

Describe what your company does in a single sentence.

Palowise is a leading Web & Social Media intelligence company. It delivers advanced marketing analytics services using AI, LLMs and Machine Learning as well as proprietary KPIs to clients like Nestlé, L’Oréal, Pepsico, JTI, Cosmote, PPC, Eurobank & Interamerican. Palowise offers a variety of services including social media brand analytics, influencer evaluation, trend analysis, sentiment & emotion analysis and topics analysis. Palowise Analytics Platform, powered by MS Power BI, easily turns data into insights, driving strategic marketing decisions. The company holds 4 patents from the US and EU. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• To approach and engage both former clients we aim to win back and competitors’ clients from our existing customer base.
• To generate high-quality leads that would drive sustainable growth for our company.
• To expand our overall customer portfolio and strengthen our market presence.
• To expand internationally by reaching new clients abroad, following our recent rebranding, and increase our revenue through overseas partnerships.

SOLUTION

How did you find SalesCaptain?

Referral

Why did you select SalesCaptain over others?

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

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

SalesCaptain will provide Palowise Outbound GTM and Lead Generation consultingand implementation services as described below. • Verticals: Retail, FMCG, and additional industries• Geography: Greece, (Europe to be potentially added later)• Target prospects: entrepreneurs, marketing directors/managers• Targeting sources: Clay, Bombora, LinkedIn Sales Navigator, Google Maps, etc.• Channels: Cold Email & LinkedIn Outreach• Prospects engaged: up to 3,000/month Month #1 | Outbound Strategy & Setup Months #2-4 | Campaign Management & Optimization Months #5-12 | Campaign Management & Revenue Realization  

RESULTS & FEEDBACK

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

From the very first days of launching the campaign, we started seeing impressive results. Within the first three days, we had already scheduled meetings with new clients, and by the end of the first week, we had over 10 meetings with both new and returning customers. We saw numbers we had never achieved with previous partners.

The collaboration with SalesCaptain has been incredibly smooth and effective — their team is fully hands-on, guiding us step by step from the beginning. They respond instantly to any questions, keep us updated in real time, and genuinely care about our success. It’s clear that they are truly invested in us as a client, and their proactive support has made a huge difference in the results we’re seeing.

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

SalesCaptain’s project management has been excellent from the start. They deliver everything on time and always keep us informed about the progress of each stage. Their communication is fast, clear, and proactive — we never have to wait for updates or follow up ourselves.

They respond immediately to our needs and adapt quickly whenever adjustments are required. What stands out the most is how personally invested they are in our success — they truly act as a part of our own team, offering guidance and practical advice at every step.

What was your primary form of communication with SalesCaptain?

In-Person Meeting

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

What stood out from the very beginning was their enthusiasm, passion, and deep knowledge of what they do. They inspire trust and make you feel confident that your investment is truly worth it. The team is not only highly effective but also genuinely positive, energetic, and motivated — working with them is a pleasure both professionally and personally.

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

At this point, we wouldn’t change anything. The team is highly organized, providing daily communication and guidance. We conduct weekly reviews to assess results and remain in constant contact. Their approach has been seamless and very effective so far.

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of Version2

Describe what your company does in a single sentence.

We're an advertising technology company servicing independent agencies internationally. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Generate Discovery Calls

SOLUTION

How did you find SalesCaptain?

Referral

Why did you select SalesCaptain over others?

• Referred to me
• Company values aligned

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

Our team partnered with SalesCaptain to support our business development efforts by generating warm, qualified leads for discovery calls.

RESULTS & FEEDBACK

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

Working with SalesCaptain has been an absolute game-changer for our business. From day one, their team impressed us with their professionalism, responsiveness, and ability to truly understand our ideal customer profile.

They don’t just send leads—they send the right leads. Every month, we receive 20+ warm, well-vetted opportunities that lead to meaningful conversations. This has helped us grow our pipeline significantly while freeing up time for our internal team to focus on closing deals rather than chasing cold leads.

Beyond the results, the SalesCaptain team is a true pleasure to work with. Friendly, proactive, and genuinely invested in our success—they feel like an extension of our own team.

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

Their team is incredibly organized, communicative, and responsive. If something isn’t working or needs adjustment, they pivot instantly—no red tape, no delays, just fast, smart solutions. It’s rare to find a partner that can move this quickly and still maintain such high quality.

They proactively share performance insights, test new messaging, and continuously optimize outreach strategies, all while keeping us informed and involved throughout the process. Their ability to stay flexible while staying focused is impressive.

On top of that, they’re just genuinely wonderful people to work with—kind, driven, and collaborative. They truly feel like an extension of our team.

What was your primary form of communication with SalesCaptain?

Virtual Meeting

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

The personal touch. The relationships. The accountability. The innovation. Our kind of people. 

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

NA. 

BACKGROUND

Please describe your company and position.

I am the Head of Growth of a beauty and wellness SaaS company.

Describe what your company does in a single sentence.

Vertical SaaS for beauty & wellness

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Lead sourcing and enrichment
• Run outbound email campaigns

SOLUTION

How did you find SalesCaptain?

Online Search

Why did you select SalesCaptain over others?

High ratings

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

Lead list building and enrichment

Cold email outreach

RESULTS & FEEDBACK

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

Positive replies from email campaigns 

Demos booked

Closed won deals

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

Overall project management was clear, organized and timely - they responded well to my needs, compiled clear action items for each of my requests and followed up to complete them. 

What was your primary form of communication with SalesCaptain?

• Virtual Meeting
• Email or Messaging App

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

The team is very focused on delivering strong results for us and has dedicated a lot of resources, time, and effort to ensuring we are succesful. Not only do they help with cold email, but have been thought partners on general outbound and sales strategy as well. 

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

Lead list building and enrichment continues to be a core area of development for the team - our prospects are small businesses, and we require a high degree of data fidelity on attributes enriched for each lead. The SalesCaptain team has made significant strides to improve on this capability, though there is still additional opportunity to improve consistency and quality of lead lists provided. 

BACKGROUND

Please describe your company and position.

I am the Sales Leader of RI.GTM

Describe what your company does in a single sentence.

B2B SaaS Developer Tool - Like Figma but for React Apps

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Book 5-10 meetings a month
• Set up cold email tooling infrastructure
• Find message-market fit e.g. reply rate over 1%

SOLUTION

How did you find SalesCaptain?

Online Search

Why did you select SalesCaptain over others?

• Pricing fit our budget
• Good value for cost

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

We needed help with doing outbound from ground zero.

💬 I evaluated 4-5 other agencies e.g., ColdIQ and a few other Clay Experts.

🌟 Bill & the SalesCaptain team were the only ones who were willing to show the entire process end to end, of how it would exactly be done - and Bill himself had experience in selling developer tools as a former ComSci graduate, which gave us a lot of confidence.

Month 1, we worked together to set up all the email infra, tools, and copywriting. I really appreciated the sales onboarding doc, and the fact they were willing to get on a couple of calls to really nail down our target market. Cold email will never work if you aren't targeting the right people, so I was happy they spent the time to really understand our ICP.

🚀 The first day we launched the campaign, we saw the Slack message: someone replied, and we knew we were on the right track. With their work, we booked 15 demos in our first month of the campaign. Insane results, our team was all hi-fiving. 🙌

📊 Their list-building skills were extraordinary — all of their lists were from custom-built data sources, e.g., Crunchbase, and scraping LinkedIn.

In Month 3, we had some deliverability issues, but they guided us through fixing them. We got more inboxes through Zapmail, and we were back online.

After a successful quarter, we hired a full-time sales manager to take the foundation they had built and expand on it further. However, we continue to keep in touch with them on an advisory basis as they are the Clay Experts.

Bill is a man of high respect and honors his word - even when things don't go right, he always makes sure to make things right. Kind of like a Lannister always repays their debts haha. 🦁

Highly recommend SalesCaptain!!

RESULTS & FEEDBACK

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

15 meetings booked in first month of the campaign

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

Yep, provided a week by week update, and we talked about things real time in Slack

What was your primary form of communication with SalesCaptain?

Email or Messaging App

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

Bill is really a thought leader - check out his LinkedIn

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

We had 3 people assigned to our account, and one had to swap out halfway through which changed the work quality slightly - but they were able to fix.

BACKGROUND

Please describe your company and position.

 I am the Marketing Director of a financial services company 

Describe what your company does in a single sentence.

We give straightforward advice to small business owners about payment processing rates and POS equipment by finding customized processing solutions for their needs, and through our program, ensuring they’re always paying the lowest possible credit card processing rates.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Find restaurant-adjacent companies interested in adding an additional revenue stream through our Partner program.

SOLUTION

How did you find SalesCaptain?

email

Why did you select SalesCaptain over others?

• Pricing fit our budget
• Great culture fit

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

SalesCaptain built an email and LinkedIn outreach campaign for us to target restaurant-adjacent businesses looking for an additional revenue stream and introduce them to our Partner program. During this process, they honed in on the decision makers we should be speaking to via Lemlist and LinkedIn, crafted email and social DM messages for outreach, and forwarded interested leads to our Business Development team.

RESULTS & FEEDBACK

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

SalesCaptain's efforts to date have resulted in 3-5 hot Partner leads that we are in the process of pursuing. Once those partnerships are established, we will measure success by the number of merchant leads those Partners bring in, and the quality of those merchant leads.

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

The SalesCaptain team has always been extremely responsive and timely in delivery and communication.

What was your primary form of communication with SalesCaptain?

• Virtual Meeting
• Email or Messaging App

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

Their can-do, positive and collaborative attitudes! They were a real pleasure to work with.

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

Nothing comes to mind at the moment.

BACKGROUND

Please describe your company and position.

I am the CEO of AdLib Media Group

Describe what your company does in a single sentence.

DSP Advertising Made Easy. Reach your audience on the world’s most popular sites, apps, and streaming platforms. No Contracts. No Minimums.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Lead Generation

SOLUTION

How did you find SalesCaptain?

email

Why did you select SalesCaptain over others?

• Pricing fit our budget
• Great culture fit
• solid hook

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

AdLib faced several challenges in expanding its global presence:

Initially focused on US accounts but experienced limited success with inconsistent outreach results.
The outreach strategy required a shift in market focus to higher-performing regions such as the UK, EU, and ANZ to improve engagement and conversions.

These challenges highlighted the need for a refined, region-specific approach to effectively target the right markets and improve overall performance.

Solutions

SalesCaptain implemented the following solutions to help AdLib improve their outreach:

Shifted market focus: Moved from targeting US accounts to focusing on high-performing regions such as the UK, EU, and ANZ.
Prioritized agencies: Targeted agencies with multiple brands, which became a key source of leads and opportunities.
Optimized messaging: Adjusted cold email and LinkedIn content strategies, tailored to each region’s audience for better engagement.
Consistent follow-ups: Implemented regular re-engagement campaigns to maintain interest and drive conversions.

These solutions helped AdLib improve performance and expand globally.

RESULTS & FEEDBACK

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

Helping AdLib Expand Globally with Cold Outreach
DSP Advertising
SaaS
SalesCaptain's cold email campaigns were proven highly effective, consistently generating high-quality leads for AdLib.
126
Booked appointments in 11 months
 
53%
Deal closing ratio

salesCaptain delivered impressive results for AdLib:

126 demo calls booked with key decision-makers
65 deals closed
Average LTV / Client $80.000

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

yes., they are super responsive and proactive

What was your primary form of communication with SalesCaptain?

• Virtual Meeting
• Email or Messaging App

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

results and consultative approach.

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

No

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of Pixofix. We support e-commerce companies by enhancing the visual content of their projects. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SalesCaptain?

We hired SalesCaptain to help us reach new customers and improve our sales growth by doing outbound marketing. 

SOLUTION

What was the scope of their involvement?

SalesCaptain works on generating leads for us. We’ve given them our ideal customer profile, and they’ve created a summary of our requirements. They’ve been doing outreach and lead-generation campaigns for us based on that information. Their team has also created scripts, which we’ve proofread and approved. Their members handle email campaigns, too — our team doesn’t have to do anything except when we receive a call from a client and have to do a demo. 

What is the team composition?

We’re generally in touch with the account manager, but we work with a total of six teammates. 

How did you come to work with SalesCaptain?

I found them on Google and looked up their value proposition, which was great for us. On top of that, their pricing was quite within our budget. 

How much have you invested with them?

We pay SalesCaptain about $3,500 per month.

What is the status of this engagement?

We started working together in January 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’re aiming to get clients on a monthly basis, and our target with SalesCaptain is 3–4 clients per month. They’re meeting this KPI, so I’m happy with them.

How did SalesCaptain perform from a project management standpoint?

SalesCaptain provides us with a weekly report on how many of our emails are being opened. They deliver great summaries through PowerPoint and Looker Studio. 

What did you find most impressive about them?

I’ve seen them grow and add new services. When we run out of ideal leads, they work in advance to provide new target areas. They then match our campaigns with those areas accordingly. Overall, they’ve created a nonstop process where we’re not running out of leads — that’s a good thing for us. 

Are there any areas they could improve?

No, there aren’t any. However, as generating more leads becomes more challenging, we’ll discuss their cold-calling services in the future. We want to know how else they can generate leads. 

Do you have any advice for potential customers?

You can rely on SalesCaptain. Their pricing is competitive, and the team is hands-on. They take care of their clients and want to grow their businesses with their entrepreneurial approach. 

BACKGROUND

Please describe your company and your position there.

I am the Director of Marketing for a boutique growth finance company that specializes in funding for SaaS companies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SalesCaptain, and what were your goals?

Our goal was to raise brand awareness and create meaningful conversations with SaaS companies seeking funding. Sales Captain led an initiative to identify targeted contacts and develop a nurture sequence to educate, spark conversations and drive conversions.

SOLUTION

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

After conversations with multiple vendors, we selected Sales Captain due to their experience with other clients, keen understanding of the SaaS industry, wealth of martech knowledge and value.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

The team was highly strategic in their approach, and recommendations and extremely organized from the kick-off call to the subsequent conversations along the way. They leveraged in-house tools and brought in new technologies to help reach our goal.

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

We appreciated having a dedicated point of contact throughout the partnership, professional and easy to work with, and the opportunity to work with multiple team members, highly knowledgable and talented, supported by a great group of employees working behind the scenes to meet objectives.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Hundreds of new prospects were identified with the highest open rates and click-thru rates we’d ever seen.

How effective was the workflow between your team and theirs?

The workflow and collaboration was unparalleled. Weekly meetings were scheduled, with high levels of communication in between with fast response times, and a willingness to go above and beyond to make recommendations or experiment in new ways to serve a trusted advisor and an extension of our sales and marketing teams.

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

Their professionalism, experience, and leadership approach resulted in a true partnership relationship. We, in turn, hire them for additional projects outside the initial scope of work.

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

No. Highly impressed with the work, effort and team.

BACKGROUND

Please describe your company and position.

I am an executive at Robin AI

Describe what your company does in a single sentence.

Robin is a Legal Intelligence Platform which helps your business grow, transforming how your business understands and leverages its legal agreements. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Automated outbound
• Help implement latest tooling

SOLUTION

How did you find SalesCaptain?

Event

Why did you select SalesCaptain over others?

• Good value for cost
• Company values aligned

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

 Help automating outbound Introduce latest tooling in our GTM GTM engineering help 

RESULTS & FEEDBACK

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

• Inbound pipeline

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

• Clear delivery timelines

What was your primary form of communication with SalesCaptain?

Virtual Meeting

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

I was impressed with their rate of innovation.

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

• Less team changes during the project would help with consistent reporting
• More involvement from senior management

BACKGROUND

Please describe your company and position.

I am the Community Growth Lead of inSymmetry International

Describe what your company does in a single sentence.

Peer-to-Peer Group Coaching Program for the professional and personal development of senior executives. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SalesCaptain to accomplish?

• Lead Generation

SOLUTION

How did you find SalesCaptain?

Referral

Why did you select SalesCaptain over others?

• Close to my geographic location
• Pricing fit our budget
• Referred to me

How many teammates from SalesCaptain were assigned to this project?

2-5 Employees

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

Creation of an email marketing outbound campaign for lead generation 

RESULTS & FEEDBACK

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

 135 positive/nurture replies

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

The technical team was very supportive in responding.

The project steps were clear, even in the cmplexe process. 

What was your primary form of communication with SalesCaptain?

• Virtual Meeting
• Email or Messaging App

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

The support of the technical team and their responsiveness were impressive.

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

Adaptation of the consulting to the exact needs of the project