Social Bloom

BACKGROUND

Please describe your company and your position there.

I the CEO of an technology services firm. We assist medium and large businesses build, operate and manage digital commerce systems and infrastructure

OPPORTUNITY / CHALLENGE

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

We have engaged SocialBloom since early 2021 to generate market awareness of our company, Cloudcafe, Inc, its services through conversations with senior executives and decision makers. SocialBloom collaborated with our marketing team to design, build and execute a comprehensive outbound email marketing campaign to a targeted audience across US & Canada.

SOLUTION

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

SocialBloom was one of the 4 respondents to our job posting for lead generation on Upwork. After discussing our requirements and evaluating the proposal of the 4 agencies SocialBloom stood out as a team of professionals we could collaborate with because of their experience in appointment setting using email campaigns, proposed approach, transparency, flexibility and cost

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

First we went through a discovery phase where our business goals were discussed and our value propositions were identified. SocialBloom team then developed a drip campaign strategy along with the content for email sequences. SocialBloom used very specialized set of tools for this form of campaign. We have been using Slack for project management and team communication

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

We have worked with an Account Manager, an email campaign manager. To track the performance of the campaign SocialBloom has given us access to near real time dashboard

RESULTS & FEEDBACK

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

We started off with a blank slate and SocialBloom's experience helped us shape the message and conduct an informal A/B test to determine audience response. All the performance metrics have been trending in a positive direction including open rate and click through rate. Our most important criteria has been customer response to our email and appointment setting.

Since our campaign started in Dec 2021, we have had a atleast one prospect per week responding. Since its still early in the process and we are in enterprise B2B market with an AOV in 5 figures, trends are more important than actual number at this point. However our goal is to have an average of 3-4 appointments per week over the next 12 weeks.

How effective was the workflow between your team and theirs?

We use Slack for all our communications and its pretty quick and easy

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

The most impressive quality of the team is their ability to take technical jargon and convert them into a business friendly email copy. They are honest and transparent about what's working and what's not. We have come to trust them.

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

We would like them to integrate with our Hubspot CRM

BACKGROUND

Please describe your company and your position there.

I am the owner of a video production company. Our customers were happy with our work but we had a problem with customer retention. Our marketing was mostly passive: website inquiries and word of mouth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SocialBloom?

We wanted to set up an email marketing strategy to stay in touch with our customers, and to actively reach out to acquire new clients. We did not want our emails to look like advertising, but as personal emails to the recipients. Caleb and his team were very knowledgeable and set up a powerful email platform for us.

The sending schedule is throttled so that the emails are actually delivered and not flagged as spam and timed to bring in results. There's an art to successful email campaigns, and Caleb is an expert at it. The open and response rates are very high and we are very happy with the results. Caleb truly understands our business and our objectives. We have several campaigns in the queue and rely on Caleb to pull in the inquiries.

SOLUTION

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

We considered a number of email marketing firms. The deciding factor was when Caleb (the owner) said that mass email campaigns simply don't work.

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

Social Bloom offers a start-to-finish email marketing service which includes setting up the emailing platform, copywriting, scheduling, timed launch and responding to inquiries. In our situation, we did not need all of the services. Social Bloom customized the service to fit our needs and budget.

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

One main contact and two support staff members who report to us on the progress and outcome of the ongoing campaigns.

RESULTS & FEEDBACK

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

We had a high number of positive responses, but the biggest success is that we now have a way to communicate and stay engaged with the customers.

How effective was the workflow between your team and theirs?

The workflow has been seamless. We communicate on Slack and Social Bloom has been proactive in keeping the work moving forward.

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

They were very flexible and understanding to develop a customized program that works to meet our specific needs.

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

No, I can't think of anything they could have done differently. It's par for the course to take some time in the beginning to get to know each other's procedures and style and that period was actually pretty short.

BACKGROUND

Please describe your company and your position there.

I'm the CEO of a contract management platform that helps our clients save time, save money, and reduce risk.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SocialBloom?

We have tried in-house marketing efforts in the past without great success. We hired SocialBloom as an extension of our team to handle all marketing efforts.

SOLUTION

How did you select this vendor?

Completed a series of interviews after researching organizations that were suited to best support our marketing efforts.

Describe the scope of their work in detail.

We started with a simple strategy to get our marketing efforts moving forward. From there, we have continued to add additional marketing projects to drive more lead generation.

What was the team composition?

We are small company with a marketing team of one. We worked directly with the SocialBloom team to create strategy and execution plans.

RESULTS & FEEDBACK

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

We are seeing a steady increase in leads now that our efforts have had some time to penetrate our targeted markets and review/improve upon our content.

How effective was the workflow between your team and theirs?

We have a weekly meeting to keep each other on task. Very straight forward metric tracking and activity assignments.

What did you find most impressive about this company?

SocialBloom (Caleb) has been a great partner from day one. Their service includes a lot of listening to what we are trying to accomplish and willingness to try new ideas. Caleb has been a very responsive partner.

Is there any area for improvement or anything that could have been done differently?

We did not have a clear marketing strategy/plan when we first engaged. It took some time to agree upon initial steps and the plan of action to achieve the intended results.

BACKGROUND

Please describe your company and your position there.

I'm the Head of Vendor Relations at SelectSoftware Reviews. Our company focuses on providing unbiased research to HR professionals so they can find and buy the right software.

OPPORTUNITY / CHALLENGE

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

We needed help with Lead Generation in the sales department, so SocialBloom set it up in automatic mode for us. The goals were to contact more than 300 new companies and obtaining 20-30 new prospects.

SOLUTION

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

We did our research online for agencies that provided this type of service and shortlisted 3. After interviewing them, we chose this company based on their experience and cost estimate.

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

Initially, we went through a discovery phase to share our needs and the niche target for this campaign. Later, they put together a lead generation strategy focusing on writing email blasts and contacting through LinkedIn. This was integrated with our Mixmax calendar so whenever there was a warm lead it automatically separated time in our calendar for videocall. They send weekly reports to measure all progress.

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

The entire marketing team worked with us, even shared a Slack group for immediate responses.

RESULTS & FEEDBACK

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

These lead-gen campaigns were very successful. We are still getting new customers to sign for our PPC bidding program.

How effective was the workflow between your team and theirs?

We had video call meetings twice a month via Zoom with the SocialBloom team. Communication was very fast and efficient, whenever they had questions with the prospects.

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

They are really a Lead-generating machine, worth adding to help your Sales team in any industry.

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

They could have done more research to better understand our target market at the beginning of the campaign but that later was corrected and worked perfectly.

BACKGROUND

Please describe your company and your position there.

I'm the owner of a music mixing company.

OPPORTUNITY / CHALLENGE

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

My goal was to get leads, so we hired Social Bloom for linkedin and email lead generation.

SOLUTION

How did you select SocialBloom and what were the deciding factors?

He had a great offer and I liked their personality as a company

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

Discovery call then 2 onboarding calls and they started working right away with the information given

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

I got the owner and a staff member work with me

RESULTS & FEEDBACK

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

3 leads in a week, that's pretty awesome.

How effective was the workflow between your team and theirs?

It was perfect. I didn't have to manage anything, they got it.

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

The trust that they generate. They are very genuine people. Everything is on-point and on time.

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

not really. They have done a great job.

BACKGROUND

Introduce your business and what you do there.

I'm the head of strategy and planning at SimpliCreative, an advertising and marketing company. We're a strategic website partner for B2B service businesses nationwide. We turn websites into high-performance marketing systems focused on positioning, conversion, and measurable business outcomes.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Social Bloom?

We needed help with lead generation.

SOLUTION

What was the scope of their involvement?

Social Bloom helped us with lead generation. The team was responsible for delivering 10 qualified leads per month.

RESULTS & FEEDBACK

How did your relationship with your partner evolve?
Caleb and Jannel were very helpful throughout this process.

In what ways can they improve?

N/A
What advice do you have for clients with similar needs to yours?
 Give Social Bloom a try

UPDATED REVIEW

This review was published on Mar 9, 2026.

Cambria Lyon
Head of Strategy & Planning, SimpliCreative
Advertising & marketing
San Diego, California
1-10
Jan 2026 - Mar 2026
Less than $10,000
Verified

Project summary
Social Bloom provided lead generation services for a website strategy consultancy. The team was tasked to deliver 10 qualified leads per month.

Feedback summary
Social Bloom's team was responsive and attentive, but the client received only two high-quality leads throughout the engagement. The onboarding process helped the client better define their brand and ICPs. Overall, the engagement fell short of the client's expectations.

BACKGROUND

Introduce your business and what you do there.

I'm the head of strategy and planning at SimpliCreative, an advertising and marketing company. We're a strategic website partner for B2B service businesses nationwide. We turn websites into high-performance marketing systems focused on positioning, conversion, and measurable business outcomes.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Social Bloom?

We needed help with lead generation.

SOLUTION

What was the scope of their involvement?

Social Bloom helped us with lead generation. The team was responsible for delivering 10 qualified leads per month.

What is the team composition?

We worked with 2–5 members of Social Bloom's team.

How did you come to work with Social Bloom?

We chose Social Bloom because of their guarantee.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from January 2026–March 2026.

RESULTS & FEEDBACK

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

Social Bloom was responsive and attentive, but we didn't have much success from a revenue standpoint with this engagement. We got about two quality leads throughout our engagement. However, the onboarding process helped us define our brand and ICPs better.

How did Social Bloom perform from a project management standpoint?

Caleb (CEO) and Jannel (Account Manager) were responsive and attentive.

What did you find most impressive about them?

Social Bloom's team was responsive and attentive.

Are there any areas they could improve?

There was a disconnect between the leads we were getting and our ICPs.

Overall rating: 3.5

Quality 3.0

Cost: 3.0

Schedule: 4.0

Willing to refer: 3.5

BACKGROUND

Introduce your business and what you do there.

I'm the Co-Founder of Hive180. We specialize in revitalizing branding and developing impactful websites for professional companies and startups, helping businesses attract their ideal clients and stand out in the market.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Social Bloom to accomplish?

We engaged Social Bloom to help us generate leads with potential clients who are aligned with our services. Our goal was to connect with businesses interested in branding and website development.

SOLUTION

What was the scope of their involvement?

Social Bloom is responsible for outreach, scheduling calls with potential clients, and reporting progress. They book fit calls for us to determine if the potential client will engage us for branding and website development. We are still early in the process and have received several calls, with more expected during their guarantee window.

What is the team composition?

There are between two and five team members from Social Bloom assigned to our project.

How much have you invested with them?

We've spent between $10,000 and $49,999.
How did you come to work with Social Bloom?
We found Social Bloom through an online search and chose them due to their high ratings and good price for our budget with no extra fees once complente.

What is the status of this engagement?

Our project with Social Bloom began in September 2025 and is currently ongoing.

RESULTS & FEEDBACK

What were the measurable outcomes from your project with Social Bloom that showed progress or success?

So far, we have had seven calls scheduled over a two-week period. While we have not yet converted any of these leads, we are still within the guarantee window and expect more opportunities as the project continues.

Have you noticed any changes in the quality or relevance of the leads over this period?

With our feedback, Social Bloom has adjusted their communication approach on our behalf, which has helped improve the relevance of the leads. We communicate via virtual meetings, emails, and messages.

What did you find most impressive or unique about working with Social Bloom?

The most impressive aspect of working with Social Bloom is their full money-back guarantee, which provides added confidence in their service.

Are there any areas they could improve?

Social Bloom's dashboard was confusing, and we were not given a walkthrough, which made it challenging to use effectively.

BACKGROUND

Please describe your company and position.

I am the CEO of Wavemaker

Describe what your company does in a single sentence.

At Wavemaker we believe there is always a better way to grow

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Social Bloom to accomplish?

• We hired Social Bloom to help us increase sales and consistently grow our pipeline with qualified opportunities for our company.

SOLUTION

How did you find Social Bloom?

• Online Search
• Clutch Site

 Why did you select Social Bloom over others? 

• Great culture fit
• Good value for cost

How many teammates from Social Bloom were assigned to this project?

2-5 Employees

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

Social Bloom set up a multichannel lead generation engine in-house and also implemented a structured sales process for our sales team to follow. Key deliverables included: 

• A steady flow of qualified leads (SQLs) each week.
• A clearly defined sales process to improve efficiency and win rates.
• Ongoing support and guidance from both their team and founder.

RESULTS & FEEDBACK

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

We achieved 5–10 new SQLs per week and strengthened our sales process, which led to more effective pipeline management and an improved win rate.

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

Their project management was excellent. Everything was delivered on time, and whenever we had questions or concerns, the team and founder were quick to respond and provide support.

What was your primary form of communication with Social Bloom? 

• In-Person Meeting
• Email or Messaging App 

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

 They clearly know what they are doing. Their expertise in sales outsourcing and lead generation was evident from the start, and their ability to execute reliably stood out.

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

Not right now

BACKGROUND

Please describe your company and position.

I am the CEO of The Exit School

Describe what your company does in a single sentence.

We help six-figure employees buy seven-figure businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Social Bloom to accomplish?

• Lead generation

SOLUTION

How did you find Social Bloom?

Referral

Why did you select Social Bloom over others?

• Great culture fit
• Referred to me

How many teammates from Social Bloom were assigned to this project?

2-5 Employees

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

We hired Social Bloom to help us find off-market deals for the people in our program. They consistently generated 8-10 leads per month. Almost all of the leads they generated were high quality and exactly what we were looking for. 

RESULTS & FEEDBACK

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

They consistently delivered 8-10 high-quality leads per month. 

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

Their project managment team was incredibly responsive and helpful. I cannot recommend them too highly.

What was your primary form of communication with Social Bloom?

Virtual Meeting

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

We had an amazing experience all around.

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

Nope

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and COO of Hyperzon, an advertising and marketing company. We’re a full-scale Amazon marketing agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Social Bloom?

We hired Social Bloom to do cold outreach lead generation for us.

SOLUTION

What was the scope of work with Social Bloom?

Social Bloom is contacting people over email on my behalf and booking calls with me for interested leads. Their copy is really good, and they’re on top of things with scheduling and transparency.

What is the team composition?

We have four teammates from Social Bloom.

How did you come to work with Social Bloom?

I found Social Bloom through a referral. They looked trustworthy, and someone I know had already worked with them. Additionally, their terms were fair.

What is the status of this engagement?

We started working together in March 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Social Bloom has been able to book calls for me weekly, where other lead generation agencies have failed before. The important KPI is closed leads at the end, and we’ve closed multiple leads in short period of time.

How did Social Bloom perform from a project management standpoint?

Social Bloom always delivers on time and responds well to our needs. We communicate via Google Chat.

What did you find most impressive about them?

Social Bloom makes changes when something isn’t working and keeps pushing.

Are there any areas they could improve?

There’s nothing I can think of that they can improve on.