Social Bloom

BACKGROUND

I am the Account's Head of Secure Axis Management

Secure Axis Management is an agency that provides advertising and marketing solutions for B2B companies and individual brands who need help with managing their branding, campaigns online, and customer acquisition efforts.

OPPORTUNITY / CHALLENGE

• To generate more consistent flow of mid-market clients through retainer accounts rather than depending on word of mouth marketing
• To screen out lower budget one-off projects from getting to our senior sales account managers
• To validate outbound outreach on some particular commercial industries

SOLUTION

• Online Search
• Clutch Site

• High ratings
• Good value for cost
• Company values aligned

2-5 Employees

Social Bloom started by analyzing some of our best clients beforehand to have an idea about a viable commercial fit for Secure Axis Management before sending out emails. Then, they generated their own lists of prospects, managed the domains and emails that were used as outgoing channels, developed customized cold-email sequences, and managed daily replies.

Some of their primary deliverables were as follows:

• Identification and validation of contacts of decision-makers (CMOs, Marketing Directors, and Founders) in our targeted industries
• Development of multi-email copy and experimentation of different angles related to ROI and brand growth of our campaigns
• Follow-ups and responses to some questions raised by our prospects
• Screening of the prospects based on the retainer criteria and scheduling discovery calls
• Weekly reports about response rate and lead generation in certain industries

RESULTS & FEEDBACK

1. Made around 8 to 10 introductory calls per month once the campaign was in full swing
2. Converted about 13% of the positive responses of the decision makers to scheduling the meetings
3. Provided us with a lot of data about which two segments of the industry would respond well to our management retainer program
4. Apart from that, the quality of these introductory calls improved greatly as well since, by that time, prospects understood what we were calling for and knew what kind of company we are. 

Social Bloom maintained a very disciplined, organized approach throughout the process. Campaign rollouts, list approvals, and week-end reports were all provided in an on-time fashion. For urgent queries, we utilized both Slack and email, while having short conference calls whenever it was needed to talk about the sector’s performance. If something in the messaging was not working, they brought it to our attention instead of vice versa.

• Virtual Meeting
• Email or Messaging App

They weren’t merely concerned with booking calendar meetings; they were also conscious of whether the prospect actually made business sense for us. There are plenty of outbound vendors who consider a warm response as a success, despite the fact that the prospect does not have a budget or need for the product. Social Bloom was very truthful about the quality of leads and rejected poor matches themselves, making them appear as a true commercial partner.

There is not much on the execution side. Initially, getting their lead tracking sheet integrated into our internal account pipeline required some additional cleanup work weekly. It would have been better to implement a better CRM workflow at the kickoff stage, but the team was always ready to provide all information we needed.

BACKGROUND

I am the People Operations Manager of Codervio

Codervio is an advertisement and digital marketing firm that helps rising brands establish their presence in the digital space through performance-based campaigns and converting web traffic into bottom line growth.

OPPORTUNITY / CHALLENGE

• In terms of logistics and capacity, our goal was to cease drawing our account managers and leadership from actual client work in order to pursue new business. Building an outbound SDR team for ourselves at this point made little sense, but not doing so left us vulnerable in the area of planning based solely on referrals. Bringing in Social Bloom would create an external lead generating machine that would allow us to pursue new business without overworking internal team members.

SOLUTION

Online Search

• Pricing fit our budget
• Great culture fit
• Good value for cost

2-5 Employees

The marketing world can get quite noisy, and many business owners disregard the pitches from an agency if it sounds too good to be true. Social Bloom assisted us in identifying those mid-size businesses who had room for improvement in their current ad performance and/or digital marketing strategy before any of the emails went out.

They took care of the prospecting, cleaning of email lists, crafting of short and friendly outreach sequences, and managing of responses. The first point of distinction we identified early on was distinguishing between companies requesting price quotes and companies looking for a marketing partner. Social Bloom sorted out this preliminary process by email, scheduling calls only when there seemed to be a fit. 

RESULTS & FEEDBACK

Probably the best operational gain for us was predictability without increasing internal headcount. Rather than hiring, training and managing junior sales reps, we had a steady stream of 6 to 8 pre-screened introductory calls per month with marketing managers and founders.

The predictability helped me plan our workload in advance and not just react to quiet periods or urgent client requests. Quite a number of those introductory calls led to proposals, and our delivery leads gained several hours of their time per week for working with existing clients.

Cooperating with Social Bloom was really stress-free. As I manage both external partners and internal operations, I was happy that they didn’t make campaign management one more challenging project for me. They launched campaigns timely, provided weekly progress reports via Slack and emails, and changed targeting parameters when we saw that some niches worked better than others.

• Virtual Meeting
• Email or Messaging App

It was good to see how personal and authentic their conversation was, both with us and with the prospects they contacted through emails. People can recognize a generic sales pitch very easily. Social Bloom maintained a friendly tone of conversation which not only helped them look good in front of Codervio but also made it easier for them to have warm initial conversations with their prospects.

In the beginning weeks, the process of passing on the booked leads to the leadership calendar required some information regarding the background of the prospects from their emails. Once we implemented a short note for each booked call, everything was fine for us.

BACKGROUND

Please describe your company and position.

I am the Director of Sales Development at an oil and lubricants company.

Describe what your company does in a single sentence.

• Our company manufactures and delivers base oils, lubricating oils, bitumen, fuel oils, and petrochemical raw materials to industrial customers and their processors.

OPPORTUNITY / CHALLENGE

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

• We wished to increase our outbound sales approach and contact procurement managers, industrial distributors, lubricating oil blenders, and many more. We aimed to generate a steady stream of prospects for our company without having our internal sales people manage all aspects of lead generation.

SOLUTION

How did you find Social Bloom?

Online Search

Why did you select Social Bloom over others?

• Pricing fit our budget
• 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 assisted in the execution of our prospecting process by providing information about relevant companies, compiling contact lists, creating tailored email copy, sending out outreach emails, and handling follow-up responses from interested prospects. This effort has been aimed at creating relevant conversations around our industrial products.

RESULTS & FEEDBACK

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

In terms of results, our campaign has produced 35 qualified leads, 18 positive responses, and 8 scheduled meetings during a three-month project period. This data allowed us to determine whether we are reaching the right industrial customers through our targeting and outreach.

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

• Our communication occurred via email and scheduled video calls. The team kept us informed about our prospecting and outreach activities, as well as any changes in our target audience and copy that may be required. The deliverables were completed on schedule, with regular updates and timely adjustments to our targeting and messaging when needed.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

• The value here is in having prospect research and outreach conducted as a unified effort. This will save sales development efforts time on list building, and will keep their focus on having qualifying conversations.

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

• A deeper level of analysis of contacted companies, responses, reasons for disqualification, and meetings would allow for an easier assessment of the campaign’s effectiveness. This would also enable us to determine the segments of industry that we should be focusing our future efforts on.

BACKGROUND

Please describe your company and position.

I am the VP of Sales at a technology solutions company.

Describe what your company does in a single sentence.

Our company provides tech solutions that will allow companies to optimize their digital operations, create software, and develop systems.

OPPORTUNITY / CHALLENGE

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

• The goal of reaching more qualified business-to-business (B2B) decision makers, saving time on prospect research for the sales team, and creating a steady flow of sales conversations with companies requiring our technology services was set by us.

SOLUTION

How did you find Social Bloom?

Online Search

Why did you select Social Bloom over others?

• Pricing fit our budget
• 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 assisted our outbound sales campaigns through services of B2B Lead Generation, B2B Appointment Setting, and Sales Outsourcing. Services included the development of our ideal customer profile, research of relevant businesses, drafting of customized outreach messages, follow-ups management, and arrangement of qualified sales appointments.

RESULTS & FEEDBACK

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

• In the course of the campaign, we obtained 45 qualified leads and 12 scheduled meetings. The data helped us gain insights into prospect engagement and evaluate their relevance to our sales goals.

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

• The team managed campaign-related activities using email and scheduled video calls, and updated us on target account identification, outreach, and prospect responses. The team accommodated our suggestions by refining targeting, adjusting messaging, and improving follow-up sequences, and executed agreed deliverables on schedule.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

• The most beneficial thing was that all aspects, such as research of prospects, personalized outreach, and scheduling of meetings were combined into one process. Thus, our sales team could spend more time on evaluation of prospects and preparation for meetings with them.

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

• It would be great to have a more detailed reporting dashboard showing outreach quantity, response rate, criteria of qualification, and result of meetings.

BACKGROUND

Please describe your company and position.

I am the Director of Demand Generation of LandMetra

Describe what your company does in a single sentence.

• Services of Landmetra include the provision of manufacturing services for industrial uses such as metal fabrication, CNC machining services, manufacturing of industrial machinery and engineering support to manufacturing industries.

OPPORTUNITY / CHALLENGE

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

• In order to improve our efforts in generating demand for our services, we sought the assistance of Social Bloom in reaching out to key decision makers in manufacturing companies.

SOLUTION

How did you find Social Bloom?

• Online Search
• Clutch Site

Why did you select Social Bloom over others?

• High ratings
• Pricing fit our budget
• 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.

• The engagement was done on Demand Generation Marketing, B2B Lead Generation, and B2B Appointment Setting. Scope includes determining our ideal customer profiles, researching manufacturing prospects, creating lists for them, crafting personalized messages, email outreach management, scheduling meetings with our interested prospects.

RESULTS & FEEDBACK

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

• As per the engagement, we generated 35 qualified leads, 12 booked meetings, and 5 opportunities that moved to the next stage of our sales process. This helped us measure lead quality and the impact of outbound campaigns on our pipeline.

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

• The team has coordinated all the campaign-related activities based on our targets and kept us informed through weekly email updates and scheduled check-in calls. They have also responded promptly to requests for clarification on prospecting criteria and messaging, such as refining the target company profile and adjusting outreach copy to better match our ideal manufacturing prospects.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

• The most important part was the emphasis on getting through to decision makers, as opposed to having many contacts. Combining prospect research, outreach, and scheduling meetings in the process created an organized approach.

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

• Reporting on how many people were contacted, the success rate of the outreach, and qualification of leads and meetings will allow us to measure campaign performance in the future. Information on industries and segments of prospects that responded to the outreach will assist us in making future decisions.

BACKGROUND

Please describe your company and position.

I am the CEO of a digital services company.

Describe what your company does in a single sentence.

• Offers business-oriented services that enable companies to enhance their digital presence, reach out to potential clients, and create new business leads.

OPPORTUNITY / CHALLENGE

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

• Our objective was to create a more cohesive sales pipeline, and reach out to individuals who match our ideal customer persona. The key objectives included reducing the effort required for prospecting, increasing outreach relevancy, and creating more qualified conversations via B2B lead generation and appointment setting.

SOLUTION

How did you find Social Bloom?

• Online Search
• Clutch Site

Why did you select Social Bloom over others?

• Pricing fit our budget
• 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 offered assistance in conducting prospect research, determining the target audience, setting up outbound email campaigns, crafting personal messages, following up, and making appointments.

RESULTS & FEEDBACK

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

• Campaign performance was evaluated using the metrics of 35 qualified leads generated, 12 meetings scheduled, and a 40% reduction in the time required to conduct outreach. This allowed us to assess lead generation efficiency and understand whether our outreach activities were moving us closer to our pipeline targets.

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

• Communication with the team occurred through email and virtual meetings. The team kept us updated on campaign progress and responded to questions about targeting and messaging. They were receptive to feedback and adjusted their approach to better align with our business needs and target audience.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

• The value was placed on creating a process that can be consistently implemented rather than just generating contact lists. The combination of prospecting research, personal outreach, and scheduling appointments is what makes this service pertinent to our efforts at developing business contacts.

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

• Having more information on how prospects were qualified, how the outreach process performed, and why it led to either positive or negative results will allow the campaign evaluation to be more precise. Information on what should happen next with the lead will facilitate the connection between outreach and internal sales process.

BACKGROUND

Please describe your company and position.

I am the Managing Partner of RAFAAH-Wealth

Describe what your company does in a single sentence.

We are a wealth management firm that is dealing with corporate executives and family offices. An important factor for us is communication, and much of our work is based on having proper talks with the right people, therefore, the quality of the initial outreach is quite critical.

OPPORTUNITY / CHALLENGE

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

• The idea was to ensure that we grow our pipeline without requiring our senior partners to invest time looking for prospects and cold-reaching out through LinkedIn. Our aim was for Social Bloom to take care of the top part of the funnel and find people matching our ideal client persona.

SOLUTION

How did you find Social Bloom?

• Online Search
• Clutch Site

Why did you select Social Bloom over others?

• High ratings
• Pricing fit our budget
• 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 took care of the initial prospecting and lead generation process for us. They defined the kinds of leads we were looking for – mostly corporate executives and family offices – and took care of the outreach to those leads.

They conducted the initial calls and follow-ups instead of our partners conducting them on their own. In case of accepting the introductory call, the meeting was booked in our Outlook calendar and the related information was entered in our CRM. Our team then took care of the consultation and relationship-building.

RESULTS & FEEDBACK

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

The biggest outcome for us has been having a more consistent flow of introductory meetings without our senior partners having to spend time on cold prospecting.

We're now able to spend more of our time on the actual consultations and relationships rather than filling the top of the funnel ourselves. The meetings coming through have also been aligned with the type of corporate and family-office prospects we wanted to reach.

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

They were responsive to our concerns regarding the messaging. The initial email templates were too generic and followed a typical B2B sales pitch style that was not suitable for our industry; hence, we had to discuss the tone and compliance aspects that were important to us. It certainly delayed the launch by about a week, but they were responsive and helped change the messaging as opposed to following something that was not right for our audience. Since then, there has been very minimal day-to-day involvement from our end.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

From my perspective, what has made it really easy is that it allows them to do most of the front-end work for me. Being a Managing Partner, I have absolutely no intention of wasting my time by searching LinkedIn for leads or having a cold calling campaign. Social Bloom handles that initial work and gets the conversations onto our calendar. That gives us more time to do what we actually need to do, which is speak with prospects, understand their situation, and build the relationship.

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

One of the key areas was getting the tone and compliance requirements for wealth management sorted out early on in the process. The initial templates had been a bit too salesy for our sector, and they needed to be adjusted. I would suggest that they get messaging and compliance requirements clearly communicated from the start. They then made much more appropriate outreach.

BACKGROUND

Please describe your company and position.

I am the CEO of POLARIS Family

Describe what your company does in a single sentence.

We are a fashion company with an existing wholesale division that we would like to expand. We deal with boutique retailers and some chains that stock our products, but we were interested in expanding our reach beyond those wholesalers.

OPPORTUNITY / CHALLENGE

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

• We wanted to meet more boutique owners and retail buyers that could possibly be our potential customers. Our internal sales team did not have the bandwidth to send out cold emails every single day to prospect new clients, so Social Bloom was tasked with that job.

SOLUTION

How did you find Social Bloom?

Online Search

Why did you select Social Bloom over others?

• High ratings
• Pricing fit our budget
• 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 handled the outbound prospecting and email outreach for our wholesale business. They researched and targeted retail buyers and boutique businesses that matched the type of stores we wanted to work with.

This was because we shared the look books and catalogs so that they knew about the products as well as the positioning of our brand. Based on the information, they reached out to the buyer and booked the appointment straight away in our Google calendar.

RESULTS & FEEDBACK

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

The main change is that we have had a steady stream of wholesale appointments without our sales staff having to do the prospecting for us.

We’ve had conversations with retail buyers and boutique owners who fit the type of distribution partners we were looking for. That has given our sales team more opportunities to focus on the actual wholesale discussions and orders instead of spending most of their time trying to find the right contacts.

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

They were responsive when we gave feedback. At the beginning, the messaging was a little too general because they were still getting familiar with fashion merchandising terminology and how we normally speak to buyers.

We showed them the emails and explained a little bit about the industry terms and what kind of client we were looking for. They understood our input and adapted the messaging relatively quickly after that. From then on, the communication was straightforward and there was not much need for us to get involved in the process day by day.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

The best thing I loved about it was that they removed the entire tedious activity of prospecting from our team's schedule. Our team did not need to go through the task of finding boutique buyers all day long and cold prospecting for new clients.

With the campaign underway, our team could use their time discussing business with interested retailers.

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

This would primarily be the deep understanding of the terminology within the industry before sending out the first round of e-mails. The initial mail was too generic in the case of fashion buyers; hence, it took us some time to clarify the terms used.

This was more of an initial learning experience than an issue that continued for long.

BACKGROUND

Please describe your company and position.

 I am the CEO of an advertising & marketing company 

Describe what your company does in a single sentence.

Market research software

OPPORTUNITY / CHALLENGE

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

• Outbound lead generation

SOLUTION

How did you find Social Bloom?

Referral

Why did you select Social Bloom over others?

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.

• In-depth Analysis of Client's lead generation efforts and business objectives
• Development of a Tailored Lead Generation Strategy
• Testing of multiple channels to determine the most effective combination for Client's business, offer, and Ideal Customer Profile (ICP)
• Implementation of ongoing campaigns in the selected channels
• Complete management of all infrastructure, tools, technology and targeting required to run Client’s campaigns
• Implementation of SocialBloom’s proprietary tech for Client’s benefit
• Launching, Managing, and Optimizing Client’s campaigns to meet the Investment Guarantee 

RESULTS & FEEDBACK

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

There was supposed to be measurable outcomes that did come close to being met.

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

They were responsive via email and we had weekly progress calls. The issue was that there was nothing to provide updates on ever since no goals were met.

What was your primary form of communication with Social Bloom?

• Virtual Meeting
• Email or Messaging App

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

Nothing.

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

We would have expected a group of professionals to stick by the guarantees that they made. If those guarantees were never met, we also would have expected professionals to work until the guarantee was met or issue a refund, per their own agreement and language.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of MeetSona, an AI-powered voice interview platform that transforms spoken ideas into authentic thought leadership content, making content creation easy and natural for CEOs, founders, and their teams.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Social Bloom?

We needed help generating more awareness, booking more demos, and dialing in our messaging.

SOLUTION

What was the scope of their involvement?

Social Bloom has created a lead list, helped us build our offer, defined the right messaging for our target customers, warmed inboxes, and handled the sending of emails and booking meetings. The team also handles follow-ups and uses my calendar directly to book and reschedule meetings.

What is the team composition?

We’ve worked with 2–5 teammates from Social Bloom.

How did you come to work with Social Bloom?

Someone referred Social Bloom to me. I chose them over other options because their pricing fit our budget, they were a great culture fit, offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working together in August 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve already booked six qualified meetings in just one month, up from zero before with this brand-new channel and strategy. We also have many more leads in the pipeline. Moreover, we’ve already got multiple sign-ups and a high-value customer in the first batch of these meetings.

How did Social Bloom perform from a project management standpoint?

Social Bloom’s strategists really know their stuff, and we can book time with them anytime. We primarily communicate via email and virtual video meetings.

What did you find most impressive about them?

Social Bloom generates their own business with the deliverable that they sell, and I really respect that. They’re definitely cold email experts.

Are there any areas they could improve?

I was a little unclear during the onboarding process about which steps were happening when, but they were always working hard for us in the background.