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How we work

A clear path from first call to a full pipeline.

Here's exactly what happens when you work with SponsorLoom — every step, what we do, what we need from you, and when you'll see results.

The 7 steps

Your journey with us, step by step.

01Day 1

Free strategy call

A relaxed 30-minute conversation. We get to know your business, the customers you want, your sales goals and what you've tried before. No sales pressure.

What we do

  • Understand your product and market
  • Discuss your ideal customer
  • Review current marketing and results
  • Answer all your questions

What we need from you

  • 30 minutes of your time
  • Your growth or sales targets
  • A short description of your best customers
02Days 2–5

Your custom growth plan & proposal

We send a clear written plan showing which services we recommend, how many people we can reach, expected lead numbers, timeline and exact pricing.

What we do

  • Size your target audience
  • Recommend channels and services
  • Set lead targets and cost per lead
  • Prepare a transparent proposal

What we need from you

  • Review the plan with your team
  • Share feedback or questions
  • Confirm budget and start date
03Week 1

Agreement & onboarding

Once you approve, we sign a simple agreement and hold a kickoff meeting. You meet your dedicated account manager and we agree on exactly what a "qualified lead" means for you.

What we do

  • Send agreement and onboarding form
  • Assign your dedicated team
  • Run the kickoff meeting
  • Document your lead criteria

What we need from you

  • Signed agreement
  • Completed onboarding form
  • Brand guidelines and logos
  • Key contact person on your side
04Weeks 1–2

Setup & build

Our team builds everything behind the scenes: target audience lists, ads, emails, landing pages, call scripts and the connection to your CRM.

What we do

  • Build target account and contact lists
  • Create ads, emails and landing pages
  • Write call scripts for our SDRs
  • Connect lead delivery to your CRM

What we need from you

  • Content assets (guides, case studies)
  • Approval of creative and messages
  • CRM access or delivery details
  • Any suppression lists (current clients)
05Weeks 2–3

Pilot launch

Campaigns go live with a small first batch. You review the leads and tell us what's great and what to adjust — before we scale up.

What we do

  • Launch campaigns
  • Deliver a pilot batch of leads
  • Collect your feedback
  • Fine-tune targeting and messaging

What we need from you

  • Review pilot leads within 5 business days
  • Feedback from your sales team
  • Sign-off to scale up
06Months 1–2

Full launch & optimisation

We scale campaigns to full volume. Every week we analyse results and improve audiences, ads and messages to lower your cost per lead and raise quality.

What we do

  • Deliver leads on schedule
  • Weekly testing and improvements
  • Replace any leads that miss criteria
  • Send weekly progress reports

What we need from you

  • Follow up on leads quickly
  • Share which leads became opportunities
  • Flag any changes in priorities
07Ongoing

Review, report & grow

Monthly review calls and quarterly growth plans keep us aligned with your goals. We double down on what works and expand into new audiences, regions and channels.

What we do

  • Monthly results review call
  • Quarterly business review & plan
  • Recommend new opportunities
  • Scale the best-performing programmes

What we need from you

  • Attend review calls
  • Share updated sales goals
  • Approve next quarter's plan
Who does what

Clear roles. No confusion.

A simple overview of what SponsorLoom takes care of and where we'll need your input.

TaskSponsorLoomYou (the client)
Define ideal customer & lead criteriaLead itApprove
Build audience & target listsDo itShare existing customer list (to exclude)
Create ads, emails & landing pagesDo itApprove
Provide content assets & brand filesAdvise / create if neededProvide
Run campaigns & outreachDo it—
Verify & deliver leadsDo it—
Follow up leads & run sales meetingsSupport (SDR add-on)Do it
Share lead outcomes (won / lost)Track & analyseProvide
Reporting & optimisationDo itReview
Staying in touch

How we keep you updated.

Daily

Lead delivery

Leads sent to your CRM, email or secure file — your choice.

Weekly

Progress report

Leads delivered, quality, cost and next improvements on one page.

Monthly

Review call

30–45 minutes with your account manager to review and plan.

Quarterly

Business review

Results vs. goals, insights and the growth plan for next quarter.

Get ready

Your onboarding checklist.

Having these ready makes your launch faster. Don't worry if you're missing something — we'll help you create it.

Start your onboarding
  • Ideal customer profile — industries, company sizes, regions, job titles.
  • Sales goals — how many leads or meetings you need per month.
  • Content assets — whitepapers, case studies, eBooks or webinars.
  • Brand guidelines — logos, colours, fonts and tone of voice.
  • CRM details — where leads should be delivered.
  • Exclusion lists — current customers and competitors to avoid.
  • One main contact — a person to approve work and give feedback.
Step one is easy

Book your free strategy call.

30 minutes. No obligation. A clear plan for growing your pipeline.