Sales Playbooks, Scripts, & Frameworks

Scale your sales with a system.

Our
Expertise

Whether you're onboarding new reps or optimizing a high-performing team, we build the materials that align messaging, shorten sales cycles, and improve close rates.

Custom Sales Playbook Creation

Includes goals, personas, positioning, objection handling, and workflows.

Cold & Warm Outreach Scripts

Email, call, and message scripts tailored to each funnel stage and buyer type.

Discovery & Demo Frameworks

Structured questions, transitions, and storytelling techniques for effective calls.

Closing Frameworks & Follow-Up Sequences

What to say and send to move from "maybe" to "yes."

Persona-Based
Messaging Guides

Align communication across segments and channels.

Objection Handling Cheat Sheets

Responses and tactics for overcoming the most common stalls.

Sales Enablement Resource Library

Centralized collateral, templates, and SOPs.

Sales Team Training & Rollout

Onboarding, coaching, and documentation support for a smooth launch.

Featured
Work

From killer branding to performance-driven digital strategies, we help businesses stand out, scale up, and dominate. Our work isn’t about chasing trends; it’s about redefining them.

Lambert and Associates

Accounting
Branding + Identity, Lead Generation, & Sales Enablement

Swym

Leisure
Branding + Identity, Lead Generation, & Sales Enablement

Client Overview

Lambert & Associates is a premium consulting and accounting partner for mid-market businesses, known for delivering transformational insights, operational efficiency, and expert advisory services. Their signature offerings—Operational Analysis, Accounting Launchpad, and Firm Accelerator—turn complex financial roadmaps into actionable business growth strategies.

The Goals

To compete in a crowded market and move beyond referrals, Lambert & Associates needed to:
  • Reposition the brand with a modern identity and conversion-focused web presence
  • Generate qualified leads for their consulting programs using multichannel outreach
  • Set up a CRM-powered sales infrastructure to track, nurture, and close leads
  • Build authority and visibility via organic and paid content channels

Our Approach

Strategy & Execution

Branding + Identity:
We redefined Lambert & Associates’ brand with a clean, authoritative identity that reflects their expertise and growth-focused approach. From logo design to a custom UI/UX system, we created a professional yet approachable visual language tailored to mid-market decision-makers. Developed on Webflow, the website was built for speed, clarity, and SEO performance—guiding prospects through personalized service paths with a focus on conversion and credibility.
Lead Generation:
Targeted LinkedIn ad campaigns + organic thought leadership content + SEO-led blog funnel to attract qualified traffic.
Sales Enablement:
CRM setup, pipeline mapping, lead scoring, automated follow-ups, and custom playbooks integrated into a unified marketing platform (Brandsbyday All-in-One App).

Tools & Stack

  • Development: Webflow
  • Marketing Channels: LinkedIn Ads, Google SEO, Email Automation
  • Analytics: Brandsbyday App (CRM, automations, sales pipeline)

Visual & Creative Highlights

  • Clear, Trust-Centric Web Design:
    A minimalist layout, neutral palette, and confident typography reflect the firm’s professionalism and precision
  • Conversion-Optimized Landing Pages:
    A series of eye-catching ad creatives tailored for Meta platforms, spotlighting seasonal offers, user testimonials, and beauty bundles
  • Lead Magnet Strategy:
    High-value downloadable templates and frameworks used to drive inbound traffic and nurture lead pipelines

Results

Quantitative Wins

  • From zero to $110,000+ in warm leads within 60 days
  • Surge in qualified traffic from both LinkedIn and organic search
  • CRM-powered funnel with automated follow-ups and real-time tracking

Qualitative Wins

  • A fast, professional site that reflects the brand’s value and authority
  • A high-converting, end-to-end digital funnel now driving measurable growth
  • Online visibility through consistent content marketing across LinkedIn and Google

Client Overview

Swym is a next-gen dating app that reimagines how people meet—not online, but onsite. Whether it’s a concert, a conference, a game night, or a bookstore meetup, Swym lets users join or create a “pool” and instantly discover others at the same event who are open to connecting. It’s proximity-based dating for shared experiences, not just shared interests.

The Goals

Swym’s mission was to bridge the gap between digital interest and real-world interaction. Our key goals included:
  • Build a brand identity and app interface that reflects the dynamic, event-based nature of the platform
  • Design a user experience that makes discovery and connection seamless, secure, and socially engaging
  • Develop a lightweight, fast-loading mobile app that could handle high user concurrency at public events

Our Approach

Strategy & Execution

Branding + Identity:
We crafted a bold, dynamic brand identity that mirrors Swym’s core value: meaningful, in-the-moment connections. From logo design to a responsive UI/UX system, the interface was built to feel fluid and ambient—whether you’re discovering someone at a concert or connecting quietly at a bookstore. Built in React, the app was optimized for real-time responsiveness, fast performance, and modular scalability. The design centered around the concept of “Pools”—event-based micro-communities—enabling users to join, interact, and connect in a way that feels spontaneous yet safe.
Lead Generation:
To build early traction and drive installs, we launched a targeted Google Ads campaign focused on interest-based and geo-specific intent. Ad creatives emphasized Swym’s unique event-based discovery model and real-time matchmaking experience, directing users to install-focused landing pages optimized for mobile conversion. We continuously iterated on messaging, audience targeting, and ad formats to boost cost-efficiency and bring in high-intent users primed to explore the app at live events.
Sales Enablement:
To support Swym’s growth and retention strategy, we integrated key sales tech and analytics tools to track installs, optimize user activation, and monitor conversion events tied to user engagement. This included attribution setup for granular insight into ad performance, lifecycle journey mapping, and behavioral triggers that inform future outreach and re-engagement flows. These systems laid the foundation for smart remarketing, in-app personalization, and real-time feedback on what drives user adoption.

Tools & Stack

  • Development: React
  • Marketing Channels: Google Ads, Landing page funnels, Intent-based audience targeting
  • Analytics: Attribution tracking, analytics integration, lifecycle conversion insights

Visual & Creative Highlights

  • Pool-Based Discovery UI:
    Users can join or launch event-specific pools with one tap. The design prioritizes real-time visibility and intuitive filtering within a crowd
  • Dynamic Vibe-Based Interface:
    Color gradients and UI states adapt to the energy of the event (e.g., high-contrast for nightclubs, soft tones for bookstores), adding personality to the app experience
  • Subtle Motion & Microinteractions:
    Animated transitions between user cards, pool join confirmations, and match alerts provide a playful and polished user journey without distraction

Results

Qualitative Wins

  • A fast, elegant app experience tailored for live-event environments
  • A unique visual language and interaction model that positions Swym as a category-defining dating product
  • Positive early feedback from beta testers who praised the "refreshing" and "natural" way to meet people in real life

Ideal
For

Sales leaders and founders who want structure, not guesswork.

Startups

Scaling outbound efforts.

Businesses

Experiencing inconsistent messaging or results.

Companies

With growing sales teams or new rep onboarding.

Teams

Selling consultative, B2B, or complex offers.

Our
Process

We turn tribal sales knowledge into scalable systems.

Extract

Build

Test

Equip

Ready to Give Your Team the Edge?

Let’s build the playbook your reps actually want to use.