Real-world examples of agencies and marketers navigating new business challenges—including RSW/US client work, agency searches, and lessons from the field.

Goshen College Featured Logo

How a Full-Service Agency Won a Higher Education Client in the Private Liberal Arts Space

How a Full-Service Agency Won a Higher Education Client in the Private Liberal Arts Space

RSW Client TypeHigher Education Focused Full-Service Agency
Win100K Win, Private Liberal Arts College, Faith-Based Education
Verticals ServedHigher Education, Liberal Arts, Faith-Based Education, Sustainability

Higher-Ed Agency Scores Top Marks with Private College Win

The Challenge: A Higher Education Agency That Needed More Consistent Access to New Institutions

This full-service agency spent 40 years building a practice that covered advertising, brand strategy, PR, digital, and internal communications.

Over that time they developed a specific area of depth in higher education, where the marketing challenges are distinct.

Colleges and universities aren’t selling a product, they’re making a case to prospective students and families about where to invest years of their lives and a significant amount of money.

Getting that message right requires a different kind of thinking than most consumer or B2B work.

The agency understood that world, including the pressure institutions now face from the looming enrollment cliff that’s reshaping how colleges think about recruitment, retention, and brand differentiation.

But understanding a sector and consistently winning new clients in it are two different things.

They needed a program that could get them in front of the right decision-makers at colleges and universities on a regular, predictable basis.

Why Outsourced New Business Made Sense

Higher education institutions evaluate marketing partners carefully, typically through RFP processes that involve multiple stakeholders across marketing, enrollment, and academic leadership.

Getting into those conversations requires both early visibility and sustained follow-up, neither of which is easy to maintain when the agency team is focused on existing client work.

RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching marketing and enrollment decision-makers at colleges and universities through the RSW tech stack, and across channels: phone, email, LinkedIn, and direct mail.

The messaging spoke to the specific challenges those institutions face in standing out in an increasingly competitive enrollment environment.

How RSW/US Built the Program

The kick-off focused on what made this agency’s higher education work specifically useful to institutions under pressure.

Four decades of integrated communications experience across advertising, PR, and brand strategy gave them a robust depth of thinking.

For a college trying to articulate its mission and differentiate itself to prospective students, families, and donors, a partner who can work across all those touchpoints matters.

RSW/US built a targeted prospect list of private colleges, liberal arts institutions, and faith-based schools where the agency’s experience and values alignment were a good fit.

Outreach was designed to speak to the pressures those marketing teams were working through, including enrollment challenges and brand positioning in a landscape where small private colleges are competing harder than ever for students.

With an emphasis on the firm’s experience with mission-driven institutions, the outreach put the agency in front of the right titles.

The Result: A Win with a Private Liberal Arts College

The agency won a new client relationship with Goshen College, a private liberal arts institution affiliated with the Mennonite tradition, focused on academic excellence, community engagement, and developing students who are prepared to contribute to a complex world.

For an agency with deep higher education experience and a genuine alignment with mission-driven institutions, it was a solid fit.

The win came directly from the RSW/US program, putting the agency in front of a prospect it wouldn’t have reached through referrals alone.

Learn more about Goshen College.

Is Your Agency Getting in Front of the Institutions That Need What You Do?

If your agency has a focus on higher education or other mission-driven sectors, RSW/US can help you get in front of the right decision-makers. We build the program, generate the right meetings, and help move opportunities forward.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

“`

Contact us to discuss how we can help you get in front of the right prospects and win more business!

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While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

Omaha Steaks Featured Logo
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How a Customer Engagement Agency Won a $100K Loyalty Program Project in the DTC Food Space

How a Customer Engagement Agency Won a $100K Loyalty Program Project in the DTC Food Space

Client TypeCustomer Engagement and Loyalty Agency
Win$100K Loyalty Program Project, Major DTC Food Brand
Verticals ServedDTC, Food, B2C, Hospitality, Retail
Customer Engagement Agency Designs Loyalty Program for Gourmet DTC Food Brand

The Challenge: Loyalty Expertise That Wasn’t Getting in Front of the Right Brands

This customer engagement and loyalty agency focused on helping consumer brands build programs that kept customers coming back. In DTC and food, where repeat purchase and lifetime value are everything, that kind of specialized expertise matters. They understood the mechanics of loyalty program design, the complexity of software selection, and how to connect program strategy to actual business outcomes.

The problem wasn’t the work. It was getting in front of the right marketing and CRM decision-makers at consumer brands who were actively thinking about loyalty. Those conversations don’t happen without sustained outreach, and keeping that going while also running client programs wasn’t realistic.

They needed a program that could generate consistent conversations with the right prospects in DTC, food, and consumer categories.

Why Outsourced New Business Made Sense

Loyalty program decisions involve multiple stakeholders, longer evaluation timelines, and often a formal RFP process. Consumer brands don’t hire a loyalty partner on a whim. Getting into those conversations early, and staying visible through the evaluation process, requires the kind of consistent follow-up that most agency teams don’t have bandwidth for.

RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching marketing, CRM, and customer experience decision-makers at DTC and consumer food brands through phone, email, LinkedIn, and direct mail. The messaging spoke directly to the challenges those teams face in designing loyalty programs that drive real repeat purchase behavior and selecting the right technology to power them.

How RSW/US Built the Program

The kick-off focused on what made this agency’s loyalty capabilities stand out: not just program design, but the ability to help brands navigate software selection, a step that often derails loyalty initiatives before they start. For a DTC food brand trying to build a program that actually works, having an agency that understands both the strategy and the technology stack is a real advantage.

RSW/US built a targeted prospect list of DTC food brands, consumer products companies, and hospitality organizations where customer loyalty and retention were active priorities. Outreach was built around the specific decisions those teams face when they’re thinking about investing in a loyalty program.

Omaha Steaks, one of the country’s most recognized DTC food brands, came onto the radar as a strong target. The RSW/US New Business Director got in front of the right people and secured an initial meeting. On that first call, the prospect indicated they were planning to issue a formal RFP. After meeting with the agency, they changed course entirely and moved forward without one. That’s what a well-positioned agency with the right credentials can do when they’re in the room.

The Result: A $100K Loyalty Program Engagement with a Major DTC Food Brand

The agency won a $100K project with Omaha Steaks covering loyalty program design and software system selection assistance. The engagement skipped the RFP process entirely because the agency made a strong enough impression on the first call that the client didn’t need one.

For a customer engagement agency whose strength was exactly this kind of work, winning a meaningful project with one of the most recognized names in DTC food was a direct result of getting in front of the right people at the right time.

Learn more about Omaha Steaks.

Is Your Agency Missing Out on Loyalty and Customer Engagement Opportunities in the DTC and Food Space?

DTC food brands, consumer products companies, and hospitality organizations are actively looking for loyalty and customer engagement partners. RSW/US can help you get in front of the right decision-makers. We build the program, generate the right meetings, and help move opportunities forward.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

NCMEC Featured Logo
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How a Full-Service Advertising Collaborative Won a $323K Engagement in the Non-Profit Space

How a Full-Service Advertising Collaborative Won a $323K Engagement in the Non-Profit Space

Client TypeFull-Service Advertising and Marketing Collaborative
Win$323K Engagement, National Non-Profit Organization
Verticals ServedNon-Profit, Public Advocacy, Government, Digital Technology
A Mission to Protect: Full-Service Agency Partners With NCEMC for Nationwide Impact

The Challenge: A People-First Agency That Needed More Consistent Access to Mission-Driven Organizations

This advertising and marketing collaborative worked on the premise that brands perform better when they connect with people first.

Their creative and media teams worked together from the start rather than in separate silos, which meant campaigns were built around a unified strategy rather than bolted together after the fact.

Their client list included state government agencies, healthcare organizations, and advocacy groups that needed marketing done with both purpose and precision.

Non-profit and public advocacy organizations are accountable to boards, donors, and the communities they serve, which means marketing decisions move carefully and agency selection involves scrutiny.

Getting in front of the right decision-makers at national organizations takes sustained outreach and the patience to stay in the conversation through a longer evaluation process.

They needed a program that could generate real conversations with mission-driven organizations on a consistent basis, without pulling their team away from the work in front of them.

Why Outsourced New Business Made Sense

National non-profits and advocacy organizations are careful buyers who evaluate partners thoroughly, often involving multiple stakeholders before anything moves forward.

The agencies that win those assignments are usually the ones who got into the conversation months before the formal process began.

RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching marketing and communications decision-makers at non-profit and public advocacy organizations through the RSW tech stack, and across channels: phone, email, LinkedIn, and direct mail.

The outreach was built around what makes a mission-driven organization tick: the need for a marketing partner who understands how to communicate with purpose and build public trust, not just awareness.

How RSW/US Built the Program

The kick-off focused on what made this agency’s approach well-suited to advocacy and public sector clients.

The agency’s track record with state agencies and healthcare organizations gave RSW/US a concrete story to tell to national non-profits looking for a partner who understood that kind of work.

RSW/US built a targeted prospect list of national non-profit organizations, public advocacy groups, and mission-driven brands where the agency’s integrated creative and media approach was a real fit.

Outreach was designed to speak to the specific pressures those organizations face in reaching diverse audiences with messages that built trust.

The National Center for Missing and Exploited Children came onto the radar as a lead over the summer. RSW/US kept the agency visible and the relationship moving through a longer evaluation cycle.

The Result: A $323K Engagement with a National Child Safety Organization

The agency won a $323K engagement with the National Center for Missing and Exploited Children, one of the most recognized child safety organizations in the country.

NCMEC works to find missing children, reduce child sexual exploitation, and support families in crisis.

For an agency whose entire approach was built around connecting with people in meaningful ways, it was a mission fit as much as a business win.

The lead came from RSW/US, took several months to develop, and it closed: what a well-run new business program is supposed to do.

Learn more about the National Center for Missing and Exploited Children.

Is Your Agency Getting in Front of the Non-Profit and Advocacy Organizations That Need What You Do?

Mission-driven organizations are active buyers of marketing services.

RSW/US can help you build the relationships that turn into real opportunities with the right non-profits, government agencies, and advocacy groups. We build the program, generate the right meetings, and help move opportunities forward.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

“`

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
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To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

Redtree Featured Logo
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How a Brand Innovation Agency Won a $700K Engagement in the Alcohol Beverage Space

How a Brand Innovation Agency Won a $700K Engagement in the Alcohol Beverage Space

Client TypeBrand Development, Innovation and Strategy Agency
Win$700K Engagement, Red Tree Beverages / Coca-Cola
Verticals ServedCPG, Beverage, Alcohol, Food & Beverage, Entertainment, Consumer Brands

Creative Agency Toasts a Sizeable Win with Coca-Cola Subsidiary

The Challenge: Elite Creative Credentials, but No Reliable Path to the Next Major Brand

This brand development, innovation, and strategy agency built a 20-plus year reputation working with many recognizable consumer brands.

But even agencies with strong portfolios run into the same new business problem: getting in front of the right people at the right brands, which requires a level of sustained, organized outreach that creative-led organizations rarely have the infrastructure to maintain.

Pipeline from reputation and referrals is real, but not predictable, and it doesn’t scale.

They needed a program that could take their story to mid-tier and major consumer brands systematically, and open doors that reputation alone couldn’t.

Why Outsourced New Business Made Sense

This client wasn’t going after Coca-Cola directly, but a subsidiary, Red Tree Beverages had its own team and its own agency relationships, focused specifically on Coke’s expansion into alcohol.

That made it a realistic and attractive target for an agency with the right capabilities.

Getting to the right people inside a subsidiary like that still requires work.

RSW/US assigned a dedicated New Business Director to reach brand and innovation decision-makers through phone, email, LinkedIn, and direct mail, with messaging built around what the agency brought to consumer brand development and innovation specifically.

RSW/US scheduled a direct meeting with Coca-Cola, which led to the introduction to Red Tree.

How RSW/US Built the Program

Like a lot of small agencies, this one didn’t have a dedicated new business function, the principals were focused on doing the work, and outreach to new prospects was sporadic at best.

RSW/US built the program from the ground up, starting with a kick-off that focused on what the agency did well: brand development, innovation strategy, and creative work for major consumer brands across CPG, beverage, and entertainment.

RSW/US built a targeted prospect list of consumer brand companies where those capabilities were a good fit, and put an experienced New Business Director on outreach with messaging that spoke to the specific challenges brand teams face when they’re trying to build something new in a crowded consumer category.

Red Tree was on the list as a target. and had to go through Coca Cola to get there, which led to an introduction.

Red Tree ultimately operated independently from the main Coca-Cola business, with its own team, which made it a realistic target for a small agency with the right kind of experience, and the agency was ready when the meeting came through.

The Result: A $700K Engagement with Red Tree Beverages

The agency won a $700K engagement with Red Tree Beverages, focused on new brand launches in the RTD beverage space.

For a brand innovation agency whose practice was built around helping consumer companies earn attention, this was a win that validated the agency’s capabilities and the RSW program that opened the door.

Learn more about The Coca-Cola Company.

Is Your Agency Getting in Front of the Brands It Deserves to Work With?

If your agency has the creative and strategic capabilities to compete at the highest level, RSW/US can help you get in front of the brands that need what you do. We build the program, generate the right meetings, and help move opportunities forward.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

“`

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
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To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

Tampa Maid Foods Featured Logo
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How a Foodservice Marketing Agency Won a Project in the Seafood and Coated Foods Space

How a Foodservice Marketing Agency Won a Project in the Seafood and Coated Foods Space

Client TypeFood Marketing and Advertising Agency
Win$100K Project, Seafood and Coated Foods Manufacturer
Verticals ServedFoodservice, Seafood, Coated Products, Retail Distribution, CPG
Foodservice-Focused Agency Wins Project With Frozen Foods Leader

The Challenge: Deep Food Industry Expertise With No Consistent Way to Reach New Manufacturers

This food marketing and advertising agency had spent over 45 years working exclusively in the food industry.

We tapped into their knowledge of how foodservice manufacturers think about marketing differently than retail brands, how broker and distributor relationships factor into go-to-market strategy, how tradeshow presence connects to sales pipeline, and how to build campaigns that resonate with both operators and retail buyers at the same time.

For food manufacturers trying to grow their presence in foodservice and retail distribution, working with an agency that already speaks the language of the industry, understands the channel dynamics, and has relationships with decision-makers across the food ecosystem is a big advantage.

The challenge was getting that story in front of the right manufacturers consistently enough to build a reliable pipeline. New business came through reputation and referrals, but not on a schedule anyone could plan around.

Why Outsourced New Business Made Sense

The decision fins a new agency usually involves brand or marketing leadership, sometimes sales and distribution teams too, and it can take time.

Getting into those conversations early, and staying visible through the evaluation process, requires outreach that goes beyond a single email or tradeshow conversation.

RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching brand and marketing decision-makers at food manufacturers across foodservice and retail distribution through the RSW tech stack, phone, email, LinkedIn, and direct mail.

The messaging spoke to the challenges those teams face in building awareness with operators, distributors, and retail buyers in a competitive and fragmented category landscape.

How RSW/US Built the Program

The kick-off focused on what made this agency’s food industry focus a differentiator for manufacturers looking to grow.

Forty-five-plus years working exclusively in the food space means they’d seen most of the challenges food brands face and developed proven approaches to each one: from repositioning an existing brand to launching new products in the foodservice channel to activating broker and distributor incentive programs that move the needle.

RSW/US built a targeted prospect list of food manufacturers, seafood brands, and value-added food companies with outreach built around the specific pressures those marketing teams deal with: selling through complex distribution channels, maintaining brand consistency across retail and foodservice, and demonstrating ROI on marketing investment to leadership teams that are often closer to operations than to advertising.

The Result: A Project Win with a Multi-Brand Seafood and Food Manufacturer

The agency won a $100K initial project with Tampa Maid Foods, a family-owned food manufacturer whose portfolio includes coated seafood, breaded vegetables, and licensed food products sold through foodservice and retail channels nationwide.

Learn more about Tampa Maid Foods.

Is Your Agency Reaching the Food Manufacturers That Need What You Do?

Food manufacturers are active buyers of marketing services, and the agencies that win those relationships are the ones that get in front of them before they start looking.

RSW/US can help you build a consistent program that puts your capabilities in front of the right decision-makers in the food and foodservice space.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

“`

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
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To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

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Agency Secures $250K Intralogistics Automation Project

Creative, Production, Logistics, Manufacturing, Tech

Agency Secures $250K Intralogistics Automation Project

250k

Project

Arculus Logo
RSW Client Type: Creative Production Agency

Client Verticals: Intralogistics & Automation, Manufacturing, Supply Chain & Logistics Technology

Arculus is a Munich-based engineering powerhouse specializing in intralogistics automation through high-end mobile robots and tailored software solutions. As part of Jungheinrich, a global leader in intralogistics, Arculus combines mechanics, electronics, and coding to revolutionize automation technologies.

6 Key Elements of the RSW/US process:

1. Kickoff

The program begins with a comprehensive 3-hour briefing session, preceded by our review of existing agency materials, such as capabilities decks, content, collateral, and proposals, to understand how you currently position yourself externally. During the briefing, we explore your specific work, future vision, key business challenges you solve for clients, and delve deeply into your firm’s philosophy, character, and expertise. We also identify your top “reasons-to-believe”—both functional, like category expertise or unique insights, and emotional, such as creative tone and the feelings it evokes—to craft a compelling narrative that clearly differentiates your firm. Leveraging our extensive experience from collaborating with agencies and discussions with hundreds of agency leaders, we develop targeted messaging and strategic programs designed to capture prospects’ attention and motivate meaningful engagement with your firm.

2. Experienced New Business Director

Each program is led by a tenured New Business Director (NBD) with 10-15 years of experience in sales and marketing, who integrates into your agency’s team. To the outside world, they appear as a direct extension of your firm, with a dedicated email, voicemail, and phone line. Their role extends beyond setting meetings—they guide strategic follow-ups, nurture prospects, and provide consultative support to move opportunities closer to close.

3. Targeted Prospecting Lists

Our prospecting lists are custom-built and verified by human intelligence, ensuring higher quality and relevance. We leverage a combination of list platforms, research tools, AI-driven insights, and intent tracking to identify companies actively searching for services like yours. Unlike generic database pulls, our lists are strategically refined, reviewed quarterly, and continuously updated based on real-time data, giving your outreach a sharper competitive edge.

4. Business Development Process Driven by an Omnichannel and Expertise-Driven Approach

We employ a multi-touch, omnichannel approach—combining phone, email, LinkedIn, direct mail, and technology-driven insights to build awareness and engagement. Our process strategically integrates personalized outreach, thought leadership, and our tech stack to ensure that prospects are engaged at the right moment. Each campaign is designed to maintain a balance between technology-driven efficiency and human-led relationship building, maximizing opportunities for meaningful connections. 

5. Coaching & Counseling

Beyond prospecting, we coach and counsel agency leaders throughout the new business journey. This includes preparing you for meetings, strategizing follow-ups, refining proposals, and optimizing your agency’s positioning to close deals effectively. We also provide ongoing insights into industry trends, digital marketing best practices, and recommended improvements to your website and social presence to enhance credibility and conversion.

6. RSW/US Tech Stack

We leverage a robust tech stack to enhance every aspect of its business development programs. The platform includes tools like Instantly for automated yet personalized cold email outreach, PhoneBurner for efficient dialing, and Visual Visitors for tracking website engagement. Additionally, ZoomInfo, AI-driven list-building platforms,, and LinkedIn Sales Navigator help identify high-value prospects at the right time. These technologies, combined with RSW/US’s human-driven strategy, ensure agencies reach the most relevant decision-makers while maintaining a tailored and data-informed approach to new business development.

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

Agency Wins $100K Pet CBD Supplements Project

Full-Service, Pet

Agency Wins $100K Pet CBD Supplements Project

100k

Project

Canna Companion Logo
RSW Client Type: Full Service Agency

Client Verticals: Pet Health & Wellness, Veterinary CBD Supplements, Holistic Animal Care

Granite Health and Fitness is a premier full-service health club and fitness facility. Locally owned and operated, it offers a comprehensive range of fitness amenities, nationally certified personal trainers, and diverse group and small group training programs. Their mission is to provide a high-quality fitness environment tailored to the needs of their members.

6 Key Elements of the RSW/US process:

1. Kickoff

The program begins with a comprehensive 3-hour briefing session, preceded by our review of existing agency materials, such as capabilities decks, content, collateral, and proposals, to understand how you currently position yourself externally. During the briefing, we explore your specific work, future vision, key business challenges you solve for clients, and delve deeply into your firm’s philosophy, character, and expertise. We also identify your top “reasons-to-believe”—both functional, like category expertise or unique insights, and emotional, such as creative tone and the feelings it evokes—to craft a compelling narrative that clearly differentiates your firm. Leveraging our extensive experience from collaborating with agencies and discussions with hundreds of agency leaders, we develop targeted messaging and strategic programs designed to capture prospects’ attention and motivate meaningful engagement with your firm.

2. Experienced New Business Director

Each program is led by a tenured New Business Director (NBD) with 10-15 years of experience in sales and marketing, who integrates into your agency’s team. To the outside world, they appear as a direct extension of your firm, with a dedicated email, voicemail, and phone line. Their role extends beyond setting meetings—they guide strategic follow-ups, nurture prospects, and provide consultative support to move opportunities closer to close.

3. Targeted Prospecting Lists

Our prospecting lists are custom-built and verified by human intelligence, ensuring higher quality and relevance. We leverage a combination of list platforms, research tools, AI-driven insights, and intent tracking to identify companies actively searching for services like yours. Unlike generic database pulls, our lists are strategically refined, reviewed quarterly, and continuously updated based on real-time data, giving your outreach a sharper competitive edge.

4. Business Development Process Driven by an Omnichannel and Expertise-Driven Approach

We employ a multi-touch, omnichannel approach—combining phone, email, LinkedIn, direct mail, and technology-driven insights to build awareness and engagement. Our process strategically integrates personalized outreach, thought leadership, and our tech stack to ensure that prospects are engaged at the right moment. Each campaign is designed to maintain a balance between technology-driven efficiency and human-led relationship building, maximizing opportunities for meaningful connections. 

5. Coaching & Counseling

Beyond prospecting, we coach and counsel agency leaders throughout the new business journey. This includes preparing you for meetings, strategizing follow-ups, refining proposals, and optimizing your agency’s positioning to close deals effectively. We also provide ongoing insights into industry trends, digital marketing best practices, and recommended improvements to your website and social presence to enhance credibility and conversion.

6. RSW/US Tech Stack

We leverage a robust tech stack to enhance every aspect of its business development programs. The platform includes tools like Instantly for automated yet personalized cold email outreach, PhoneBurner for efficient dialing, and Visual Visitors for tracking website engagement. Additionally, ZoomInfo, AI-driven list-building platforms,, and LinkedIn Sales Navigator help identify high-value prospects at the right time. These technologies, combined with RSW/US’s human-driven strategy, ensure agencies reach the most relevant decision-makers while maintaining a tailored and data-informed approach to new business development.

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

How a Full-Service Marketing Firm Won a $150K Engagement in the Health and Fitness Space

How a Full-Service Marketing Firm Won a $150K Engagement in the Health and Fitness Space

Client TypeFull-Service Marketing Firm
Win$150K Engagement, Health and Fitness Client
Verticals ServedHealth and Fitness, Wellness, Personal Training, Group Training
Granite Health Logo

The Challenge: A Full-Service Marketing Firm That Needed a More Predictable Flow of New Clients

This full-service marketing firm covered strategy, branding, design, digital, content, and media for clients across a range of consumer and B2B categories.

Their work was data-driven and rooted in strategic communications, and they’d built solid relationships with clients in their region, but like a lot of regional full-service firms, they depended on referrals and repeat business to keep things moving; a reasonable way to operate, but it doesn’t give you much control over when new opportunities show up or what kind of clients come through the door.

Getting in front of health, fitness, and wellness brands on a consistent basis required outreach that wasn’t happening systematically.

They needed a program that could generate real conversations with new prospects on a regular basis, without pulling the team away from client work.

Why Outsourced New Business Made Sense

For a regional full-service firm, new business development competes directly with client delivery for time and attention.

When things are busy, prospecting stops and the pipeline dries up.

It’s a cycle most agency owners recognize, and it’s hard to break without dedicated resources focused exclusively on outreach.

RSW/US assigned a dedicated New Business Director to work on the agency’s behalf, reaching marketing decision-makers at health, fitness, and wellness organizations through phone, email, LinkedIn, and direct mail.

The messaging spoke to the specific challenges those brands face in building member awareness, driving enrollment, and retaining customers in a competitive local market.

How RSW/US Built the Program

The kick-off focused on what made this firm’s approach useful to consumer-facing brands in health and wellness: a full-service capability across strategy, branding, and digital, combined with a regional market understanding.

For a locally owned fitness brand trying to build awareness and loyalty in a specific community, a local marketing partner who knows the market is a real advantage.

RSW/US built a targeted prospect list of health clubs, fitness brands, and wellness organizations in the region where the firm’s integrated marketing capabilities were a good fit.

Outreach was designed to speak to the specific challenges those marketing teams faced, from membership acquisition and retention to communicating program value across digital and traditional channels.

The Result: A $150K Engagement in the Health and Fitness Sector

The firm won a $150K engagement with a premier locally owned health and fitness club that served the community with group training, personal training, kids programs, and a full range of fitness amenities.

For a regional full-service firm, it was a meaningful win in a category where their local knowledge and integrated capabilities were a direct advantage.

The win came from a program that put the firm in front of the right prospect consistently enough to generate the conversation.

Learn more about Granite Health and Fitness.

Is Your Firm Missing Out on New Clients in Your Own Backyard?

RSW/US can help you build a consistent new business program that reaches the right prospects, in your target verticals, without pulling your team away from client work. We build the program, generate the right meetings, and help move opportunities forward.

Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

“

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

,

Full-Service Agency Wins Nonprofit Arts Education Project

Full-Service, Communications, Nonprofit

Full-Service Agency Wins Nonprofit Arts Education Project

75k

Project

Arts for Learning Indiana Logo
RSW Client Type: Full Service Communications Agency

Client Verticals: Arts Education, Youth Development, Community Engagement

Arts for Learning Indiana is a premier provider of arts education programs for youth in Indiana, engaging approximately 40,000 young individuals annually through partnerships with schools and community organizations. Since 1961, they have empowered youth by offering creative learning experiences that integrate arts into education, fostering both artistic expression and academic growth. Their programs include workshops, performances, and artist residencies, all designed to enrich the educational journey of Indiana’s youth.

6 Key Elements of the RSW/US process:

1. Kickoff

The program begins with a comprehensive 3-hour briefing session, preceded by our review of existing agency materials, such as capabilities decks, content, collateral, and proposals, to understand how you currently position yourself externally. During the briefing, we explore your specific work, future vision, key business challenges you solve for clients, and delve deeply into your firm’s philosophy, character, and expertise. We also identify your top “reasons-to-believe”—both functional, like category expertise or unique insights, and emotional, such as creative tone and the feelings it evokes—to craft a compelling narrative that clearly differentiates your firm. Leveraging our extensive experience from collaborating with agencies and discussions with hundreds of agency leaders, we develop targeted messaging and strategic programs designed to capture prospects’ attention and motivate meaningful engagement with your firm.

2. Experienced New Business Director

Each program is led by a tenured New Business Director (NBD) with 10-15 years of experience in sales and marketing, who integrates into your agency’s team. To the outside world, they appear as a direct extension of your firm, with a dedicated email, voicemail, and phone line. Their role extends beyond setting meetings—they guide strategic follow-ups, nurture prospects, and provide consultative support to move opportunities closer to close.

3. Targeted Prospecting Lists

Our prospecting lists are custom-built and verified by human intelligence, ensuring higher quality and relevance. We leverage a combination of list platforms, research tools, AI-driven insights, and intent tracking to identify companies actively searching for services like yours. Unlike generic database pulls, our lists are strategically refined, reviewed quarterly, and continuously updated based on real-time data, giving your outreach a sharper competitive edge.

4. Business Development Process Driven by an Omnichannel and Expertise-Driven Approach

We employ a multi-touch, omnichannel approach—combining phone, email, LinkedIn, direct mail, and technology-driven insights to build awareness and engagement. Our process strategically integrates personalized outreach, thought leadership, and our tech stack to ensure that prospects are engaged at the right moment. Each campaign is designed to maintain a balance between technology-driven efficiency and human-led relationship building, maximizing opportunities for meaningful connections. 

5. Coaching & Counseling

Beyond prospecting, we coach and counsel agency leaders throughout the new business journey. This includes preparing you for meetings, strategizing follow-ups, refining proposals, and optimizing your agency’s positioning to close deals effectively. We also provide ongoing insights into industry trends, digital marketing best practices, and recommended improvements to your website and social presence to enhance credibility and conversion.

6. RSW/US Tech Stack

We leverage a robust tech stack to enhance every aspect of its business development programs. The platform includes tools like Instantly for automated yet personalized cold email outreach, PhoneBurner for efficient dialing, and Visual Visitors for tracking website engagement. Additionally, ZoomInfo, AI-driven list-building platforms,, and LinkedIn Sales Navigator help identify high-value prospects at the right time. These technologies, combined with RSW/US’s human-driven strategy, ensure agencies reach the most relevant decision-makers while maintaining a tailored and data-informed approach to new business development.

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

Pricewaterhouse Coopers Logo
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Brand Strategy Agency Wins Global Professional Services Firm Business

Full Service, Branding, Financial, Tech, Healthcare

Brand Strategy Agency Wins Global Professional Services Firm Business

315k

Initial Project

PricewaterhouseCoopers Logo
RSW Client Type: Full Service/Brand Strategy

Client Verticals: Financial Services Technology, Media & Telecommunications, Healthcare & Life Sciences

PricewaterhouseCoopers (PwC) is a global professional services firm specializing in audit, tax, and advisory services. With a presence in over 150 countries, PwC helps businesses navigate complex challenges, from financial reporting and regulatory compliance to digital transformation and strategy. The firm serves clients across various industries, including finance, healthcare, technology, and consumer markets.

6 Key Elements of the RSW/US process:

1. Kickoff

The program begins with a comprehensive 3-hour briefing session, preceded by our review of existing agency materials, such as capabilities decks, content, collateral, and proposals, to understand how you currently position yourself externally. During the briefing, we explore your specific work, future vision, key business challenges you solve for clients, and delve deeply into your firm’s philosophy, character, and expertise. We also identify your top “reasons-to-believe”—both functional, like category expertise or unique insights, and emotional, such as creative tone and the feelings it evokes—to craft a compelling narrative that clearly differentiates your firm. Leveraging our extensive experience from collaborating with agencies and discussions with hundreds of agency leaders, we develop targeted messaging and strategic programs designed to capture prospects’ attention and motivate meaningful engagement with your firm.

2. Experienced New Business Director

Each program is led by a tenured New Business Director (NBD) with 10-15 years of experience in sales and marketing, who integrates into your agency’s team. To the outside world, they appear as a direct extension of your firm, with a dedicated email, voicemail, and phone line. Their role extends beyond setting meetings—they guide strategic follow-ups, nurture prospects, and provide consultative support to move opportunities closer to close.

3. Targeted Prospecting Lists

Our prospecting lists are custom-built and verified by human intelligence, ensuring higher quality and relevance. We leverage a combination of list platforms, research tools, AI-driven insights, and intent tracking to identify companies actively searching for services like yours. Unlike generic database pulls, our lists are strategically refined, reviewed quarterly, and continuously updated based on real-time data, giving your outreach a sharper competitive edge.

4. Business Development Process Driven by an Omnichannel and Expertise-Driven Approach

We employ a multi-touch, omnichannel approach—combining phone, email, LinkedIn, direct mail, and technology-driven insights to build awareness and engagement. Our process strategically integrates personalized outreach, thought leadership, and our tech stack to ensure that prospects are engaged at the right moment. Each campaign is designed to maintain a balance between technology-driven efficiency and human-led relationship building, maximizing opportunities for meaningful connections. 

5. Coaching & Counseling

Beyond prospecting, we coach and counsel agency leaders throughout the new business journey. This includes preparing you for meetings, strategizing follow-ups, refining proposals, and optimizing your agency’s positioning to close deals effectively. We also provide ongoing insights into industry trends, digital marketing best practices, and recommended improvements to your website and social presence to enhance credibility and conversion.

6. RSW/US Tech Stack

We leverage a robust tech stack to enhance every aspect of its business development programs. The platform includes tools like Instantly for automated yet personalized cold email outreach, PhoneBurner for efficient dialing, and Visual Visitors for tracking website engagement. Additionally, ZoomInfo, AI-driven list-building platforms,, and LinkedIn Sales Navigator help identify high-value prospects at the right time. These technologies, combined with RSW/US’s human-driven strategy, ensure agencies reach the most relevant decision-makers while maintaining a tailored and data-informed approach to new business development.

Contact us to discuss how we can help you get in front of the right prospects and win more business!

Contact Us
/by

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.