Install a reliable biz dev system built on referrals and partnerships.
We are a software-empowered training and coaching firm that builds pipeline via relationship-based trust, without cold outreach, burnout, or starting from scratch.
Everything you need to generate qualified referrals on repeat.
1:1 Coaching
Together we map your team’s networks, figure out where the access is, and secure partnerships that produce clients for years.
Proprietary Software
HowdyPartner is our partnership management platform. It surfaces the high-potential relationships you forgot you had, ranks them, and builds campaigns that generate qualified intros.
Fast Feedback
Same-day feedback on copy, sales calls, and campaigns. Unlock a reliable new business system in weeks, not years.
Small-Group Office Hours
Stop going it alone. Trade what’s working right now with peers and keep your pipeline full.
Curriculum and Resources
Swipe files, templates, and step-by-step walkthroughs. You don’t have to invent the system from scratch.
Inside the program.
What happens in the first 90-days…
Kickoff Call
We surface hidden connectors together — former clients, vendors, friends, team members. The “network is tapped out” worry fades fast.
Map Partners
In HowdyPartner and Slack, you rank partners by willingness and ability to help. You know exactly who to focus on this week.
Get Buy-in
Within a week, we craft outreach to your top partners using our templates. A few days later, five are ready to send referrals.
Get Qualified Referrals
Instead of “do you know anyone?”, you request specific intros. Partners respond with warm emails and LinkedIn messages to decision-makers. No cold outreach.
Expand the System
Intros are consistent and prospects move to proposal. We build commission plans for top partners and bring your team in so it scales.
Win clients by fixing the channel that’s proven itself for years.
Owners with reliable biz dev systems.
Feedback from a few of the 250+ agencies and B2B service companies we’ve supported since 2014.
In less than six months Sales Schema has helped us generate dozens of solid prospects, one of which generated a six-figure account.
Sales Schema set up our outbound function and ran it to drive repeated meetings at the CMO and CEO level.
Sales Schema’s program gave us the basics to build our business development program in the most efficient way without the fluff. The core fundamentals are laid out in a way that you can go down the list, check off each task, and get started.
If you are looking to build an outbound system at your agency or B2B service company, then I’d recommend Sales Schema.
Sales Schema put us in the driver’s seat. We’re now getting a steady stream of opportunities on a weekly basis.
After going through Sales Schema’s program, our team was able to drive a number of high-value opportunities using targeted outreach, but more importantly, their mindset about sales completely changed.
Sales Schema helped us systemize our new business process. We tripled our outreach volume, but more importantly, the quality of conversations went up sharply. The live coaching sessions were invaluable. No fluff, just experts who understood our business.
Sales Schema were able to drive quite a few qualified leads into our sales process. From that we were able to close very large pieces of business, from which we’re able to see long term lifetime value.
Last year we had campaigns that were too unwieldy for us to actually manage. Sales Schema’s program was perfect based on the size of our agency and what we can actually manage ourselves.
I gained the most from all of the resources and platforms in the program, and understanding the right combination for our agency based on who we are trying to reach.
Sales Schema gave us a structured framework for turning warm relationships and referrals into a real pipeline. The templates, training, and one-on-ones with Dan made it easy to implement, and the Slack community keeps us sharp. It’s given us a repeatable sales process we can actually scale.
Deep experience across agency and B2B service categories.
Most decision-maker meetings don’t come from outreach. They come from someone you already know.
Prospects are more distracted and skeptical than ever. The age of AI is making it worse. But referrals and partnerships are easy.
Referrals close 3–5x faster and 84% of B2B decisions start from personal networks. Chances are referrals already work for your firm — but you’ve never optimized them.
You’re told constantly that “referrals don’t scale!” But here’s the reality — reactive referrals don’t scale, proactive partnerships do.
Instead of jumping to the next sales tactic, how much more successful would you be if you transformed the one channel that’s already proven?
Hi, I’m Dan.
I’m the CEO and Founder of Sales Schema, a training and coaching firm that helps agencies and B2B service firms build reliable new business systems through targeted referrals, strategic partnerships, and trust-based outreach.
I cut my teeth as the first employee at a New York animation studio in the early 2010s, where I led thousands of sales calls, helped grow the company from near-zero to seven figures, and landed a bunch of Fortune 500 accounts along the way. I started Sales Schema in 2014 to bring that hard-won process to other agency owners stuck with the “cobbler’s children” problem — too busy serving clients to sell themselves.
Since then, we’ve worked with more than 200 firms, generated thousands of prospect relationships, and helped drive millions in lifetime revenue. I host The Digital Agency Growth Podcast, wrote Relationship Sales At Scale, and live in New York City with my wife Sarah and our son Adrian.
Ready to install a reliable new business system?
Let’s talk about your team’s networks and where the access is.
Let’s Talk