SalesSource

• Pricing model: Custom-quoted project engagements, with evidence of strategy/implementation work sold as project-based consulting and execution rather than published package pricing. SalesSource describes its offer as "Pipeline Management" spanning strategy, systems/CRM/automation, and scaling/outbound campaigns; directories also list an hourly rate band, suggesting custom scoping with project budgets and possible time-based pricing.
• Starting price: $5,000+ project minimum
• Typical range: $10,000-$49,999 per project
• Billing: Primarily custom project-based billing; directories also show an average/hourly rate band of $100-$149/hr (DesignRush lists $99/hr).
• Free trial: SalesSource advertises a free discovery call and a free pipeline audit.

SalesSource's own site does not publish package prices; its FAQ says pricing depends on the client's stage and scalability and that it has different packages available via a discovery call. The most concrete public numbers come from third-party directories, not from SalesSource directly: Clutch and The Manifest show a $5,000+ minimum project size, and Clutch says the most common project size is $10,000-$49,999. Hourly pricing is less consistent across directories: Clutch shows $100-$149/hr, DesignRush shows $99/hr, and SelectedFirms shows $100-$149/hr, so treat those as directory-reported estimates rather than official agency-published rates.

A SalesSource engagement appears to start with discovery and an audit of the client’s business, target customers, and current setup; then SalesSource implements or optimizes the CRM/automation stack and launches outbound campaigns that it manages with frequent communication and reporting. Customers consistently describe SalesSource translating high-level goals into actionable tasks, building lead lists and messaging, running LinkedIn/email outreach, and monitoring email performance and deliverability.

1. 1

   Run discovery and audit the business

   SalesSource begins with a discovery/consultation phase to understand the client’s needs, choose services, and audit the business. Reviews describe this as an initial assessment, total audit, or in-depth meetings focused on current digital presence, target customers, personas, and outreach needs.

2. 2

   Define ICP, positioning, and outreach strategy

   After the audit, SalesSource helps refine target audience, service positioning, and personas, then develops a practical outreach or marketing strategy. Customers mention audience splitting, mini-strategy creation, and guidance on lead generation approaches such as data sourcing, letters, webinars, and campaign direction.

3. 3

   Set up CRM, automation, and technical infrastructure

   Next, SalesSource implements or optimizes the systems needed to run outreach, especially HubSpot, marketing automation, and related integrations. In some engagements this also includes email account setup, DNS review, domain security enhancements, and deliverability monitoring for cold email systems.

4. 4

   Build lists, messaging, and campaign assets

   With the strategy and systems in place, SalesSource prepares the execution materials: lead lists, account segmentation, scripts/messages, and campaign content. Reviews specifically mention lead-list creation, natural outreach messaging, eGuide/content collaboration, and setting up systems to test which messaging converts.

5. 5

   Launch and manage multi-channel outreach

   SalesSource then runs the outbound work across channels such as LinkedIn and email, including account-based email campaigns and broader outbound marketing. Customers describe the team handling project management largely independently, translating high-level goals into action, and booking meetings or demos with selected organizations.

6. 6

   Communicate frequently and report progress

   During execution, SalesSource keeps in close contact through Slack, virtual meetings, email/messaging, and regular reporting. Reviewers repeatedly emphasize responsive communication, frequent check-ins, fast starts, and clear project management throughout the engagement.

7. 7

   Monitor, iterate, and optimize performance

   After launch, SalesSource continues monitoring campaign and email-system performance, intervening when issues arise and adjusting messaging or security as needed. Both the company site and customer reviews point to continuous monitoring, testing, iteration, and optimization as part of how campaigns are scaled.