Hey RevGenius fam! 👋 We’re launching a new GTM consultancy focused on B2B SaaS companies and want to tap into this community’s collective wisdom before we commit to our tech stack. We’re building a full-service GTM consultancy that needs to:
Manage multiple client campaigns with strict data separation
Handle everything from lead gen to nurture to close
Scale efficiently while maintaining high-touch service
Provide clients with transparent reporting and campaign visibility
Our Current Tech Stack Shortlist We’re leaning toward this foundation to start:
HubSpot Professional (CRM + Marketing Hub for client management)
Apollo.io (Lead sourcing and enrichment)
Instantly.ai (Cold email infrastructure and deliverability)
LinkedIn Sales Navigator (Social selling and prospecting)
Total monthly cost: ~$500-800 to start, scaling to $2-3K as we grow What We Need From You 🙏 Before we pull the trigger, we’d love your input on:
Hidden gems - Are there tools we’re missing that punch above their weight class?
Integration nightmares - Any combinations that look good on paper but are painful in practice?
Cost optimizations - Where can we get 80% of the value for 20% of the cost?
Scaling pitfalls - What works for 3 clients but breaks at 10+ clients?
Specific Questions:
Anyone using Instantly.ai for client work? How’s the deliverability and client separation?
Apollo vs ZoomInfo - is the data quality difference worth 3x the cost for a new agency?
HubSpot alternatives that offer similar client portal/permission controls?
Best LinkedIn automation that won’t get accounts banned?
Integration tools (Zapier alternatives?) that won’t break the bank?
If you are looking to create forms - from lead gen to capturing feedback, https://formware.io is a tool that definitely punches above it's weight. The forms are fully customizable with rich media support, unlimited responses and have a Typeform like one question per page format to store partial responses. You can have multiple workspaces for different clients too. 99% of features available in the free tier. (disclose: I have built this, so slightly biased)
Looping myself in, to hear responses.
I wouldn't use Apollo for lead enrichment. Go with something like Full Enrich or Airscale.io
Awesome post! A reminder to commenters: don’t pitch in threads or DMs 😃
Hey man, As someone who spends way too much time automating lead gen and outreach systems, I'm excited to see your tech stack, you're definitely on the right track! I've built similar automation workflows with Apollo, Instantly, and LinkedIn Sales Nav, so here's my real-world take: The Good News First Your foundation is solid. Apollo is absolutely the GOAT for B2B data - haven't found anything that pulls as much LinkedIn data as cleanly. And Instantly is legit for deliverability when you set it up right. But here's where you can get sneaky smart with costs and automation: -- Apollo hack: Skip the monthly subscription and use Apify to scrape Apollo directly. Same data quality, way cheaper, and honestly more convenient to navigate. I've been automating this for months, works like a charm. Email verification is crucial: Budget around $19 (I think) for every 10k emails with MillionVerifier. Trust me, keeping your bounce rate under 1% is non-negotiable for deliverability. Worth every penny. Instantly positioning tip: Get pre-warmed emails for $10 each (female avatars perform better in my experience - not being scammy, just what the data shows). But here's the thing - it's ALL about positioning. Your email domains, social proof, copy, the whole nine yards. The tech is just the vehicle. Make.com > Zapier: For your operation size, Make.com at $19/month will handle your entire lead-gen-to-CRM automation across multiple clients. I've automated similar workflows there - Zapier's great but unnecessary expense at your stage. LinkedIn automation warning: This is where most people mess up. You gotta be surgical with limits and timing. I've seen too many accounts get torched because people got greedy with connection requests and messages. PhantomBuster tip: Use it to scrape details from LinkedIn Sales Nav, pairs perfectly with your automated Apollo data flow. Your CRM can be Hubspot, clickup, monday... whatever you can get your hands on. Bottom line: Your $500-800 starting budget is realistic, but with these automation tweaks, you could probably cut that in half while actually improving your setup. Happy to chat more automation specifics if helpful!
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Hi Sergio F., since you are planning on use Sales Navigator, may I recommend you try www.vayne.io (full disclosure I am the founder) ? It is the safest sales nav scraper on the market, can get you up to 15K profiles / day, and starts at $29 for 20K (so good value for money since you are beginning I can easily imagine you are trying to keep costs tight). Happy to talk more in DM
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