Global Marketing Execution & Print Management

Delivering highly customized print, promotional, and operational solutions that optimize enterprise spend, mitigate supply chain risk, and accelerate your time to market.

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Years Industry Leadership

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MM Annual Spend

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Dedicated Professionals

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Certified Suppliers

Core Capabilities & Solutions

Integrated category management engineered to consolidate vendors, reduce friction, and guarantee brand integrity.

Printed Materials

Marketing collateral, direct mail, signage, operational materials, point of sale, displays, and large format pieces using diverse production methods.

  • Marketing collateral and commercial print
  • Point-of-sale items, elevated displays, and signage
  • Print-on-demand & variable printing

Promotional Premium Products

Curated global catalog of custom branded merchandise, high-end corporate gifts, trade show collateral, and decorated executive apparel.

  • Global Sourcing & Compliance
  • Premium Brand Name Apparel
  • Custom Trade Show Displays

Design & Retail Solutions

Elevated Point-of-Sale (POS) displays, temporary or permanent retail fixtures, and immersive experiential marketing installations.

  • High-Impact POS Displays
  • Experiential Installation Kitting
  • Structural Display Engineering

Packaging Solutions

Secondary packaging, custom corrugated shippers, folding cartons, luxury rigid boxes, and FSC-certified sustainable options.

  • Custom Corrugated & Folding Cartons
  • Eco-Friendly & FSC Certified Materials
  • Secondary Outer Protective Packaging

Critical Communications

Full-service print and digital presentment for statements, tax notices, and regulatory mail.

  • SOC 2 Type II & HIPAA Certified Facilities
  • High-Speed Variable Color Inkjet & MICR
  • eStatements, SMS Alerts & UPT Tracking

Kitting, Fulfillment & Warehousing

Dynamic multi-location distribution, strict quality control protocols, and active inventory management engineered to maximize turnover velocity and eliminate obsolescence.

3–4x Annual Turns Target
Complex Campaign Kitting
Real-Time Inventory Control

The Smart Source Advantage

Why leading enterprise procurement and marketing teams trust us to manage their critical programs.

Vendor Management

Access a fully vetted network of over 4,500 supplier partners. Our vendor panel delivers a portfolio of “best-in-class” suppliers, constant competitive tension, and complete supply chain risk mitigation.

Contractually Guaranteed Savings

By consolidating an enterprise’s fragmented print spend and applying strategic sourcing methodologies, Smart Source provides complete spend visibility and control. This approach allows them to deliver contractually guaranteed annual hard cost savings, which average 25%.

Quality Assurance & Regulatory Compliance

Uncompromising commitment to operational quality backed by industry-leading certifications: ISO 9001, ISO 13485, HIPAA compliance, and SOC 2 Type II data security protocols.

Dedicated Account Leadership

Deployment of highly specialized, dedicated management teams—available both on-site and off-site—who integrate seamlessly as a direct operational extension of your internal marketing and procurement divisions.

Industry Footprint

Over 20 years of targeted strategic acquisitions expanding our manufacturing footprint, critical communications infrastructure, and national distribution capabilities.

Smart Source Connect™

Our proprietary procurement portal automates job quoting, spec management, and order routing to drive cost transparency across your entire organization.

Automated Supplier Selection

Algorithmic bid analysis routes every job specification to the most competitive, pre-qualified regional supplier to minimize raw freight and production costs.

80+ Specification Builders

Pre-configured job spec templates standardize print, packaging, and promo quoting, ensuring 100% material consistency across departments.

Rules-Based Company Stores

Custom-branded e-commerce portals with multi-level approval hierarchies for ordering inventoried collateral and print-on-demand assets.

Data Analytics

Direct ERP integration providing real-time executive dashboards on departmental budgets, live inventory valuation, and historical pricing trends.

Simulate Your Connect™ Savings

Adjust your monthly spend to project immediate hard-cost reduction.

Monthly Spend $250,000
Projected Savings Opportunity $750,000 Calculated on annual volume aggregation

Open-Book Cost-Plus Model

Every quote is completely transparent. Leverage 200MM buying power.

Lock In Savings Target

Our Proven Process

A structured 4-stage methodology ensuring seamless transition, risk mitigation, and rapid savings realization.

01

Discover

Comprehensive forensic analysis of historical spend, stakeholder interviews, current vendor audit, and technology gap evaluation.

02

Define

Formalizing service level agreements (SLAs), finalizing key performance metrics (KPIs), and establishing contractually guaranteed hard savings targets.

03

Design

Architecting customized solutions built around your people, processes, platforms, and operational supplier ecosystem.

04

Deliver

Flawless operational rollout, on-site/off-site account deployment, continuous innovation reviews, and quarterly savings reporting.

Meet the Team

Decades of combined BPO, print procurement, and critical supply chain expertise steering enterprise growth.

Thomas D'Agostino
Executive

Thomas D’Agostino

CEO and Owner

35+ years of industry leadership founding and scaling Smart Source into a global procurement partner.

Thomas Stubbs
Finance & M&A

Thomas Stubbs

Chief Financial Officer

18 years driving financial operations, corporate treasury, M&A strategy, and fiscal planning.

Sara Horn
Operations

Sara Horn

Chief Operational Officer

20+ years driving operational efficiency, strategic management, and multi-center workflow execution.

Patrick Fogarty
Revenue & Growth

Patrick Fogarty

Chief Revenue Officer

24-year Brand Management BPO veteran leading market expansion and client partnership growth.

Scott Wooley
Southeast Sales

Scott Wooley

Senior VP, Southeast Sales

Expert in enterprise accounts, custom packaging solutions, and strategic relationship development.

Tim English
Northeast Sales

Tim English

Senior VP, Northeast Sales

Spearheading regional enterprise sales and direct mail outsourcing programs across the Northeast corridor.

Mike Pisenti
Southwest Sales

Mike Pisenti

Senior VP, Southwest Sales

Directing regional business development, corporate stores, and retail promo fulfillment programs.

Mike Hatfield
Northwest Sales

Mike Hatfield

Senior VP, Northwest Sales

Leading Northwest client accounts across healthcare, technology, and regional retail networks.

Todd Norton
Critical Comms

Todd Norton

President, Critical Comms

Specializing in HIPAA-compliant transactional print, secure electronic mail delivery, and compliance.

Scott Thenell
Critical Comms

Scott Thenell

President, Critical Comms

Architecting data-driven customer billing statement workflows and multi-channel notification solutions.

Corporate Responsibility & Sustainability

We actively align supply chains with global environmental standards and supplier diversity targets, empowering our partners to meet aggressive Corporate Social Responsibility (CSR) goals without sacrificing cost performance.

Environmental Footprint Reduction

Promoting recycled material substrates, energy-efficient manufacturing, and certified partners under the Sustainable Green Printing Partnership (SGP) and Forest Stewardship Council (FSC).

Supplier Diversity Excellence

Maintaining an active, audited network of Minority-Owned, Women-Owned, and Veteran-Owned business enterprises (MWBE/SDVOB) to drive inclusive economic impact.

Certified Industry Standards

FSC Certified Responsible Forestry
SGP Partner Green Printing Alliance
ISO 9001 / 13485 Quality Management
SSAE 16 Type II HIPAA Compliant
Smart Source HQ in West Palm Beach
Our Workplace

Innovation, collaboration, and relentless efficiency across 60+ locations.

Greatest Company to Work For Badge

Opportunities at Smart Source

At Smart Source, we don’t just manage your print – we move careers forward. Recognized as one of the industry’s Greatest Companies to Work For, we empower over 300 dedicated professionals nationwide within a collaborative, fast-paced environment.

Collaborative Culture

Cross-functional team synergy

Continuous Growth

Advancement & leadership tracks

National Footprint

Work from anywhere

Comprehensive Benefits

Health, 401(k) & wellness plans

Request Your Opportunity Assessment

Discover how our independent procurement cooperative, open-book cost-plus model, and Smart Source Connect™ technology can deliver guaranteed savings for your brand.