Unify

The lowest-hanging fruit in intent-based outbound?   Reaching out to people hiring for roles related to your product or service (ask us how we know). Garrett will show you how to do it at scale, automatically, in just a couple of minutes. He starts by pulling a CSV of companies hiring for a relevant role (SDRs). Then, he prospects for our target personas right in Unify (we automatically enrich accounts with emails and phone number data). After that, he enrolls them into a sequence referencing the fact that they're hiring and introduces our product as a potential solution. Anyone can run this exact Playbook with job titles specific to what they sell. We hope that helps. Go book some meetings!

Companies that fit your ICP raise money every day. This video will teach you how to warm outbound to them in minutes. Watch below as Garrett: 1) Finds a data source for companies that recently fundraised (you can upload your own CSV to Unify as well). 2) Creates an audience of companies using that CSV. 3) Makes a new Playbook, and prospects for key decision-makers who might buy Unify. 4) Rotates the inboxes he sends from (we also personalize messaging based on each sender, to make sure each email is hyper-relevant). ...all in just a few clicks. TLDR: Companies hot off a fundraise are making budget decisions. Make sure you reach them when the iron is hot. Hope that helps!

Know should know when your target accounts are evaluating your competitors on G2. Here's how to (automatically) book warm outbound meetings when this happens: 1) In Unify, create a new audience filtering for G2 Page Views for "Alternatives" or "Compare." Optionally, you can add a website visit to your site and stack intent signals. Prospects don't browse and compare B2B SaaS solutions as a hobby. They're clicking into these pages because they're solving for a need—and this playbook helps you to engage with them at the right time. 2) Create a playbook to reach out to your target personas at those companies. Enroll them into a sequence asking if they're considering competitors, and share your competitive differentiation. This video is an awesome breakdown from Garrett here showing you how to do this in just a few minutes. Let us know if you have any questions! PS - Check out the Activity feed shown in the video to see several signals that you can get access to via Unify  

LinkedIn is an intent goldmine. Steal this playbook that we use at Unify. A play we run is automating outbound emails to prospects who've viewed our LinkedIn profiles. In this video, Garrett shows you exactly how to run this with Unify. First, pull a CSV of people who've viewed your linkedin profile. Captain Data and PhantomBuster are a couple solutions that can help you with this. Next, upload the CSV as an audience in Unify. We can enrich emails + phone numbers just using a LinkedIn profile URL. Then create a Playbook to reach out to these people referencing the profile view. For example, your email copy can say "hey {{firstName}}, saw you viewed my LinkedIn profile, so I wanted to reach out and intro our company..." Let us know in the comments if this play works for you!

A Closed Lost opportunity visiting your website might mean they're reconsidering. Here's how to maximize your chances of turning them into a customer (with Unify): 1) Create a new audience that filters for Page Views from companies that have a Closed Lost opportunity or deal (optional: filter further for more high intent activity, like visiting your technical docs). 2) Set up a Slack alert to a public channel or your own DMs for whenever this happens. You'll never drop the ball on this again. 3) Optional: also stand up an "Always On" playbook that will prospect for 3+ contacts at each of these companies. Enroll them in sequences relevant to their personas. Retargeting Closed Lost opportunities is an easy way to book pipeline using Unify. Shoutout to Garrett for the great demo here. Let us know if you have any questions!

Everyone wants to reach the right prospect, at the right time, with hyper-relevant messaging, at scale. The key to doing so: Segmenting website traffic using UTM parameters. Below, Garrett will walk you through how to use UTM parameters in Unify to create specific audiences (came from LinkedIn, came from specific paid ads campaign, etc). Then, he'll show you how to run a playbook to reach them automatically with specific messaging that matches those UTMs one-to-one. The result is an ABM, multi-channel play.  The use cases really are endless. For example, say you run a paid ads campaign referencing a specific value prop (e.g., intent signals), and the user visits the website but doesn't book a call. With the right UTM parameters and Playbook(s) set up, you can reach them with outbound referencing those same value props (e.g., intent signals). This one's worth the watch👇

The best outbound is high-touch, relevant, and omni-channel. Below, Garrett shows you exactly how to do it at scale with Unify (without losing relevance or personalization). First, he creates (or uploads) a new audience. Next, he creates a Playbook that routes the Audience into a Sequence. After, he writes a timely, human-looking email (calling out a prospect's promotion as an example). After that is where it gets good. With Unify's Zapier integration and LaGrowthMachine, Garrett shows you how to automatically target your prospects on LinkedIn after a Unify email goes out. Best of all, he shows you how to pass custom text from Unify (using whatever fields you'd like) through Zapier to LaGrowthMachine, to make your messaging here on LinkedIn look like you just sat down and wrote it. This means your prospect will get a timely email from you, plus a personalized LinkedIn connection request — all automated. Any questions on this?

There are infinite ways to use Unify. And that's a problem: As many customers have told us, they don't even know all the different ways they can use our product to close more revenue and book pipeline. So, Garrett, Rhea and Hyewon set out to change that. And today, we're announcing the fix: introducing our Plays Library! Now, you can easily explore a quickly growing list of use cases relevant to you. More than that, we have demo videos for each use case so that you can see how we power these use cases at Unify. The possibilities are endless, stay tuned for tons of additions to our Plays Library 🚀 Check it out: https://lnkd.in/gkdeuu-q

Some of the warmest leads in your CRM are ones who filled out a contact form but, for whatever reason, didn't book a call. This can be 50%+ of the prospects who come inbound and represents a huge missed revenue opportunity ❌ The worst thing you can do in this case is not follow up. The best thing you can do? 1) Create an Audience of people that match this criteria. 2) Run an Always-On Playbook that emails them with hyper-relevant messaging. You'll capture meetings and pipeline that you'd otherwise miss. Take 2 mins and watch Garrett do this live below!

We talk a lot about creating pipeline with Unify, but Unify is also a platform to manage existing pipeline. Account Executives need to know what their prospects are researching on the website + in-product to inform how they should manage an opportunity. In this tutorial, Garrett breaks down how to keep sellers on top of intent signals by notifying them in Slack: ➝ Create an Audience of companies showing website intent ➝ Add a Salesforce filter for Account Owner ➝ Send an alert to Slack any time a new signal is detected Bonus play: At Unify, we use a similar Slack alert to know when Closed Lost opportunities are back on our site