Unify

When BDRs have to manually chase prospects who drop off a demo form, more often than not, those prospects will slip away. But we've automated this at Unify and it drove over $250k in pipeline last month. Stop letting warm leads go cold. Turn those "almost meetings" into actual conversations. Whether it's via CSV upload or actually pulling from your CRM fields (Salesforce/HubSpot), Unify can automate outbound to individuals who fall off or fail to book time. 1. In our audience builder, we have a field labeled "Inbound Routing." Here, create the "Not Booked" status to create a sample set of people who have not filled out the form but didn't book time. 2. Once an audience is created, jump into plays and create a "not booked follow-up" play. 3. Create a trigger for when a person/company enters the audience. 4. Add a sequence noting any specifics (everyone gets the outbound or only people with a certain title, etc.) 5. Launch the play! It's as simple as that. Full walkthrough attached!

With fresh H1 budgets come fresh promotions. And you need to see those as intent triggers, and turn them into pipeline. Here's how to do it in < 2 minutes. You can act on these promotion signals by automatically sending outbound to those people with highly personalized copy via Unify—furthering your chance of booking a meeting. Here's exactly how to do it (from tracking to outbound launch): 1. Use a data scraper to pull in a list of people who were promoted (role duration indicates this) and upload the CSV to Unify (this signal will be in product soon 👀) 2. Unify will auto-enrich this people with the best contact info (using our built-in waterfalls) 3. Once the audience is built, click "+ New Play" to run a play in Unify 4. Enroll them in job title-specific sequences with AI-personalized copy to ensure maximum relevance 5. Select the right mailboxes to use (so it's tailored to who sent it + the recipient) 6. Launch the play! This is the easiest way to leverage this intent trigger for maximum results - explained step-by-step by Garrett in the video linked. Let us know if you have any questions!

We recently launched a playbook on how we generated $7M of pipeline with automated outbound in 2024. But how do we convert prospects post-download? Here's exactly how we identified those who downloaded it, filtered our ICP, sequenced them, and converted the warm pipeline: 1. Set up form tracking on the website for ebook downloads or other content offers 2. Synced this data to Unify (or your CRM, then pull it into Unify) 3. Created a new audience in Unify called "Downloadable Content" 4. Set audience criteria to filter for recent content downloads 5. Created a play targeting this audience 6. Configured the play to trigger an email sequence to these leads 7. Added a Slack alert to notify the team of new downloads 8. Customized the alert with download information for easy follow-up This simple workflow is a powerful way to strike while the iron is hot. Hope this was helpful!

Agents are the future of account qualification. Unify lets you set up agent to research and qualify accounts at scale in minutes. Filter for companies based on whether or not they're B2B, their pricing model, and funding parameters. It's this easy: 1. Enter all prospects enrolled in a sequence via a signal (site visits, for example) 2. Automatically filter the list down to best-fit prospects with the agent 3. Outbound to them with relevant messages Your outbound just got more relevant, efficient, and effective. PS - you can check our product tour to see this first-hand 👀 

🤝 Unified Team Spotlight: Meet Fabian Wikstrom, our Engineering Lead! What has been the most exciting engineering achievement since you've joined Unify? "More than any singular achievement, I was most excited to see the first phase of our vision come to life. Unify is now an all-in-one platform that consistently books customer meetings at scale — a major feat! Along the way, our engineering team tackled some tough challenges: 1. Unified Data Layer—To support signal ingestion (e.g., website traffic, CRM, new hires, and (soon) LinkedIn signals), we built a scalable data ingestion system 2. Workflow Orchestrator—Our Plays runner is a generic workflow engine that customers can use to prospect, qualify, and enroll potential buyers 3. Email Sequencer—We created a best-in-class email sequencing system that delivers the right message at the right time Solving any one of these problems alone is difficult, but bringing them all together into a cohesive, easy-to-use product was the real challenge. I’m incredibly proud to be part of the team that made it happen!" What are the most interesting problems that Unify is planning to tackle in 2025? "We’ve achieved a great deal so far, but it's really only the groundwork for what’s coming next. In 2025, we’re introducing two major themes that will propel Unify towards its full potential: AI Agents continue to improve at an exponential rate and by giving AI Agents in Unify well… more agency, we turn those advancements into great customer outcomes. We imagine a future where every prospect is tended to by an “always-on” assistant — constantly researching, refining messaging, perfecting timing — until that first meeting is booked. Unify started by delivering value to Growth Marketers / CROs, and now we’re expanding our support to SDRs, with a vision to make each member of the GTM team 100x more productive. This mission presents a unique (and fun!) design challenge: creating a UX versatile enough to support multiple roles, yet still intuitive and seamless for everyone. One day in the not-so-distant future we'll have built a Revenue OS for the entire GTM team that runs by itself under human supervision." What differentiates Unify's engineering culture? "The things that stands out the most is the level of care our engineers have for our customers and their craft. Engineers are constantly jumping on calls with customers to understand their pain points, going the extra mile, shipping a late night feature, vigorously debating the right way to design a system on Slack a huddle. We have a high-trust environment where passionate debate is encouraged and a lot of fun. We believe that this level of care makes all the difference for our customers and we look for it in each new engineering hire." We are hiring for Frontend, Backend, and Product Engineers, apply here: unifygtm.com/careers

Generate pre-sales call notes in seconds 🚀 Introducing our Sales Call Prep tool: 1. Paste your prospect's LinkedIn URL 2. Get instant insights on their background, experience, and company 3. Join your call fully prepared Make every prospect feel understood. We handle the research, you focus on connecting. And yes, it's completely FREE. Try it now - link in comments!

If a prospect no-shows a sales call, you shouldn't mark them as closed-lost. Instead, do this: • Create an audience of prospects that fit this criteria (it's easy in Unify via our Salesforce integration). • Create a Play to action on this audience that'll run whenever a new record is added (via your CRM). • Write extremely simple copy trying to get the conversation started again (Garrett Wolfe shows you how to do this below). Even re-capturing a small percentage of no-shows and turning them into meetings will generate meaningful net new revenue over the course of a year. Because of that, there's no reason not to do this. If you have questions, feel free to let us know.

🚀 Unify is hiring! In January alone, we've grown ARR +25% M/M, and produced $9.7M of pipeline—an all-time record by +49%. So to keep this momentum, our 30-person team needs to keep growing. From engineering to sales to customer success — we are looking for exceptional talent to help us build the first system-of-action for go to market. Check out all of our open roles here: unifygtm.com/careers.

What prospects engage with your email may be the most underrated form of intent data. Why? Because you can discern a lot about how "warm" they are based on how many times they open emails, when they open them, what they click on, etc. Since this is valuable to sellers, we built functionality to make it easy to outbound to people who meet whatever email activity criteria you want. As an example in the video below, Garrett Wolfe creates an audience from people who've opened our emails 2x *after* their enrollment in the sequence ended. Are they a guaranteed closed-won lead? No. Is them coming back to our emails after we stopped sending them a positive signal we should action on? Definitely. Unify makes it easy to select which filters you want to use, create multiple audiences from various combinations of them, and outbound to those prospects accordingly. If you want us to help you set this up, book a demo in our bio!

A website view is a strong sign of intent to action on. Here's how to identify a website viewer and reach out with relevant copy: Unify makes this very simple. Garrett Wolfe will show you how to: 1. Create an audience with the "website activity" toggle selected. 2. Create a Play designed to run when someone enters that audience (i.e. when new site visits are detected). 3. Select titles you want to outbound to in that audience. 4. Ensure you sync this activity with your CRM. ...and you're all set-up. It took Garrett under two minutes (including the video intro!). It's that easy, and you can set it all up in Unify.