Unify

Inbound and Outbound alone aren't enough to build a world-class revenue engine. The best GTM teams use both—and we're showing you exactly how in our webinar next week. On Wednesday, March 5th at 12PM EST, Unify is teaming up with Default to show you how to build an All-Bound revenue machine that drives more meetings, pipeline, and closed deals. We have 100+ RSVPers in the last 24 hours already! We’re breaking down: ✅ How leading teams are integrating AI-powered outbound with inbound automation ✅ The exact multi-channel plays that convert ✅ Real-world success stories from top RevOps leaders ✅ A live demo of the workflows you can implement today Join Garrett, Caitlyn, and Default partners Hussain and Jake next week to learn the strategies winning teams are using right now. No gatekeeping. 🔗 Registration link in the comments. See you there!

Introducing our newest feature at Unify: The Infinity Signal 🚀 It solves one of the biggest challenges - constantly identifying and acting on the unique signals that indicate when prospects are ready to buy. Here's the problem: Top sellers already do manual research across competitors, news, financial filings, etc. But this process doesn't scale, misses too many opportunities, and static data enrichment can't capture the complexity of constantly evolving buying signals. So we built The Infinity Signal. It solves the identification part of signals because they're AI Agents that can research continuously across multiple sources and take action when they find relevant buying signals. But research alone doesn’t drive revenue, action does. That's where Smart Snippets comes into play. Smart Snippets are AI-generated email snippets that reference these highly contextual signals while incorporating the human touch that's essential for effective outreach. We're leveraging the latest models and applications like LangChain, OpenAI's o1 model, and Perplexity to power the Infinity Signal. Check out the full blog post below to see how.

Just because a customer you sold to changes jobs, doesn't mean you can't sell to them again.  At Unify, we're tracking champions to outbound them as soon as they start a new role. Don't let existing relationships go cold. Here's how to set up champion tracking, plays, and sequences in 2 minutes: 1. Enable champion tracking in settings. 2. Upload your list or filter your CRM data to previous champions. Unify will automatically monitor their job changes and mark them with a crown for easy identification (Garrett shows this in the walkthrough below). 3. Create a play that triggers when a champion changes roles. 4. Set your tracking period (like last 12 months) to ensure timely outreach. That way, you never miss an opportunity to re-engage with champions at their new companies. 5. Design sequences specifically for previous champions. 6. They're warm relationships, so keep the messaging friendly and reference your previous connection - leveraging AI smart snippets to write custom copy based on CRM fields. By automating outbound to job-changing champions, you can quickly re-engage relationships in new contexts. Check out the full walkthrough below. Let us know if you have any questions!

Unify is hiring! We have open engineering roles for: 🚀 Senior Frontend Engineer 🚀 Senior Backend Engineer 🚀 Product Engineer You will: • Bring new products from zero to one working closely with our founders at the cutting edge of the AI application layer • Own large engineering scope to build new products using the latest tech such as LLMs, React, TypeScript, Vercel, Prisma (PostgreSQL) • Shape both our product roadmap and engineering foundation with a highly collaborative team in SF or NYC We are looking for exceptional talent to help us build the first system of action for growing revenue. Check out all of our roles here: unifygtm.com/careers.

Stop manually searching for prospects. Your CRM is sitting on a goldmine of warm leads. Here's how to tap into those leads in < 3 minutes using Unify: Automating outbound to contacts or accounts with specific fields in your CRM is one of the most effective ways to reach prospects. Here's how to set it up at scale: 1. Build an audience using company or person level filters 2. Filters to target accounts who have visited your website in the last 30 days. 3. Create your play which triggers when an account meets your criteria and shows recent engagement. 4. Set up prospecting to find decision-makers—typically 4 contacts per account—focusing on your target roles and geographic regions. 5. For each contact, create a sequence with persona based messaging. 6. Customize your outreach using data and AI to incorporate personal touches to resonate with prospects. It's as simple as that. Check out the step-by-step explanation by Garrett below. 

We're excited to be included as one of Business Insider's 43 startups to bet your career on in 2025 🚀 We're hiring across engineering, growth, and sales. Check out our open roles here: unifygtm.com/careers

If you catch your sales team saying, "this lead went cold," then you responded too late. You have to stop treating interactive product demo sign-ups like regular leads. Every minute matters. To make this process as frictionless as possible, we used Navattic x Unify to: → Alerts sales teams instantly → Tracks feature engagement → Triggers automated sequences This avoids leads dying in Slack channels and instead converts demos into meetings while intent is high. Garrett dives deeper into how we automate outbound to people checking out your product demo. Check it out below.

Generate personalized, effective sales emails in seconds 🚀 Introducing our AI Email Coach tool: 1. Write or paste your email draft for instant AI analysis and feedback. 2. Get actionable tips on how to improve impact, clarity, concision, and more. Now you can write great emails at scale that address your prospects' pain points clearly (in seconds). And yes, it's completely FREE. Try it now - link in comments!

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!