Coastal States Bank Atlanta Sales Trigger

Ronye Cooper’s hire sets off Coastal States Bank’s Atlanta retail push. Pitch CRM & digital onboarding to close SMB deals faster and hit your commission.

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🚀 Battle Card: Coastal States Bank

Use this Coastal States Bank sales trigger to get ahead of their Atlanta retail expansion. Quick trigger:
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • This Coastal States Bank sales trigger shines a light on a renewed push for SMB and consumer deposits under new branch leadership. → Source
 
🎯 Core Pain Point
  • Accelerating small business acquisition in a competitive Atlanta market
  • Maintaining personalized service and relationship banking at scale
 
💰 What to Pitch
  • Primary: CRM & Relationship Banking Platform → Boost client acquisition and retention
  • Expansion: Digital Onboarding & Analytics → Streamline account opening & cross-sell opportunities
 
🗺️ Quick Context
  • HQ: Atlanta, GA
  • Employees: ≈ 300
  • Rev: ≈ $120M
 

🤼 Competitive Intel

Which other vendors you’ll probably face to win Coastal States Bank’s business.
 
  • SalesforceCRM / Financial Services Cloud
    • Unique edge: FSI-specific features & app ecosystem
    • Evaluated by AVP & marketing for client outreach
  • Microsoft Dynamics 365CRM
    • Unique edge: Tight Office 365 integration
    • Evaluated by IT & Ops for ease of adoption
  • HubSpotCRM / Marketing Automation
    • Unique edge: Inbound marketing & support
    • Evaluated by marketing for lead gen
  • FISCore Banking Platform
    • Unique edge: End-to-end banking suite
    • Evaluated by IT for digital channel support
  • Jack HenryCore Banking Platform
    • Unique edge: Retail banking specialization
    • Evaluated by branch ops for stability
 

✅ Do-Now Checklist

Connect with Ronye Cooper on LinkedIn using this Coastal States Bank sales trigger to personalize your invite (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
 

Next Step

Get Coastal States Bank sales trigger intel like this daily—no fluff, all pipeline. Subscribe to NewsletterForLeads
 

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑❑
PROOF_METRIC  = ❑❑
CTA_STYLE     = ❑❑
TONE          = ❑❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ronye
COMPANY     = Coastal States Bank
DEPT        = retail banking
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = ≈ TBD
DETAIL      = ≈ TBD
PAIN        = ≈ TBD
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250916284419&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ TBD
REV_EST     = ≈ TBD

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person retail banking

Ronye—noticed your retail banking team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Want the 2-min recap?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about ≈ TBD — ≈ TBD.  
≈ TBD. ≈ TBD.  
Send case study?```

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