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
- Ronye Cooper, Assistant Vice President, Team Leader · 🔗 LinkedIn
💡 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
- Website: coastalstatesbank.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Coastal States Bank’s business.
- Salesforce — CRM / Financial Services Cloud
- Unique edge: FSI-specific features & app ecosystem
- Evaluated by AVP & marketing for client outreach
- Microsoft Dynamics 365 — CRM
- Unique edge: Tight Office 365 integration
- Evaluated by IT & Ops for ease of adoption
- HubSpot — CRM / Marketing Automation
- Unique edge: Inbound marketing & support
- Evaluated by marketing for lead gen
- FIS — Core Banking Platform
- Unique edge: End-to-end banking suite
- Evaluated by IT for digital channel support
- Jack Henry — Core 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.
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🧠 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?```