Coastal States Bank CRE Sales Trigger – Rivenbark Joins
Will Rivenbark joins Coastal States Bank as EVP of CRE Lending. Target this pipeline: pitch CRE CRM + risk analytics. Connect fast, close deals, boost commission.
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🚀 Battle Card: Coastal States Bank
Quick trigger:
👤 Decision Maker in the News
- Will Rivenbark, Executive Vice President, Head of Commercial Real Estate Lending · 🔗 LinkedIn
💡 Why It Matters
- In this Coastal States Bank sales trigger, adding a CRE lending veteran signals an aggressive push to grow real estate lending footprint in the Southeast. → Source
🎯 Core Pain Point
- Managing complex CRE loan origination and compliance at scale
- Tracking and generating new CRE lending opportunities across multiple markets
💰 What to Pitch
- Primary: Tailored CRE Lending CRM → Streamline deal flow and accelerate loan origination
- Expansion: Advanced Risk Analytics Suite → Reduce portfolio risk and improve decision quality
🗺️ Quick Context
- HQ: Atlanta, GA
- Employees: ≈ 300
- Rev: ≈ $150M
- Website: coastalstatesbank.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Coastal States Bank’s business.*
Sales: CRM / Sales Automation
- Salesforce — CRM / Sales Automation
- Unique edge: End-to-end sales pipeline and CRE vertical features
- Evaluated by EVP for integration with existing systems
- HubSpot — CRM / Marketing Automation
- Unique edge: Free starter tier and inbound marketing toolkit
- Evaluated by Marketing & Sales Ops for lead gen synergy
- Zoho CRM — CRM / Sales Force Automation
- Unique edge: Cost-effective and modular for mid-market banks
- Evaluated by Finance for TCO control
Finance: Financial Management / Accounting
- Intuit QuickBooks — Accounting / SME Finance
- Unique edge: Widely adopted, easy small-business integration
- Evaluated by Finance Controller for transaction clarity
- Xero — Cloud Accounting
- Unique edge: Real-time bank feeds and scalability
- Evaluated by FP&A for forecasting capabilities
- Sage Intacct — Cloud ERP
- Unique edge: Deep financial reporting and core banking links
- Evaluated by CFO for multi-entity consolidation
✅ Do-Now Checklist
Connect with Will Rivenbark on LinkedIn (link above)
Draft email & DM using the Copy-My-Prompt block (Step 7) and launch first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Turn this Coastal States Bank sales trigger into pipeline—daily, no fluff.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Tailored CRE Lending CRM❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Will
COMPANY = Coastal States Bank
DEPT = Commercial Real Estate Lending
SIZE = ≈ TBD
BOTTLENECK = Managing complex CRE loan origination and compliance at scale
EVENT = Executive hire of CRE lending head
DETAIL = your appointment as Head of Commercial Real Estate Lending
PAIN = Managing complex CRE loan origination and compliance at scale
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016769165&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 300
REV_EST = ≈ $150M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Commercial Real Estate Lending
Will—noticed your Commercial Real Estate Lending team is ≈ TBD.
That’s when Managing complex CRE loan origination and compliance at scale slows growth.
We helped ≈ TBD fix this with Tailored CRE Lending CRM.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about your appointment as Head of Commercial Real Estate Lending — Managing complex CRE loan origination and compliance at scale.
Tailored CRE Lending CRM. ≈ TBD.
Quick chat?