Commission Catalyst: Coastal States Bank
New Lowcountry Market President = fresh deal flow. Fuel your pipeline with Laura Fraser's trigger and close faster with CRM & lending pitches.
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🚀 Battle Card
🚀 Battle Card: Coastal States Bank
Quick trigger:
Use this Coastal States Bank sales trigger to jump on the opportunity.
👤 Decision Maker in the News
- Laura Fraser, Lowcountry Market President
💡 Why It Matters
- A proven credit and commercial lending leader is now steering growth in a high-potential region—perfect time to pitch growth solutions. → Source
🎯 Core Pain Point
- Scaling commercial lending while preserving high-touch community banking
- Driving consistent growth in competitive Lowcountry markets
💰 What to Pitch
- Primary: CRM platform (e.g., Salesforce) → Streamline relationship management & boost cross-sell
- Expansion: Lending origination system (e.g., nCino) → Accelerate loan approvals & compliance
🗺️ Quick Context
- HQ: Hilton Head, SC
- Employees: ≈ 350
- Rev: ≈ $90M
- Website: coastalstatesbank.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Coastal States Bank’s business.
- Salesforce — CRM
- Unique edge: Deep customization & ecosystem
- Evaluated by Laura Fraser & VP Sales
- HubSpot — CRM
- Unique edge: Integrated marketing & sales
- Evaluated by Dir. Marketing & Commercial Lenders
- Microsoft Dynamics 365 — CRM
- Unique edge: Office & Azure integration
- Evaluated by IT & Finance
- Workday — HRMS
- Unique edge: Unified HR & financials
- Evaluated by CHRO & HR Directors
- BambooHR — HRMS
- Unique edge: SMB-focused, user-friendly
- Evaluated by HR Managers & Ops
✅ Do-Now Checklist
Find and connect with Laura Fraser on LinkedIn
Leverage the Coastal States Bank sales trigger to craft personalized emails & DMs
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get intel like this daily—never miss a Coastal States Bank sales trigger.
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🧠 Copy My Prompt for Personalized Cold Outreach
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✏️ YOUR COMPANY
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OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑CRM & loan origination platform❑
PROOF_METRIC = ❑30% faster loan approvals❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Laura
COMPANY = Coastal States Bank
DEPT = Commercial Banking
SIZE = ≈ 10
BOTTLENECK = scaling commercial lending while preserving high-touch community banking
EVENT = Appoints Laura Fraser as Market President
DETAIL = promotion to Lowcountry Market President
PAIN = need to expand presence while preserving high-touch community banking
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250904172924&div=41152219
SIM_CO = South State Bank
WIN_METRIC = 25% increase in loan origination
NEXT_SIZE = ≈ 30
EMP_EST = ≈ 350
REV_EST = ≈ $90M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Commercial Banking
Laura—noticed your Commercial Banking team is ≈ 10.
That’s when scaling commercial lending while preserving high-touch community banking slows growth.
We helped South State Bank fix this with CRM & loan origination platform.
Result: 25% increase in loan origination.
Quick call?
PS—next bottleneck hits ≈ 30.
DM ≤45 words, TONE:
Saw your post about promotion to Lowcountry Market President — need to expand presence while preserving high-touch community banking.
CRM & loan origination platform. 30% faster loan approvals.
Quick chat?