Sales Trigger: Coastal States Bank's New Market President

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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

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑CRM & loan origination platform❑
PROOF_METRIC  = ❑30% faster loan approvals❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
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

────────────────────────
TASK FOR CHATGPT
────────────────────────
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?

Commission Catalyst: Coastal States Bank