Battle Card: Unite Us CEO Shift Sparks CRM Deals

Taylor Justice takes the helm at Unite Us. Time to hit quota with CRM & marketing automation pitches. Fuel your pipeline and close more deals.

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πŸš€ Battle Card: Unite Us

Quick trigger:
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πŸ‘€ Decision Maker in the News
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πŸ’‘ Why It Matters
  • This Unite Us sales trigger underscores a strategic pivot toward scalable care coordinationβ€”prime time to pitch CRM & marketing automation. β†’ Source
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🎯 Core Pain Point
  • Scaling cross-sector care coordination
  • Real-time outcome measurement & ROI tracking
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πŸ’° What to Pitch
  • Primary: CRM / Sales Engagement β†’ Streamlined sales pipeline & stakeholder engagement
  • Expansion: Marketing Automation / Email Marketing β†’ Targeted campaigns & lead nurturing
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πŸ—ΊοΈ Quick Context
  • HQ: New York, NY
  • Employees: β‰ˆ 300
  • Rev: β‰ˆ $75 M
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🀼 Competitive Intel

Which other vendors you’ll probably face to win Unite Us’s business.
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CRM / Sales Engagement
  • Salesforce β€” Enterprise CRM with custom objects; evaluated by VP Sales & CRO
  • HubSpot β€” All-in-one CRM with free entry tier; evaluated by Marketing Ops
  • Outreach β€” Sales sequencing & analytics; evaluated by Sales Enablement Lead
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Marketing Automation / Email Marketing
  • Marketo β€” Advanced lead scoring & campaign orchestration; evaluated by CMO
  • Pardot β€” Native Salesforce integration; evaluated by VP Marketing
  • Mailchimp β€” Cost-effective email marketing; evaluated by Marketing Director
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βœ… Do-Now Checklist

Connect with Taylor Justice on LinkedIn (link above)
Leverage the Unite Us sales trigger: generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Capitalize on this Unite Us sales trigger dailyβ€”no fluff, all pipeline. Subscribe to NewsletterForLeads
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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = β‘β‰ˆ TBD❑
OFFER_BRIEF   = ❑streamlined CRM & marketing automation❑
PROOF_METRIC  = ❑40% pipeline growth❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
πŸ“Œ TARGET COMPANY
────────────────────────────
NAME        = Taylor
COMPANY     = Unite Us
DEPT        = Sales
SIZE        = β‰ˆ50
BOTTLENECK  = scaling cross-sector care coordination
EVENT       = leadership transition
DETAIL      = leadership transition at Unite Us
PAIN        = real-time outcome measurement & ROI tracking
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251028626242&div=41152219
SIM_CO      = Healthify
WIN_METRIC  = 30% faster referrals
NEXT_SIZE   = β‰ˆ75
EMP_EST     = β‰ˆ300
REV_EST     = β‰ˆ$75M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: β€œNewsletterForLeads SDR-Assist”.

Validate any β‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: β‰ˆ50-person Sales

Taylorβ€”noticed your Sales team is β‰ˆ50.

That’s when scaling cross-sector care coordination slows growth.

We helped Healthify fix this with streamlined CRM & marketing automation.

Result: 30% faster referrals.  
Quick call?

PSβ€”next bottleneck hits β‰ˆ75.

DM ≀45 words, TONE:
Saw your post about leadership transition at Unite Us β€” real-time outcome measurement & ROI tracking.  
streamlined CRM & marketing automation. 40% pipeline growth.  
Quick chat?

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