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.
Published on
Do not index
Do not index
π Battle Card: Unite Us
Quick trigger:
Β
π€ Decision Maker in the News
- Taylor Justice, Chief Executive Officer Β· π LinkedIn
Β
π‘ Why It Matters
- This Unite Us sales trigger underscores a strategic pivot toward scalable care coordinationβprime time to pitch CRM & marketing automation. β Source
Β
π― Core Pain Point
- Scaling cross-sector care coordination
- Real-time outcome measurement & ROI tracking
Β
π° What to Pitch
- Primary: CRM / Sales Engagement β Streamlined sales pipeline & stakeholder engagement
- Expansion: Marketing Automation / Email Marketing β Targeted campaigns & lead nurturing
Β
πΊοΈ Quick Context
- HQ: New York, NY
- Employees: β 300
- Rev: β $75 M
- Website: uniteus.com
Β
π€Ό Competitive Intel
Which other vendors youβll probably face to win Unite Usβs business.
Β
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
Β
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
Β
β 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)
Β
Next Step
Capitalize on this Unite Us sales trigger dailyβno fluff, all pipeline.
Subscribe to NewsletterForLeads
Β
π§ Copy My Prompt for Personalized Cold Outreach
ββββββββββββββββββββββββββββ
βοΈ YOUR COMPANY
ββββββββββββββββββββββββββββ
OUR_COMPANY = ββ TBDβ
OFFER_BRIEF = βstreamlined CRM & marketing automationβ
PROOF_METRIC = β40% pipeline growthβ
CTA_STYLE = βquick_callβ
TONE = βpunchyβ
ββββββββββββββββββββββββββββ
π TARGET COMPANY
ββββββββββββββββββββββββββββ
NAME = Taylor
COMPANY = Unite Us
DEPT = Sales
SIZE = β50
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 = β75
EMP_EST = β300
REV_EST = β$75M
ββββββββββββββββββββββββ
TASK FOR CHATGPT
ββββββββββββββββββββββββ
Role: βNewsletterForLeads SDR-Assistβ.
Validate any β guesses via SRC.
EMAIL (keep breaks):
Subject: β50-person Sales
Taylorβnoticed your Sales team is β50.
Thatβs when scaling cross-sector care coordination slows growth.
We helped Healthify fix this with streamlined CRM & marketing automation.
Result: 30% faster referrals.
Quick call?
PSβnext bottleneck hits β75.
DM β€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?