Unify: Warm outbound platform combining intent, signals, and AI orchestration.
Unify is the orchestration layer for warm outbound: it captures intent (website visits, content engagement, third-party intent), stitches it to accounts, and triggers sequences with AI-personalized first lines.
What does Unify do in an outbound motion?
Unify combines website visitor identification, intent, and enrichment with agent-driven sequencing, so warm accounts move into personalized outreach without a human building the list first. In a managed pod it plays the top-of-funnel routing role: detect the account showing intent, enrich the buying committee, and open the play the same day, with a human reviewing anything that reaches tier 1.
- Best value is speed from signal to first touch, measured in hours.
- Keep a human review step on tier 1 accounts.
- Deduplicate against CRM ownership before any automated send.
- Pair with a CRM write-back or the intent data never reaches reporting.
How our pod runs Unify.
- Connect intent sources (website, Bombora, 6sense, product usage)
- Build account workflows that trigger on intent thresholds
- Generate AI-personalized first lines and send via your sequencer
- Report on intent-to-meeting conversion per play
Where Unify earns its place in the stack.
Website-visit re-engagement
When an ICP account visits 3+ pages without converting, Unify identifies the buying committee, generates a tailored first line, and fires the sequence.
Real Unify plays we ship.
Intent-triggered play
- 01Intent threshold crossed (website + Bombora + 6sense)
- 02Unify identifies committee and writes AI first line
- 03Sequence fires via Smartlead/Outreach with persona-specific copy
- 04Meeting booked = source attributed to intent play
B2B SaaS that already has meaningful intent signal (website traffic, third-party intent) and wants to act on it operationally.
How we configure Unify in week 1.
The Foundation build installs Unify in your own account in this order. Each step is documented in the operating playbook we hand over.
- 01
Connect sources
Wire website visitor data, CRM, and enrichment providers so account resolution has more than one input.
- 02
Define intent tiers
Score visits and intent topics by page tier and recency, and set the threshold that opens a play versus one that only logs a note.
- 03
Map the committee
For qualifying accounts, enrich the two to four roles that matter rather than every contact at the company.
- 04
Gate the plays
Auto-open plays for mid-tier accounts, and require SDR review before any tier 1 account receives a message.
- 05
Write back
Push intent tier, trigger, and first-touch timestamp into the CRM so sourced pipeline can be attributed to the signal.
What good looks like with Unify.
| Metric | Benchmark | Context |
|---|---|---|
| Signal to first touch | Under 24 hours | The core reason to run an orchestration layer at all. |
| Accounts opening a play | 10-20% | Of identified accounts, with a real intent threshold. |
| Human review scope | Tier 1 only | Keeps quality high without stalling the queue. |
Ranges reflect what we observe running B2B SaaS mid-market motions. Treat them as starting targets, not guarantees.
How Unify builds go wrong.
- Fully automating tier 1 outreach and burning your best accounts on a generic message.
- No ownership check, so two reps contact the same account in one day.
- Treating every intent topic as equal weight.
- Skipping CRM write-back, which makes the spend impossible to justify.
Frequently asked questions
Explore the rest of the stack.
How we run Unify by segment.
Every ICP and industry page shows the target list logic, triggers, and sequence structure we run with this stack.
Narrow TAM, association and event driven outbound.
Read the playbookBottom-up adoption with technical buyers who hate pitches.
Read the playbookIncident and compliance triggers into CISO organizations.
Read the playbookFast-moving category with budget owners still forming.
Read the playbookRegulatory triggers and compliance-aware sequences.
Read the playbookHeadcount and benefits-cycle timing into People leaders.
Read the playbookHIPAA-aware outbound into clinical and revenue-cycle buyers.
Read the playbookCrowded category, so displacement and stack-signal plays win.
Read the playbookRequest an integration.
Tell us which tool you need connected and we will reply with a timeline, scope, and whether it fits your pod.
Want to see Unify run inside your stack?
See your reachable market, realistic meeting range, expected cost per meeting, and recommended outbound motion.