Affiniti scales outbound while saving 20+ hours across reps per week with Unify

Automating outbound across diverse ICPs while ensuring authenticity

Affiniti’s financial intelligence solution instantly resonated with forward-thinking SMBs, enabling the company to grow from zero to 1,800 customers in its first fourteen months. However, Growth Strategist Stefano Jacobson knew this momentum was just the tip of the iceberg. Because Affiniti’s customer base spans multiple industries (including pharmacies, HVAC companies, and auto dealerships), there were hundreds of thousands of potential accounts for his team to reach. 

The blocker? Like most startups, Affiniti operates with a lean growth team. This team was already tasked with manually locating target accounts, tracking down the necessary qualification data, and drafting personalized email sequences. These tedious manual workflows meant ramping up outbound to Affiniti’s total addressable market would be nearly impossible. To reach more high-intent leads without adding headcount, Stefano’s team needed an all-in-one, automated outbound solution.

Stefano initially experimented with several AI SDR solutions to support his agile growth team. However, their messaging couldn’t mimic Affiniti’s authentic outreach style, falling flat with leads and failing to bring more opportunities into his team’s inboxes. Plus, they couldn’t deliver the robust email delivery management capabilities his ideal solution would offer out of the box. “If we want to properly nurture every potential customer, we have to send tons of emails,” Stefano explains. “And I can’t tell you how many times we’ve had to run through the whole rigmarole of creating and warming inboxes just to get seen.”

Fortunately, while scrolling LinkedIn, Stefano discovered Unify’s warm, signal-based outbound platform. Already aware of Unify CEO Austin Hughes’ track record as a founding member of Ramp’s growth team, Stefano was eager to see what the solution could do for a fast-moving fintech like Affiniti.

“Outbound was always a heavy lift because our total addressable market is just massive. Unify equips us to cover a lot of ground fast.”

Hyper-personalized outbound at scale drives engagement across a broad spectrum of leads

With Unify, Stefano’s team has an automated outbound engine and on-call GTM partner to help them attract and convert leads across industries.

Following a turnkey onboarding, Stefano worked with the Unify team to dive into the platform’s dozens of native signals and zero in on the warmest leads in the market for Affiniti’s financial solutions. By tapping into key data points (such as firmographics, website visits, and buyer personas), his team effortlessly creates bespoke Plays targeting different customer segments with personalized outbound.

For example, one of Stefano’s favorite Plays is specifically designed to target high-growth HVAC contractors. In this end-to-end Play, his team starts by automatically deploying an AI Agent to scour company websites and collect essential intel, such as its team size and if there are any new additions to its inventory catalog. Then, the agent incorporates these details into personalized sequences that reference any recent product expansions and highlight how Affiniti’s financial solutions can help sustain this growth.

The best part? Unify empowers the team to scale their outreach without the headache of tending to their domain health. Thanks to Unify’s managed email deliverability, Stefano’s team can create domains, set up inboxes, and warm them on autopilot. Unify even performs automated bounce checks to guarantee every touchpoint lands in a primary inbox, not a spam folder.

With their domain health in good hands, Stefano’s team now nurtures every lead with as many touchpoints as it takes to get noticed. In addition to the initial outbound cadences, they’ve been running retargeting campaigns geared at the website visitors who’ve engaged with those first sequences. While these efforts are entirely automated, they always reflect the humans who set them in motion. “Unify’s outbound feels 100% authentic to our team’s core messaging,” Stefano says. “It’s just empowering us to reach more people much faster.”

As impressed as he is with the platform itself, Stefano attributes much of this success to Unify’s hands-on customer support. Whether they’re helping his team tweak the agents’ copy or orchestrate a full-fledged retargeting campaign, Unify’s team goes out of their way to explain every use case and ensure it's leveraged to drive the most impactful outcomes. For Affiniti’s small but ambitious growth team, Unify’s powerful automation and bespoke support are the perfect one-two punch.

"From automating our outbound motion to giving us access to an extra team of growth strategists, Unify buys us back time in every way. We operate like a team six times our size.”

More opportunities created and valuable time reclaimed — all without adding headcount

Unify empowered Affiniti to dramatically accelerate its outbound motion without adding headcount — or relinquishing any of the authenticity that earned the platform so many early adopters. Armed with an agile GTM solution, Stefano’s team can effortlessly reach and convert the highest-intent accounts within their ecosystem, empowering more SMBs with purpose-built financial solutions. 

What’s next? Stefano is eager to keep working with the Unify team to leave no use case unturned. He knows the solution’s Play and messaging possibilities are endless, and plans to uncover even more paths to deploying outbound that resonates with Affiniti’s addressable market.

"If you’re on the hunt for a premium, full-service GTM solution with AI baked into it, then look no further than Unify. We can’t wait to continue testing new use cases as we grow."