Spellbook generated $2.59M in pipeline and $250K in revenue in 7 months with Unify

Deliverability and disjointed tools hold back outbound growth

Spellbook was seeing a ton of growth and inbound demand from SMB law firms, but knew that it’d need a different approach if they wanted to win the untapped up-market segments. To capture it, they’d need to build a dedicated outbound sales function that could scale efficiently and reliably.

This is exactly what they brought in Jay to do. Jay Meyers, a seasoned business development leader, joined Spellbook to build and scale the company’s outbound sales function from the ground up. However, after building a strong foundation for the outbound function, it quickly became clear that challenges with tooling were holding them back:  

Manual prospecting that ate Into selling time

Sales reps were spending one to two hours every day manually building and enriching lists. This took valuable time away from actually engaging prospects and moving deals forward.

Deliverability that stalled email performance

Email campaigns in HubSpot yielded just less than 25 percent open rates, with many messages ending up in spam folders. Overuse of the tool for outbound also damaged Spellbook’s sender domain reputation.

Workflows split across tools

Attempts with Gong Engage and HubSpot sequencing proved clunky and inefficient. Missing functionality forced reps to juggle multiple platforms instead of working in one streamlined system.

Between the low deliverability rates and the heavy manual workload, Jay knew the team needed a purpose-built outbound engagement solution.

“We had the growth, the traffic, and the signals. What we didn’t have was a system that could actually help reps capitalize on it.” — Jay Meyers, Business Development Manager at Spellbook

Signals and sequencing under the same roof helps convert interest into booked meetings

After a short stint with Gong Engage, Jay went to market for a true end-to-end outbound solution. After closely evaluating Amplemarket and Unify, Jay went with the solution that most closely matched his day-to-day workflow. “Unify felt truly built for reps,” Jay noted. “It offered us a clear path to a single, complete engagement workflow.”

With Unify for Sales Reps fully rolled out to Jay’s seven person BDR team, the team was taking full advantage of its suite of capabilities: 

Full BDR workflow built Into one platform

The Spellbook BDR team builds and runs static industry campaigns directly inside Unify, sequencing email, phone, and LinkedIn steps in a single workflow. This keeps the entire outbound process organized and ensures consistent multi-channel engagement.

Website intent that surfaces high-value accounts

Jay and team no longer wait for inbound leads to raise their hands. With Unify flagging website activity, reps can immediately prioritize accounts already showing interest, from “Boneyard” accounts returning after a closed-lost deal to visitors spending time on blog and learning pages. Acting quickly on these warm signals has helped the team turn website traffic into real pipeline.

Automated prospecting and list-building to save time

Now, hours of manual research and list-building has been completely taken off the Spellbook team’s plate. With Unify continuously enriching and preparing accurate prospects, reps can start their day focused on outreach and conversations, not admin work.

"Unify for Sales Reps now truly matches a BDR’s role. Rather than jumping through three different tools just to get people sequenced, everything happens in one place.” — Jay Meyers, Business Development Manager at Spellbook

Higher Rep Productivity Leads to Millions in Pipeline

Since adopting Unify, Spellbook has seen measurable improvements across every part of its outbound motion. From fixing deliverability to saving hours of manual work, the platform has driven both efficiency gains and real revenue impact.

$2.59M in Pipeline Generated

Since February, Unify has driven $2.59M in tracked pipeline for Spellbook, across both their sales-led and automated outbound efforts. 

$250K in Closed Revenue

From the pipeline directly attributed to Unify, the Spellbook sales team has closed over $250,000 in revenue.

70–80% Email Open Rates

The same copy that averaged just 19–25% open rates in HubSpot now achieves 70–80% in Unify, thanks to stronger deliverability.

25% of Rep Time-saved 

Each rep has gained back 2 hours daily that were once spent on manual list-building and prospecting, equivalent to hiring an additional full-time prospector.

This is all after less than a year of Jay and his team getting access to Unify, with much more in the works to get even more creative and strategic with their outbound efforts.  

Looking forward

Over the coming months, Spellbook is focused on getting even more targeted with its website traffic. By combining SEO with valuable content, the team plans to better understand the intent behind each visit and ensure outreach stays consistent with the visitor’s industry, persona, and the specific content they engaged with.

Recommendation for others 

When Jay first started at Spellbook, the team tested outsourcing cold email campaigns. The experience made it clear how important it is to own your outbound motion. The messaging did not feel authentic, and there was little care for how much of their market was being burned.

“If you are building an SDR motion, Unify gives you ownership of your messaging and protects your brand in a way outsourced campaigns never can.” - Jay Meyers

He also points out that too many managers still rely on static lists and intent data that is already months old. For a team trying to scale, that approach slows things down.

“For any BDR manager still leaning on static lists or stale data, Unify gives reps both the time and the reason to act.” — Jay Meyers

Together, Jay and his team have built an outbound engine that fuels growth while keeping reps focused on what matters most. With Unify as the foundation, Spellbook knows its team can scale confidently into the mid-market and enterprise without sacrificing efficiency or brand authenticity.