CSV Webhook
The Coffee Play: Outbound to Prospects in Your City for Coffee
The Coffee Play
Scenario: you're a seller breaking into a new territory and want to introduce yourself to your local prospects as their go-to account manager (even offer to treat them to coffee). But with so many prospects in your city, how can you automate this outreach?
Introducing the Coffee Play ☕
This one is great for building relationships with prospects but challenging to do manually. Sending prospects LinkedIn InMail messages one by one is super tedious, and will cause you to run out of credits on day one.
Good news: with Unify, you can personalize this play at scale. Let's get into it!
🔍 Sourcing Your Leads from Sales Navigator
This play starts in LinkedIn Sales Navigator, where you’ll build your list of target prospects. In this example, let’s say you’re looking to reach out to heads of sales, growth, and business development at companies with 1–500 employees in San Francisco.
Here’s how to filter your audience:
• Company Headcount: 1–500
• Geography: Use Personal > Geography and type in San Francisco (not the company HQ!)
• Job Titles: Head of Sales, Head of Growth, Business Development
You’ll now have a focused list of ideal prospects in your target market. One limitation though: Sales Nav doesn’t let you filter by B2B vs. B2C companies — but don’t worry, we’ll fix that in Unify.
Once your Sales Navigator search is ready, use PhantomBuster to export the results into a CSV.
Use the Sales Navigator Search Export Phantom, paste your search URL, and run it. You’ll get a clean spreadsheet of leads — no emails yet, but Unify will handle that next.
📥 Uploading to Unify & Enriching Your List
Now it’s time to take your exported leads and bring them into Unify, the platform that makes outbound automation effortless.
Here’s what to do:
1. Head to the People section in Unify
2. Click Upload CSV
3. Turn Email Enrichment on (Unify will find verified emails for you)
4. Map your fields and save your audience
And just like that, your Sales Navigator leads are now enriched and ready for action.
🛠️ Building Your Outbound Play in Unify
Now let’s turn this into a smart, automated workflow — or as we call it in Unify, a Play.
Here’s how this play is set up:
1. Trigger: When a new lead enters your uploaded audience
2. AI Agent Qualification: Automatically check if the lead works at a B2B company (we couldn’t filter that in Sales Nav!)
3. Persona Routing: Send each lead to the right sequence based on their title
This means:
• Sales leaders get sales messaging
• Growth leaders get growth messaging
• BD leaders get BD messaging
No generic blasts. Just personalized outreach that resonates.
🤖 Supercharging Personalization with AI
Each email sequence is powered by AI Snippets — these dynamically generate parts of your message based on:
• The lead’s title
• The most relevant customer quote
• The reason you’re reaching out
So your intro might say:
“I’m reaching out because we work with leading growth teams…”
Or:
“I’m reaching out because we work with leading sales teams…”
You get fully personalized messaging, automatically, for every persona.
🔁 Reusing Your Play Again and Again
The best part? This play is totally reusable.
Let’s say you’re headed to New York next week. Just change the geography in Sales Nav to New York, rerun the PhantomBuster export, upload your new audience, and run the exact same play.
🗽 New city, same workflow. Your calendar fills with coffee chats and demos — no extra work.
Similar plays
See how others are powering warm outbound with Unify.
.svg)
