Testing One of the Hottest New GTM AI Tools – Full Build for Converting More Free Trials Using Unify скачать в хорошем качестве

Testing One of the Hottest New GTM AI Tools – Full Build for Converting More Free Trials Using Unify

There are a lot of cool tools out there, and one of the newest I’ve been hearing a ton about is Unify. In this solo teardown, I take Unify GTM for a spin and build a clean “free trial → SQL” workflow you can ship fast: trigger on trial intent, run AI qualification on four firmographic questions, branch fit vs. no-fit, fire a structured Slack alert, enroll the CRO in a targeted sequence (manual first touch), and keep HubSpot perfectly in sync. If you run PLG or freemium, this is a practical blueprint to test this quarter. What you’ll learn: • The exact trigger, audience, and exclusions to capture trial signups without polluting open opps • How to use an AI agent to answer 4 fit questions and route instantly • Slack alert anatomy that drives action (owner tag + company context) • Why step one stays human, while AI handles research and snippets for speed • How “research observations” power relevant personalization without bloat Connect with Brandon on LinkedIn at   / brandonredlinger   For all resources and notes from this episode and to stay up to date with all future episodes, visit www.StackAndScale.ai. Chapters 00:08 – Why I’m testing Unify GTM and what I built 00:40 – Trigger and AI qualification flow, four questions, branching logic 01:30 – Not-qualified path to self-serve and HubSpot updates 02:00 – Qualified path, persona targeting, CRO focus 03:00 – Slack alerts and owner tagging for qualified trials 04:43 – Audiences, filters, and exclusions for clean enrollment 06:05 – Agents setup and the four AI questions I use 07:16 – Snippets, company observations, and fallbacks 09:22 – The CRO sequence, human-in-the-loop first email, wait times 11:46 – AI research observations for timely personalization