Customer story
Offsites Pro

How Unify Pulled Off a 78-Person Retreat in Cabo, Their Best One Yet

Retreat Details
Location
Cabo San Lucas, Mexico
Hotel
Pueblo Bonito Rose
Duration
3 nights
Attendees
78

3x

Team growth

50+

Hours saved

10/10

NPS

“Truly a white glove experience. Every member of the team was supportive, thoughtful, and took initiative to make the experience seamless. We were shepherded through every step of the process, kept on schedule throughout, and spared from hours of work coordinating. I would use Marco again in a heartbeat.”

Will Stewart
BizOps Lead

See why event leaders at top companies choose Marco.

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About the Company

Unify is an AI‑native platform transforming go‑to‑market. Founded by Austin Hughes, who previously scaled growth at Ramp from 1 to 25+ people—and Connor Heggie, the company has quickly become one of the fastest‑growing startups in B2B tech.

Backed by OpenAI, Thrive Capital, and Emergence, Unify raised a $40M Series B in July 2025 at a $260M valuation, just nine months after their Series A. Revenue has grown 8× year‑over‑year.

Their platform helps revenue teams at Cursor, Perplexity, Airwallex, and hundreds of other companies identify the right prospects and automate outbound at scale.

Challenge

Unify tripled headcount in a single year—from 25 to 80 employees. With the team split between NYC and SF, their annual offsite wasn’t just a perk; it was critical for alignment and connection.

Austin, Unify’s co‑founder and CEO, had planned the previous offsite himself with contractor support. That approach was already time‑intensive, and at 80 people, no longer sustainable.

Will Stewart, who leads BizOps at Unify, was tasked with planning their biggest offsite yet and needed a partner who could truly operate end‑to‑end.

Solution

Marco partnered closely with Will to deliver a seamless four‑day retreat in Cabo San Lucas, designed to prioritize real team bonding over packed agendas.

Key elements included:

  • End‑to‑end planning: From initial ideation to last‑minute on‑site adjustments
  • Seamless handoffs: Smooth transitions from sales to planning to on‑site execution
  • Creative programming: A light agenda with maximum bonding (including a standout sunset cruise)
  • Budget clarity: Clear ceilings communicated early, with no surprises at the end

Experience

Marco planned a sunset boat cruise for Unify’s final night. Conditions were perfect—and the boat was exclusively Unify’s.

As the sun set over Cabo, multiple pods of whales appeared, breaching around the boat.

Later that evening, the team gathered around a beach bonfire that turned into an impromptu DJ set, with Unify team members taking turns behind the decks. It was the perfect send‑off to an unforgettable trip.

Company details

Company Size: 80

Industry: Software

Location: NYC + SF

Event: Company Retreat

THE Results

What Marco Delivered

50+ Hours Saved

Spared from hours of work coordinating vendors, venues, and logistics. Focus stayed on the business.

Zero Budget Surprises

Communicated the ceiling early. Stayed on track. No hidden fees or unexpected costs at the end.

Seamless Handoffs

From sales to planning to on-site—every team member was supportive, thoughtful, and took initiative.

Light Programming, Real Bonding

Minimal scheduled work. Maximum space for the organic conversations that get crowded out day-to-day.

10/10 Would Recommend

Will rated the experience a perfect 10 and would "use Marco again in a heartbeat."

Ready for Next Year

Expecting to 2x the team in the next 12 months. The planning burden will only scale—but Marco will be there.
The Moment

Whales, Bonfires, and an Impromptu DJ Set

Marco planned a sunset boat cruise for Unify's final night. The weather was 10/10. It was just Unify on the boat—beautiful.

Then the whales showed up. Several pods breaching around the boat as the sun set over Cabo.

Back at the resort, the team gathered for a bonfire that turned into an impromptu DJ set—with Unify folks taking turns on the deck. The perfect send-off to a wonderful trip.