How Unify partnered with Marco to bring a 3× larger team together for a seamless four-day offsite in Cabo - saving 50+ hours, staying on budget, and earning a 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.””
Unify is an AI‑native platform transforming go‑to‑market. Founded by Austin Hughes (Ramp) and Connor Heggie (Scale AI), 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.
Their platform helps revenue teams at Cursor, Perplexity, Airwallex, and hundreds of other companies identify the right prospects and automate outbound at scale.
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.
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:
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 team was incredible — extremely personable, professional, and organized. I appreciate their passion and areas of genius around creating a fully realized experience for our organization.
Marco handled the full negotiation with the hotel. We compared 9 properties side-by-side, picked the Moxy, and had a signed contract in 10 days. I knew exactly what we were paying from day one, no sur…
