Hot Pipeline Trigger: AppDirect’s New CFO
Hubert Lin steps in as AppDirect CFO. Ignite your pipeline now with revenue intelligence & M&A integration to nail their $1B ARR push.
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🚀 Battle Card: AppDirect
Quick trigger:
👤 Decision Maker in the News
- Hubert Lin, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- New finance leadership aligns with an aggressive push toward $1B ARR, requiring tighter forecasting and disciplined growth amid recent acquisitions. → Source
🎯 Core Pain Point
- Rapid ARR scale demands real-time visibility into subscription revenue and churn.
- Integration of multiple platform acquisitions strains FP&A processes.
💰 What to Pitch
- Primary: Revenue Intelligence Platform → Accurate ARR forecasting & automated reporting
- Expansion: M&A Integration Suite → Streamlined financial consolidation & compliance
🗺️ Quick Context
- HQ: San Francisco, CA
- Employees: ≈ 500
- Rev: ≈ $900 M ARR
- Website: appdirect.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win AppDirect’s business.
- Workday — FP&A / Planning
- Unique edge: Intuitive modeling & workforce planning
- Evaluated by FP&A teams for integration with HCM
- Anaplan — Connected Planning
- Unique edge: In-memory scenario analysis
- Evaluated by Finance for driver-based budgeting
- Oracle NetSuite — ERP / Financials
- Unique edge: End-to-end cloud suite
- Evaluated by IT & Finance for global footprint
- Sage Intacct — Core Financials
- Unique edge: Modular multi-entity consolidation
- Evaluated by Accounting for GAAP compliance
- Planful — FP&A Automation
- Unique edge: Continuous planning & reporting
- Evaluated by CFO office for real-time dashboards
✅ Do-Now Checklist
Send intro email + DM referencing this AppDirect sales trigger: “Congrats on the new CFO role—let’s discuss real-time ARR visibility.”
Connect with Hubert Lin on LinkedIn (link above) and share a 1-pager on Revenue Intelligence + M&A Integration.
Set follow-up tasks in CRM (Day 3: product demo; Day 10: reference case study)
Next Step
Turn this AppDirect sales trigger into pipeline—daily actionable intel, zero fluff.
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P.S. Use the AppDirect sales trigger to open doors with finance leaders at high-growth platforms.
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑≈ TBD❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑≈ TBD❑
TONE = ❑≈ TBD❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Hubert
COMPANY = AppDirect
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = ≈ TBD
EVENT = CFO appointment
DETAIL = appointment of Hubert Lin as CFO
PAIN = ≈ TBD
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251015051574&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 500
REV_EST = ≈ $900M ARR
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Hubert—noticed your Finance team is ≈ TBD.
That’s when ≈ TBD slows growth.
We helped ≈ TBD fix this with ≈ TBD.
Result: ≈ TBD.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about appointment of Hubert Lin as CFO — ≈ TBD.
≈ TBD. ≈ TBD.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>```