Pipeline Pulse: Atria Health Sales Trigger
🔥 Atria Health tapped a new CFO & two VPs. Pipeline alert: demand for cloud FP&A & integration is surging. Connect, pitch & close.
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🚀 Battle Card: Atria Health
Quick trigger:
👤 Decision Maker in the News
- Campbell Harlan, Chief Financial Officer
- Kaitlyn Lantry, VP of Operations
- Janis Newcomb, VP of Integrations
💡 Why It Matters
- This Atria Health sales trigger signals a strategic ramp in finance and operations to support rapid expansion into new cardiovascular practice markets. → Source
🎯 Core Pain Point
- Scaling financial operations to manage growth and value-based care transitions
- Integrating diverse cardiology practices onto unified tech platforms
💰 What to Pitch
- Primary: Cloud FP&A solution → Automated forecasting & budgeting for growth
- Expansion: Healthcare integration platform → Accelerated practice onboarding
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈150
- Rev: ≈ $30M
- Website: https://www.atriahealth.co/
🤼 Competitive Intel
Which other vendors you’ll probably face to win Atria Health’s business.
- Workday — FP&A
- Unique edge: Unified finance and HR cloud
- Evaluated by CFO for end-to-end visibility
- Adaptive Insights — FP&A
- Unique edge: Intuitive modeling for mid-market
- Evaluated by Finance for rapid deployment
- Anaplan — FP&A
- Unique edge: Highly flexible planning platform
- Piloted by Ops for cross-department scenarios
- Redox — Integration
- Unique edge: Healthcare data network
- Chosen by Integrations teams for pre-built connectors
- MuleSoft — Integration
- Unique edge: API-led connectivity
- Evaluated by VP of Integrations for scalability
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn
Reference this Atria Health sales trigger in your first outreach
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑≈TBD❑
PROOF_METRIC = ❑≈TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑punchy❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Campbell
COMPANY = Atria Health
DEPT = Finance
SIZE = ≈8
BOTTLENECK = Scaling financial ops & value-based care transitions
EVENT = Key hires to build out management team
DETAIL = Key hires to build out management team
PAIN = Scaling financial ops & value-based care transitions
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902997915&div=41152219
SIM_CO = ≈TBD
WIN_METRIC = ≈30% faster budgeting cycle
NEXT_SIZE = ≈20
EMP_EST = ≈150
REV_EST = ≈$30M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈8-person Finance
Campbell—noticed your Finance team is ≈8.
That’s when Scaling financial ops & value-based care transitions slows growth.
We helped ≈TBD fix this with ≈TBD.
Result: ≈30% faster budgeting cycle.
Quick call?
PS—next bottleneck hits ≈20.
DM ≤45 words, TONE:
Saw your post about Key hires to build out management team — Scaling financial ops & value-based care transitions.
≈TBD. ≈TBD.
Quick chat?