Battle Card: ProShares CRM & Advisor Coverage Trigger
Use ProShares' latest distribution hires as a sales trigger. Quick steps to pitch your CRM and sales enablement, connect with Chad Brand, and build pipeline.
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🚀 Battle Card: ProShares
Quick trigger:
👤 Decision Maker in the News
- Chad Brand, Regional Vice President, Southern California
💡 Why It Matters
- Use this ProShares sales trigger to highlight growing strain on CRM and advisor coverage → Source
🎯 Core Pain Point
- Ramping new regional VPs without losing coverage or data consistency
- Maintaining advisor relationship transparency across growing teams
💰 What to Pitch
- Primary: CRM platform (e.g., Salesforce) → Unified advisor data & faster rep onboarding
- Expansion: Sales enablement + training LMS → Accelerated time-to-productivity & compliance tracking
🗺️ Quick Context
- HQ: Bethesda, MD
- Employees: ≈ 500
- Rev: ≈ $200 M
🤼 Competitive Intel
Which other vendors you’ll probably face to win ProShares’s business.
- Salesforce — CRM
- Unique edge: Enterprise-grade ecosystem with AI-driven insights
- Evaluated by VP Sales & CIO for scalability
- Microsoft Dynamics 365 — CRM
- Unique edge: Native Office 365 integration and security
- Evaluated by IT & Finance for cost controls
- HubSpot — CRM & Marketing
- Unique edge: All-in-one inbound marketing and sales platform
- Evaluated by Marketing & Ops for ease of use
✅ Do-Now Checklist
Connect with Chad Brand on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Turn this ProShares sales trigger into pipeline daily—no fluff, all action.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Chad
COMPANY = ProShares
DEPT = Sales
SIZE = ≈ TBD
BOTTLENECK = Ramping new regional VPs without losing coverage or data consistency
EVENT = Three key hires to distribution team
DETAIL = Strengthens Distribution Capabilities With Three Key Hires
PAIN = Maintaining advisor relationship transparency across growing teams
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250923858124&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 500
REV_EST = ≈ $200 M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Sales
Chad—noticed your Sales team is ≈ TBD.
That’s when Ramping new regional VPs without losing coverage or data consistency slows growth.
We helped ≈ TBD fix this with ❑<1-line value>❑.
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 Strengthens Distribution Capabilities With Three Key Hires — Maintaining advisor relationship transparency across growing teams.
❑<1-line value>❑. ❑<metric>❑.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>