Battle Card: Shaping Wealth Human-First AI
Hit your next touch with a Shaping Wealth battle card. Leverage their advisory board expansion into human-first AI. Drive pipeline, boost commission, close deals.
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๐ Battle Card: Shaping Wealth
Quick trigger:
This is a Shaping Wealth sales trigger for reps to capitalize on its push into human-first AI.
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๐ค Decision Maker in the News
- Jason Pereira, Advisory Board Member
- Samantha Russell, Advisory Board Member
- Dr. Hal Hershfield, Advisory Board Member
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๐ก Why It Matters
- Bolsters Lydiaโs human-first AI approach, accelerating adoption of behavioral insights across advisory teams โ Source
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๐ฏ Core Pain Point
- Advisors struggle to blend AI efficiency with genuine human connection
- Existing platforms lack deep behavioral science integration
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๐ฐ What to Pitch
- Primary: Lydia behavioral intelligence engine โ Empathetic, personalized client conversations
- Expansion: Behavioral science training modules โ Higher advisor adoption and stickiness
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Use this Shaping Wealth sales trigger to position your solution as the next-gen, human-first AI tool.
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๐บ๏ธ Quick Context
- HQ: Chicago, IL
- Employees: โ 75
- Rev: โ $10 M
- Website: shapingwealth.com
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๐คผ Competitive Intel
Which other vendors youโll probably face to win Shaping Wealthโs business.
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- Alight Solutions โ Behavioral science training & engagement
- Unique edge: Seamless HR and benefits integration
- MindTickle โ Sales readiness & coaching
- Unique edge: AI-driven microlearning and performance analytics
- WalkMe โ Digital adoption & engagement
- Unique edge: On-screen guidance and workflow automation
- HubSpot โ Marketing automation & CRM
- Unique edge: Unified marketing-sales platform for cross-sell campaigns
- Braze โ Customer engagement automation
- Unique edge: Real-time segmentation and multi-channel messaging
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โ Do-Now Checklist
Connect with Jason Pereira, Samantha Russell, and Dr. Hal Hershfield on LinkedIn
Craft first-touch email/DM using the Shaping Wealth sales trigger narrative around human-first AI
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step
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๐ง Copy My Prompt for Personalized Cold Outreach
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โ๏ธ YOUR COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
OUR_COMPANY = โโ
OFFER_BRIEF = โLydia behavioral intelligence engineโ
PROOF_METRIC = โโ TBDโ
CTA_STYLE = โquick_callโ
TONE = โfriendlyโ
Validate any โ guesses via SRC.
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๐ TARGET COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
NAME = โ TBD
COMPANY = Shaping Wealth
DEPT = โ TBD
SIZE = โ TBD
BOTTLENECK = โ TBD
EVENT = Advisory Board Expansion
DETAIL = expansion to accelerate the impact of human-first AI innovation
PAIN = advisors struggle to blend AI efficiency with genuine human connection
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903885463&div=41152219
SIM_CO = MindTickle
WIN_METRIC = โ TBD
NEXT_SIZE = โ TBD
EMP_EST = โ 75
REV_EST = โ $10 M
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TASK FOR CHATGPT
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Role: โNewsletterForLeads SDR-Assistโ.
EMAIL (keep breaks):
Subject: โ TBD-person โ TBD
โ TBDโnoticed your โ TBD team is โ TBD.
Thatโs when โ TBD slows growth.
We helped MindTickle fix this with Lydia behavioral intelligence engine.
Result: โ TBD.
Quick call?
PSโnext bottleneck hits โ TBD.
DM โค45 words, TONE:
Saw your post about expansion to accelerate the impact of human-first AI innovation โ advisors struggle to blend AI efficiency with genuine human connection.
Lydia behavioral intelligence engine. โ TBD.
Quick chat?