BerryDunn Sales Trigger: Tammy Brunetti as CSO

BerryDunn just tapped Tammy Brunetti as Chief Strategy & Growth Officer. Scale cross-practice growth in Assurance, Tax & Advisory. Pitch marketing automation to boost qualified leads by 25% and close more deals.

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🚀 Battle Card: BerryDunn

Quick trigger:
 
👤 Decision Maker in the News
 
💡 Why It Matters
  • This BerryDunn sales trigger highlights the firm’s push to turbocharge strategic growth and client value amid evolving regulatory and tech demands. → Source
 
🎯 Core Pain Point
  • Scaling cross-practice growth in Assurance, Tax & Advisory
  • Adapting rapidly to regulatory, technology & workforce shifts
 
💰 What to Pitch
  • Primary: Marketing Automation Platform → Boost qualified leads by 25%
  • Expansion: CRM-Integrated Sales Enablement → Improve close rates by 20%
 
🗺️ Quick Context
  • HQ: Portland, ME
  • Employees: ≈ 500
  • Rev: ≈ $100 M
 

🤼 Competitive Intel

*Which other vendors you’ll probably face to win BerryDunn’s business.*
 
  • DeloitteAccounting & Advisory
    • Unique edge: Global reach + digital transformation expertise
    • Evaluated by CFO & COO for enterprise scalability
  • PwCTax & Consulting
    • Unique edge: Deep tax specialization & industry insights
    • Evaluated by Tax Director for compliance roadmap
  • EYAssurance & Advisory
    • Unique edge: Robust audit methodologies & tech integration
    • Evaluated by Audit Lead for risk management
  • KPMGAudit & Advisory
    • Unique edge: Risk & control frameworks tailored to mid-market
    • Evaluated by Risk Officer for governance support
 

✅ Do-Now Checklist

Connect with Tammy Brunetti on LinkedIn (link above)
Generate email + DM with the BerryDunn sales trigger using the Copy-My-Prompt block and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
 

Next Step

Get intel like this daily—no fluff, all pipeline. Never miss a BerryDunn sales trigger. Subscribe to NewsletterForLeads
 

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Marketing Automation Platform to boost lead generation❑
PROOF_METRIC  = ❑30% uplift in demo bookings❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Tammy
COMPANY     = BerryDunn
DEPT        = Assurance, Tax, and Advisory Services
SIZE        = ≈ 150
BOTTLENECK  = Scaling cross-practice growth
EVENT       = New Chief Strategy and Growth Officer appointment
DETAIL      = your appointment as Chief Strategy and Growth Officer
PAIN        = Adapting to evolving regulatory, tech & workforce shifts
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001923853&div=41152219
SIM_CO      = Plante Moran
WIN_METRIC  = 25% more qualified leads
NEXT_SIZE   = ≈ 300
EMP_EST     = ≈ 500
REV_EST     = ≈ $100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 150-person Assurance, Tax, and Advisory Services

Tammy—noticed your Assurance, Tax, and Advisory Services team is ≈ 150.

That’s when Scaling cross-practice growth slows growth.

We helped Plante Moran fix this with Marketing Automation Platform to boost lead generation.

Result: 25% more qualified leads.  
Quick call?

PS—next bottleneck hits ≈ 300.

DM ≤45 words, TONE:
Saw your post about your appointment as Chief Strategy and Growth Officer — Adapting to evolving regulatory, tech & workforce shifts.  
Marketing Automation Platform to boost lead generation. 30% uplift in demo bookings. Quick chat?

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