BerryDunn Sales Trigger: Tammy Brunetti as CSO

🚀 Battle Card: BerryDunn

• Tammy Brunetti, Chief Strategy and Growth Officer for Assurance, Tax, and Advisory Services · 🔗 [LinkedIn](https://www.linkedin.com/in/tammy-brunetti-1b1b1a8/)

• This BerryDunn sales trigger highlights the firm’s push to turbocharge strategic growth and client value amid evolving regulatory and tech demands. → Source

• Scaling cross-practice growth in Assurance, Tax & Advisory

• Adapting rapidly to regulatory, technology & workforce shifts

• Primary: Marketing Automation Platform → Boost qualified leads by 25%

• Expansion: CRM-Integrated Sales Enablement → Improve close rates by 20%

• HQ: Portland, ME

• Employees: ≈ 500

• Rev: ≈ $100 M

• Website: [berrydunn.com](https://www.berrydunn.com/)

🤼 Competitive Intel

• Deloitte — Accounting & Advisory
• Unique edge: Global reach + digital transformation expertise
• Evaluated by CFO & COO for enterprise scalability

• PwC — Tax & Consulting
• Unique edge: Deep tax specialization & industry insights
• Evaluated by Tax Director for compliance roadmap

• EY — Assurance & Advisory
• Unique edge: Robust audit methodologies & tech integration
• Evaluated by Audit Lead for risk management

• KPMG — Audit & Advisory
• Unique edge: Risk & control frameworks tailored to mid-market
• Evaluated by Risk Officer for governance support

✅ Do-Now Checklist

Next Step

🧠 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?