Sales Trigger: BTIG Research Talent Ramp-Up

BTIG added two senior research analysts. HR & People teams need faster onboarding & real-time collaboration. Pitch talent platforms to boost your pipeline. Competitor intel & do-now checklist inside.

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๐Ÿš€ Battle Card: BTIG

Quick trigger:
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • This BTIG sales trigger highlights a push for research talent and deeper consumer insights, opening doors for HR & People solutions. โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Scaling research talent integration
  • Maintaining seamless team collaboration
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๐Ÿ’ฐ What to Pitch
  • Primary: Talent onboarding platform โ†’ Faster ramp-up and retention
  • Expansion: Research collaboration suite โ†’ Real-time insights sharing
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๐Ÿ—บ๏ธ Quick Context
  • HQ: New York, NY
  • Employees: โ‰ˆ700
  • Rev: โ‰ˆ $200 M
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๐Ÿคผ Competitive Intel

Which other vendors youโ€™ll probably face to win BTIGโ€™s business (HR & People).
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  • Workday โ€” Talent Management / HCM
    • Unique edge: Endpoint HR suite with finance integration
    • Evaluated by CHRO for enterprise scalability
  • iCIMS โ€” Recruitment / ATS
    • Unique edge: AI-driven candidate screening
    • Evaluated by Talent Acquisition leads for speed
  • BambooHR โ€” HRIS / Onboarding
    • Unique edge: User-friendly SME focus
    • Evaluated by HR Ops for cost-effectiveness
  • LinkedIn Learning โ€” Learning Management
    • Unique edge: Integrated with professional network
    • Evaluated by L&D heads for skill development
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โœ… Do-Now Checklist

Connect with all decision makers on LinkedIn (links 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)
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Next Step

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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
โœ๏ธ YOUR COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
OUR_COMPANY   = โ‘<your company>โ‘
OFFER_BRIEF   = โ‘Talent onboarding platformโ‘
PROOF_METRIC  = โ‘30% faster ramp-upโ‘
CTA_STYLE     = โ‘quick_callโ‘
TONE          = โ‘friendlyโ‘

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
๐Ÿ“Œ TARGET COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
NAME        = Rob
COMPANY     = BTIG
DEPT        = Research
SIZE        = โ‰ˆ20
BOTTLENECK  = scaling research talent integration
EVENT       = Strengthens Consumer Research Coverage with the Addition of Rob Dickerson and Bob Drbul
DETAIL      = the addition of Rob Dickerson and Bob Drbul to your Consumer Research team
PAIN        = scaling research talent integration
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251006112444&div=41152219
SIM_CO      = Jefferies
WIN_METRIC  = 30% faster ramp-up
NEXT_SIZE   = โ‰ˆ40
EMP_EST     = โ‰ˆ700
REV_EST     = โ‰ˆ$200M

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
TASK FOR CHATGPT
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Role: โ€œNewsletterForLeads SDR-Assistโ€.

Validate any โ‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: โ‰ˆ20-person Research

Robโ€”noticed your Research team is โ‰ˆ20.

Thatโ€™s when scaling research talent integration slows growth.

We helped Jefferies fix this with Talent onboarding platform.

Result: 30% faster ramp-up.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ40.

DM โ‰ค45 words, TONE:
Saw your post about the addition of Rob Dickerson and Bob Drbul to your Consumer Research team โ€” scaling research talent integration.  
Talent onboarding platform. 30% faster ramp-up. Quick chat?```

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