Daily Sales Trigger: ConcertAI CFO Hire
ConcertAI names Michael Myshrall as CFO. FP&A and revenue ops are under the spotlight. Pitch automation and AI-driven revenue intel now to fuel pipeline and hit quota.
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🚀 Battle Card: ConcertAI
Quick trigger:
👤 Decision Maker in the News
- Michael Myshrall, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- Appointing an AI-savvy finance leader sets the stage for aggressive capital deployment and scaling of predictive healthcare solutions. → Source
🎯 Core Pain Point
- Scaling financial planning and analysis for a high-growth AI SaaS model
- Optimizing recurring revenue streams and securing R&D funding
💰 What to Pitch
- Primary: FP&A Automation Platform → accelerate accurate forecasting for upcoming funding rounds
- Expansion: AI-driven Revenue Intelligence → maximize subscription revenue and improve cash flow visibility
🗺️ Quick Context
- HQ: Cambridge, MA
- Employees: ≈ 200
- Rev: ≈ $50 M
- Website: concertai.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win ConcertAI’s business.
- Anaplan — FP&A / Operational Planning
- Unique edge: Connected planning across finance and operations
- Evaluated by CFO for enterprise forecasting scale
- Adaptive Insights — FP&A / Budgeting
- Unique edge: Intuitive budgeting workflows within Workday ecosystem
- Evaluated by Finance team for ease of adoption
- Vena Solutions — FP&A / Reporting
- Unique edge: Familiar Excel interface with enterprise-grade engine
- Evaluated by FP&A directors for reporting flexibility
- Planful — FP&A / Consolidation
- Unique edge: Accelerated month-end close and consolidation
- Evaluated by FP&A managers for speed and accuracy
✅ Do-Now Checklist
Connect with Michael Myshrall on LinkedIn (link above)
Generate email + DM referencing this ConcertAI sales trigger and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑FP&A Automation Platform❑
PROOF_METRIC = ❑40% faster financial close❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Michael
COMPANY = ConcertAI
DEPT = Finance
SIZE = ≈10
BOTTLENECK = Scaling FP&A processes for high-growth SaaS
EVENT = CFO appointment
DETAIL = your appointment as CFO at ConcertAI
PAIN = Inaccurate forecasting and capital planning
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250818110323&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = 40% faster financial close
NEXT_SIZE = ≈20
EMP_EST = ≈200
REV_EST = ≈$50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈10-person Finance
Michael—noticed your Finance team is ≈10.
That’s when Scaling FP&A processes for high-growth SaaS slows growth.
We helped ≈ TBD fix this with FP&A Automation Platform.
Result: 40% faster financial close.
Quick call?
PS—next bottleneck hits ≈20.
DM ≤45 words, TONE:
Saw your post about your appointment as CFO at ConcertAI — Inaccurate forecasting and capital planning.
FP&A Automation Platform. 40% faster financial close.
Quick chat?