Sales Trigger: Davis Wright Tremaine CFO
DWT’s new CFO appointment is your deal signal. Pitch FP&A to Samantha Liu now. Fill your pipeline, nail your next touch, hit quota.
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🚀 Battle Card: Davis Wright Tremaine LLP
Quick trigger:
👤 Decision Maker in the News
- Samantha Liu, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- A growth-minded CFO with strong financial discipline is vital as the firm scales and invests in key practices—this Davis Wright Tremaine LLP sales trigger signals an aggressive expansion. → Source
🎯 Core Pain Point
- Scaling global operations while maintaining profitability
- Attracting and retaining top legal talent in competitive markets
💰 What to Pitch
- Primary: Financial planning & analysis platform → streamlined budgeting and forecasting for rapid growth
- Expansion: Talent analytics & compensation benchmarking → ensure competitive packages to retain key lawyers
🗺️ Quick Context
- HQ: Seattle, WA
- Employees: ≈ 650
- Rev: ≈ $300 M
- Website: https://www.dwt.com/
🤼 Competitive Intel
Which other vendors you’ll probably face to win Davis Wright Tremaine LLP’s business on this Davis Wright Tremaine LLP sales trigger.
- Oracle NetSuite — ERP / FP&A
- Unique edge: Scalable cloud suite with integrated financials
- Evaluated by CFO for enterprise-grade reporting
- netsuite.com
- Workday — Financial management / HCM
- Unique edge: Unified finance and HR data for planning
- Evaluated by Finance team for change-management ease
- workday.com
- SAP — ERP
- Unique edge: Global compliance and deep industry modules
- Evaluated by IT & Finance for global rollout support
- sap.com
- BlackLine — Financial close automation
- Unique edge: Task orchestration and AI-driven reconciliations
- Evaluated by Accounting leads for close acceleration
- blackline.com
- Adaptive Insights — FP&A
- Unique edge: Self-service modeling and collaborative planning
- Evaluated by Finance analysts for budgeting agility
- adaptiveinsights.com
✅ Do-Now Checklist
Connect with Samantha Liu on LinkedIn (link above)
Generate email + DM referencing this Davis Wright Tremaine LLP 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 platform for streamlined budgeting & forecasting❑
PROOF_METRIC = ❑40% faster financial close❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Samantha
COMPANY = Davis Wright Tremaine LLP
DEPT = Finance
SIZE = ≈ 40
BOTTLENECK = scaling global operations while maintaining profitability
EVENT = CFO appointment
DETAIL = joining as CFO
PAIN = attracting and retaining top legal talent in competitive markets
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909748380&div=41152219
SIM_CO = Polsinelli
WIN_METRIC = 30% faster budgeting cycles
NEXT_SIZE = ≈ 60
EMP_EST = ≈ 650
REV_EST = ≈ $300M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 40-person Finance
Samantha—noticed your Finance team is ≈ 40.
That’s when scaling global operations while maintaining profitability slows growth.
We helped Polsinelli fix this with FP&A platform for streamlined budgeting & forecasting.
Result: 30% faster budgeting cycles.
Quick call?
PS—next bottleneck hits ≈ 60.
DM ≤45 words, TONE:
Saw your post about joining as CFO — attracting and retaining top legal talent in competitive markets.
FP&A platform for streamlined budgeting & forecasting. 40% faster financial close.
Quick chat?