Deal Flow Alert: Smartsheet CISO

Smartsheet taps Ravi Soin as CISO. Signals ramped-up AI security spend. Pitch unified security posture mgmt. Automate data privacy. Fuel your pipeline.

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๐Ÿš€ Battle Card: Smartsheet

Quick trigger (Smartsheet sales trigger):
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๐Ÿ‘ค Decision Maker in the News
  • Ravi Soin, Chief Information Security Officer
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๐Ÿ’ก Why It Matters
  • As a Smartsheet sales trigger, appointing a seasoned security veteran to lead global IT and cybersecurity strategy signals ramped-up investments in secure, AI-driven work management โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Integrating robust cybersecurity across AI-powered workflows
  • Ensuring enterprise-scale data privacy and compliance
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๐Ÿ’ฐ What to Pitch
  • Primary: Unified Security Posture Management โ†’ continuous threat visibility and accelerated incident response
  • Expansion: Data Privacy Automation Suite โ†’ automated compliance across global regulations
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Bellevue, WA
  • Employees: 3,000
  • Rev: โ‰ˆ $600 M
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๐Ÿคผ Competitive Intel

*Which other vendors youโ€™ll probably face to win Smartsheetโ€™s business.*
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  • Palo Alto Networks โ€” Network Security / Zero Trust
    • Unique edge: Industry-leading firewall and microsegmentation
    • Evaluated by CISO & IT Sec for scalable NGFW roadmap
  • CrowdStrike โ€” Endpoint Detection & Response
    • Unique edge: Cloud-native EDR with threat intelligence
    • Evaluated by SOC & security ops for rapid incident response
  • Splunk โ€” SIEM / SOAR
    • Unique edge: Real-time log analytics and automation
    • Evaluated by security analysts for event correlation depth
  • Darktrace โ€” AI-driven threat detection
    • Unique edge: Autonomous response via machine learning
    • Evaluated by CISO for AI-native anomaly detection
  • Zscaler โ€” SASE / Secure Web Gateway
    • Unique edge: Global cloud-native secure access
    • Evaluated by network & security teams for zero trust networking
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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
Reference the Smartsheet sales trigger in your outreach subject lines
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Get the latest Smartsheet sales trigger dailyโ€”no fluff, all pipeline. Subscribe to NewsletterForLeads
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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‘Unified Security Posture Managementโ‘
PROOF_METRIC  = โ‘30% faster detectionโ‘
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        = Ravi
COMPANY     = Smartsheet
DEPT        = Information Security
SIZE        = โ‰ˆ15
BOTTLENECK  = security visibility gaps
EVENT       = CISO hire
DETAIL      = Smartsheet Names Ravi Soin as Chief Information Security Officer
PAIN        = Ensuring robust cybersecurity across AI workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250910016628&div=41152219
SIM_CO      = Dropbox
WIN_METRIC  = 35% faster incident response
NEXT_SIZE   = โ‰ˆ30
EMP_EST     = 3,000
REV_EST     = $600M

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‰ˆ15-person Information Security

Raviโ€”noticed your Information Security team is โ‰ˆ15.

Thatโ€™s when security visibility gaps slows growth.

We helped Dropbox fix this with Unified Security Posture Management.

Result: 35% faster incident response.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ30.

DM โ‰ค45 words, TONE:
Saw your post about Smartsheet Names Ravi Soin as Chief Information Security Officer โ€” Ensuring robust cybersecurity across AI workflows.  
Unified Security Posture Management. 30% faster detection.  
Quick chat?

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