Deal Trigger: Wall Works CFO Hire
Wall Works taps CFO Shannon McElveen. Finance budgets unlocked. Pitch ERP & FP&A to hit your quota.
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🚀 Battle Card
🚀 Battle Card: Wall Works Holdings
Quick trigger:
👤 Decision Maker in the News
- Shannon McElveen, Chief Financial Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/wall-works-holdings/)
💡 Why It Matters
- Bringing in a construction-finance veteran signals a major push to standardize and scale finance ops across acquisitions → Source (This Wall Works Holdings sales trigger means budgets for new systems are hot.)
🎯 Core Pain Point
- Fragmented financial systems across Optimum, Suburban, and new acquisitions
- Lack of real-time FP&A & reporting to guide rapid national expansion
💰 What to Pitch
- Primary: Cloud-based ERP Implementation → Unified ledgers & streamlined month-end close
- Expansion: FP&A & BI Suite → Real-time dashboards & forecasting accuracy
🗺️ Quick Context
- HQ: Boston, MA & Kansas City, MO
- Employees: ≈ 300
- Rev: ≈ $100 M
🤼 Competitive Intel
Which other vendors you’ll probably face to win Wall Works Holdings’ business after this sales trigger.
- SAP — ERP / Financials
- Unique edge: Enterprise-grade industry modules & global support
- Evaluated by CFO & VP Finance for consolidation needs
- Oracle NetSuite — ERP / Financials
- Unique edge: Cloud-native unified suite for mid-market
- Evaluated by Finance Ops for rapid deployment
- Workday — ERP / Financials
- Unique edge: Built-in analytics & modern UX
- Evaluated by CFO for strategic insights
- Sage Intacct — ERP / Financials
- Unique edge: Best-in-class core financials & strong contract management
- Evaluated by Director of FP&A for scalability
✅ Do-Now Checklist
Connect with Shannon McElveen on LinkedIn (link above)
Tie your first touch to this Wall Works Holdings sales trigger and send a tailored email + DM
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 = ❑Cloud-based ERP implementation for unified ledgers and faster closes❑
PROOF_METRIC = ❑30% faster month-end close❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Shannon
COMPANY = Wall Works Holdings
DEPT = Finance
SIZE = ≈ 5
BOTTLENECK = fragmented financial systems across acquisitions
EVENT = CFO appointment
DETAIL = being appointed CFO
PAIN = lack of real-time financial reporting for expansion
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014418881&div=41152219
SIM_CO = AIA Contract Documents
WIN_METRIC = 30% faster month-end close
NEXT_SIZE = ≈ 10
EMP_EST = ≈ 300
REV_EST = ≈ $100M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 5-person Finance
Shannon—noticed your Finance team is ≈ 5.
That’s when fragmented financial systems across acquisitions slows growth.
We helped AIA Contract Documents fix this with Cloud-based ERP implementation for unified ledgers and faster closes.
Result: 30% faster month-end close.
Quick call?
PS—next bottleneck hits ≈ 10.
DM ≤45 words, TONE:
Saw your post about being appointed CFO — lack of real-time financial reporting for expansion.
Cloud-based ERP implementation for unified ledgers and faster closes. 30% faster month-end close.
Quick chat?