Tax Trigger Alert: Frazier & Deeter Sales Play
Andrew Case just became Head of Tax at Frazier & Deeter. Use this sales trigger to pitch your tax compliance automation and light the fire under your pipeline.
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🚀 Battle Card: Frazier & Deeter
Quick trigger:
👤 Decision Maker in the News
- Andrew Case, Head of Tax
💡 Why It Matters
- Appointment signals a strategic push to scale FD’s tax advisory practice amid rising demand for proactive planning → Source
- Leverage this Frazier & Deeter sales trigger to position your tax transformation offering now
🎯 Core Pain Point
- Keeping pace with complex, evolving tax regulations
- Expanding global tax capabilities to support rapid firm growth
💰 What to Pitch
- Primary: Tax compliance automation platform → Eliminate manual errors and slash processing time
- Expansion: Advanced tax advisory services → Deliver proactive strategic insights and client value
🗺️ Quick Context
- HQ: Atlanta, GA
- Employees: ≈ 1,200
- Rev: ≈ $250 M
- Website: frazierdeeter.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Frazier & Deeter’s business on this Frazier & Deeter sales trigger.
- Thomson Reuters — Tax compliance software
- Unique edge: Comprehensive global tax engine
- Evaluated by Head of Tax for multi-jurisdiction reporting
- Wolters Kluwer — CCH Axcess suite
- Unique edge: Integrated workflow and document management
- Evaluated by Tax Directors for audit readiness
- Avalara — Sales & use tax automation
- Unique edge: Real-time rate calculation via API
- Evaluated by Ops for transaction throughput
- Vertex — Indirect tax solutions
- Unique edge: AI-driven exemption certificate management
- Evaluated by Finance for compliance risk mitigation
✅ Do-Now Checklist
Connect with Andrew Case on LinkedIn (search “Andrew Case Frazier & Deeter”)
Generate email + DM using the Copy-My-Prompt block (Step 7) and send first touch referencing this Frazier & Deeter sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑tax compliance automation platform❑
PROOF_METRIC = ❑30% faster tax filing❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Andrew
COMPANY = Frazier & Deeter
DEPT = Tax
SIZE = ≈15
BOTTLENECK = manual tax processes hinder scaling
EVENT = appointment of new Head of Tax
DETAIL = Andrew Case named new Head of Tax
PAIN = keeping pace with complex, evolving tax regulations
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250811051853&div=41152219
SIM_CO = Grant Thornton
WIN_METRIC = 30% faster tax filing process
NEXT_SIZE = ≈50
EMP_EST = ≈1,200
REV_EST = ≈$250M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈15-person Tax
Andrew—noticed your Tax team is ≈15.
That’s when manual tax processes hinder scaling slows growth.
We helped Grant Thornton fix this with tax compliance automation platform.
Result: 30% faster tax filing process.
Quick call?
PS—next bottleneck hits ≈50.
DM ≤45 words, TONE:
Saw your post about Andrew Case named new Head of Tax — keeping pace with complex, evolving tax regulations.
tax compliance automation platform. 30% faster tax filing.
Quick chat?