Indeavor Sales Trigger: New CMO Carter Lloyds
Indeavor just tapped Carter Lloyds as CMO. Time to open pipeline in workforce management. Pitch your WFM platform to cut labor costs & ensure compliance. Next touch: LinkedIn DM. Beat competitors to the close.
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🚀 Battle Card: Indeavor
Quick trigger:
👤 Decision Maker in the News
- Carter Lloyds, Chief Marketing Officer 🔗 LinkedIn
💡 Why It Matters
- New CMO brings proven playbook from QAD to amplify brand in 24/7 workforce space → Source
🎯 Core Pain Point
- Standing out in a crowded workforce management market
- Driving demand for complex scheduling and compliance solutions
💰 What to Pitch
- Primary: Workforce Management Platform → Optimize labor costs & ensure compliance
- Expansion: People Operations Suite → Elevate frontline employee engagement
🗺️ Quick Context
- HQ: Madison, WI
- Employees: ≈ 200
- Rev: ≈ $50 M
- Website: indeavor.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Indeavor’s business.
- UKG — Workforce Management
- Unique edge: Deep timekeeping & absences
- Evaluated by VP Ops for shift automation
- Workday — HCM / Scheduling
- Unique edge: Unified HR & WFM data
- Evaluated by COO for platform consolidation
- Ceridian — Dayforce
- Unique edge: Real-time scheduling & payroll
- Evaluated by CFO for cost visibility
✅ Do-Now Checklist
Connect with Carter Lloyds on LinkedIn
Send first email + LinkedIn DM referencing this Indeavor sales trigger
Log follow-ups in CRM (Day 3 & Day 10)
Capitalize on this Indeavor sales trigger now!
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Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Workforce management platform to optimize labor costs & compliance❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Carter Lloyds
COMPANY = Indeavor
DEPT = Marketing
SIZE = ≈ 200
BOTTLENECK = standing out in a crowded workforce management market
EVENT = Appoints Carter Lloyds as Chief Marketing Officer
DETAIL = accelerate growth and champion the frontline workforce
PAIN = standing out in a crowded workforce management market
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250828565316&div=41152219
SIM_CO = UKG
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 200
REV_EST = ≈ $50M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 200-person Marketing
Carter Lloyds—noticed your Marketing team is ≈ 200.
That’s when standing out in a crowded workforce management market slows growth.
We helped UKG fix this with Workforce management platform to optimize labor costs & compliance.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about accelerate growth and champion the frontline workforce — standing out in a crowded workforce management market.
Workforce management platform to optimize labor costs & compliance. ≈ TBD.
Quick chat?