Battle Card: Insulet CFO Transition Sales Trigger

🚀 Battle Card: Insulet Corporation

• Flavia Pease, Executive Vice President, Chief Financial Officer · 🔗 LinkedIn

• This Insulet Corporation sales trigger puts finance tools on the table, as a seasoned MedTech finance leader steps in to drive the next phase of global growth. → Source

• Ensuring a smooth financial leadership transition to maintain investor confidence

• Accelerating global revenue growth while preserving tight financial controls

• Primary: CFO onboarding and integration services → Accelerate ramp-up and ensure continuity

• Expansion: Advanced FP&A and financial planning software → Boost forecasting accuracy and scalability

• HQ: Acton, MA

• Employees: ≈ 1,500

• Rev: ≈ $2.5 B

• Website: insulet.com

🤼 Competitive Intel

• Workday — Finance ERP / HCM
• Unique edge: Unified finance and HR on a cloud platform
• Evaluated by CFO for seamless global consolidation

• Oracle — Financials Cloud / ERP
• Unique edge: Deep analytics with integrated AI insights
• Evaluated by Finance team for roadmap maturity

• Anaplan — FP&A
• Unique edge: Connected planning across business functions
• Evaluated by FP&A directors for scenario modeling

• BlackLine — Finance automation
• Unique edge: Automated close and reconciliation workflows
• Evaluated by Accounting for compliance and audit

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑CFO onboarding and integration services❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Flavia
COMPANY     = Insulet Corporation
DEPT        = Finance
SIZE        = ≈ TBD
BOTTLENECK  = smooth financial leadership transition
EVENT       = Insulet Announces CFO Transition
DETAIL      = Flavia Pease Appointed CFO
PAIN        = Maintaining investor confidence during leadership change
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250916683335&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1,500
REV_EST     = ≈ 2.5B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Finance

Flavia—noticed your Finance team is ≈ TBD.

That’s when smooth financial leadership transition slows growth.

We helped ≈ TBD fix this with CFO onboarding and integration services.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Flavia Pease Appointed CFO — Maintaining investor confidence during leadership change.  
CFO onboarding and integration services. ≈ TBD.  
Quick chat?