Battle Card: Insulet CFO Transition Sales Trigger
Insulet names Flavia Pease as new CFO. Finance leadership shifts open pipeline. Pitch CFO onboarding & FP&A tools to accelerate deal flow.
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🚀 Battle Card: Insulet Corporation
Quick trigger:
👤 Decision Maker in the News
- Flavia Pease, Executive Vice President, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- 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
🎯 Core Pain Point
- Ensuring a smooth financial leadership transition to maintain investor confidence
- Accelerating global revenue growth while preserving tight financial controls
💰 What to Pitch
- 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
🗺️ Quick Context
- HQ: Acton, MA
- Employees: ≈ 1,500
- Rev: ≈ $2.5 B
- Website: insulet.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Insulet Corporation’s business.*
- 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
Connect with Flavia Pease on LinkedIn (link above)
Craft a first-touch email referencing this Insulet Corporation sales trigger and send
Log follow-ups in CRM (Day 2 & Day 7)
Next Step
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🧠 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?