Battle Card: Lambda Audit Trigger
Lambda names Heather Planishek as Audit Chair. Pitch audit automation to accelerate close cycles, spike pipeline, and smash your quota. ✅ Next touch: LinkedIn & CRM.
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🚀 Battle Card
🚀 Battle Card: Lambda
Quick trigger: Appointment of Heather Planishek to Board of Directors as Audit Chair (Sep 25, 2025)
👤 Decision Maker in the News
- Heather Planishek, Audit Chair, Board of Directors · 🔗 [LinkedIn](https://www.linkedin.com/company/lambda-labs/)
💡 Why It Matters
- Scaling AI infrastructure demands rigorous financial controls and governance to avoid compliance gaps. → Source
- Leverage this Lambda sales trigger to position your audit automation as mission-critical.
🎯 Core Pain Point
- Maintaining transparent, audit-ready financial reporting as operations scale
- Ensuring risk management and compliance in a high-growth AI infrastructure environment
💰 What to Pitch
- Primary: Audit automation platform → Accelerate close cycles and reduce manual risk exposures
- Expansion: Compliance management solution → Streamline regulatory reporting and oversight
🗺️ Quick Context
- HQ: San Francisco, CA
- Employees: ≈ 250
- Rev: ≈ $150M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Lambda’s business.*
- BlackLine — Financial close automation
- Unique edge: Real-time reconciliation dashboards
- Evaluated by CFO & Audit Chair for accuracy and audit trails
- Workiva — Compliance & reporting
- Unique edge: Connected reporting across data sources
- Evaluated by Board for SEC & SOX readiness
- AuditBoard — Audit & risk management
- Unique edge: End-to-end risk workflow
- Evaluated by Head of Risk for integrated control testing
- Oracle NetSuite — ERP & finance suite
- Unique edge: Scalable cloud ERP for global ops
- Evaluated by VP Finance for consolidation capabilities
- Sage Intacct — Cloud financial management
- Unique edge: Best-in-class core financials
- Evaluated by Dir. Accounting for multi-entity reporting
✅ Do-Now Checklist
Connect with Heather Planishek on LinkedIn
Craft email + DM referencing the Lambda sales trigger and audit governance benefit
Log outreach and schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t let a Lambda sales trigger slip—get this intel daily and hit quota faster.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑❑
TONE = ❑❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Heather
COMPANY = Lambda
DEPT = Finance
SIZE = ≈ 5
BOTTLENECK = maintaining audit-ready financial reporting
EVENT = appointment of new Audit Chair
DETAIL = Appointment to Board as Audit Chair
PAIN = ensuring risk management and compliance during rapid growth
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250925984491&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ 30% faster close cycles
NEXT_SIZE = ≈ 10
EMP_EST = ≈ 250
REV_EST = ≈ $150M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 5-person Finance
Heather—noticed your Finance team is ≈ 5.
That’s when maintaining audit-ready financial reporting slows growth.
We helped ≈ TBD fix this with ❑❑.
Result: ≈ 30% faster close cycles.
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>
PS—next bottleneck hits ≈ 10.
DM ≤45 words, TONE:
Saw your post about Appointment to Board as Audit Chair — ensuring risk management and compliance during rapid growth.
❑❑. ❑❑.
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>