🔥 Lineage CFO Trigger: Fuel Your Next Deal Flow
New CFO Robb LeMasters at Lineage signals a push for capital efficiency. Pitch FP&A and investor relations solutions now. Quick context, decision makers, and next touches.
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🚀 Battle Card: Lineage, Inc.
Quick trigger:
👤 Decision Maker in the News
- Robb LeMasters, Chief Financial Officer · 🔗 LinkedIn
💡 Why It Matters
- New CFO hire is a Lineage, Inc. sales trigger signaling a push for disciplined capital efficiency across its global temperature-controlled network. → Source
🎯 Core Pain Point
- Managing capital-intensive operations across 485 global facilities
- Streamlining financial reporting and investor communications
💰 What to Pitch
- Primary: Financial Planning & Analysis platform → Improve visibility into global budgets and forecasts
- Expansion: Investor Relations management solution → Enhance stakeholder communications and reporting consistency
🗺️ Quick Context
- HQ: Novi, MI
- Employees: ≈ 3,000
- Rev: ≈ $5.4 B
- Website: https://www.onelineage.com/
🤼 Competitive Intel
Which other vendors you’ll probably face to win Lineage, Inc.’s business.
- SAP — CPM & ERP
- Unique edge: Integrated enterprise-wide modules
- Evaluated by CFO for scalability and compliance
- Oracle NetSuite — FP&A
- Unique edge: Cloud-native, rapid deployment
- Evaluated by VP Finance for mid-market fit
- Workday — Financial Management
- Unique edge: Unified HCM and finance platform
- Evaluated by Dir. Corporate Finance for real-time analytics
- Adaptive Insights — Budgeting & Forecasting
- Unique edge: User-friendly modeling and scenario planning
- Evaluated by FP&A teams for ease of use
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (link above)
Leverage the Lineage, Inc. sales trigger in your outreach messaging
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t miss another Lineage, Inc. sales trigger.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Financial Planning & Analysis platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Robb
COMPANY = Lineage, Inc.
DEPT = Finance
SIZE = ≈ TBD
BOTTLENECK = Managing capital-intensive operations
EVENT = New CFO appointment
DETAIL = Lineage Announces New Chief Financial Officer
PAIN = Managing capital-intensive operations across 485 global facilities
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251020968583&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 3,000
REV_EST = ≈ $5.4B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Finance
Robb—noticed your Finance team is ≈ TBD.
That’s when Managing capital-intensive operations slows growth.
We helped ≈ TBD fix this with Financial Planning & Analysis platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Lineage Announces New Chief Financial Officer — Managing capital-intensive operations across 485 global facilities.
Financial Planning & Analysis platform. ≈ TBD.
Quick chat?