Sales Battle Card: NTx Board Appointment

NTx taps Dave Johnson to its boardโ€”M&A planning inbound. Pitch FP&A real-time modeling & consolidation automation now to fuel your pipeline.

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๐Ÿš€ Battle Card: NTx

Quick trigger:
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • The NTx sales trigger suggests imminent M&A planning and a push for financial transparency ahead of scaling. โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Need real-time forecasting for M&A scenarios
  • Manual consolidation delays financial close and deal analysis
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๐Ÿ’ฐ What to Pitch
  • Primary: FP&A platform โ†’ Real-time scenario modeling & forecasts
  • Expansion: Financial consolidation automation โ†’ Faster close cycles & audit readiness
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Rio Rancho, NM
  • Employees: โ‰ˆ 75
  • Rev: โ‰ˆ $10 M
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๐Ÿคผ Competitive Intel

*Which other vendors youโ€™ll probably face to win NTxโ€™s business.*
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  • Workday Adaptive Planning โ€” FP&A
    • Unique edge: Intuitive modeling and scenario planning
    • Evaluated by CFO for ease of use
  • Anaplan โ€” Connected Planning
    • Unique edge: Scalable across departments
    • Evaluated by Finance Ops for collaboration
  • Oracle NetSuite โ€” ERP / Financials
    • Unique edge: Integrated global financials
    • Evaluated by Controller for multi-entity consolidation
  • BlackLine โ€” Financial Close & Accounting
    • Unique edge: Automation of close and reconciliation
    • Evaluated by Accounting for efficiency gains
  • SAP Analytics Cloud โ€” Finance Analytics
    • Unique edge: Embedded analytics in finance workflows
    • Evaluated by FP&A for advanced reporting
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โœ… Do-Now Checklist

Connect with all decision makers on LinkedIn (links above)
Leverage this NTx sales trigger in your outreach to resonate with the board
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step

Get intel like this dailyโ€”no fluff, all pipeline. Never miss an NTx sales trigger. Subscribe to NewsletterForLeads
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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
โœ๏ธ YOUR COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
OUR_COMPANY   = โ‘โ‘
OFFER_BRIEF   = โ‘real-time FP&A platform for scenario modelingโ‘
PROOF_METRIC  = โ‘โ‰ˆ30% faster close cyclesโ‘
CTA_STYLE     = โ‘quick_callโ‘
TONE          = โ‘friendlyโ‘

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
๐Ÿ“Œ TARGET COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
NAME        = Dave
COMPANY     = NTx
DEPT        = Finance
SIZE        = โ‰ˆ5
BOTTLENECK  = manual consolidation delays financial close
EVENT       = Board appointment
DETAIL      = NTx appoints Dave Johnson to Board
PAIN        = need real-time forecasting for M&A scenarios
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930767721&div=41152219
SIM_CO      = โ‰ˆTBD
WIN_METRIC  = โ‰ˆ30% faster close cycles
NEXT_SIZE   = โ‰ˆ20
EMP_EST     = โ‰ˆ75
REV_EST     = โ‰ˆ$10M

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
TASK FOR CHATGPT
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Role: โ€œNewsletterForLeads SDR-Assistโ€.

Validate any โ‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: โ‰ˆ5-person Finance

Daveโ€”noticed your Finance team is โ‰ˆ5.

Thatโ€™s when manual consolidation delays growth.

We helped โ‰ˆTBD fix this with real-time FP&A platform for scenario modeling.

Result: โ‰ˆ30% faster close cycles.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ20.

DM โ‰ค45 words, TONE:
Saw your post about NTx appoints Dave Johnson to Board โ€” need real-time forecasting for M&A scenarios.  
real-time FP&A platform for scenario modeling. โ‰ˆ30% faster close cycles.  
Quick chat?

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