Occam Crest Advisory Board Sales Trigger: Close Deals Fast
Occam Crest just formed an advisory board. Use this sales trigger to pitch board management & IR CRM, boost pipeline, schedule next touches, and close high-commission deals. 💰✅
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🚀 Battle Card: Occam Crest Management
Quick trigger:
Leverage this Occam Crest Management sales trigger for timely outreach.
👤 Decision Maker in the News
- Mark Cone, Advisory Board Member
- Jennifer Foster, Advisory Board Member
- Roger Hartley, Chair of Advisory Board
💡 Why It Matters
- Adding seasoned advisors boosts strategic oversight and positions OCM for scalable growth. → Source
🎯 Core Pain Point
- Governance gaps in managing a growing boutique investment firm
- Need for structured strategic guidance on small/mid-cap portfolio expansion
💰 What to Pitch
- Primary: Board Management Platform → Streamlined governance meetings & docs
- Expansion: Investor Relations CRM → Enhanced LP communication & reporting Capitalize on the Occam Crest Management sales trigger by positioning scalable governance tech.
🗺️ Quick Context
- HQ: Darien, CT
- Employees: ≈ 12
- Rev: ≈ $25 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Occam Crest Management’s business.*
- Diligent — Board Management Software
- Unique edge: Comprehensive security & compliance tools
- Evaluated by Advisory Board for enterprise-grade governance
- BoardEffect — Board Portal
- Unique edge: Intuitive interface & board workflows
- Piloted by governance committee for ease of use
- OnBoard — Board Portal
- Unique edge: Real-time collaboration & analytics
- Considered by Chair of Advisory Board for stakeholder engagement
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Reference the Occam Crest Management sales trigger in your first touch
Schedule board tech demo follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Board Management Platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Mark
COMPANY = Occam Crest Management
DEPT = Advisory Board
SIZE = 3
BOTTLENECK = governance gaps
EVENT = Forms Advisory Board
DETAIL = Advisory Board formation
PAIN = governance gaps
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007543110&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 12
REV_EST = ≈ $25M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 3-person Advisory Board
Mark—noticed your Advisory Board team is ≈ 3.
That’s when governance gaps slows growth.
We helped ≈ TBD fix this with Board Management Platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Advisory Board formation — governance gaps.
Board Management Platform. ≈ TBD.
Quick chat?