PBIRx Clinical Staffing Surge | Quick Sales Intel

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🚀 Battle Card: PBIRx, Inc.

Quick trigger:

👤 Decision Maker in the News

Andrew Reis, RPh, MBA, Director of Clinical Consultants

💡 Why It Matters

This PBIRx sales trigger signals surging investment in clinical staffing and infrastructure. → Source

🎯 Core Pain Point

Scalable training and onboarding for an expanding clinical workforce driven by the PBIRx sales trigger

Tracking certifications and compliance across a growing team

💰 What to Pitch

Primary: Learning Management System → Accelerate onboarding and standardize training

Expansion: Certification & Compliance Tracker → Automate credential monitoring and reporting

🗺️ Quick Context

HQ: Milford, CT

Employees: 25

Rev: ≈ $5 M

Website: pbirx.com

🔍 In-Market: HR & People

Workday — workday.com

SAP SuccessFactors — sap.com

ADP — adp.com

BambooHR — bamboohr.com

UKG — ukg.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win PBIRx, Inc.’s business.

Workday — HCM / Talent Management

Unique edge: End-to-end talent suite with strong analytics
Evaluated by HR & Ops for scalability

SAP SuccessFactors — Talent Management

Unique edge: Deep compliance and certification modules
Evaluated by Learning & Development for feature breadth

BambooHR — HRIS / Onboarding

Unique edge: User-friendly UI and rapid deployment
Evaluated by HR Directors for budget fit

✅ Do-Now Checklist

Connect with Andrew Reis on LinkedIn (find via company page)

Draft first email/DM highlighting this PBIRx sales trigger and your LMS solution

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

Get ahead of every PBIRx sales trigger with daily, no-fluff intel. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Learning Management System for clinical training and certification automation❑
PROOF_METRIC  = ❑50% faster onboarding❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Andrew
COMPANY     = PBIRx, Inc.
DEPT        = Clinical Consultants
SIZE        = ≈ 25
BOTTLENECK  = scalable onboarding and certification tracking
EVENT       = Strategic Clinical Team Growth, Promotions, and Achievements
DETAIL      = strategic clinical team growth and promotions
PAIN        = tracking certifications and compliance across a growing team
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250918289215&div=41152219
SIM_CO      = OptumRx
WIN_METRIC  = ≈ 50% faster onboarding
NEXT_SIZE   = ≈ 50
EMP_EST     = ≈ 25
REV_EST     = ≈ $5M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 25-person Clinical Consultants

Andrew—noticed your Clinical Consultants team is ≈ 25.

That’s when scalable onboarding and certification tracking slows growth.

We helped OptumRx fix this with Learning Management System for clinical training and certification automation.

Result: ≈ 50% faster onboarding.  
Quick call?

PS—next bottleneck hits ≈ 50.

DM ≤45 words, TONE:
Saw your post about strategic clinical team growth and promotions — tracking certifications and compliance across a growing team.  
Learning Management System for clinical training and certification automation. 50% faster onboarding.  
Quick chat?

Battle Card: PBIRx Clinical Staffing Surge