Phillips 66 IR Trigger Battle Card
Sean Maherโs IR reign amps forecasting credibility. Hit Phillips 66 with your IR platform & analytics pitch. Checklist inside to boost deal flow & next touch.
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๐ Battle Card: Phillips 66
Quick trigger:
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๐ค Decision Maker in the News
- Sean Maher, Vice President of Investor Relations and Chief Economist ยท ๐ LinkedIn
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๐ก Why It Matters
- A 30-year energy finance veteran now leads your IR strategy, raising the bar on forecasting credibility and investor engagement. โ Source
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๐ฏ Core Pain Point
- Fragmented investor engagement workflows slowing down timely communications
- Disconnected forecasting data undermining market confidence
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๐ฐ What to Pitch
- Primary: Investor relations platform โ Streamlined shareholder targeting & automated disclosures
- Expansion: Financial forecasting analytics โ Real-time insights & improved forecast accuracy
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๐บ๏ธ Quick Context
- HQ: Houston, TX
- Employees: 12,900
- Rev: โ $100 B
- Website: phillips66.com
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๐คผ Competitive Intel
*Which other vendors youโll probably face to win Phillips 66โs business.*
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- Q4 Inc โ Investor Relations Software
- Unique edge: Best-in-class shareholder targeting & IR website builder
- Evaluated by VP IR for engagement metrics
- Nasdaq โ IR Insight
- Unique edge: ESG modules and advanced analytics
- Evaluated by CFO for compliance reporting
- Cision โ PR & IR Distribution
- Unique edge: Integrated media and investor outreach
- Evaluated by Corporate Comm. for distribution reach
- S&P Global โ Market Intelligence
- Unique edge: Deep sector data & benchmarking
- Evaluated by Finance for macroeconomic insights
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โ Do-Now Checklist
Reference this Phillips 66 sales trigger in your first outreach
Share a tailored IR platform pitch deck by Day 3
Schedule follow-ups in CRM (Day 3 & Day 10)
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Next Step
Capitalize on this Phillips 66 sales trigger to own the IR tech refreshโno fluff, all pipeline.
Subscribe to NewsletterForLeads
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P.S. Got more Phillips 66 sales trigger intel? Stay aheadโsubscribe now!
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๐ง Copy My Prompt for Personalized Cold Outreach
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โ๏ธ YOUR COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
OUR_COMPANY = โโ
OFFER_BRIEF = โStreamlined shareholder targeting & automated disclosuresโ
PROOF_METRIC = โ30% faster IR cycleโ
CTA_STYLE = โquick_callโ
TONE = โfriendlyโ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
๐ TARGET COMPANY
โโโโโโโโโโโโโโโโโโโโโโโโโโโโ
NAME = Sean
COMPANY = Phillips 66
DEPT = Investor Relations
SIZE = โ TBD
BOTTLENECK = fragmented investor engagement workflows
EVENT = Sean Maher appointment
DETAIL = Sean Maher as Vice President of Investor Relations and Chief Economist
PAIN = fragmented investor engagement workflows slowing down timely communications
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250910735735&div=41152219
SIM_CO = ConocoPhillips
WIN_METRIC = 25% increase in investor engagement
NEXT_SIZE = โ20
EMP_EST = 12,900
REV_EST = โ$100B
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TASK FOR CHATGPT
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Role: โNewsletterForLeads SDR-Assistโ.
Validate any โ guesses via SRC.
EMAIL (keep breaks):
Subject: โ TBD-person Investor Relations
Seanโnoticed your Investor Relations team is โ TBD.
Thatโs when fragmented investor engagement workflows slow growth.
We helped ConocoPhillips fix this with Streamlined shareholder targeting & automated disclosures.
Result: 25% increase in investor engagement.
Quick call?
PSโnext bottleneck hits โ20.
DM โค45 words, TONE:
Saw your post about Sean Maher as Vice President of Investor Relations and Chief Economist โ fragmented investor engagement workflows slowing down timely communications.
Streamlined shareholder targeting & automated disclosures. 30% faster IR cycle.
Quick chat?