Quota Trigger: Ulta Beautyโ€™s New CFO

Ulta Beauty just named a new CFO. Leverage this sales trigger to pitch FP&A and cost-optimization. Fill your pipeline and close with commission in mind.

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๐Ÿš€ Battle Card: Ulta Beauty, Inc.

Quick trigger:
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • This Ulta Beauty, Inc. sales trigger highlights an aggressive push toward profitable growth as the new CFO brings global financial leadership. โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Aligning financial strategy with rapid store expansion
  • Ensuring cost structure supports international growth
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๐Ÿ’ฐ What to Pitch
  • Primary: Financial planning & analysis platform โ†’ streamlined forecasting across channels
  • Expansion: Cost optimization solution โ†’ improved profitability margins
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Bolingbrook, IL
  • Employees: โ‰ˆ 40,000
  • Rev: โ‰ˆ $9 B
  • Use this Ulta Beauty, Inc. sales trigger to time your outreach.
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๐Ÿคผ Competitive Intel

Which other vendors youโ€™ll probably face to win Ulta Beauty, Inc.โ€™s business on this Ulta Beauty, Inc. sales trigger.
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  • Anaplan โ€” FP&A
    • Unique edge: Connector to multiple data sources
    • Evaluated by CFO for scenario modeling
  • Oracle EPM Cloud โ€” EPM
    • Unique edge: Comprehensive enterprise planning
    • Evaluated by IT for integration depth
  • BlackLine โ€” Financial Close
    • Unique edge: Automated reconciliation workflows
    • Evaluated by Controller for closing efficiency
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โœ… Do-Now Checklist

Connect with Christopher DelOrefice on LinkedIn (link above)
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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Donโ€™t let this Ulta Beauty, Inc. sales trigger slip byโ€”subscribe for more. Subscribe to NewsletterForLeads
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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

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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‘FP&A platform with real-time cross-channel forecasting.โ‘
PROOF_METRIC  = โ‘30% faster forecastingโ‘
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        = Christopher
COMPANY     = Ulta Beauty, Inc.
DEPT        = Finance
SIZE        = โ‰ˆ100
BOTTLENECK  = financial planning complexity across channels
EVENT       = CFO appointment
DETAIL      = Ulta Beauty Names Christopher DelOrefice as Chief Financial Officer
PAIN        = aligning financial strategy with rapid store expansion
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251016679501&div=41152219
SIM_CO      = Sephora
WIN_METRIC  = 30% faster forecasting
NEXT_SIZE   = โ‰ˆ200
EMP_EST     = 40,000
REV_EST     = โ‰ˆ$9B

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‰ˆ100-person Finance

Christopherโ€”noticed your Finance team is โ‰ˆ100.

Thatโ€™s when financial planning complexity across channels slows growth.

We helped Sephora fix this with FP&A platform with real-time cross-channel forecasting.

Result: 30% faster forecasting.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ200.

DM โ‰ค45 words, TONE:
Saw your post about Ulta Beauty Names Christopher DelOrefice as Chief Financial Officer โ€” aligning financial strategy with rapid store expansion.  
FP&A platform with real-time cross-channel forecasting. 30% faster forecasting.  
Quick chat?

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