Recess Series B Sales Trigger Battle Card
Recess just locked in $30M Series B & appointed a new Co-CEO. Next touch: pitch ERP/SCM & marketing automation to fuel pipeline and drive commission.
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🚀 Battle Card: Recess
Quick trigger:
👤 Decision Maker in the News
- Kyle Thomas, President & Co-CEO · 🔗 LinkedIn
💡 Why It Matters
- A classic Recess sales trigger: new capital and a beverage vet at the top signal a jump in procurement and scaling budgets. → Source
🎯 Core Pain Point
- Rapid scaling of operations & supply chain to meet 15,000-store rollout
- Building commercial systems & marketing engines to drive next-stage consumer growth
💰 What to Pitch
- Primary: ERP & SCM platform → streamline inventory, forecasting & retail replenishment
- Expansion: Marketing Automation suite → personalized campaigns & ROI tracking for new channels
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 80
- Rev: ≈ $25 M
- Website: takearecess.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Recess’s business.
- SAP — ERP / SCM
- Unique edge: Global supply chain network & embedded analytics
- Shortlisted by Ops for inventory optimization
- Oracle NetSuite — ERP / SCM
- Unique edge: Cloud-native, rapid deployment for mid-market
- Evaluated by Finance for budget-friendly growth
- Microsoft Dynamics 365 — ERP / SCM
- Unique edge: Native integration with Office 365 & Power BI
- Reviewed by IT for ease of adoption
- Salesforce Marketing Cloud — Marketing Automation
- Unique edge: 360° consumer profile & AI-driven journeys
- Demoed to Marketing for omnichannel engagement
✅ Do-Now Checklist
Connect with Kyle Thomas on LinkedIn (link above)
Frame messaging around the Recess sales trigger: new funding + leadership hire
Send first-touch email + DM drip highlighting supply chain & marketing wins
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t miss another Recess sales trigger. Get actionable intel—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑ERP & SCM platform❑
PROOF_METRIC = ❑20% reduction in stockouts❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Kyle
COMPANY = Recess
DEPT = Operations
SIZE = ≈8
BOTTLENECK = rapid scaling of Ops & Supply Chain
EVENT = Secured $30M Series B funding
DETAIL = appointment of Kyle Thomas as President & Co-CEO
PAIN = inefficient supply chain & inventory management
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251029875121&div=41152219
SIM_CO = Poppi
WIN_METRIC = 20% reduction in stockouts
NEXT_SIZE = ≈25
EMP_EST = ≈80
REV_EST = ≈$25M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈8-person Operations
Kyle—noticed your Operations team is ≈8.
That’s when rapid scaling of Ops & Supply Chain slows growth.
We helped Poppi fix this with ERP & SCM platform.
Result: 20% reduction in stockouts.
Quick call?
PS—next bottleneck hits ≈25.
DM ≤45 words, TONE:
Saw your post about appointment of Kyle Thomas as President & Co-CEO — inefficient supply chain & inventory management.
ERP & SCM platform. 20% reduction in stockouts.
Quick chat?