Smartsheet Battle Card: CCO Hire = AI Retention Play
Smartsheet taps Stephanie Berner as CCO. ✅ Time to pitch unified customer data + AI analytics. Close deals faster. Fill your pipeline.
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🚀 Battle Card: Smartsheet
Quick trigger:
This Smartsheet sales trigger gives you a gift: investing in customer success at the highest level. Use this Smartsheet sales trigger to position your solution as the catalyst for AI-powered retention.
👤 Decision Maker in the News
- Stephanie Berner, Chief Customer Officer · 🔗 LinkedIn
💡 Why It Matters
- A new CCO signals a doubling down on customer-centric AI strategies to boost retention and growth. → Source
🎯 Core Pain Point
- Fragmented customer data prevents 360° visibility.
- Scaling customer success ops during rapid AI-driven growth.
💰 What to Pitch
- Primary: Customer Data Platform → Unified 360° view of customers
- Expansion: AI-Powered Analytics → Proactive churn prevention
🗺️ Quick Context
- HQ: Bellevue, WA
- Employees: 3,000
- Rev: ≈ $650 M
- Website: smartsheet.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Smartsheet’s business.*
- Segment — Customer Data Platform
- Unique edge: Real-time data unification across channels
- Evaluated by VP Ops & CCO for integration speed
- Tealium — Customer Data Platform
- Unique edge: Universal tag management for cookieless tracking
- Evaluated by Dir. IT & CCO for compliance and privacy
- Amplitude — Product & User Analytics
- Unique edge: Deep product behavior insights with low-code setup
- Evaluated by Head of CX & CCO for actionable dashboards
✅ Do-Now Checklist
Connect with Stephanie Berner on LinkedIn (link above)
Craft outreach highlighting this Smartsheet sales trigger in your first email/DM
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Customer Data Platform unifying customer data into a 360° view❑
PROOF_METRIC = ❑30% churn reduction❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Stephanie
COMPANY = Smartsheet
DEPT = Customer Success
SIZE = ≈50
BOTTLENECK = scaling customer success ops during rapid AI-driven growth
EVENT = Appoints Stephanie Berner as Chief Customer Officer
DETAIL = Champion Customer Success in New Era of Growth and AI Innovation
PAIN = fragmented customer data prevents 360° visibility
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250813415632&div=41152219
SIM_CO = ≈TBD
WIN_METRIC = ≈TBD
NEXT_SIZE = ≈100
EMP_EST = 3000
REV_EST = ≈$650M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈50-person Customer Success
Stephanie—noticed your Customer Success team is ≈50.
That’s when scaling customer success ops during rapid AI-driven growth slows growth.
We helped ≈TBD fix this with Customer Data Platform unifying customer data into a 360° view.
Result: ≈TBD.
Quick call?
PS—next bottleneck hits ≈100.
DM ≤45 words, TONE:
Saw your post about Champion Customer Success in New Era of Growth and AI Innovation — fragmented customer data prevents 360° visibility.
Customer Data Platform unifying customer data into a 360° view. 30% churn reduction. Quick chat?