Smartsheet CEO Transition Sales Trigger
Smartsheet taps Sunny Gupta as acting CEO. Use this leadership shift to pitch CEO transition services & AI strategy consulting. Quick intel to fuel your pipeline and hit quota.
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🚀 Battle Card: Smartsheet
Quick trigger:
👤 Decision Maker in the News
- Sunny Gupta, Executive Chair and Acting CEO · 🔗 LinkedIn
💡 Why It Matters
- This Smartsheet sales trigger signals leadership change urgency to keep enterprise AI initiatives on track. → Source
🎯 Core Pain Point
- Leadership transition continuity
- Scaling AI investments across global enterprise ops
💰 What to Pitch
- Primary: Leadership Transition Services → Ensure seamless CEO onboarding & operational stability
- Expansion: AI Strategy Consulting → Accelerate AI-powered workflow automation
🗺️ Quick Context
- HQ: Bellevue, WA
- Employees: ≈ 3,000
- Rev: ≈ $1.1 B
- Website: https://www.smartsheet.com/
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Smartsheet’s business.*
- Accenture — AI / Digital Consulting
- Unique edge: Global delivery network with deep industry verticals
- Evaluated by COO & VP Ops for scale support
- McKinsey & Company — Strategy / Leadership Development
- Unique edge: Proven track record in C-suite transitions
- Evaluated by Executive Chair & HR for change management
- Deloitte — AI & Cloud Services
- Unique edge: Integrated analytics & cloud ecosystem
- Evaluated by CIO & Head of Innovation for tech roadmap
- IBM Consulting — Enterprise AI Integration
- Unique edge: Hybrid cloud AI expertise
- Evaluated by CTO & Dir. Engineering for platform fit
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (link above)
Send first-touch email & DM referencing this Smartsheet sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Ensure seamless CEO onboarding and operational stability❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Sunny
COMPANY = Smartsheet
DEPT = Executive
SIZE = 3,000
BOTTLENECK = ≈ TBD
EVENT = Leadership Update
DETAIL = CEO retirement and Sunny Gupta's appointment
PAIN = ≈ TBD
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250805665795&div=41152219
SIM_CO = Asana
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = 3,000
REV_EST = ≈ $1.1B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 3,000-person Executive
Sunny—noticed your Executive team is ≈ 3,000.
That’s when ≈ TBD slows growth.
We helped Asana fix this with Ensure seamless CEO onboarding and operational stability.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about CEO retirement and Sunny Gupta's appointment — ≈ TBD.
Ensure seamless CEO onboarding and operational stability. ≈ TBD.
Quick chat?