TaxStatus Sales Trigger: Board Appointment Alert
TaxStatus tapped fintech vets Eric Clarke & Ric Edelman for its board. This fuels product push & go-to-market firepower. Pitch frictionless IRS data & LeadGen to fill your pipeline and hit quota.
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🚀 Battle Card: TaxStatus
Quick trigger:
👤 Decision Maker in the News
- Eric Clarke, Board of Directors · 🔗 LinkedIn
💡 Why It Matters
- High-profile fintech veterans joining signals aggressive product roadmap & go-to-market expansion → Source
- This TaxStatus sales trigger is your cue to pitch scalable, consent-based solutions
🎯 Core Pain Point
- Friction in obtaining IRS data for financial planning
- Lack of scalable, consent-based lead generation for advisors
💰 What to Pitch
- Primary: TaxStatus platform for frictionless IRS data access → faster, richer tax & financial insights
- Expansion: TaxStatus LeadGen™ solution → pre-qualified lead flow & pipeline growth
🗺️ Quick Context
- HQ: Frisco, TX
- Employees: ≈ 120
- Rev: ≈ $20 M
- Website: taxstatus.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win TaxStatus’s business.
- Avalara — Tax Compliance API
- Unique edge: comprehensive tax rule engine
- Evaluated by VP Product for API robustness
- Plaid — Financial Data Aggregation
- Unique edge: broad bank connectivity
- Evaluated by CTO & Eng for data network
- Yodlee — Account Data API
- Unique edge: legacy data coverage
- Evaluated by Eng & Product for developer support
✅ Do-Now Checklist
Connect with Eric Clarke on LinkedIn
Send opening email & DM using this TaxStatus sales trigger playbook
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Use this TaxStatus sales trigger to power your pipeline daily—no fluff.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Eric
COMPANY = TaxStatus
DEPT = Board of Directors
SIZE = ≈ TBD
BOTTLENECK = inability to scale consent-based lead generation
EVENT = Appointment of Eric Clarke & Ric Edelman to Board of Directors
DETAIL = appointment of Eric Clarke and Ric Edelman to Board of Directors
PAIN = friction in obtaining IRS data
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250820442400&div=41152219
SIM_CO = Orion Advisor Solutions
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 120
REV_EST = ≈ $20M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Board of Directors
Eric—noticed your Board of Directors team is ≈ TBD.
That’s when inability to scale consent-based lead generation slows growth.
We helped Orion Advisor Solutions fix this with ≈ TBD.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about appointment of Eric Clarke and Ric Edelman to Board of Directors — friction in obtaining IRS data.
≈ TBD. ≈ TBD.
Quick chat?