Pipeline PowerPlay: Trex CFO Swap

Trex names Prithvi Gandhi as CFO. Pitch cloud FP&A now to unlock real-time forecasts, fuel deal flow, and crush your quota.

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๐Ÿš€ Battle Card: Trex Company, Inc.

Quick trigger:
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Leverage this Trex Company, Inc. sales trigger to open CFO-led finance transformation conversations.
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • Senior finance leadership change at a global leader in composite manufacturing signals renewed focus on financial planning and operational efficiency. โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Lack of real-time financial visibility across a vast distribution network spanning 6,700+ retail outlets.
  • Inefficient FP&A workflows hindering rapid forecasting and strategic cost management.
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๐Ÿ’ฐ What to Pitch
  • Primary: Cloud-based FP&A platform โ†’ Gain real-time budgeting & forecasting across all channels.
  • Expansion: Integrated ERP financial modules โ†’ Standardize global financial processes and accelerate close cycles.
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Winchester, VA, USA
  • Employees: โ‰ˆ 3,500
  • Rev: โ‰ˆ $1.5 B
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๐Ÿคผ Competitive Intel

Which other vendors youโ€™ll probably face to win Trex Company, Inc.โ€™s business.
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  • Workday โ€” FP&A / Finance Planning
    • Unique edge: Unified HCM and financial planning
    • Evaluated by SVP Finance for scalability
  • Oracle NetSuite โ€” ERP / Financials
    • Unique edge: SuiteOne cloud suite for mid-market
    • Evaluated by CFO for seamless global consolidation
  • BlackLine โ€” Financial Close
    • Unique edge: Automated close workflows
    • Evaluated by Finance Ops for compliance and audit trails
  • Coupa โ€” Spend Management
    • Unique edge: Real-time spend controls and insights
    • Evaluated by Procurement and Finance for cost optimization
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โœ… Do-Now Checklist

Connect with all decision makers on LinkedIn (links 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)
Leverage this Trex Company, Inc. sales trigger in your first outreach
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Next Step

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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

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”€
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‰ˆ TBDโ‘
OFFER_BRIEF   = โ‘cloud-based FP&A platformโ‘
PROOF_METRIC  = โ‘30% faster budgeting cyclesโ‘
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        = Prithvi
COMPANY     = Trex Company, Inc.
DEPT        = Finance
SIZE        = โ‰ˆ 20
BOTTLENECK  = lack of real-time financial visibility across distribution network
EVENT       = Named Prithvi S. Gandhi as Senior Vice President, Chief Financial Officer
DETAIL      = appointed as CFO effective October 6, 2025
PAIN        = lack of real-time financial visibility across 6,700+ retail outlets
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001419922&div=41152219
SIM_CO      = Beacon Roofing Supply
WIN_METRIC  = โ‰ˆ30% faster forecasting cycles
NEXT_SIZE   = โ‰ˆ 50
EMP_EST     = โ‰ˆ3,500
REV_EST     = โ‰ˆ$1.5B

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‰ˆ 20-person Finance

Prithviโ€”noticed your Finance team is โ‰ˆ 20.

Thatโ€™s when lack of real-time financial visibility across distribution network slows growth.

We helped Beacon Roofing Supply fix this with cloud-based FP&A platform.

Result: โ‰ˆ30% faster forecasting cycles.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ 50.

DM โ‰ค45 words, TONE:
Saw your post about appointed as CFO effective October 6, 2025 โ€” lack of real-time financial visibility across 6,700+ retail outlets.  
cloud-based FP&A platform. 30% faster budgeting cycles.  
Quick chat?

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