Sample Dossier - LeadGenius AI

Sarah Newman

VP of Sales @ TechCorp Inc.

📍 San Francisco, CA

🏢 TechCorp Inc. (201-500 employees)

💼 8 years in sales leadership

Fit Score

Timing Score

📋 Executive Summary

Sarah Newman is a high-value prospect with strong timing signals. TechCorp just closed a $25M Series B (January 2026) and is scaling their sales team from 15 to 40 reps. Sarah was hired 6 months ago from Salesforce to lead this expansion.

Key indicators suggest they're experiencing growing pains typical of rapid scaling: CRM adoption below 60%, onboarding bottlenecks, and forecast accuracy declining. Sarah has publicly discussed these challenges, making her receptive to solutions.

Recommendation: Reach out within the next 2 weeks. Reference her LinkedIn post about "scaling efficiently" and lead with onboarding/adoption messaging.

🏢 Company Overview

TechCorp Inc. is a B2B SaaS company providing workflow automation tools for mid-market companies. Founded in 2019, they've grown rapidly and now serve 500+ customers including notable logos like Zendesk, Intercom, and Drift.

B2B SaaS Workflow Automation Series B Growing Fast 201-500 Employees

📅 Recent Activity

February 2, 2026

Posted on LinkedIn about "the challenge of scaling sales teams efficiently while maintaining culture"

January 28, 2026

Announced hiring of new Sales Enablement Manager (internal post reshared)

January 15, 2026

TechCorp announced $25M Series B funding (Accel led)

January 8, 2026

Spoke at SaaStr event on "Building High-Velocity Sales Teams"

December 2025

Promoted 2 SDRs to AE (signals strong pipeline generation)

🎯 Identified Pain Points

🔴 Scaling Onboarding

Adding 25 new sales reps in 6 months. Current onboarding process (designed for 5 reps/quarter) is breaking down. Ramp time increasing from 45 to 75 days.

92% confidence

🔴 CRM Adoption Issues

Salesforce adoption below 60% based on job postings seeking "CRM specialist" and comments about "data hygiene challenges."

85% confidence

🟡 Forecast Accuracy

CFO mentioned in podcast that "sales predictability" is a board priority. Likely dealing with inconsistent forecast accuracy as team scales.

78% confidence

🟡 Rep Productivity

Hiring 10 new SDRs suggests current team can't hit pipeline targets. May indicate productivity or targeting issues with existing reps.

72% confidence

⚡ Trigger Events

💰 Series B Funding

$25M raised in January 2026. Budget is available now. Investors expect aggressive growth — perfect time to sell tools that enable scale.

Verified trigger

👥 Aggressive Hiring

10 open sales roles on LinkedIn. 40% team growth planned. They need tools and processes to support this expansion.

Verified trigger

🔄 New Leadership

Sarah joined 6 months ago from Salesforce. New leaders typically make changes in first 12 months. Window is open.

High relevance

📊 Board Pressure

Series B comes with growth expectations. Sales efficiency will be a board topic every quarter. Sarah needs to show results.

Inferred trigger

💡 Personalization Hooks

📝 LinkedIn Post

"The challenge of scaling sales teams efficiently while maintaining culture" — posted Feb 2. Reference this directly to show you did your homework.

🎤 SaaStr Talk

Spoke about "high-velocity sales teams" in January. Mention you caught the talk (even if you didn't watch it all).

🎓 Stanford MBA

Class of 2012. Your CEO is also Stanford MBA (2010). Warm intro possibility or at minimum a connection point.

🏀 Warriors Fan

Multiple posts about GSW games. Safe small-talk topic if you need an icebreaker.

🔍 Competitive Intelligence

Current Stack (identified):

Salesforce CRM Outreach.io Gong Zoom LinkedIn Sales Nav

Potential displacement: They use LinkedIn Sales Navigator but adoption is unclear. Several reps not active on the platform. May be open to alternatives that offer better team-wide adoption.

Whitespace: No sales enablement platform detected. Highspot, Seismic, or similar would be a net-new sale opportunity.

⚠️ Potential Objections

🚫 "We're too busy"

Scaling teams often say they're "heads down." Counter: "That's exactly why — we help teams in growth mode move faster, not slower."

🚫 "Already have tools"

They use Outreach + Gong. Position as complementary or highlight gaps in their stack (onboarding, enablement).

🚫 "Budget locked"

Just raised Series B — budget objection is weak. Frame as "invest now to hit your growth targets."

🚫 "Need team buy-in"

Sarah is VP and new — she has authority. Offer to brief her team to reduce friction.

✅ Recommended Approach

📧 Email Opening Line

Lead with her LinkedIn post + pain point. Keep it short and specific.

"Sarah — saw your post about scaling sales teams while maintaining culture. We helped [Similar Company] cut onboarding time by 40% during their Series B growth. Worth a 15-minute chat?"

📞 Call Script Hook

If calling, reference the funding + growth to establish relevance immediately.

"Congrats on the Series B — I know you're tripling the sales team. We work with a lot of post-B companies on exactly that challenge. Quick question: how's onboarding going for the new hires?"

🔗 Warm Path

Your CEO and Sarah are both Stanford MBAs. Request a brief intro via email: "Hey [CEO], saw Sarah Newman at TechCorp is Stanford MBA — any chance you know her? They're growing fast and could be a great fit."

📱 Contact Information

📧 [email protected] 🔗 linkedin.com/in/sarahnewman 🐦 @sarahnewman

Note: Contact info sourced from public profiles. Always verify before outreach.

{ } Also Available as JSON

Every dossier comes with structured JSON for easy CRM integration.

{
  "contact": {
    "name": "Sarah Newman",
    "title": "VP of Sales",
    "company": "TechCorp Inc.",
    "email": "[email protected]",
    "linkedin": "linkedin.com/in/sarahnewman"
  },
  "scores": {
    "fit": 87,
    "timing": 94
  },
  "pain_points": [
    {
      "issue": "Scaling Onboarding",
      "confidence": 0.92,
      "evidence": "Adding 25 new reps in 6 months..."
    }
  ],
  "triggers": [...],
  "hooks": [...],
  "recommended_approach": {...}
}

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