Templates
The CFO letter template
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The cheat code to unfreeze budget and get approval
Times are tough. Every dollar counts. Before your deal gets the green-light, you still need to win over the CFO. This fill-in-the-blanks template will get your champion using language that resonates with budget-holders. And get your deal inked.
Here’s what’s included
- Simple fill-in templateIt’s like mad-libs for getting deals approved.
- Think like a cfoUse language that convinces finance teams to open the vault.
- Crisis-proofThe final push you need to win deals in uncertain times.
How to use the CFO letter template
- Fill it in with your champion: Get your letter drafted in 9 minutes or less.
- Send it to the CFO: Get your champion to hit “send” in your meeting.
- Land the deal: Get approval before you can hit closed-won.
CFO-proof your deals
It’s so simple it’ll feel like cheating (but it’s not).