Templates

The CFO letter template

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 template

It’s like mad-libs for getting deals approved.

Think like a cfo

Use language that convinces finance teams to open the vault.

Crisis-proof

The 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).

Thank you for your submission.