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.

happy-sales-person

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).