FREE TEMPLATE

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.

 

CFO-PROOF YOUR DEALS

It’s so simple it’ll feel like cheating (but it’s not).

See what's included in the template
  • 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
  1. Fill it in with your champion: Get your letter drafted in 9 minutes or less.
  2. Send it to the CFO: Get your champion to hit “send” in your meeting.
  3. Land the deal: Get approval before you can hit closed-won.

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