Ready for Annual Customer Success Planning? Become Besties with Your CFO.
Making Yearly Budget Planning Easier

Ready for Annual Customer Success Planning? Become Besties with Your CFO.

How many times have you asked for a budget for an initiative, education, program you know will impact the company's success and it was denied or... "Your budget was only partially approved"? You asked for $$$$ and got $. You feel deflated and frustrated. And now you have to go tell your team that the bonus plans will have to wait another year. EEEK! Been there? Both Sabina Pons and I have vowed to never be in this position again and help others in this position.

Are YOU ready to gain confidence with your budget planning?

We have created a?budgeting guide to help you gain confidence in your 2022 planning. Learn how to B.U.D.G.E.T. to get the financial support you need to enable your?#customersuccess ?team.

Link to [Guide] and [Template] here . ??

#CSOps ?#SimplifyingCS ?#Budget ?#Finance #CustomerSuccess


Gosia Rios

Strategic CSM | Customer Obsessed | ROI Driver | Problem Solver

3 年

Knowing where to start with budgeting can be overwhelming. Try Growth Molecules? B.U.D.G.E.T. Framework as a template and don't forget to reward yourself that you started working in it :-)

Shannon Rey Gibbs

L&D | Career & Life Empowerment | Mindful Leadership Advocate | Writer | Speaker

3 年

I love this! "Customer Success deserves as much investment as other go-to-market functions but if you don’t do your homework up front, invest in learning, and putting data points that matter in your budget, it likely won’t get approved."

SABINA M. PONS, MA

3x Top 100 Customer Success Strategist | CCO & Advisor | Investor | Author of Pressing ON As a Tech Mom

3 年

This is such a timely topic - especially when this time of the year is "use it or lose it" with budgeting!

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