With smaller CS teams, bigger books of business, and higher targets, technology is no longer optional, it’s essential. But getting budget approval isn’t just about showing need, it’s about making the case in a way that resonates with finance and exec teams.
In this episode of The Monthly Sync, Kristen Kampetis and Chad Wonderling share how to build business cases that actually get approved, combining GTM and finance perspectives for a complete playbook.
What you’ll learn:
How to frame the problem in terms of revenue, retention, and efficiency
What finance leaders look for: ROI clarity, scalability, and adoption ease
How to align stakeholders and build internal champions early
Proven tactics to pitch with confidence and get budget signed off
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