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How do we get finance to consult with us before cutting budget from customer success and marketing?

Our finance team substantially cut the budget without our input.

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2 Answers
Finance / Revenue Ops Alignment
  1. Tyler Will
    Tyler Will

    Intercom VP, Revenue Operations | Formerly LinkedIn • 10mo

    This can be a tough situation for you and for finance, and how this works will vary by company and situation. First, I would be empathetic to the finance team driving budget cuts. There's a good chance those decisions are confidential and the result of pressure from investors, the CEO, the board. No one is making those cuts for fun - it's the result of a bad business situation. The times I have been involved in planning layoffs and reductions, it's a very sensitive process and we often could not ...Read More

    525 Views
  2. Mollie Bodensteiner
    Mollie Bodensteiner

    Engine SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 3mo

    You have to do this work before the cuts are on the table. Once they're in the model, you're playing defense and you're probably going to lose. Make the downstream cost of cutting visible before the conversation gets charged. Build a model that connects cost of churn to cost of CS. Finance responds to math, not advocacy. Agree on a pre-cut checklist during planning, not during a budget crisis. Something like "before reducing investment in X, RevOps models the downstream impact first" Tie CS and ...Read More

    425 Views

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