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Get your CX budget approved: A marketer's guide to winning over the CFO

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"Get your CX budget approved: A marketer's guide to winning over the CFO"

Build a winning CX case your CFO can’t ignore.

This guide helps marketing leaders bridge the gap between customer experience (CX) and finance. It shows you how to speak your CFO’s language, tie CX initiatives to real financial impact, and build a business case that gets budget approved. Whether your CX program is 
just beginning, or you’re looking to defend existing investments, this workbook gives you clear, actionable steps.

What you’ll unlock inside:

  • Why many CFOs view CX as a cost and how to reframe it as revenue potential
  • How to translate CX metrics into financial KPIs that resonate with finance
  • A step‑by‑step process for building a compelling CX business case
  • Methods for estimating ROI or cost impact from CX investments
  • Conversation prompts, worksheets, and strategic tactics you can apply today

Grab the guide to stop budgeting gut checks and start making CX a strategic, CFO‑endorsed priority.


Offered Free by: Alchemer
See All Resources from: Alchemer

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