Selling to the CFO Template
Get buy-in from the CFO and remove friction from your prospect's approval process with Nathan Clark's 'Selling-to-the-CFO' template.
About this template
A strong sales process is essential in today's competitive markets. Without exec buy-in and clear ROI, deals can stall in the final stages and run the risk of being lost to no decision.
We teamed up with Nathan Clark to create this Selling-to-the-CFO template. This template outlines the economic case for your product in a way that the CFO will understand and appreciate.
Plus, with Nathan’s pro tips, you’ll not only understand 'what' to say and deliver but also the 'how' and 'why' behind this format, so you’re continually improving your craft.
What's included?
- Executive summary
- Driving value
- Financial impact
- Investment Summary
- Testimonial
- Ensuring success
- Pro tips from Nathan
Why Qwilr?
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
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