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Lead2Scale

Budget request kit

Get Lead2Scale approved by your company.

Most CS leaders cover Lead2Scale from a professional development, learning and development, or CS team budget. This kit has what you need to ask for it: the business case, an approval email you can copy, and how your company pays the invoice.

Step 01

Download the business case

A two-page PDF your manager can read on their own. It works for any company as it is.

 Step 02

Send the approval email

Copy it, fill in the brackets, and attach the business case. There's a Slack version too.

 Step 03

Request the invoice

Once you have the yes, send us your company's billing details and finance pays online.
Timing tip. If your 2026 budget has room left, December is a good time to ask. If not, ask for it as one of the first lines in your 2027 budget.

Step 01

The business case for Customer Success

Two pages that make the case in your manager's terms, so you don't have to write it yourself.

  • Why Customer Success is a high-leverage investment, and what it drives for the business
  • The assets you build in the program, from the CS charter and coverage model to forecasts, exec reporting, and your CS plan
  • The investment, and how it compares to hiring a consultant or learning on the job
Download the business case

Step 02

The approval email, ready to send

Copy it into an email, fill in the highlighted brackets, and attach the business case. If your team asks for budget in Slack, use the short version.

Email to your manager
Subject: Budget request: Lead2Scale for 2027 ($995)Hi [Manager name], I'd like to use $995 from [our professional development budget / the 2027 CS budget] to join Lead2Scale in January. It is a membership for CS leaders, run by Angeline Gavino, who has led Customer Success from early-stage startups to a $13B public company. The timing matters because [one sentence on what you're working on, e.g. we're setting 2027 targets and headcount and I want our CS plan to hold up in review]. I've attached a short business case with more details on the program and what it covers. The cost is $995 for the year, paid in full, or 3 payments of $395. That rate is only open to leaders who join the January 2027 group, which is limited to 10 people. The rate stays the same when the membership renews. CS RevSpeak can invoice the company directly if that is easier for finance. Can we decide by [date] so I can take one of the January seats? Thanks, [Your name]
Slack version
Hi [Manager name], a quick budget ask. I'd like to join Lead2Scale in January for $995 for the year (or 3 payments of $395). It is a membership for CS leaders where I build and present our 2027 CS plan with a small group of peers and a coach who has led CS up to a $13B public company. Business case attached. OK to use [budget line] for it? The January group is limited to 10, so I'd need a yes by [date].

Anything in brackets is yours to fill in or delete.

Step 03

Let finance pay the invoice

If your company would rather pay than have you expense it, send us your billing details. We send the invoice through Stripe and finance pays it online.

What to send us

  1. The company's legal name and billing address
  2. The email the invoice should go to, usually accounts payable
  3. A purchase order number, if your company uses them
  4. Whether you're paying in full or in 3 payments
Request an invoice

Got the yes? Save your seat.

The January group is limited to 10 CS leaders. I read every application myself, and you only pay once you're accepted.

Apply to join Learn more about Lead2Scale

Questions about company payment? Email support@csrevspeak.com.