Budget Season Outreach

Special Scenarios

Reach out during budget planning season.

Tone

Fill in the blanks

First Name

Budget Period

Your Name

Your Company

Subject:

Q1 2027 budget planning — CRM line item

Hey Sam,

Budget season! If you are putting together your Q1 2027 plan and CRM is on the list, I can put together everything you need — pricing, ROI, the works.

Want me to send something over?

Alex

When to Use

During Q4 planning or whenever the prospect company sets budgets for the next period.

Pro Tips

•Time this to their fiscal year, not yours
•Help them build the business case
•Offer to provide ROI data for their budget proposal

Common Mistakes

•Assuming everyone budgets in Q4
•Being too pushy about year-end deals
•Not offering to help with the budget process

Related Templates

Special Scenarios

Pricing Discussion

Address pricing concerns or negotiate terms.

Upsell / Cross-Sell

ROI Justification

Help the customer build a business case for upgrading.

Post-Demo Follow-Ups

Proposal Follow-Up

Send a formal or informal proposal after a demo.

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