Budget Season Playbook

How to Build a Plan That Doesn’t Get Sent Back

Stephanie Schultes

Regional Director, Solutions Engineering

Chris Dias

Manager, Customer Success

Smaller budgets. Higher expectations. And a CMO who’s going to ask the one question you didn’t prep for. 

In 30 minutes, learn best practices used by the strongest enterprise marketing teams to build a plan that holds up to exec scrutiny the first time: how they defend the channel mix, how they respond to a 10% cut in minutes, how they prove last year’s plan actually worked, and where the money stands right now. We’ll close with a lightning round of small moves that add up to a faster “yes.”

This session is for:

  • Marketing operations directors and managers who assemble the plan and own reconciliation
  • Campaign and program leads who own a channel or region 
  • Marketing performance and analytics leaders who have to prove last year worked
  • Marketing finance and FP&A partners who see the plan before the CFO does