Customer Success Budget Template

Hi All - we are in the middle of budget planning for our CS org.

We have areas like:
- Training
- Travel
- Gifting
- Technology
- Team Events

What templates do you have for budgets or what are we missing?

Thanks!
Michael

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Comments

Michael Buccellato

For sure! Need to do some research on Gainsights resources!

Michael Buccellato

This is great feedback - thanks, David!

Michael Buccellato

Amazing - thanks, Sara!

Craig Jackson

Hi Micheal

Our budget planning is almost identical to yours with the addition of team awards. There are a number of free templates available out there, I think I picked ours up from the gainsight website and customised it our needs.

If you have a search around you will find plenty.

Hope this helps

David Jackson

Michael,

I think the best way to present this is as a pro forma P&L showing expected revenue (renewals and upsell/crosssell) and the costs required to achieve that. You can then position investments in terms of how they will impact your P&L in the budget period and beyond. As leaders, we should be thinking about how we can improve productivity and quality in a way that contributes to growth and, at the appropriate time in the growth cycle, profitability.

The biggest cost areas are typically staff-related (salaries, tax, travel, training, recognition), systems (software subscriptions) and facilities. The latter is an interesting one as we move to more remote working: are we reducing office footprints and redirecting that spend to supporting good home working facilities.

Regards

DJ

Sara Bochino

Hey Michael,

I'm in the same boat, here are some things I have on my budget:

New hires, promotions, performance awards, customer conferences, conference travel (if applicable), leadership meetings (both internal to CS and broader with other practice areas).

Professional development especially in CS is a growing topic - are there certifications you want them to participate in?

Curious what others are including as well.