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Financial Communication Coach

Stop being seen as 'just the event person.' Reframe your budget pitches, proposals, and meeting talking points in the language finance leaders actually respond to.

Financial Communication Coach

About This Tool

Event professionals live under a microscope. Every year, you're justifying your budget from scratch. Every event, you're proving your worth all over again. Marketing gets a line item. Sales gets a line item. But events? Events get questioned. The Financial Communication Coach is a pitch coach for event professionals. Tell it what you're walking into — a budget defense, a new initiative pitch, a request for more speaker spend — and it helps you reframe your case in the language finance leaders actually respond to. A CFO doesn't care that 500 people showed up — they care that those 500 people generated 340 qualified leads at $588 each, which is 40% below your company's digital marketing CAC. Same event, same results, completely different story depending on how you tell it. The GPT knows what CFOs care about — not in a generic "show ROI" way, but specifically: risk mitigation, cost-per-outcome, benchmarks, predictability, and opportunity cost. When you frame your pitch using these filters instead of "the event went really well last year," you stop sounding like an event planner asking for money and start sounding like a strategic partner making a recommendation. This isn't a finance degree or a data source — it won't invent metrics you don't have. But it will teach you enough CFO language to hold your own in the room, and help you frame even the intangible benefits in a more approachable manner.

How It Works

  1. 1Tell the GPT your situation — budget defense, new pitch, or proposal review
  2. 2It reframes your talking points through a CFO's lens with specific suggestions
  3. 3Upload a draft proposal for red/yellow/green assessment with rewrites
  4. 4Get likely objections and how to handle each one before your meeting

Perfect For

  • Defending your annual event budget
  • Pitching a new event initiative to leadership
  • Requesting increased speaker investment
  • Preparing for budget review meetings
  • Rewriting proposals in finance-friendly language
  • Building the case for event program expansion

Key Features

  • Reframes event value through a CFO's lens
  • Risk mitigation framing — 'what happens if we don't do this?'
  • Cost-per-outcome calculations vs. other channels
  • Industry benchmarks and comparison frameworks
  • Objection handling for common CFO pushback
  • Red/yellow/green pitch and proposal assessment

Ready to try it?

This tool is completely free. Just click below to open it in ChatGPT.

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