A turnkey CFO Advisory upsell playbook
Exclusive to The CFO Project customers
Now it’s time to activate it.
If you’ve completed (or are completing) The CFO Project, you already have the hardest part:
✔️ The advisory mindset
✔️ The CFO frameworks
✔️ The confidence to deliver real financial guidance
What most firms don’t have is the execution layer that turns that training into:
That’s exactly what this playbook was built to do.
“We turned on the CFO playbook and immediately started getting advisory conversations with clients we’ve worked with for years. It finally gave us a clean, professional way to introduce CFO services without feeling awkward or pushy.”
— Ibrahim, CFO Advisory Firm
Built specifically for CFO Project firmsThis is a turnkey advisory upsell system you can deploy to your existing client base — at no cost — to start generating CFO advisory conversations immediately.
Load up to 250 existing clients
Target the clients you already trust — and who already trust you.
CFO Advisory Content Engine
We deploy CFO-focused content that positions you as a strategic advisor.
Email Campaigns to Your Client Base
Pre-built, advisory-first email sequences
CFO Advisory Landing Page
We provide a dedicated landing page that becomes the hub for your advisory funnel.
White-Glove Onboarding
Once you register, we set up your account, load the playbook, help configure clients, and ensure everything is live and working—so you’re never left to figure it out.
Advisory doesn’t scale on effort—it scales on systems. Our playbooks help CFO Project firms turn their existing client base into an always-on advisory engine.”
— Lee Reams, CountingWorks PRO
This playbook is free for CFO Project customers.
Register
using the link below
Your account
is created
Our team onboards
and sets everything up
Advisory
conversations begin
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