Who This Helps
This is for growth marketers tired of scrambling before board meetings. If you need to show how marketing spend connects to runway, the Board Finance & Runway Narrative course is your playbook. It turns your metrics into a compelling financial story.
Mini Case
Sam, a growth lead, spent 5 hours every quarter rebuilding the same slides. After automating the core report, she cut that to 30 minutes. Her board now sees a live connection between a 15% increase in CAC and its impact on the 18-month runway projection. No more last-minute panic.
Do This Now (5 Steps)
- Grab your three key metrics: monthly spend, customer acquisition cost, and revenue.
- Open your slide deck and identify every number that gets manually typed.
- For each number, note its source (e.g., 'Google Sheets, cell B42').
- Create one central spreadsheet that pulls all these source numbers together.
- Link your presentation slides directly to that master spreadsheet. Boom, connected.
Avoid These Traps
- Don't try to automate everything on day one. Start with the 3 numbers that change most.
- Avoid complex tools before you have a simple, working process. Spreadsheets are your friend.
- Don't present raw data. Always pair the number with the 'so what' for the business.
- Never let the report become a black box. Someone on your team must know how it's built.
- Skipping the story. The board cares about the narrative, not just the digits.
- Forgetting to update your data sources if you switch analytics platforms.
- Using 10 different fonts and colors. Keep it clean and scannable.
- Assuming once it's built, it's done forever. Check the connections quarterly.
Your Win by Friday
By Friday, you'll have one key slide that updates itself. You'll walk into your next planning session with a clear, numbers-backed story about how growth efforts fuel the runway. That's a solid win. You might even get to leave early.