Reimbursement Request Email: Request Budget for the Trusted Advisor OS

How to Get The Trusted Advisor OS Expensed

Does your company offer you a professional development budget? Even if they don’t, you can still request approval to get The Trusted Advisor OS covered.

In this post I've included a template you can use to request budget to cover the costs of the course.

When requesting budget approval, focus on how this benefits your manager, your team, and the company. Show them how you’ll make (or save) money by applying what you learn.

Your career growth matters—but if you’re asking them to foot the bill, make it clear how this investment benefits them.

Feel free to use (and tweak) the email template below to make your case. 👇 

Sample Email Template - Manager Approval

Hi [Manager's Name],

I’d like to use my professional development budget to enroll in The Trusted Advisor Operating System.

As the B2B landscape shifts heavily toward AI, complex integrations, and data ecosystems, the way we position our solution is changing. It’s less about "features and UI" and even more so about how we fit into a customer’s broader enterprise architecture.

To stay effective in this environment, I want to deepen my understanding of the underlying technology stack and ecosystem we operate within.

While most technical training is designed for developers (learning to code), the Trusted Advisor OS is expressly designed for Presales Teams. It covers the architecture, history, and mechanics of the modern enterprise stack, providing the context needed to translate complex technical concepts into business value.

Ultimately, the OS (self-paced course, knowledge base, + community) help SCs build technical fluency and presales credibility across the technology and the sale.

The ROI for the team:

• Ecosystem Fluency: It provides deep dives on APIs and webhooks, helping me better scope integration requirements and spot opportunities within a customer's existing stack.
• AI Readiness: The curriculum covers the infrastructure behind AI, ensuring I understand how data is processed, stored, and secured as those conversations become standard.
• Strategic Positioning: It helps move the conversation from what the product does to how it fits, allowing me to articulate our value as a strategic platform rather than just a point solution.
• Efficiency: With a stronger grasp of the "product-agnostic" fundamentals, I can ramp up on new internal features and partnerships faster.

The cost is $499 (one-time) and includes lifetime access to the self-paced course, a knowledge base for reference, and the community.

The OS is led by Alice Egan, a former Senior Solutions Consultant at Zendesk. She built a framework for getting technical without learning to code, used it to sell to SF tech companies and UK fintechs, then rolled it out internally across Zendesk’s GTM org. Today, she helps SCs apply that same framework through SaaS Savvy.

You can check out what’s included here: https://www.saassavvy.io/os

Let me know if you’re comfortable with me moving forward with this.

Thank you,
[Your Name]

Why This Course is a No-Brainer

The Trusted Advisor OS is the ONLY course designed to specifically help SCs learn the technical skills required to sell today's enterprise SaaS solutions - and the AI of today and tomorrow.

• Sharper Qualification → Fewer Dead Deals
  Reps learn to spot technical fit early—saving time, improving pipeline hygiene, and increasing forecast accuracy.

• Credibility with Technical Stakeholders
  Reps hold their own—earning stakeholder trust and keeping momentum.

• Larger, Stickier Deals
  By understanding integration potential, reps surface multi-product and platform expansion opportunities that increase deal size and long-term value.

• Accelerated Sales Velocity
  No more slowdowns when tech questions pop up. Reps handle objections in real time, keeping cycles smooth and moving.

• Trusted Advisor Status
  Customers engage differently when your reps can confidently connect product capabilities to broader technical strategies. They stop deflecting—and start leading.

Have questions? Need help? DM me on LinkedIn!