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  • Robin Cohen

How to convince your boss to invest in organizational efficiency

You feel the pain–the circular conversations, missed deadlines and lack of communication. You're ready to bring in reinforcements to help (👋), but your boss isn't convinced. Here are some quick stats & a template to get them to give up the budget, so you can get the support you need.


Email template (copy me!)

Hi ______,

Over the past [X amount of time], I've noticed a decrease in [metric you care about - i.e. the team's productivity, morale, our ability to collaborate well with other departments]. I believe this change is linked to [xyz factor–the recent reorg, the scale at which we've grown over the past year, etc.].

If we are going to hit our KPI of [insert revenue-driving goal], we need to invest in strengthening our team dynamics. I have been researching solutions and think that Happier Office could help. Here's a quick summary of their services:

[edit the below to what's most relevant for you]

Happier Office provides companies with custom frameworks & strategies to help teams:

  • Navigate change management (scaling, downsizing, leadership changes)

  • Improve morale & productivity

  • Optimize processes

  • Establish team norms & rapport


  • Team-building workshops & trainings

  • Process improvement audits

  • Facilitation & mediation

  • Leadership & management coaching


According to a study by OtterAI, the average company wastes $750,000/yr on inefficient meetings. While it varies by organization and scope of work, Happier Office claims that most teams see a 20-50% lift in productivity and throughput, with noticeable improvements to team morale & happiness. That efficiency would help us be able to [insert upside - i.e. send 3 more campaigns/mo, complete more projects in support of our goal].

I believe our team would really benefit from [insert services you're interested in] and would like to move forward with a free discovery call with Robin, Happier Office's founder, to learn more. From there, she'll share a custom proposal with us, and you and I can meet with her to discuss details. What do you think?


Is this template too general for you? Let's talk and make a plan to make your pitch more relevant to your org. Get in touch by emailing


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