Expense your membership

Ask your company to sponsor Mentors CX

Your professional development budget could put experienced CX leaders in your corner. Many companies already set aside budget for learning, development, coaching, conferences, or professional memberships.

Mentors CX can give you something different: ongoing access to experienced CX professionals you can turn to as real challenges come up, plus a private community, learning opportunities, and member benefits.

We've made it easy to ask your manager or People team to cover your membership. Copy a template below, personalize a few lines, and send it.

Make the ask about the work

Your manager is more likely to approve professional development when they can understand how it will make you better at your job.

Instead of

"I'd like Mentors CX for professional development."

Try

"I’m currently working through our QA redesign and would like to speak with CX leaders who have built QA programs before."

Or

"I’m taking on more people-management responsibilities and want access to experienced CX leaders I can learn from as new situations come up."

Or

"We’re evaluating how to introduce AI into our support operation, and I’d like outside perspectives from people already doing this."

The more concrete the use case, the easier the request is to understand.

Copy-and-paste templates

Pick the one that fits your situation, fill in the highlighted parts, and send it. One click copies the whole message.

The straightforward ask

Best default. Works for any manager.

Subject: Professional development budget request: Mentors CX

Hi [Manager], I'd like to use part of my professional development/L&D budget for a Mentors CX membership. Mentors CX gives me ongoing access to experienced Customer Experience professionals for 1:1 mentorship, plus a private CX community where I can ask questions and learn from other people working through similar challenges. I'd use it specifically to help me with [current challenge/project/goal]. The membership is [choose: $99/month / $225 per quarter / $600 per year]. Would you be open to covering this through our professional development budget? Happy to share what I learn and how I apply it to the team. Thanks, [Name]

For a specific work challenge

When you have a live project that needs outside perspective.

Subject: Request to expense CX mentorship

Hi [Manager], I'm currently working through [specific challenge], and I'd like to get perspective from people who have already dealt with something similar. I found Mentors CX, a membership for Customer Experience professionals that gives me access to 1:1 mentorship with experienced CX leaders as well as a private CX community. Rather than relying only on trial and error, I'd be able to speak with people who have experience in areas like [relevant areas, e.g. QA, WFM, AI, leadership, onboarding, support operations]. I'd like to expense the [monthly/quarterly/annual] membership at [$99/$225/$600] through our learning or development budget. Would that be possible? Thanks, [Name]

Career development / new responsibilities

When your role is growing and you want to learn from people ahead of you.

Subject: Professional development request

Hi [Manager], As I take on more responsibility around [team leadership / CX strategy / operations / customer success / etc.], I'd like to be more intentional about learning from people who have already been in similar roles. Mentors CX gives members access to experienced CX professionals for 1:1 conversations, along with a private community for questions, feedback, and ongoing learning. I'd use the membership to get outside perspective as I work through things like [2-3 relevant responsibilities]. The membership costs [price], and I'd like to use my professional development budget to cover it. Would you be comfortable approving that? Thanks, [Name]

AI / operational improvement

When the team is evaluating AI, QA, automation, or tooling changes.

Subject: CX learning budget request

Hi [Manager], As we continue working on [AI adoption / QA / automation / WFM / tooling / support strategy], I'd like access to CX professionals who have already implemented some of these things in real operations. Mentors CX gives me ongoing access to 1:1 mentorship and a private community of CX professionals, so I can get outside perspective when we're evaluating decisions rather than learning everything through trial and error. I'd like to expense the [monthly/quarterly/annual] membership at [$99/$225/$600]. I think the perspective could be particularly useful for [specific current initiative]. Can I use our L&D/professional development budget for it? Thanks, [Name]

"I tried it first"

Already took your free call? Lead with what it did for you.

Subject: Can I expense Mentors CX?

Hi [Manager], I recently tried a mentorship call through Mentors CX and found it genuinely useful for [briefly explain what you discussed or learned]. I'd like to continue using the platform as part of my professional development. Membership gives me ongoing access to the mentor network, the private CX community, learning opportunities, and other member resources. I'd mainly use it for [specific challenges/goals]. The [monthly/quarterly/annual] option costs [$99/$225/$600]. Would you be open to covering it through our professional development or L&D budget? Happy to keep sharing the takeaways I apply to my work. Thanks, [Name]

Slack / Teams message

Need something shorter? Send this instead.

Hi [Manager], quick question. I'd like to expense a Mentors CX membership through our professional development budget. It gives me ongoing access to experienced CX leaders for 1:1 mentorship plus a private CX community. I'd mainly use it for [specific challenge]. The option I'm looking at is [$99/month / $225 quarterly / $600/year]. Would that be okay?

Give your manager a reason to say yes

If they want more context, these are the points worth emphasizing.

It applies to real work

This isn’t learning that sits in a course library. You can bring an actual challenge into a conversation and get perspective from someone with relevant experience.

You can learn from different people

The person who can help with team management may not be the person you need for AI, QA, onboarding, or your next career move. Your membership lets you find different expertise as your responsibilities change.

It supports continuous development

Instead of concentrating your development budget into one conference or training session, Mentors CX can support you throughout the year as new situations arise.

The learning can come back to the team

Use mentor conversations to inform projects, share useful frameworks with teammates, improve processes, or bring new perspectives into internal discussions.

No formal L&D budget? Ask anyway.

Professional development may sit under:

  • Learning & Development
  • People / HR
  • Training
  • Education reimbursement
  • Professional memberships
  • Departmental budgets
  • Manager discretionary budgets

If an annual membership feels like too large a first request, you can also ask your company to sponsor one month or one quarter first.

What if they say no?

You still have options. Your first Mentors CX mentorship call is free, with no card required.

You can also explore our Financial Assistance program if cost would otherwise prevent you from participating. Learn about financial assistance →

And if your manager or People team has questions about Mentors CX, send them our way. We're happy to explain how the membership works, what's included, and how it can support your professional development. Contact Mentors CX →

You already have the email.

Pick the template that sounds most like you, add the specific challenge you want help with, and send it.

No card required.