Our finest proven templates.

Whether you’re in sales, customer success, or a business owner, create instant pages that build deal momentum. Turn interest into action and convert buyers faster.

Sales

Mutual Action Plan

Align with buyers on timelines, key stakeholders, and milestones to close the deal faster.

Joint Success Plan

Let's map out our path to launch by Q3.

View Timeline

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Sales

Call Follow-Up

Send a recap of your conversation with recording, notes, and next steps.

Call Recap: Strategy

Key takeaways and action items from our call.

Review Notes

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Sales

Proposal / Pricing

Present pricing, deliverables, and ROI in a modern, interactive format that converts.

Proposal for Acme Corp

Customized solution to scale your outreach.

Review Pricing

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Product Marketing

Case Study

Bring customer success stories to life with video, metrics, and quotes.

How Uber Scaled

See how they grew 300% in 6 months.

Watch Story

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Sales

Champion Enablement

Arm your internal champion with everything they need to sell on your behalf.

Internal Pitch Deck

Slides and talking points for your team meeting.

Download Kit

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Sales

Demo Follow-Up

Consolidate call notes, recording, and next steps into a single, trackable link.

Demo Recap & Recording

Here's the part about AI automation you asked about.

Watch Video

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Sales

Objection Handling Guide

Overcome common sales objections with proven scripts and resources.

Overcoming Objections

How to handle 'It's too expensive' and more.

View Scripts

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Sales

Sales Battle Card

Equip your team with competitive intel and kill sheets to win against rivals.

Us vs. Competitor X

Key differentiators and win themes.

View Battle Card

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Sales

ROI Calculator & Business Case

Help buyers justify the investment with a clear ROI and value analysis.

ROI Analysis

Projected savings: $125k / year

View Report

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Sales

Sales One-Pager

A concise summary of your offering, perfect for initial outreach or leave-behinds.

Solution Overview

Everything you need to know on one page.

Read One-Pager

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Sales

Stakeholder Mapping

Identify and engage key decision-makers to multi-thread your deals effectively.

Account Map

Visualizing the buying committee.

View Map

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Sales

Contract Review Tracker

Streamline the legal process by tracking redlines and status in one place.

MSA Redlines

Status: Legal Review Pending.

Track Status

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Sales

Pre-Meeting Brief

Send a professional agenda and resources before the call to set the stage.

Agenda: Discovery Call

3 key topics we'll cover on Thursday.

Read Brief

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Sales

Price Quote

A simplified, clean quote template that highlights value over cost.

Investment Summary

Enterprise Plan - Annual Billing

Approve Quote

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Sales

Referral Request

Make it easy for happy clients to introduce you to their network.

Know anyone else?

We'd love to help more teams like yours.

Intro Us

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Product Marketing

Competitive Differentiation

Clearly articulate how you stack up against competitors without being negative.

Us vs. Them

Why leading teams switch to our platform.

See Comparison

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Sales

Digital Business Card

Make a lasting impression with a mobile-friendly digital card after networking events.

Sarah Jenkins

Senior Account Executive @ Distribute

Save Contact

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Product Marketing

Executive Summary

A high-level overview of your solution tailored for C-suite decision makers.

Strategic Value Prop

Executive briefing for Q4 initiatives.

Read Summary

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Product Marketing

Product Launch Announcement

Excite customers and prospects about new features and capabilities.

Introducing AI 2.0

Watch the keynote and see what's new.

Watch Launch

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Product Marketing

Feature Deep Dive

Explain complex features simply with embedded demos and walkthroughs.

Deep Dive: Analytics

Mastering the new dashboard in 5 mins.

Start Tutorial

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Product Marketing

Industry Report

Share insights and trends to position your company as a thought leader.

2025 Sales Trends

What 500 leaders are prioritizing this year.

Get Report

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Sales Engineering

Implementation Guide

Walk technical teams through the setup process, requirements, and timeline.

Implementation Steps

Your 4-week plan to go live.

Start Guide

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Sales Engineering

Security & Compliance Pack

Answer security questionnaires proactively with certifications and policies.

Security Overview

SOC2, GDPR, and ISO certifications.

View Docs

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Sales Engineering

API Documentation Brief

Highlight key API capabilities and integration points for developers.

API Quickstart

Authentication, endpoints, and examples.

Read Docs

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Sales Engineering

Proof of Concept Plan

Define success criteria and scope for a successful pilot or POC.

POC Success Plan

Defining the criteria for a win.

View Scope

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Sales Engineering

Technical Architecture View

Visualizing how your solution fits into their existing tech stack.

System Architecture

How we integrate with your stack.

See Diagram

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Customer Success

New Customer Onboarding

Welcome new clients and guide them through their first 30-60-90 days.

Welcome Aboard!

A personal message from your CSM.

Start Onboarding

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Customer Success

QBR Presentation

Quarterly Business Review template to show value and discuss renewal.

Q3 Business Review

Performance metrics and next steps.

View QBR

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Customer Success

Renewal Proposal

Secure the renewal by highlighting past wins and future roadmap.

Renewal Options

Let's continue our success together.

Review Plan

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Customer Success

Training Resource Hub

A central place for tutorials, guides, and best practices.

Training Library

Master the platform with these videos.

Browse Videos

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Customer Success

Customer Feedback Survey

Gather NPS and product feedback in an engaging way.

How are we doing?

We'd love your feedback.

Option A
Option B

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Founders

Founder Introduction

Tell your founding story and connect personally with early customers.

Hi, I'm Andrew

Founder @ Distribute

Read My Story

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Founders

Investor Update

Keep stakeholders informed on progress, metrics, and asks.

Q3 Investor Update

MRR growth, key hires, and runway.

Read Update

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Founders

Pitch Deck Teaser

A scrollable, engaging version of your deck for potential investors.

The Future of Sales

Our vision for 2030.

View Deck

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Founders

Vision & Roadmap

Share where the product is going to build excitement.

Product Roadmap

What we're building next.

See Features

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Founders

Partnership Proposal

Pitch strategic alliances to other companies or influencers.

Let's Partner Up

Why we're better together.

View Proposal

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