Templates that help you close
Beautiful, conversion-focused templates that help sales teams win more deals. Customize and share in seconds.
Product Usage Optimization Guide
Help customers maximize product value and usage.
Executive Sign-Off Brief
A comprehensive executive summary designed to secure final approval from key decision-makers by highlighting value, ROI, and implementation plans.
Business Case 3
Specialized business case template.
ROI Calculator & Justification
An interactive ROI calculator and financial justification tool to quantify the business value and impact of your solution.
Scaling Success Playbook
Guide for scaling customer success and growth.
Cold Outreach Playbook
A structured framework for organizing and executing effective cold outreach campaigns, with customizable sequences and tracking.
Professional Proposal & Pricing Package
A complete proposal template with pricing options, implementation timeline, and ROI calculator to help prospects make informed decisions.
Project Readiness Checklist
A comprehensive checklist to ensure both parties are aligned and prepared for successful project implementation.
Decision-Maker Pitch Sheet
A streamlined pitch document focused on addressing executive concerns, demonstrating ROI, and driving decision-making.
Post-Meeting
Follow up professionally and maintain momentum after key discussions.
Company Value Proposition
A comprehensive presentation of your company's unique value proposition, tailored specifically for your prospect's needs and pain points.
Competitive Advantage Analysis
Highlight key differentiators and competitive strengths.
Collaborative Sales Pilot Success Plan
A structured framework for managing pilot projects with prospects, defining clear goals, success criteria, and timelines.
Pain-to-Solution Pathway
A targeted template that connects prospect challenges with your tailored solutions, demonstrating understanding and expertise.
MEDDPICC Deal Qualification Framework
A comprehensive framework to qualify and track complex B2B sales opportunities using the MEDDPICC methodology.
Mutual Action Plan 1
Collaborative action plan template.
Deal Acceleration
Strategic framework to speed up your sales cycle and close deals faster.
Customer Success Renewal Proposal
A structured template for managing customer renewals, highlighting value delivered, usage data, and future opportunities.
Comprehensive Digital Sales Room
Complete sales engagement space with organized product information, pricing, case studies, and next steps to guide prospects through the buying journey.
Solution Proof of Concept Workspace
Guide prospects through a structured POC process with clear objectives, success criteria, and timeline.
Client Intake Form Template
A comprehensive form to gather essential client information at the beginning of the sales process, ensuring all critical details are collected for effective engagement.
Implementation Plan Template
A structured framework to outline implementation steps, timelines, and responsibilities for new clients.
ROI Calculator Spreadsheet
Calculate and demonstrate ROI for potential customers.
Sales Pilot Kickoff & Execution Plan
A structured framework to plan, execute, and track pilot programs with prospects, including success criteria, timeline, and stakeholder information.
Reconnect & Reengage Hub
A structured approach to rekindle conversations with dormant prospects by delivering fresh value and addressing possible objections.
Compete
Strategic playbook for winning competitive deals.
Complete Differentiation
Effectively communicate your unique value proposition and competitive advantages.
SPICED Deal Qualification Framework
Evaluate and track sales opportunities using the SPICED methodology (Situation, Pain, Impact, Critical Event, Decision) to drive deal strategy.
Client Success Portal
Comprehensive client hub providing essential resources, project status, and support access in one centralized location.
Legal Fast Track
Streamline legal review and approval processes.
Feature Comparison Chart
Detailed comparison of features and capabilities.
Solution Evaluation Guide
A detailed competitive evaluation guide to help prospects compare solutions and make informed decisions.
Strategic Re-engagement Toolkit
Reconnect with prospects who have gone silent by providing additional value and creating a compelling reason to reengage in the sales conversation.
Social Proof and Testimonial Compilation
Showcase customer success stories and testimonials to build credibility.
Battlecard
Strategic comparison and competitive positioning.
Strategic Consulting Engagement Proposal
A comprehensive template for presenting tailored consulting solutions, methodologies, and expected outcomes to potential clients, highlighting your expertise and approach.
Procurement Success Toolkit
A comprehensive toolkit to navigate and accelerate the procurement process with all necessary documentation and resources.
Mutual Action Plan 3
Specialized mutual action plan template.
Gap Selling Framework
Guide prospects through the Gap Selling methodology by identifying their current state, future state, and the value of bridging that gap with your solution.
SaaS Solution Proposal
A comprehensive proposal template that showcases your SaaS solution's value, implementation plan, and pricing options to help prospects make informed decisions.
Implementation Roadmap
A detailed roadmap to guide the successful implementation of your solution from kickoff to full deployment.
Consulting Proposal Template
A professional multi-tab proposal template for consulting services, including project scope, timeline, pricing, and team details.
Executive Business Case
A comprehensive business case presentation designed for executive stakeholders to justify investment and secure approval.
Customer Problem-Solving Matrix
Analyze and solve customer challenges systematically with this comprehensive matrix.
Meeting Booking Template
A professional template to simplify scheduling, set clear expectations, and provide all necessary meeting information for prospects.
Discovery Follow Up Template
A comprehensive follow-up template to summarize discovery call findings, align on challenges, propose solutions, and establish clear next steps with prospects.
Business Case
Comprehensive framework for building compelling business cases.
Exclusive Preview Access
Generate excitement and exclusivity by offering prospects a privileged first look at your upcoming product or service before general release.
Business Case 2
Alternative business case format.
Decision-Makers Guide
Navigate decision-making processes effectively.
Customer Onboarding Success Path
Streamlined onboarding experience with implementation timeline, resources, and clear action items to ensure smooth customer adoption.
Gap Analysis Sales Framework
A structured approach to identify your prospect's current state, desired future state, and the gap between them—helping you position your solution as the bridge to their business goals.
Champion Enablement Arsenal
A complete toolkit to empower internal champions with resources, messaging, and materials to drive internal buy-in.
Compliance Information Center
A centralized space to address compliance questions and share security certifications, helping prospects evaluate your organization's regulatory adherence.
Quarterly Business Review Template
Structured template for quarterly business reviews.
Sales Contract Workspace
Centralized workspace to manage, track, and finalize sales contracts with clarity and efficiency. Keeps all stakeholders aligned on terms, timelines, and next steps.
"What's New" Product Update Sheet
Keep customers informed about latest product updates and features.
Tailored Re-Engagement Offer
Personalized offers to re-engage past customers.
Case Study Template
A comprehensive framework for showcasing client success stories with measurable results and testimonials.
Impact Analysis
Don't sell another tool. Sell faster success.
LinkedIn Prospect Engagement Blueprint
A structured framework for planning, executing, and tracking LinkedIn outreach campaigns to engage B2B prospects.
5 Minutes of Your Time Video Pitch
Concise video pitch template for prospects.
Call Scorecard
Evaluate and improve call performance with structured scoring.
Basic Enterprise
Foundation playbook for enterprise sales engagement.
Account Management Template
Comprehensive view of account health, relationship status, growth opportunities, and strategic plans for effective account management.
Cost of Waiting
Proven framework for establishing authority fast
Team Wins & Lessons Learned Showcase
Document and share team successes and learnings.
Low-Risk Pilot Program Proposal
A structured proposal for implementing a low-risk pilot program to validate solution value before full commitment.
Competitor Battlecards
A comprehensive framework for positioning against competitors, highlighting your strengths, addressing competitor claims, and providing winning talk tracks.
Limited-Time Offer Deal Room
Showcase time-sensitive offers with clear value propositions and deadlines to create urgency and drive decision-making.
Renewal Proposal Template
A comprehensive renewal proposal that showcases value delivered, future opportunities, and clear next steps to secure customer renewals.
Mutual Action Plan
A collaborative action plan that aligns buyer and seller on key milestones and responsibilities throughout the sales process.
Executive Summary Dashboard
High-level overview for executive stakeholders.
Executive Alignment
Align with executive stakeholders to drive high-level buy-in and support.
Exclusive Preview Access
Generate excitement and exclusivity by offering prospects a privileged first look at your upcoming product or service before general release.
Dark Deal Re-Engagement
Strategic approach to revive and re-engage stalled opportunities.
Decision-Making Compass
Guide prospects through their evaluation process with organized information and decision frameworks tailored to their specific needs.
Platform Overview
Comprehensive overview of platform features and capabilities.
Ideal Customer Success Story
Showcase success stories from ideal customers.
Customer Success Roadmap
Plan and visualize customer success journey.
Demo Follow-Up Command Center
A comprehensive follow-up space to capture demo highlights, address questions, and maintain deal momentum after product demonstrations.
Monthly Customer Health Report
Track and analyze customer health metrics.
Customized Growth Opportunity Assessment
Identify and assess growth opportunities.
30-60-90 Day Goal
Set and track progress against key milestones.
SPIN Selling Framework
Guide prospects through a structured sales conversation using the SPIN methodology: Situation, Problem, Implication, and Need-payoff questions.
Sales Methodology Matrix
Structured approach to sales methodology.
Post-Sale Success Blueprint
A comprehensive framework to guide client onboarding, implementation, and early success milestones after closing a deal.
Joint Execution Plan
A collaborative roadmap that aligns your team with the client's team on project goals, deliverables, timelines, and responsibilities to ensure successful implementation and value realization.
Personalized Value Proposition
Customize value propositions for specific prospects.
Customer Success Quarterly Review
A structured framework to review account performance, showcase value delivered, and align on future strategic initiatives.
Strategic Cold Outreach Personalization Blueprint
A structured framework to craft highly personalized cold emails that resonate with prospects by leveraging research, addressing pain points, and delivering value.
Sandler Selling System Deal Navigator
Guide complex sales opportunities using the Sandler Selling System methodology, focusing on bonding/rapport, up-front contracts, and pain discovery.
Solution Fit Analysis
Don't compete on features. Win on outcomes.
Objection-Handling Playbook
A comprehensive guide to address common prospect objections with proven rebuttals, evidence, and follow-up strategies tailored to your specific sales context.
Industry Trends Report
Analysis of key industry trends and insights.
Lead Follow-Up Call
Structure effective follow-up calls with prospects using this proven template.
Implementation Timeline and Process Overview
Guide customers through the implementation process with clear timelines.
Mutual Action Plan 2
Alternative mutual action plan format.
BANT Qualification Framework
Quickly assess and track sales opportunities using the BANT methodology to determine deal viability and next steps.
Commission Breakdown
Detailed commission structure and calculations.
Sales Battlecards Template
A comprehensive set of battlecards to equip your sales team with competitive intelligence and positioning strategies.
Executive Summary & Next Steps
A concise executive-level summary highlighting key insights and actionable next steps for decision makers.
Co-Marketing Alliance Blueprint
A comprehensive template for proposing and planning co-marketing initiatives with partner organizations.
Multi-threading
Engage multiple stakeholders effectively to build consensus and accelerate deals.
Business Case 1
Comprehensive business case template.