Templates that help you close
Beautiful, conversion-focused templates that help sales teams win more deals. Customize and share in seconds.
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.
MEDDPICC Deal Qualification Framework
A comprehensive framework to qualify and track complex B2B sales opportunities using the MEDDPICC methodology.
Deal Acceleration
Strategic framework to speed up your sales cycle and close deals faster.
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.
SPICED Deal Qualification Framework
Evaluate and track sales opportunities using the SPICED methodology (Situation, Pain, Impact, Critical Event, Decision) to drive deal strategy.
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.
Procurement Success Toolkit
A comprehensive toolkit to navigate and accelerate the procurement process with all necessary documentation and resources.
Executive Business Case
A comprehensive business case presentation designed for executive stakeholders to justify investment and secure approval.
Meeting Booking Template
A professional template to simplify scheduling, set clear expectations, and provide all necessary meeting information for 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.
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.
"What's New" Product Update Sheet
Keep customers informed about latest product updates and features.
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.
Call Scorecard
Evaluate and improve call performance with structured scoring.
Basic Enterprise
Foundation playbook for enterprise sales engagement.
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.
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.
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.
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.
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.