Templates that help you close
Beautiful, conversion-focused templates that help sales teams win more deals. Customize and share in seconds.
Executive Sign-Off Brief
A comprehensive executive summary designed to secure final approval from key decision-makers by highlighting value, ROI, and implementation plans.
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.
Collaborative Sales Pilot Success Plan
A structured framework for managing pilot projects with prospects, defining clear goals, success criteria, and timelines.
Implementation Plan Template
A structured framework to outline implementation steps, timelines, and responsibilities for new clients.
Sales Pilot Kickoff & Execution Plan
A structured framework to plan, execute, and track pilot programs with prospects, including success criteria, timeline, and stakeholder information.
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.
Customer Onboarding Success Path
Streamlined onboarding experience with implementation timeline, resources, and clear action items to ensure smooth customer adoption.
Case Study Template
A comprehensive framework for showcasing client success stories with measurable results and testimonials.
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.
Implementation Timeline and Process Overview
Guide customers through the implementation process with clear timelines.