Templates that help you close
Beautiful, conversion-focused templates that help sales teams win more deals. Customize and share in seconds.
Scaling Success Playbook
Guide for scaling customer success and growth.
Professional Proposal & Pricing Package
A complete proposal template with pricing options, implementation timeline, and ROI calculator to help prospects make informed decisions.
Collaborative Sales Pilot Success Plan
A structured framework for managing pilot projects with prospects, defining clear goals, success criteria, and timelines.
Mutual Action Plan 1
Collaborative action plan template.
Solution Proof of Concept Workspace
Guide prospects through a structured POC process with clear objectives, success criteria, and timeline.
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.
Mutual Action Plan 3
Specialized mutual action plan template.
Consulting Proposal Template
A professional multi-tab proposal template for consulting services, including project scope, timeline, pricing, and team details.
Customer Onboarding Success Path
Streamlined onboarding experience with implementation timeline, resources, and clear action items to ensure smooth customer adoption.
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.
Ideal Customer Success Story
Showcase success stories from ideal customers.
Customer Success Roadmap
Plan and visualize customer success journey.
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.
Mutual Action Plan 2
Alternative mutual action plan format.