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.
Decision-Maker Pitch Sheet
A streamlined pitch document focused on addressing executive concerns, demonstrating ROI, and driving decision-making.
Company Value Proposition
A comprehensive presentation of your company's unique value proposition, tailored specifically for your prospect's needs and pain points.
Pain-to-Solution Pathway
A targeted template that connects prospect challenges with your tailored solutions, demonstrating understanding and expertise.
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.
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.
Complete Differentiation
Effectively communicate your unique value proposition and competitive advantages.
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.
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.
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.
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.
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.
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.