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Find the perfect template for your sales process. From meeting summaries to ROI calculators, we have everything you need to accelerate your deals.

2 templates

Meeting Summaries

Capture key decisions, action items, and next steps from your sales meetings. Keep everyone aligned with professional meeting recaps.

5 templates

Account Plans

Strategic account planning templates to map stakeholders, identify opportunities, and create expansion strategies.

1 templates

Digital Sales Rooms

Create personalized buyer portals with all deal materials in one place. Modern digital experiences that buyers love.

45 templates

Business Cases

Build compelling business cases with ROI analysis, cost justification, and value propositions that get executive buy-in.

7 templates

Us vs. Them

Competitive battle cards and comparison guides that highlight your unique advantages and help sales teams win.

11 templates

Proposals

Professional proposal templates that showcase your solution and make it easy for buyers to say yes.

6 templates

Mutual Action Plans

Collaborative project plans that keep deals on track with clear milestones, owners, and timelines.

16 templates

Timeline Builders

Visual timelines and roadmaps that communicate project phases, milestones, and expected outcomes.

2 templates

Social Proof

Customer success stories, testimonials, and social proof that build trust and credibility.

1 templates

Case Studies

In-depth customer success stories that demonstrate real results and business impact.

5 templates

Demo Recaps

Personalized follow-ups after product demos that reinforce key points and maintain momentum.

13 templates

ROI Calculators

Interactive calculators that quantify value and justify investment with hard numbers.

10 templates

Executive Summaries

Concise, high-level overviews designed for executive audiences and decision makers.

7 templates

Follow Ups

Timely and relevant follow-up templates that keep deals moving forward.

13 templates

Implementation Plans

Detailed onboarding and implementation guides that ensure customer success from day one.

23 templates

Value Messaging

Compelling value propositions and messaging frameworks that resonate with buyers.

12 templates

Lead Magnets

High-value content offers that attract and convert qualified leads.

105
Total Templates
17
Categories
500k+
Downloads
4.8
Average Rating