Sales templates & guides
Templates you can copy, scripts you can use on your next call, and guides that end in something practical. Each one shows a worked example.
Short answer
These free resources cover the core of B2B outbound: an ideal customer profile worksheet and guide, an account profiling template, outbound call scripts, cold email templates and subject lines, BANT questions, objection handling, a sales playbook template and a competitor battlecard. Every template works on the page and copies in one click, with no email or sign-up required.
Templates
Outbound call scripts that start with research
Free outbound and cold calling scripts: openers by situation, a gatekeeper script, branches for common answers, voicemail, a worked example and US and UK rules.
TemplateAccount profiling: a one-page B2B account research template
A free B2B account profiling template with a sourced example, where to verify US and UK company facts, a verification checklist and the data-protection basics.
TemplateCold email templates organized by why you're writing
Free B2B cold email templates by situation, each with the research that fills it, plus follow-up timing, a worked example and the 2024 sender and legal rules.
TemplateIdeal customer profile (ICP) template, with two worked examples
A free B2B ideal customer profile template: a copyable ICP worksheet, must-have and disqualifying criteria, two filled examples and a test on real accounts.
TemplateSales playbook template, with a completed outbound example
A free sales playbook template: a copyable outline, research, messaging, qualification and objection modules, a completed example and a coaching checklist.
TemplateCold email subject lines, each paired with its first line
Cold email subject lines sorted by buying situation, each paired with the opening line that delivers on it, plus what to avoid and an honest way to test them.
TemplateBANT sales qualification: questions, scorecard and a worked example
BANT sales qualification explained: need-first questions for budget, authority, need and timing, a scorecard, a worked example and how it compares with MEDDIC.
TemplateSales battlecard template, built from win/loss evidence
A free sales battlecard template with a worked example: build it from win/loss evidence, write landmine questions, use it in live deals and keep claims legal.
Guides
What is an ideal customer profile (ICP) in sales and marketing?
ICP marketing explained: what an ideal customer profile means in B2B sales and marketing, how it differs from personas and TAM, and how to build and use one.
GuideObjection handling: how to answer 20 common sales objections
Objection handling for B2B sales: a six-step method, an honest look at feel-felt-found, responses to 20 common objections, practice drills and a worked call.