Sales templates
Emails, scripts, messages and planning documents you can copy and adapt, each with the reasoning behind it and an example filled in.
Short answer
These free templates cover the written work of B2B selling: follow-up emails, introduction and meeting request emails, LinkedIn messages, voicemail scripts, elevator pitches and value propositions, plus planning documents such as sales plans, account plans, forecasts, proposals and QBR decks. Each one copies in one click and comes with a worked example.
Elevator pitch examples, with a word budget for every length
Elevator pitch examples for sales reps, founders, job seekers and students, with a fill-in template, a word budget for 30 seconds and a weak pitch rewritten.
TemplateSales follow-up emails for every point in a deal
Sales follow up email templates for each situation: after a cold email, call, meeting, proposal or event, or when you haven't heard back, with timing and rules.
TemplateSales call follow-up emails written to be forwarded
Sales call follow up email templates for discovery, demo, pricing, no-show and no-next-step calls, with a filled-in recap, a mutual action plan and a checklist.
TemplateCustomer case study template, with interview questions and sign-off
A free B2B customer case study template: the format, interview questions, the request and approval emails, a release checklist and a sample with real numbers.
TemplateElevator pitch template: fill-in formulas for every situation
Elevator pitch template with fill-in formulas for sales, networking, founders, students and interviews, plus a worksheet, a scoring check and a worked example.
TemplateVoicemail message scripts for sales calls, with a word budget
Voicemail message scripts for prospecting and follow-up calls, plus greetings for your own phone, a 25-second word budget and the FCC rules on voicemail drops.
TemplateCold email follow-up templates that add something new every time
Cold email follow up templates for each situation: a new detail, proof, the wrong person, out of office and the last note, with timing, data and opt-out rules.
TemplateFollow-up emails for when a prospect or client goes quiet
Follow up email after no response samples for prospects and clients gone quiet: short reminders, deadline notes, a yes-or-no question and a polite last email.
TemplateSales pitch examples built on the buyer's own numbers
Sales pitch examples for phone, email, discovery meetings, demos, CFOs and presentations, with a pitch script, cost-of-inaction math and the rules on claims.
TemplateValue proposition templates for B2B sales, with a worked example
Free value proposition templates for B2B sales: Moore's positioning statement, the canvas, one-liners and a quantified version, with a worked example.
TemplateLinkedIn connection messages that fit in 200 characters
LinkedIn connection message examples for prospects, events, referrals and job seekers, each under the 200-character limit, plus thank-you replies and the rules.
TemplateAccount plan template: one-page and strategic versions, with a worked example
Free account plan templates for B2B sales: one-page and strategic plans, a stakeholder map, whitespace analysis and an action plan, with a worked example.
TemplateFollow-up emails after a cold call, for every way the call can end
Follow up email after cold call templates for every outcome: a booked meeting, "send me an email", voicemail, gatekeeper, wrong person, pricing and not now.
TemplateVoicemail greeting scripts for your business line, timed to the second
Voicemail greeting scripts for your business line: professional, after-hours, holiday, out-of-office, mobile and team greetings, with a word budget and tips.
TemplateB2B telemarketing script samples, written to the Telemarketing Sales Rule
Telemarketing script samples for B2B calls: opener, appointment setting, qualification, renewal and do-not-call scripts, with the FTC and TCPA rules explained.
TemplateIntroduction email samples for prospects, referrals and new clients
Introduction email samples: introduce yourself to a prospect, ask for or make a warm introduction, hand over an account and write a blurb a contact can forward.
TemplateQuarterly business review template: agenda, deck and worked example
A free quarterly business review template for account managers: a 60-minute QBR agenda, a 10-slide deck outline, a pre-read, a worked example and a checklist.
TemplateGo-to-market strategy template: a one-page plan, the full plan and a worked example
A free go to market strategy template: a one-page GTM plan, the full plan, funnel and capacity math, a slide outline and a sample built from Census counts.
TemplateWeekly and monthly sales report templates, with the formulas
Free sales report templates for weekly and monthly reports, with Excel and Google Sheets formulas, a Word-ready summary format and a filled-in sample report.
TemplateSales plan template: a one-page plan, a full plan and a sample
A free sales plan template: the format, a one-page version, a full annual plan and a sample sales plan built from real market counts and capacity arithmetic.
TemplateSales strategy template, with a sample strategy built from real choices
A sample sales strategy and a free template: where to compete, how to win and what to stop, with a filled-in example built from a company's own sales data.
Template30-60-90 day sales plan templates for reps, SDRs and managers
Free 30 60 90 day sales plan templates for account executives, SDRs, sales managers and interviews, with a worked example that works backward from the numbers.
TemplateHandover introduction emails for passing a client to a new account manager
Handover introduction email templates for passing a client to a new rep: the internal brief, the announcement, the new rep's first email and a call agenda.
TemplateSales proposal template: format, sample proposal and checklist
A free sales proposal template: the format buyers expect, versions for products, services and renewals, a sample proposal with real arithmetic, and a checklist.
TemplateFollow-up emails after a meeting: recap and thank-you templates
Follow up email from meeting templates: thank-you notes, recaps for several attendees, event and site visit follow-ups, a filled-in sales recap and a checklist.
TemplateDaily sales report templates for sales reps and small businesses
Daily sales report templates and samples: a rep activity report, a team roll-up, a small business sales summary and a cash reconciliation, with formulas.
TemplateMutual action plan template: a shared plan built back from the buyer's date
Free mutual action plan template for B2B sales: a one-page plan, spreadsheet columns, emails to propose and update it, and an example built back from go-live.
TemplateSales forecast templates: pipeline, 12-month and Excel versions
Free sales forecast templates: a weighted pipeline forecast, stage probabilities from your history, a 12-month projection, Excel formulas and a worked example.
TemplateMeeting request email templates that make yes the easy answer
Meeting request email templates for prospects, clients, executives and colleagues: the format, subject lines, a filled-in example and the B2B email rules.
TemplateSales script template: build your own call script in six parts
A sales script template you build yourself: a one-page worksheet, scripts for discovery, inbound, demo and closing calls, a filled-in example and a test plan.
TemplateLinkedIn message templates for after you connect
LinkedIn message templates for people you're already connected to: after a post, a new role or an event, asking for a meeting or a referral, and following up.
TemplateRe-engagement emails for closed-lost deals and dormant customers
Re-engagement email templates for B2B: reopen closed-lost deals, win back dormant and former customers, with timing rules, a worked example and a checklist.
TemplateReferral email templates for customers, partners and job referrals
Referral email templates: ask a customer for a referral, announce a referral program, refer a friend for a job and thank a referrer, with the rules on rewards.
TemplateBreakup email templates for the last message in a sequence
Breakup email templates for the last email in a sales sequence: when to send one, nine versions, what to do with each reply, and examples that backfire.
TemplateLinkedIn InMail templates that earn their credit back
LinkedIn InMail templates for sales, recruiting and job seekers, with the character limits and credit rules from LinkedIn's help pages and a worked example.
TemplateTerritory plan template, with a capacity check that uses real numbers
A free territory plan template with account tiers, a capacity worksheet and a filled-in sample territory plan sized from US Census business counts.
TemplateSales one-pager templates, with the words already written
Free sales one-pager templates with editable copy: product, industry, ROI, case study, switching and champion versions, a word budget and a worked example.
TemplateSales commission plan template, with the formulas and the state rules
A free sales commission plan template: plan document, rate table, spreadsheet formulas, statement, draw and split rules, worked math and state wage law basics.
TemplateFollow-up emails after a proposal, for every way a deal can stall
Follow up email after proposal templates for silence, price pushback, procurement delays, expiry dates and lost deals, with timing and a worked example.