Let’s face it—your sales team is busy. They’re so busy, in fact, that they spend less than 30% of the week actually engaging with prospects. As a sales enablement professional, part of your job is to ensure that they have more time to do their jobs.
That’s where these sales templates come in. Think about how many prospects a seller may be juggling at the same time. Now consider the fact that many of these prospects are at all different stages of their buying journey. It’s no wonder why 42% of businesses say they lack the ability to produce personalized content quickly.
Sales professionals may know the value of personalized content that targets prospects at different stages of the sales cycle, but that doesn’t mean that they have the time to generate this content. From sales emails to sales decks to invoices, there’s a lot of content your sellers are handling on a day-to-day basis. These sales templates give them a starting place for their content personalization needs, saving them valuable time while also helping them utilize tried-and-true engagement tactics.
What are Sales Templates?
Sales templates are pre-designed documents or resources used by sales teams to streamline and standardize various aspects of the sales process. These templates help ensure consistency in communication, improve efficiency, and maintain a professional image across all sales activities. They come in a variety of categories, including email templates, invoice templates, and forecasting templates, and they provide a basic framework for sales teams to customize.
Spekit offers a library filled with sales templates that help your team better connect with their prospects. From learning how to use valuable sales enablement tools to unpacking different sales methodologies to providing structure for important sales interactions, you can use these free sales templates to empower your reps.
Sales Email Templates
Your sales team can build upon these sales email templates to personalize each email, which can increase your open rate by 29% and your click-through rate by 41%. For even more personalization, you can start with these templates and then personalize them with the help of an AI email writing tool.
1. Cold Email Template
This cold email template, courtesy of Zendesk, is a great option for getting in contact and introducing yourself to a prospect. In this template, you introduce your product or service, address that your product or service helps with a particular pain point, and provide a CTA to move forward with a meeting.
2. BANT Post Cold Call Follow-Up Email Template
This post cold call follow-up email template by Spekit fits right in with your BANT framework. With this email template, you utilize the four main pieces of BANT: address their budget, establish your authority, target their needs, and set a timeline.
Spekit is a sales enablement platform that can help you optimize your sales emails, as well as other essential sales practices. With Spekit, you can generate content with a simple prompt, summarize lengthy content, and get AI-driven content recommendations that help you further your relationship with a prospect.
You also get Spekit’s just-in-time learning, where your sales professionals receive bite-sized bits of content wherever they’re working to help foster an environment of continuous learning.
3. Warm Email Sales Template
A cold email is best when you’ve had no prior interactions, but sometimes a warm email is a better option. This warm email template, courtesy of Zendesk, allows you to reintroduce yourself to someone you’ve already met, offer more information that adds clarity to what you’ve already discussed, and provide a CTA to move forward with a more formal meeting.
4. Useful Resource Email Template
Providing value from your first interaction can enable you to establish yourself as an authority on a particular topic. One of the easiest ways to offer value is by including valuable information and content in your introductory email, like in this sales email template by HubSpot.
Spekit makes finding the right content to send simple. With Spekit’s AI-powered content recommendations, Spekit unpacks your email and previous interactions and sends you the content your prospect wants to see—delivered to you right in whatever email platform you use.
5. Introduction Email for Sales
Nielsen found that 77% of people trust referrals from their friends and family, making it the most persuasive source of new product information. This sales email template from Pipedrive enables you to utilize existing relationships to build new ones. With this template, you can reach out to previous connections to ask them to make an introduction to someone that they think will benefit from your product or service.
Sales Playbook Templates
A sales playbook establishes a standard set of expectations for your sales professionals, ensuring that your sales team is on the same page and reaching their goals. These sales playbook templates help you build your own set of standards.
6. Standard Sales Playbook Template
This sales playbook template by Spekit provides your sales team with the building blocks for a solid sales playbook. Through this template, your team will learn a structure that guides them through using sales enablement tools to research prospects, build relationships, and convert leads.
7. E-commerce Sales Playbook Template
This downloadable sales playbook template by Visme is focused on the unique needs of e-commerce companies. The template includes the company’s selling structure and pain point solutions, but it also provides users with a place to store all company information. This info can be helpful for training, even beyond the sales team, including training for call center workers, marketing professionals, and customer success representatives.
8. SaaS Brand Sales Playbook Template
Visme’s SaaS-focused sales playbook template gives sales teams a place to keep track of their own company information, as well as other essential information needed for quota attainment, including ideal company profiles, content repositories and guides for utilizing said content, and sales methodologies.
Sales Invoice Templates
Nearly half of all businesses handle up to 500 invoices per month. Make invoicing easier on your sales team by providing them with these handy sales invoice templates:
9. Cost Estimate Template
This downloadable sales invoice template by HubSpot is an example of what to send when your prospect asks for a quote. If you have a product or service and the cost is variable and depends on multiple factors, this cost estimate template addresses the price breakdown.
10. Product Invoice Template
Microsoft has a number of sales invoice templates, including this template example, which is ideal for invoicing for a particular product or group of products. In addition to breaking down the cost, this invoice template has more spots for important product information, like the delivery date and shipping method.
11. Basic Invoice Template
This basic invoice from Square is easily customizable and straightforward. You can include essential branding elements, like your logo and color palette. The template is also already filled with all the basic invoicing information you need, like the billing info, itemization, and payment terms.
12. Branded Invoice Template
Your brand is a crucial part of your business’s identity. By using an invoice template that can be tailored to fit your brand, such as the invoice template examples provided by Adobe, you can ensure that even your invoicing stays on brand. When you send out these types of invoices, you further solidify your brand identity in the minds of your customers and prospects.
13. Contractor Invoice Template
If your company functions as a contractor, this invoice template from Canva is a straightforward way to ensure your invoice stays on-brand and isn’t forgotten. This invoice is simple and doesn’t contain any unnecessary information. You include your payment information, the invoice date and due date, the payor’s information, and a breakdown of your services.
Sales Forecasting Templates
Building an accurate sales forecast is vital for keeping your sales team on track and hitting your monetary goals. These sales forecasting templates can set your team up for success.
14. Sales Forecasting and Spend
Spekit’s customizable sales forecasting and spend template is an all-encompassing template that helps you paint a full picture of how much you’re spending and how much you expect to bring in. Beyond simply making predictions, you can make data-backed decisions on your spending and projections of your financial growth, keeping you out of the red.
15. Long-Term Sales Analysis Forecasting
This sales forecasting template by Close is ideal for companies that have been in business for a while and have already kept track of their historical sales reports. This template utilizes 12 full months of historical sales data, as well as data and insights for the company dating back over the course of the past five years. This template lets you look deep into the past to influence your forecasting for the future.
16. Startup Sales Forecasting
Not every company has a lot of historical data to help them predict the future of their sales. This sales forecasting template by Zendesk is designed with startups in mind. With this template, startups can track their average revenue per unit and month-over-month growth rate to see how many units the business would have to sell to reach their desired revenue.
18. Monthly Sales Projection Forecasting
This downloadable sales forecasting template by HubSpot is easy to read and is broken down by quarter. At a glance, you can see how you estimate you’ll perform according to your current sales cycles and then compare each quarter’s projections. This template also tracks which deal was won by which sales rep, which also enables you to track your sales reps’ performance each quarter.
Sales Project Management Templates
A successful sales enablement strategy must be organized and save your sales reps time—not add to it, especially considering the limited amount of time they currently have to engage in actual selling. These project management templates keep your sales team on schedule and save them from time wasted due to being disorganized.
19. Cross-Functional Project Plan Template
This cross-functional project plan template, courtesy of Asana, uses the tools provided by the project management platform to create a project plan that bridges the gaps between multiple teams, like sales, marketing, and customer success. This project management template is ideal to use if you want more than one team to have oversight over a project.
20. Platform Training Template
A part of project management is being able to use the platforms required for the project. During your sales enablement training, use platform training templates, like this ZoomInfo Best Practices Template, to ensure your sales team has the resources to use the tools needed for any project. Spekit has a number of platform training templates, from Salesforce to HubSpot and beyond.
21. Customer Projects Template
Especially helpful for creating connections and collaboration between the sales and customer success team, this customer projects template by Monday.com provides multiple teams with insight into a customer’s journey and the projects surrounding a particular client. With this template, you can view completed projects and track the movement of ongoing projects for a particular client.
22. Process Documentation Template
Whether you’re onboarding a new hire or advancing the sales training of a long-time employee, there are many policies and procedures your sales team needs to learn—but the only way to do that is if you have the documentation to support your training. Use this project documentation template by HubSpot to create uniformity in how you handle similar projects and support your sales professionals’ learning.
23. Ultimate Project Management Dashboard Template
If you want to track the status of a project all in one place, this project management dashboard template by Smartsheet can help. This template lets you keep track of the timeline of a particular project, update your team on the status of each task in the project, visualize the time spent on each task, and see at a glance if you are on budget or over budget.
Sales Deck Templates
A sales deck is a presentation that lets you show off your product or service to your prospect, and you may only get one opportunity to wow your audience. Use these templates to build something that truly impresses.
24. People-Focused Sales Deck
Visme has a variety of sales deck template options, like this sales deck, which utilizes color theory and people-focused and community-focused images to tell a story of how the company is driven by its friends and neighbors to provide better business solutions.
25. Bold Sales Deck
This sales deck template by Pitch utilizes a bold design with bright colors, dramatic slides, and customizable text focused on important talking points. With this template, companies can show prospects that their business is one that isn’t afraid to take risks and inspire them to take action.
26. High-Performance Sales Deck
Utilizing dynamic animation and slides built around performance statistics, this sales deck template by Storydoc uses numbers and figures to show why your company is the best company to work with. It’s a visually engaging deck that will keep your prospect interested.
27. Customer-Focused Sales Deck
While many sales deck templates feature slides that focus on the problem that the company is attempting to solve and the solutions they put in place to fix that problem, this sales deck by Pitch takes your proposal a step forward by providing plenty of space to show how the solution has already helped their customers. If you’d like to make case studies the focus of your sales deck, this template is a perfect place to start.
28. Sales Presentation Deck
This sales deck by Canva is a thorough presentation for your sales reps to use to show off your product or service to your prospects. In addition to talking about the problem your product solves, the solution you created with your product, and case studies on how your current clients are performing, this deck also breaks down additional important information, such as your pricing plans, how your product works, and where your product is available.
This template also contains a slide dedicated to what you’re striving to do next, helping your customer envision a future with your business.
Sales One-on-one Meeting Templates
More than half of sales reps say that the most crucial factor in them reaching quota attainment is support from sales leadership, which just goes to show how vital sales coaching and one-on-one time is. Use these sales one-on-one meeting templates to optimize your coaching time.
29. General One-on-One Sales Meeting
This one-on-one meeting template by Leapsome provides sales managers with a general list of agenda items. This template offers suggestions on what to talk about, but it’s customizable to fit what you’d like to talk about with your team.
30. OKR Goal Setting One-on-One Meeting
This one-on-one meeting sales template from Hypercontext utilizes objectives and key results (OKRs) to establish goals for your sales reps. This format of one-on-ones allows your sales professionals to review their previous successes and plan for an even better quarter.
31. Sales Manager and Sales Rep One-on-One
If you feel that the general one-on-one template is too general, this sales-specific one-on-one template by Atrium may be a better option for you. This template already contains agenda items that are tailored for the relationship between a sales manager and a sales rep.
32. Peer-to-Peer One-on-One
One-on-ones don’t have to just be between an employee and a higher-up. A peer-to-peer one-on-one can happen within someone’s team, but it can also provide an opportunity for cross-functional collaboration and break down data silos. This template by Hypercontext offers a structure for making sharing information between teams easier.
33. Sales Manager and Account Executive One-on-One
Vouris offers one-on-one meeting templates for a variety of relationships, including this one-on-one template designed for a meeting between an account executive and a sales manager. One of the benefits of this template is that it has space to track the answers to each question over time, so you can see how your account executive is improving throughout their time with the company.
Sales Pitch Templates
A sales pitch is how your sales team introduces your company to your prospect. These sales pitch templates help them paint a thorough picture of what your product or service can do and help you keep your prospect interested and engaged.
34. ROI Calculator Template for Sales
This ROI calculator template enables your sales team to help their prospect understand their pricing proposal and the financial benefits of signing up for your solution. As your sales team pitches, this template gives them the ability to highlight the cost benefit of your product.
35. Sales Demo Opportunity Template
Research shows that you only have between three and seven seconds to get someone’s attention before they become distracted, which may be why the CEO of Hipmunk, Adam Goldstein’s two-sentence sales pitch is so effective. Goldstein used this formula to secure more than $55 million from investors.
37. Ed McLean Cold Email Sales Pitch
Ed McLean was considered one of the best copywriters of all time, which is why his style of writing is still among the most effective ways to pitch new customers. This cold email sales pitch by Mailshake is inspired by McLean’s writing and utilizes charm and honesty to make connections with new potential customers.
38. The Pixar Pitch Template
If you’re a fan of Pixar movies, you might already be familiar with the Pixar sales pitch, even if you don’t realize it. Through this sales pitch template, you can tell a story that keeps your audience engaged. First, you explain the backstory and then the problem that background creates.
Then, you get into your solution, followed by two ways in which that solution has helped previous clients. You wrap it all up with a happily ever after in which you guide your prospect to envision their happy future with you.
Sales Battle Card Templates
You can think of a sales battle card as a type of flashcard, like those you may have used to study for a test. But instead of historic dates and people or your multiplication table, battle cards hold important information and talking points that sellers need. These templates can help you build your own set of sales battle cards.
Spekit and battle cards go hand-in-hand. With Spekit, important battle cards pop right into your sales professionals’ workflow. You create the battle cards, and Spekit ensures that your sales reps see that card right when they need it most.
39. E-commerce Sales Battle Card Template
This sales battle card by Visme is designed with e-commerce companies in mind. With this battle card, e-commerce businesses can provide their sales team with talking points around use cases, plans and pricing, and how to address common customer pain points.
40. Head-to-Head Competitor Sales Battle Card Template
Battle cards can be used to store not only information on your own company but also on your competition. This competitive sales battle card by HubSpot includes talking points for sales reps when they need to go head-to-head against a particular competitor. You may want to develop one of these battle cards for each of your top competitors.
41. Software Solutions Battle Card Template
This software-focused sales battle card by Visme helps sales professionals gain a complete picture of how to talk about their product, as well as who the product is for and why it was created. It also contains a helpful visual so sales reps know at a glance what features are in each plan or package, ensuring that they’re always guiding prospects toward what type of plan they truly need the most.
42. Objection Handling Battle Card Template
Learning to handle objections is an integral part of your sales team’s training, and the success they have at handling objections is a sales enablement metric that’s worth tracking. You can prepare your sales reps for handling objections better by providing them with battle cards built around this sales battle cards template by Klue, which breaks down common objections and offers talking points on how to address them.
43. How Customers Use Our Product Battle Card Template
One of the key parts of using battle cards is highlighting the ways in which your business’s products or services stand out. This battle card by Pipedrive puts the focus on the usage cases of a particular product, allowing the sales rep to show off the solutions it solves and why customers choose to work with your company.
Get Started with Free Sales Templates
Providing sales representatives with the content that they need to gain more conversions is an essential part of your business’s sales enablement measures. But content shouldn’t be a one-size-fits-all solution. You may be targeting a specific type of prospect according to your ideal customer profiles, but that doesn’t mean that your prospects all have the same pain points, day-to-day challenges, and needs.
If your prospects are all individuals, shouldn’t your content be individualized to fit who they are and what they need and want the most? These sales templates provide your sales reps with a starting place to build more personalized connections. These templates are supported by time-tested engagement tactics, ensuring that you’re giving your sales team the support they need and the content that will make their prospects excited and ready to buy.
Looking for even more templates? Spekit offers a free content template library to support your sales enablement efforts. Spekit’s library features sales methodology frameworks, essential platform training resources, cold call scripts, and much more.
