Templates, playbooks, and guides

Customize this sales playbook template to give your sales team the help they need when and where sales plays happen.

Customize this Salesforce CPQ training template and surface it directly where your team is working to drive process and adoption.

Customize this template and surface directly within nCino using Spekit to help your team maximize productivity and effectiveness.

Help your reps get the most value possible out of Chorus by reinforcing crucial training and best practices right where they're working.

Train Salesforce Lightning users with a ready-to-use template delivered inside their workflow. Learn More Today.

Customize this training to give your revenue team the help they need creating reports directly in Salesforce Lighting – or any tool they’re working in.

This template covers key processes and actions users take within Salesforce, including working with records and using Spekit to surface guidance.

High-level concepts, basic navigation, and foundational knowledge. Learn how to start enabling your team in Salesforce today.

Learn how to streamline your prospecting and outreach with LinkedIn Sales Navigator workflows. Get started with Spekit today.

Everything you need to know to get started with LinkedIn Sales Navigator. Get started today with Spekit's just-in-time enablement.

Deep dive into all the aspects of Clari including Opportunities, Analytics, and forecasting! Customize this content for reps in seconds.

Learn how to get your team started in Clari with a customizable training template that you can edit and surface in seconds to guide your reps.

Welcome to your go-to guide for effective prospecting using Outreach, your one-stop resource for building and managing a high-quality pipeline.

Learn how to use Outreach.io to streamline prospecting, personalize outreach, and boost reply rates—fast. Customize this content template today.

Discover key sales terms, concepts, and practical examples to enhance your understanding of effective sales strategies.

Streamline your workflows and sales engagement with our comprehensive guide on managing Cadences in Salesloft.

Unleash the full potential of Salesloft and revolutionize your sales process. Master advanced tools to drive engagement, close deals faster, and boost revenue

Explore Salesloft, the ultimate sales engagement platform that automates outreach, tracks interactions, and enhances team productivity.

Master Workday's essential concepts to improve your workflow efficiency and better understand how Workday structures data and manages tasks.

Explore a complete guide to processes in Workday. Streamline financial operations with tips on automation, reporting, and asset management.

Explore how Workday simplifies HR, finance, and business operations with integrated tools for efficiency and streamlined workflows.

Explore how Workday simplifies operations, from HR to finance, with powerful tools for efficiency and data-driven decisions.

Get a clear breakdown of sales stages, from identifying prospects to closing deals, for improved sales performance and consistency.

The Demo stage is all about showing the buyers how our product is the solution to solving their Business Problem.

Learn how ZoomInfo can connect you to an extensive database of future prospects and improve your sales pipeline

Customize this training to give your sales team the help they need directly in ZoomInfo Reach Out - or any tool they're working in.

Customize this training and surface it directly within Seismic to maximize the productivity of your sales reps.

Introduce your sales reps to the basics of Seismic with this Seismic Introduction Training. Reinforce when and where needed to maximize rep productivity.

Customize the TaskRay Salesforce content template to surface guidance and support exactly when and where questions arise.

Customize the Salesloft Getting Started template and surface the training in-app to maximize sales rep productivity.

Standardize Salesforce Pardot terminology with an in-flow template reps can reference anytime. Learn More Today.

Train teams on Salesforce Pardot workflows with a customizable template delivered directly in-app. Learn More Today.

Customize this content template and surface within Salesforce Pardot to guide your go-to-market team on basic navigation and best practices.

Guide reps through Salesforce Lightning customization with contextual training that boosts adoption. Learn More Today.

Customize this Salesforce Lightning training to give your revenue team the help they need as they're creating dashboards, reporting, and more.

Customize this Salesforce NPSP training template and surface with Spekit to reinforce processes, promote best practices, and reduce errors.

Teach reps how to use Salesforce Lightning list views efficiently with in-app guidance and examples. Learn More Today.

Customize these sales plays for your organization and surface directly where your reps are prospecting to drive pipeline with Spekit.

Customize this training to give your sales team the help they need directly in Salesforce to maximize sales rep productivity and pipeline.

Cold call scripts, questions, templates, and guidance for anyone in the revenue organization to leverage during the first sales stage.

Customize this training to give your sales team the help they need when and where they need it, directly in Mixmax.

Customize this Mixmax terminology content template and surface it within your own Mixmax instance using Spekit.

Maximize the ROI of your nCino investment, drive accountability and process adherence, and increase data quality with reinforced training.

Reinforce critical processes, playbooks, and best practices within your sales reps' day-to-day workflows with Spekit.

Customize the Mixmax template to include your sales playbooks, processes, and best practices and automatically surface where your reps work.

Teach your team about the MEDDIC framework and learn how to customize and surface this training content as reps are prospecting with Spekit.

Learn how you can customize and reinforce Filling the Funnel course tips where sales plays are happening to maximize revenue.

Customize this content template featuring the standard terminology of HubSpot to maximize the productivity of your go-to-market teams.

Capture HubSpot best practices in one template and reinforce consistent execution across your GTM teams. Learn More Today.

Use this HubSpot processes template to document workflows and guide reps step by step inside their tools. Learn More Today.

Help new HubSpot users ramp faster with a getting started template built for in-context guidance. Learn More Today.

Customize this template featuring standard features of HubSpot to maximize the productivity of your go-to-market teams.

Using this guide to help your reps navigate how to close out negotiations and turn prospects into customers by surfacing training.

The validation stage is about building, sizing & presenting pricing proposals. Use this template to set your sales reps up for success.

This template will provide the basic knowledge, strategies, and common best practices for starting with Salesforce Pardot.

BANT helps sales reps focus on the opps that meet budget, authority, need, and timing. This template is your guide through the framework.

Use this guide covering Sales Stage 2: the Discovery Phase, to enable and empower your sales reps during the sales cycle.

In this guide, you'll find the six essential components of a successful SKO event including templates, examples, and best practices.

Customize the content template and surface directly within Catalyst using Spekit to maximize rep productivity and reduce churn.

Customize this template and surface bite-sized guidance directly beside defined terms, picklist values, and more in Financial Services Cloud.

Customize this Clari training template and surface it directly within your own Clari instance to drive adoption and maximize ROI.

Help Salesforce users ramp faster with a Lightning training template built for in-context learning. Learn More Today.

Getting started with ZoomInfo? Learn about these ZoomInfo best practices to ensure you’re getting the most out of the platform.

Customize this training to give your sales team the help they need directly in ZoomInfo – or any tool they’re using. Chat with Spekit today to get started.