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Let’s face it—your sales team is busy. They’re so busy, in fact, that they spend 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.Â
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 ±ç³Ü¾±³¦°ì±ô²â.Ìý
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.
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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.
ºÚÁϳԹÏÍø 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. For detailed template setup instructions, visit our guide on using templates effectively.
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Sales Email Templates
Your sales team can build upon these sales email templates to personalize each email, which can 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 , 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 ºÚÁϳԹÏÍø 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.Â
ºÚÁϳԹÏÍø is a that can help you optimize your sales emails, as well as other essential sales practices. With ºÚÁϳԹÏÍø, 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.Â
You also get ºÚÁϳԹÏÍø’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 , 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 .
ºÚÁϳԹÏÍø makes finding the right content to send simple. With ºÚÁϳԹÏÍø’s AI-powered content recommendations, ºÚÁϳԹÏÍø 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 , making it the most persuasive source of new product information. This sales email template from 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.
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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 ºÚÁϳԹÏÍø 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 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
³Õ¾±²õ³¾±ð’s 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.
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Sales Invoice Templates
Nearly half of all businesses 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 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.Â
10. Product Invoice Template
Microsoft has a number of , 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 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 , 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 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.
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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
ºÚÁϳԹÏÍø’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 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 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 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.
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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 , 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. ºÚÁϳԹÏÍø 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 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 to create uniformity in how you handle similar projects and support your sales professionals’ learning.