Sales templates
Prospecting, cold email, discovery, demos, proposals, objections, negotiation and closing. 96 free templates, 6 of them longer notes. Open one to fill in the blanks and copy it.
Cold outreach
First touches that respect people's time.
- Short cold email Snippet Three sentences and a question. Hi [Name], I help [Who] [Result]. Teams like [Similar company] use us to [Benefit]. Worth a 15-minute chat…
- Problem-first cold email Snippet Leads with their pain. Hi [Name], Most [Role]s I talk to struggle with [Problem]. [Product] fixes that by [How]. Is this on your…
- Trigger event email Snippet Reacts to news about them. Hi [Name], Congrats on [Trigger]. Teams at that stage usually hit [Problem]. We helped [Customer] [Result]…
- Referral-based opener Snippet Mentions a mutual contact. Hi [Name], [Referrer] suggested I reach out. They mentioned you are working on [Initiative], and we recently…
- Content share opener Snippet Offers something useful. Hi [Name], I put together [Resource] on [Topic] for [Role]s. Thought you might find it useful: [Link] No…
- Event follow-up opener Snippet After meeting at an event. Hi [Name], Great to meet you at [Event]. You mentioned [Topic]. Here is the [Resource] I promised: [Link]…
- LinkedIn connection note Snippet Short connection request. Hi [Name], I work with [Role]s in [Industry] and enjoyed your post on [Topic]. Would love to connect.
- LinkedIn follow-up message Snippet After they accept. Thanks for connecting, [Name]. Curious: how is your team handling [Problem] right now?
- Cold call opener Snippet Opening lines for a call. Hi [Name], this is [Your name] from [Company]. I know I am calling out of the blue. Can I take 30 seconds to…
- Voicemail script Snippet Leave a short voicemail. Hi [Name], [Your name] from [Company]. I am calling about [Reason]. I will also send you an email. My number…
- Breakup email Snippet Last touch in a sequence. Hi [Name], I have reached out a few times and not heard back, so I will stop here. If [Problem] becomes a…
- Follow-up with value Snippet Second touch. Hi [Name], Following up with one idea: [Idea]. Customers who did this saw [Result]. Worth a chat?
Discovery and qualification
Understand the buyer before you pitch.
- Discovery call agenda Snippet Sent before the call. Hi [Name], Looking forward to our call. My goal is to understand: 1. Your goals for [Area] 2. What is…
- Discovery questions Snippet Questions to ask. - What prompted you to look now? - What happens if nothing changes? - How are you handling it today? - Who…
- Qualification summary Snippet Internal deal summary. Account: [Account] Budget: [Budget] Authority: [Decision maker] Need: [Need] Timing: [Timing] Next step:…
- Not a fit Snippet Disqualifies kindly. Hi [Name], Thanks for your time. Based on what you shared, I do not think [Product] is the right fit because…
- Discovery recap Snippet After the call. Hi [Name], Thanks for walking me through your setup. What I heard: - Goal: [Goal] - Challenge: [Challenge] -…
- Stakeholder intro request Snippet Asks to meet others. Hi [Name], Who else would be involved in choosing a solution? I would love to include [Role] early so we do…
Demos and trials
Show value, then follow through.
- Demo confirmation Snippet Confirms the demo. Hi [Name], Confirming our demo on [today] at [time now]. I will tailor it to [Use case]. Anyone else you…
- Demo follow-up Snippet Recap after a demo. Hi [Name], Thanks for your time today. You liked [Feature], and asked about [Question]. [Answer] Next step:…
- Trial kick-off Snippet Starts a free trial. Hi [Name], Your trial is live until [in 14 days]. To see value fast, I recommend: 1. [Step 1] 2. [Step 2] 3.…
- Trial check-in Snippet Mid-trial nudge. Hi [Name], How is the trial going? Most teams get the biggest win from [Feature]. Want me to set it up with…
- Trial ending Snippet Before the trial ends. Hi [Name], Your trial ends on [in 2 days]. Shall we talk about next steps? If you need more time, I can…
- Pilot proposal Snippet Proposes a paid pilot. Hi [Name], How about a 30 day pilot with [Team]? Success means [Success criteria]. If we hit it, we roll…
- No-show follow-up Snippet They missed the demo. Hi [Name], Looks like we missed each other today. No problem at all. Would [Option 1] or [Option 2] work…
Proposals and pricing
Put it in writing.
- Proposal email Snippet Sends a proposal. Hi [Name], Attached is our proposal for [Project]. Summary: Scope: [Scope] Timeline: [Timeline] Investment:…
- Pricing explanation Snippet Explains how pricing works. Hi [Name], Pricing is [Model]. For your team of [Seats], that comes to [Price] per month. Annual billing…
- Quote Snippet A formal quote. Quote [Quote number] Item: [Item] Quantity: [Quantity] Unit price: [Unit price] Total: [Total] Valid until…
- Proposal follow-up Snippet Checks on a proposal. Hi [Name], Have you had a chance to review the proposal? Any questions I can answer, or anything you would…
- Revised proposal Snippet After changes. Hi [Name], Attached is the revised proposal with the changes we discussed: - Everything else stays the same.
- Statement of work outline Snippet SOW structure. 1. Background 2. Objectives 3. Scope and deliverables 4. Out of scope 5. Timeline 6. Roles 7. Fees and…
- ROI summary Snippet Shows the return. Based on your numbers: Time saved: [Hours] hours a month Value of that time: [Value] Cost of [Product]:…
Objection handling
Answer the common pushbacks.
- Too expensive Snippet Price objection. I understand. Compared with what, would you say? Most teams find the cost of [Problem] is higher than…
- Not the right time Snippet Timing objection. That makes sense. What would need to change for this to be a priority? I can check back in a month.
- We use a competitor Snippet Existing vendor. Good to hear you have something in place. What do you like about [Competitor]? Where it tends to fall short…
- We can build it ourselves Snippet Build vs buy. You definitely could. The question is whether [time now] of your team's time is better spent on this or on…
- Need to think about it Snippet Stalled decision. Of course. To help you think it through, what is the one thing you are unsure about?
- Send me information Snippet Brush-off. Happy to. So I send the right thing, what matters most to you: [Option A], [Option B] or something else?
- Security concerns Snippet Security objection. Totally fair. We are [Certifications]. I can send our security pack and set up a call with our security team.
- Boss needs to approve Snippet Decision maker elsewhere. Makes sense. Would it help if I joined the conversation with [Boss], or prepared a one-page summary you can…
Negotiation and closing
Get to signature.
- Close the deal Snippet Asks for the business. Hi [Name], It sounds like [Product] solves [Problem] for your team. Shall I send the agreement so you can…
- Contract sent Snippet Sends the agreement. Hi [Name], The agreement is ready to sign here: [Copied text] Once signed, we will [Next step].
- Discount with conditions Snippet Trades value for value. Hi [Name], I can offer [Discount] if we sign by [in 7 days] on an annual term. That gets you [Benefit].
- Final terms Snippet Summarises agreed terms. Confirming final terms: Product: [Product] Term: [Term] Price: [Price] Start: [Start date] Payment: [Payment…
- Closed won thanks Snippet After signing. Hi [Name], Thank you for choosing [Company]! I am introducing you to [CSM], who will lead onboarding. I am…
- Closed lost Snippet After losing a deal. Hi [Name], Thank you for considering us. I respect the decision. Could you share what tipped it? It helps me…
- Stalled deal revival Snippet Revives a quiet deal. Hi [Name], We last spoke about [Topic] in [Month]. Has anything changed on your side? If priorities moved,…
Account growth
Grow and retain customers.
- Upsell intro Snippet Introduces a new product to a customer. Hi [Name], Because your team uses [Current product] for [Use], I think [New product] could help with…
- Referral ask Snippet Asks a happy customer. Hi [Name], I am glad [Product] is working well. Who else do you know who struggles with [Problem]? An intro…
- Anniversary note Snippet One year together. Hi [Name], It has been a year since you started with us! Your team has [Result]. Thank you for your trust.
- Price increase notice Snippet Advance warning to a customer. Hi [Name], From [today], prices for [Plan] change to [New price]. Renew before then to keep your current…
Sales notes
Notes to run your pipeline.
- Call prep Note Before a sales call. Company: [Company] Contact: [Contact] ([Role]) What I know - Hypothesis Questions 1. Goal of the call
- Deal notes Note One opportunity. Deal: [Deal] Value: [Value] Stage: Discovery Close date: [Close date] Stakeholders - Next steps - [ ]
- Pipeline review Note Weekly pipeline. Deals closing this month - At risk - New this week - Help needed -
- Win/loss review Note Learn from outcomes. Deal: [Deal] Outcome: Won Why What we did well What to change
- Territory plan Note Plan a territory. Territory: [Territory] Quota: [Quota] Top accounts 1. Plays - Events -
- Competitor battlecard Note How to win against a rival. Competitor: [Competitor] Where they win - Where we win - Landmines to set - Proof points -
Industry outreach
Cold emails for different buyers.
- To a founder Snippet Early-stage company. Hi [Name], Congrats on [Milestone]. At your stage, [Problem] usually shows up next. [Product] helps founders…
- To a marketing leader Snippet CMO or head of marketing. Hi [Name], Marketing teams at [Similar companies] use [Product] to [Result]. Given your push into…
- To an engineering leader Snippet CTO or VP Eng. Hi [Name], Engineering teams lose [time now] a week to [Problem]. [Product] automates it with [How]. Open to…
- To HR leader Snippet People team. Hi [Name], With [Company] hiring fast, [Problem] tends to slow onboarding. We help people teams [Result].…
- To finance leader Snippet CFO. Hi [Name], Finance teams using [Product] cut [Cost] by [Percent]. Given [Trigger], is controlling [Area] on…
- To a small business owner Snippet SMB outreach. Hi [Name], I love what you have built at [Business]. Owners like you use [Product] to [Result], usually…
- To an agency Snippet Agency pitch. Hi [Name], Agencies use [Product] to deliver [Deliverable] faster for clients. White-label is included.…
- To a nonprofit Snippet Nonprofit pitch. Hi [Name], We offer nonprofits [Discount] off [Product], which helps teams like yours [Result]. Would that…
- To a school Snippet Education sale. Hi [Name], Schools use [Product] to [Result] for students and staff. Pilots for [Term] are free. Interested?
- To a healthcare practice Snippet Clinic pitch. Hi [Name], Practices use [Product] to cut no-shows and admin time by [Result]. It is [Compliance] compliant.…
Follow-up sequences
Touches two to six.
- Touch 2: case study Snippet Share proof. Hi [Name], Thought this might be relevant: how [Customer] [Result] with [Product]: [Link]
- Touch 3: question Snippet Ask something easy. Hi [Name], Quick question: how are you handling [Problem] today?
- Touch 4: different angle Snippet New benefit. Hi [Name], Another angle: teams also use [Product] for [Other use]. Might that matter more for you?
- Touch 5: short bump Snippet Tiny nudge. Hi [Name], bumping this up in case it got buried. Worth a chat?
- Touch 6: permission to close Snippet Break-up. Hi [Name], Should I close your file? If [Problem] is not a priority, no worries at all; just let me know and…
- After no-show Snippet Missed meeting follow-up. Hi [Name], Sorry we missed each other. Here is a link to pick a new time: [Booking link]
- After content download Snippet Lead magnet follow-up. Hi [Name], Thanks for downloading [Resource]. Most people who read it want to know [Question]. Happy to walk…
- After webinar Snippet Attended webinar. Hi [Name], Thanks for joining [Webinar]! Here is the recording: [Link]. What was most useful for you?
- After trade show Snippet Booth visitor. Hi [Name], Thanks for stopping by our booth at [Event]. You mentioned [Interest]. Shall we set up a proper…
- Re-engage old lead Snippet Cold lead revival. Hi [Name], We spoke in [Month] about [Topic]. Since then, we have launched [New]. Worth reconnecting?
Account management
Existing customer sales.
- Renewal negotiation Snippet Renewal terms. Hi [Name], For your renewal, we can offer [Offer] if you commit to [Term]. That locks in pricing through…
- Cross-sell another team Snippet Expand to a new team. Hi [Name], Your [Team] team loves [Product]. Would [Other team] benefit too? I could run a short session for…
- Usage-based upsell Snippet Hitting limits. Hi [Name], You are at [Usage] of your [Limit] limit. Upgrading to [Plan] avoids interruptions and adds…
- Executive sponsor intro Snippet Meet their boss. Hi [Name], Would it make sense for our [Our exec] to meet [Their exec]? A short call to align on goals for…
- Price increase handling Snippet Customer pushback. Hi [Name], I understand the concern about the new price. Here is what has been added since you joined:…
Sales admin
Internal sales messages.
- Deal desk request Snippet Approval for terms. Deal: [Deal] Value: [Value] Requested terms: [Terms] Reason: [Reason] Close date: [Close date]
- Handoff to customer success Snippet Won deal handoff. Handoff: [Account] Why they bought: [Why] Key contacts: [Contacts] Promises made: [Promises] Risks: [Risks]
- Forecast note Snippet Weekly forecast. Commit: [Commit] Best case: [Best case] Key deals: [Deals] Risks: [Risks]
- Lost deal note Snippet CRM note. Lost to [Competitor]. Reason: [Reason]. Follow up in 3 months.
- Meeting booked note Snippet CRM note. Meeting booked with [Name] ([Role]) at [Company] for [today]. Source: [Source]. Pain: [Pain].
LinkedIn messages
Short social selling messages.
- LinkedIn: after connecting Snippet First message. Thanks for connecting, [Name]! I noticed you [Detail]. How is [Initiative] going?
- LinkedIn: comment follow-up Snippet After engaging. Enjoyed your post on [Topic], [Name]. Your point about [Point] matched what we see with [Audience].
- LinkedIn: event follow-up Snippet After an event. Great to see you at [Event], [Name]! Would love to continue our chat about [Topic].
- LinkedIn: value offer Snippet Give first. Hi [Name], I put together [Resource] on [Topic]. Happy to send it over if useful.
- LinkedIn: job change congrats Snippet Trigger. Congrats on the new role at [Company], [Name]! What are you focusing on first?
- LinkedIn: mutual connection Snippet Warm intro. Hi [Name], [Mutual] mentioned you are the person to talk to about [Topic]. Open to a quick chat?
- LinkedIn: breakup Snippet Last message. Hi [Name], I will stop messaging here. If [Problem] comes up, I am happy to help.
- LinkedIn: recruiter outreach Snippet Hiring message. Hi [Name], your work on [Work] caught my eye. We are hiring a [Role] at [Company]. Open to hearing more?
- LinkedIn: recommendation request Snippet Ask for a recommendation. Hi [Name], would you be willing to write a short LinkedIn recommendation about our work on [Project]? Happy…