Sales
Weighted sales pipeline template
Open and weighted value for each stage · Stage win rates and deal counts · Quota gap, attainment and coverage
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Pipelines, qualification scorecards, call scripts and deal desk rules for sales teams and revenue leaders.
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Sales
Sales process with exit criteria template
Six stages drawn as a staircase · Exit criteria the buyer could confirm · Conversion and days in each step
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Sales
Strategic account plan template
Whitespace grid of divisions and products · Account goals with progress bars · 90-day actions and risks
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Sales
MEDDICC deal qualification template
One row for each MEDDICC element · Evidence and a scored bar for each · Overall score, gaps and next steps
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Sales
Mutual action plan template
Buyer and seller tasks on one timeline · Joint milestones and a go-live date · Owners, dates and what is done
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Sales
Quote-to-cash process template
Five documents with their stamps · Owner and system for each step · Days from quote to cash and common leaks
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Sales
Cold call script flowchart template
Opener and branching replies · Next lines as speech bubbles · An outcome at the end of every path
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Sales
Objection handling storyboard template
Four-frame storyboard of one objection · What the buyer and rep say · Cards for common objections
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Sales
Sales territory plan template
Schematic map of territories and reps · Account pins sized by potential · Balance table and potential chart
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Sales
Competitive battlecard template
Head-to-head bar chart on seven criteria · Why we win and where they win · Landmine questions and claim answers
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Sales
SDR outbound cadence template
Three-week calendar of touches · Email, call, social and video by day · Channel mix, rules and results to track
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Sales
Lead routing flowchart template
Rail of routing rules in order · Queues with response times · Round robin and exception rules
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Sales
Deal desk approval thresholds template
Discount gauge with approval bands · Approver and response time per band · Non-standard terms and their approvers
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Sales
Win-loss analysis template
Scatter plot of won and lost deals · Main reasons for loss · Buyer quotes and the change to make
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Sales
Ideal customer profile template
Sweet-spot ranges with a prospect marker · Industries, tech stack and buying triggers · Fit score and disqualifiers
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