Sales Templates
Reusable templates for sales process
Overview
Template library for proposals, emails, and sales documentation.
Template Categories
Proposal Templates
| Template |
Use Case |
Location |
| Letter Proposal |
Quick, simple scope |
letter-proposal.md |
| Standard Proposal |
Most opportunities |
standard-proposal.md |
| RFP Response |
Formal procurement |
rfp-template.md |
| Assessment Proposal |
Paid assessment offers |
assessment-proposal.md |
Email Templates
| Template |
Use Case |
| Discovery Confirmation |
Pre-meeting |
| Discovery Follow-up |
Post-meeting summary |
| Proposal Cover |
Proposal delivery |
| Proposal Follow-up |
Check-in |
| Contract Request |
Close attempt |
Documentation Templates
| Template |
Purpose |
| Discovery Notes |
Call documentation |
| Qualification Scorecard |
Opportunity scoring |
| Competitive Intel |
Deal-specific competitor info |
| Handoff Memo |
Sales to delivery |
Template Usage Guidelines
- Customize every template — Never send generic content
- Update with current info — Check pricing, services, references
- Match to persona — Use appropriate language and examples
- Include proof points — Reference relevant case studies
- Clear CTA — Every communication needs clear next step
Template Maintenance
| Action |
Frequency |
Owner |
| Pricing update |
Quarterly |
Sales |
| Case study refresh |
Quarterly |
Marketing |
| Template review |
Semi-annual |
Sales |
| New template creation |
As needed |
Sales + Marketing |