The 20 Best Sales Templates of All Time

Dial up engagement and drive urgency in your deals with these sales templates. From sales proposals to cold calling scripts, these templates cover every aspect of the sales process. Below, we’ll walk through the 20 best sales templates and how they can help you close more deals and optimize your revenue operations.

Sales Template #1: Sales Proposal Deck

A well-crafted sales proposal can be the key to closing a deal. This template helps you build a compelling business case that addresses your prospect's needs and showcases your solution's value.

Sales Template #2: Mutual Action Plan

A mutual action plan helps align expectations and sets clear steps toward closing a deal. This template provides a collaborative framework that keeps both parties accountable and on track.

Sales Template #3: Highly Effective Email CTAs

Email CTAs can make or break your outreach efforts. This template provides proven, high-impact call-to-action phrases that increase your response rates and drive engagement.

Sales Template #4: CFO Letter

Getting buy-in from the C-suite is crucial, especially for large deals. This template helps you write a compelling letter to a CFO, making the financial case for your solution in terms that resonate with executives.

Sales Template #5: Multi-Threading

Multi-threading involves building relationships with multiple stakeholders in a target account. This template helps you plan your outreach to ensure you’re engaging with all the key decision-makers.

Sales Template #6: Master Your One-on-Ones

Effective one-on-ones can help sales leaders coach their reps to success. This template provides a structure for productive conversations that focus on growth, skill development, and hitting targets.

Sales Template #7: Pipeline Review Checklist

A solid pipeline review process helps keep deals moving forward. This checklist template ensures you cover all the critical aspects of your pipeline to identify risks and opportunities.

Sales Template #8: Ultimate Call Review Checklist

Reviewing sales calls is key to improving your performance. This call review checklist helps you evaluate what went well and where there’s room for improvement, enabling consistent growth.

Sales Template #9: Cold Calling Script

Cold calls can be intimidating, but having a structured script can boost your confidence and effectiveness. This template provides a flexible script that can be adapted to different industries and personas.

Sales Template #10: Forecast Excel

Accurate forecasting is essential for sales teams. This Excel template helps you create a detailed sales forecast that provides visibility into your future revenue and helps you stay on track.

Sales Template #11: Coaching Plan

Sales coaching is essential for team growth and success. This template helps sales managers develop tailored coaching plans that address individual reps’ needs and boost overall performance.

Sales Template #12: Competitive Battle Card

Knowing your competition is crucial to positioning your product effectively. This template helps you create a competitive battle card that highlights your strengths and addresses competitor weaknesses.

Sales Template #13: Pipeline Review

A detailed pipeline review helps identify bottlenecks and opportunities. This template guides you through the process of evaluating your deals to keep your pipeline healthy and active.

Sales Template #14: Sales Emails

Sales emails are often the first point of contact with a prospect. This template provides a variety of email structures for different scenarios, from initial outreach to follow-ups, ensuring your emails are always on point.

Sales Template #15: Sales Pitch Script

A winning sales pitch requires practice and structure. This template gives you a script that you can adapt to each prospect, helping you deliver a consistent and compelling message every time.

Sales Template #16: Reporting Excel

Tracking your sales performance is essential for continuous improvement. This reporting Excel template helps you monitor key metrics, identify trends, and make data-driven decisions.

Sales Template #17: Tracking Excel

Staying organized is half the battle in sales. This tracking Excel template helps you keep tabs on your prospects, follow-ups, and deal progress so nothing falls through the cracks.

Sales Template #18: Sales Presentation

A great sales presentation tells a story that resonates with your audience. This template helps you craft a visually compelling presentation that highlights your product’s value and differentiators.

Sales Template #19: Pitch Deck

A strong pitch deck can be the difference between winning and losing a deal. This template provides the structure and content needed to create an engaging pitch that captures your prospect’s attention and drives action.

Sales Template #20: Strategy Doc

A well-defined sales strategy is essential for success. This template helps you outline your strategy, including target markets, positioning, and tactics, ensuring your team is aligned and focused on the right goals.

Build a Sales Deck That Closes Deals

To create the best sales deck ever, it’s all about focusing on the client, cutting the fluff, and telling a story that resonates with your audience. By replacing the low-impact slides with high-value alternatives and incorporating the five key elements of a winning sales pitch, you’ll transform your sales presentation into a dynamic pitch that builds confidence, creates urgency, and gets your prospects excited about moving forward.

Using Data to Drive Engagement

The best sales decks are data-driven. Include relevant statistics that back up your claims—whether it's industry benchmarks, internal case studies, or client success metrics. Data helps solidify your message and build credibility, but make sure it’s presented visually and is easy to understand.

Best-in-Class Sales Deck Examples

Learning from the best can help you craft a deck that stands out. Look at examples from top-performing companies to understand how they structure their pitch, engage their audience, and highlight their value. Adapt these best practices to fit your unique selling proposition and make your presentation unforgettable.

Ready to take your sales presentations to the next level? Download our free sales deck template today and create the ultimate "show-me-the-money" sales deck that turns prospects into customers. Let’s start winning more deals!

Further reading

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Our slide game is next-level, designed by pros from McKinsey and Google. Big names like Navan, OpenAI, Google, McKinsey, BCG, and a bunch more are already using these slides to crush their presentations. Whether you’re pitching, strategizing, or brainstorming, we’ve got you covered with 500+ killer slides.

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+500 slides for free

Our slide game is next-level, designed by pros from McKinsey and Google. Big names like Navan, OpenAI, Google, McKinsey, BCG, and a bunch more are already using these slides to crush their presentations. Whether you’re pitching, strategizing, or brainstorming, we’ve got you covered with 500+ killer slides.

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