Sales Templates
Sales tools for owners who sell
Scripts, proposals, objection handling, and follow-up sequences for people who sell their own work. Clear, honest, and easy to adapt.
16 resources
Free to try — no signup
Discovery Call Script
A conversational structure for a first call that gets you real information without feeling like an interrogation.
- Sales TemplatesMembers
Closing Call Checklist
Everything to confirm on the call where the deal is agreed, so nothing unravels afterward.
ClosingsalesclosingPreview - Sales TemplatesMembers
Cold Outreach Email Template
A short, specific email to someone who has never heard of you — written to be worth their time.
Outreachsalescold outreachPreview - Sales TemplatesMembers
CRM Notes Template
A consistent note format so any conversation can be picked up months later — by you or anyone else.
TrackingsalescrmPreview - Sales TemplatesFree
Discovery Call Script
A conversational structure for a first call that gets you real information without feeling like an interrogation.
CallssalesdiscoveryRead it now - Sales TemplatesMembers
Follow-Up Call Script
What to say on a follow-up call so it doesn't turn into an apologetic ramble.
CallssalesphonePreview - Sales TemplatesMembers
Lead Scoring Worksheet
A simple points system for deciding who to call back first when everything feels urgent.
Trackingsaleslead scoringPreview - Sales TemplatesMembers
Lost-Deal Feedback Request
Turns a no into information you can use, and occasionally into a yes six months later.
Closingsaleslost dealsPreview - Sales TemplatesFree
Objection-Handling Library
Honest, non-manipulative responses to the twelve objections small businesses hear most.
ClosingsalesobjectionsRead it now - Sales TemplatesMembers
Proposal Outline
A proposal structure that reads like an answer to their problem, not a brochure about you.
ProposalssalesproposalPreview - Sales TemplatesMembers
Qualification Questions
Questions that reveal early whether a prospect is worth your time, without sounding like a gatekeeper.
PreparationsalesqualificationPreview - Sales TemplatesMembers
Referral Partner Outreach Template
Proposes a mutual referral relationship with a business that serves the same customers you do.
OutreachsalespartnershipsPreview - Sales TemplatesFree
Sales Call Preparation Checklist
Ten minutes of preparation that changes how a sales call goes, whether you enjoy selling or not.
PreparationsaleschecklistRead it now - Sales TemplatesMembers
Sales Follow-Up Sequence
A multi-channel follow-up plan covering what to do on which day, across email, phone, and social.
Follow-Upsalesfollow-upPreview - Sales TemplatesFree
Sales Pipeline Tracker
A simple spreadsheet-shaped pipeline that tells you what's coming and what needs attention today.
TrackingsalespipelineRead it now - Sales TemplatesMembers
Scope-of-Work Template Outline
Defines exactly what is and isn't included, which is how you prevent scope creep before it starts.
ProposalssalesscopePreview - Sales TemplatesMembers
Warm Outreach Message Template
Reconnecting with someone who already knows you, without the awkward 'I only call when I need something' feeling.
Outreachsaleswarm outreachPreview
Questions about Sales Templates
I hate selling. Will these help?
They are written to sound like a helpful conversation, not a pitch. Most focus on asking good questions and following up clearly.
Can I use these scripts on calls?
Yes. Use them as a guide, not a script to read word for word.
Do these include pricing advice?
They help you present your price clearly. They do not tell you what to charge.
Get the full library — $149/month
Every member resource, one-click copy, and saved favorites. Cancel anytime.