Sales Templates
Free Sales Templates
Two ready-to-adapt templates for the documents sales teams write over and over — cold outreach and proposals. Copy, replace the bracketed placeholders, and send.
Cold Email Template
Subject: Quick question about [their specific situation, e.g. "your support ticket volume"] Hi [First Name], I noticed [specific, researched detail about their company — a recent post, a job listing, a product launch]. We help [type of company like theirs] with [specific outcome, e.g. "cutting response time on repetitive support tickets by 60%"], usually without [common objection, e.g. "replacing their existing helpdesk tool"]. Worth a quick reply if this is relevant to what you're working on right now? [Your Name] [Your Title, Company]
Sales Proposal Template
PROPOSAL: [Project Name] for [Client Company] Prepared for: [Contact Name, Title] Date: [Date] 1. THE PROBLEM [1-2 sentences describing the problem in the client's own words from the discovery call.] 2. PROPOSED SOLUTION [What you're proposing to build/deliver, in plain terms — avoid internal jargon.] 3. WHAT'S INCLUDED - [Deliverable 1] - [Deliverable 2] - [Deliverable 3] 4. TIMELINE [Phase 1 — duration] [Phase 2 — duration] [Go-live — date] 5. INVESTMENT [Price or pricing structure] 6. NEXT STEPS [What needs to happen to move forward — signature, deposit, kickoff call.] Questions? Reach out anytime at [email/phone].
FAQs
Frequently asked questions
Are these templates free to use?
Yes, copy and adapt them for your own sales process at no cost.
Should I use these word-for-word?
No — always replace the bracketed placeholders with real, specific details. Generic, unedited templates perform noticeably worse than personalized ones.
Can you automate proposal generation for our sales team?
Yes — we build AI systems that draft proposals directly from call notes or CRM data. Get in touch to discuss your workflow.
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