Templates

Deliver Your Best Performance with Proven Systems and Frameworks

Our templates give you the flexibility to pick and choose what you need to unlock revenue growth. Download and customize all of them with our go-to-market playbooks.

All Templates

All Customer Success

Google Slides Shortcuts

Build presentations faster with these Google Slides keyboard shortcuts.

Meeting Cadence Template

Design a meeting cadence that keeps your team aligned and driving towards goals.

Expense Reimbursement Template

Get reimbursed for learning and development expenses that make you a better leader and GTM operator.

Social Media Strategy Template

Develop and execute a social media strategy that drives demand for your product.

Sales to Customer Success Handoff Email Template

A simple sales to customer success handoff email template for B2B SaaS sales teams and customer success teams.

Voice of the Customer (VOC) Template

Gather deep intelligence on your target customer before marketing to them.

B2B Buyer Persona Template

Set the right GTM strategy by defining your key buyer personas.

Software Evaluation Template

How to build the best technology stack for go-to-market teams in B2B saas.

Unique Selling Proposition (USP) Template

Find your unique selling proposition and use it to acquire market share.

Tech Sales Resume Template

Get the tech sales job you want with a resume template that tells your best story.

SWOT Analysis Template

Improve strategic planning by assessing internal and external factors affecting your business.

B2B Sales Process Template

Develop a measurable sales process to coach your team to better performance.

Sales Territory Plan Template

Create a sales territory plan that makes hitting your revenue target possible.

Sales Rep Performance Review Template for B2B SaaS

Use this quarterly performance review template to coach your sales reps to better results.

Sales Rep Onboarding Plan Template

Quickly ramp new sales reps with a comprehensive onboarding plan.

Sales Order Form Template for B2B SaaS Companies

A sales order form template for B2B SaaS companies to sign new customers.

Sales Meeting Agenda Template for Meeting with Customers

A simple and clear agenda that sets the tone for an effective meeting between your sales team and your prospective customers.

Sales Hiring Assessment Template

Avoid bad hires and build a winning team with a sales hiring assessment template.

Sales Funnel Template

Clearly define your sales funnel and successfully implement it with this template.

Sales Forecast Template

Forecast sales growth with precision: leads, conversion rates, headcount, commission and tools.

Sales Battlecard Template

Teach your team how to win in highly competitive SaaS markets.

Sales Compensation Plan Template

Develop a sales compensation plan that motivates your sales team to exceed expectations.

Sales Commission Calculator Template

Track and calculate commission payments for your sales team.

OKR Tracker Template

A powerful objective key result (OKR) tracker template to achieve big goals.

Mission Vision Values Template

Inspire your team to change the world and achieve your biggest goals.

Marketing Tactics Database

Get inspired by a growing list of marketing tactics to acquire new customers.

Marketing Campaign Template

Set and track goals for marketing campaigns across all of your marketing channels.

Marketing Budget Template

Develop a marketing budget that achieves your demand-generation goals.

Market Positioning Map Template

Align your product, pricing and go-to-market strategies with our market positioning map.

Market Analysis Template

Quickly identify the best markets to target for new business and expansion opportunities.

Lead Scoring Template

Establish a lead scoring system to route the best leads to your sales team.

Keyword Research Template

Identify high intent, low competition keywords to attract your target customer.

Ideal Customer Profile (ICP) Template

Use this template to clearly define and target your ideal customer.

Go-to-Market Checklist Template

A simple checklist to ensure you do all the right things in the right order for your go-to-market strategy.

Go-to-Market Org Chart Template

Hit your growth goals with the right go-to-market org chart.

Demand Generation Strategy Template

Develop a B2B demand generation strategy that formulaically produces revenue.

Competitor Analysis Template

Exploit your competitors weaknesses while capitalizing on your strengths.

Brand Guidelines Template

A simple framework for developing, documenting and bringing your brand to life.

Board Meeting Deck Template for a VP of Sales

Quickly produce board meeting presentation slides with a clear and compelling story (backed by data).

B2B Buyer Journey Mapping Template

Document and optimize your B2B SaaS buyer’s journey.

Annual Performance Review Template

Improve employee performance with a clear and concise annual review template.

30-60-90 Day Sales Plan Template

Develop and present a compelling 30-60-90 day sales plan to get that VP of Sales job.

Complete Go-to-Market Playbook

Everything you need to run sales and marketing at a venture-backed, B2B SaaS company.

VP of Marketing Playbook

Everything you need to run a marketing organization at a venture-backed, B2B SaaS company.

VP of Sales Playbook

Everything you need to run a sales organization at a venture-backed, B2B SaaS company.

Sales Tactics Database

Get inspired by a growing list of sales tactics to acquire new customers.

Pricing Strategy Template

Establish a pricing atrategry to acquire and retain customers.

CAC Calculator Template

Calculate your customer acquisition cost to identify profitable marketing channels.

Marketing Calendar Template

Organize and manage all of your marketing activities in a simple calendar view.