Templates

Operating Templates to Run Sales & Marketing

I'm sharing the Google Sheets, Docs and Slides templates I use to run sales and marketing at our venture-backed, B2B SaaS company. Download and customize them individually or gain access to all inside the playbooks - with over 4,000 downloads by 1,500+ GTM leaders.

All Templates

$ 45 USD

Management Best Practices Playbook

Bring out your team's best performance and be the leader everyone wants to work for.

$ 0 USD

Marketing Dashboard Template

Measure the impact of your marketing initiatives with an easy-to-understand marketing dashboard.

$ 0 USD

Sales Dashboard Template

Measure what matters to coach your sales team toward better results.

$ 20 USD

Executive Compensation Plan Template

Structure your next compensation plan for maximum earning potential, while protecting your downside risk.

$ 0 USD

Google Sheets Shortcuts

Build models faster with these Google Sheets keyboard shortcuts.

$ 0 USD

Google Docs Shortcuts

Build documents faster with these Google Docs keyboard shortcuts.

$ 0 USD

Google Slides Shortcuts

Build presentations faster with these Google Slides keyboard shortcuts.

$ 0 USD

Meeting Cadence Template

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

$ 0 USD

Expense Reimbursement Template

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

$ 0 USD

Social Media Strategy Template

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

$ 0 USD

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.

$ 0 USD

Voice of the Customer (VOC) Template

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

$ 0 USD

B2B Buyer Persona Template

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

$ 0 USD

Software Evaluation Template

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

$ 0 USD

Unique Selling Proposition (USP) Template

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

$ 20 USD

Tech Sales Resume Template

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

$ 0 USD

SWOT Analysis Template

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

$ 30 USD

B2B Sales Process Template

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

$ 15 USD

Sales Territory Plan Template

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

$ 0 USD

Sales Rep Performance Review Template for B2B SaaS

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

$ 20 USD

Sales Rep Onboarding Plan Template

Quickly ramp new sales reps with a comprehensive onboarding plan.

$ 20 USD

Sales Order Form Template for B2B SaaS Companies

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

$ 0 USD

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.

$ 0 USD

Sales Hiring Assessment Template

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

$ 10 USD

Sales Funnel Template

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

$ 55 USD

Sales Forecast Template

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

$ 20 USD

Sales Battlecard Template

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

$ 7 USD

Sales Compensation Plan Template

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

$ 25 USD

Sales Commission Calculator Template

Track and calculate commission payments for your sales team.

$ 0 USD

OKR Tracker Template

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

$ 0 USD

Mission Vision Values Template

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

$ 0 USD

Marketing Tactics Database

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

$ 20 USD

Marketing Campaign Template

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

$ 45 USD

Marketing Budget Template

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

$ 10 USD

Market Positioning Map Template

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

$ 0 USD

Market Analysis Template

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

$ 0 USD

Lead Scoring Template

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

$ 15 USD

Keyword Research Template

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

$ 0 USD

Ideal Customer Profile (ICP) Template

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

$ 0 USD

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.

$ 15 USD

Go-to-Market Org Chart Template

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

$ 20 USD

Demand Generation Strategy Template

Develop a B2B demand generation strategy that formulaically produces revenue.

$ 10 USD

Competitor Analysis Template

Exploit your competitors' weaknesses while capitalizing on your strengths.

$ 0 USD

Brand Guidelines Template

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

$ 35 USD

Board Meeting Deck Template for a VP of Sales

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

$ 25 USD

B2B Buyer Journey Mapping Template

Document and optimize your B2B SaaS buyer’s journey.

$ 0 USD

Annual Performance Review Template

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

$ 35 USD

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.

$ 150 USD

Complete Go-to-Market Playbook

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

$ 87 USD

VP of Marketing Playbook

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

$ 95 USD

VP of Sales Playbook

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

$ 0 USD

Sales Tactics Database

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

$ 0 USD

Pricing Strategy Template

Establish a pricing atrategry to acquire and retain customers.

$ 15 USD

CAC Calculator Template

Calculate your customer acquisition cost to identify profitable marketing channels.

$ 0 USD

Marketing Calendar Template

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