Templates

Sales and Marketing Templates to Grow Revenue

These customizable, AI-powered templates are built to help you run sales and marketing like a pro. Whether you need to refine your strategy, streamline your operations, or scale your go-to-market efforts, we’ve got you covered. Get full access to all templates within the playbooks—trusted by 1,500+ GTM leaders and downloaded over 6,500 times.

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All Templates

Executive Summary Example Template
$ 0 USD

Executive Summary Example Template

Learn how to write a concise executive summary with this free example template.

Competitor Analysis Template
$ 0 USD

Competitor Analysis Template

Exploit your competitors' weaknesses while capitalizing on your strengths with detailed competitive analyses.

Account-Based Marketing (ABM) Strategy Template
$ 0 USD

Account-Based Marketing (ABM) Strategy Template

Develop an ABM strategy that predictably generates sales pipeline with larger enterprises.

Marketing Attribution Template
$ 0 USD

Marketing Attribution Template

Design your attribution model to easily determine which marketing channels deliver the best ROI.

Content Strategy Template
$ 0 USD

Content Strategy Template

Develop a content strategy that will attract your target customer and get them to buy.

Ideal Customer Profile (ICP) Template
$ 0 USD

Ideal Customer Profile (ICP) Template

Clearly define your ideal customer profile to acquire and retain your best fit customers.

UTM Builder Template
$ 0 USD

UTM Builder Template

Get more accurate marketing attribution with a UTM builder that automatically generates trackable URLs.

Marketing Calendar Template
$ 0 USD

Marketing Calendar Template

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

SaaS Offers Database
$ 0 USD

SaaS Offers Database

Get inspired by our database of winning SaaS offers that get customers to buy.

Common Sales Objections Template
$ 0 USD

Common Sales Objections Template

Teach your sales team to convert the hardest sales objections into a sale.

Leadership Principles Template
$ 0 USD

Leadership Principles Template

Define actionable guidelines for how leaders should behave, make decisions, and guide teams within your organization.

Discount Schedule Template
$ 0 USD

Discount Schedule Template

Train your sales team to offer standardized price discounts on the spot.

Sales Call Notes Template
$ 15 USD

Sales Call Notes Template

Train your sales reps to log call notes in a standardized way to advance deals faster.

Sales Pitch Deck Database
$ 10 USD

Sales Pitch Deck Database

Get inspired with a database of over 30+ sales pitch decks.

Sales Methodology Template
$ 0 USD

Sales Methodology Template

Document your sales methodology and train your sales team on how to use it.

Discovery Call Template
$ 15 USD

Discovery Call Template

Train your sales team to uncover customer pain and convert more calls into opportunities.

Product Demo Template
$ 0 USD

Product Demo Template

Train your sales team to deliver product demos that sell.

Landing Page Swipe File
$ 10 USD

Landing Page Swipe File

Get design and copywriting inspiration from our database of landing pages from world-class, B2B SaaS companies.

Ad Swipe File
$ 25 USD

Ad Swipe File

Get creative inspiration from our database of Facebook and Linkedin ads from world-class, B2B SaaS companies.

Advertising Campaign Template
$ 43 USD

Advertising Campaign Template

Pitch an advertising campaign that gets approved and delivers revenue growth.

Sales Strategy Template
$ 53 USD

Sales Strategy Template

Present a sales strategy that your CEO and executive team will believe in.

Management Best Practices Playbook
$ 39 USD

Management Best Practices Playbook

Be the best leader for your team and help them achieve their full potential.

Marketing Dashboard Template
$ 25 USD

Marketing Dashboard Template

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

Sales Dashboard Template
$ 25 USD

Sales Dashboard Template

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

Executive Compensation Plan Template
$ 20 USD

Executive Compensation Plan Template

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

Google Sheets Shortcuts
$ 0 USD

Google Sheets Shortcuts

Build models faster with these Google Sheets keyboard shortcuts.

Google Docs Shortcuts
$ 0 USD

Google Docs Shortcuts

Build documents faster with these Google Docs keyboard shortcuts.

Google Slides Shortcuts
$ 0 USD

Google Slides Shortcuts

Build presentations faster with these Google Slides keyboard shortcuts.

Meeting Cadence Template
$ 10 USD

Meeting Cadence Template

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

Expense Reimbursement Template
$ 0 USD

Expense Reimbursement Template

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

Social Media Strategy Template
$ 39 USD

Social Media Strategy Template

Develop and execute your social media strategy by creating engaging content with the help of AI all from within our Google Sheet template.

Sales to Customer Success Handoff Email Template
$ 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.

Voice of the Customer (VOC) Template
$ 0 USD

Voice of the Customer (VOC) Template

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

B2B Buyer Persona Template
$ 17 USD

B2B Buyer Persona Template

Align your product, marketing, and sales teams around specific buyer personas to attract and convert them more effectively.

Software Evaluation Template
$ 0 USD

Software Evaluation Template

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

Unique Selling Proposition (USP) Template
$ 0 USD

Unique Selling Proposition (USP) Template

Instantly find your unique selling proposition and start stealing market share from your competitors.

Tech Sales Resume Template
$ 20 USD

Tech Sales Resume Template

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

SWOT Analysis Template
$ 0 USD

SWOT Analysis Template

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

B2B Sales Process Template
$ 30 USD

B2B Sales Process Template

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

Sales Territory Plan Template
$ 15 USD

Sales Territory Plan Template

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

Sales Rep Performance Review Template
$ 15 USD

Sales Rep Performance Review Template

Give sales reps performance reviews that turn average reps into top performers.

Sales Rep Onboarding Plan Template
$ 20 USD

Sales Rep Onboarding Plan Template

Quickly ramp new sales reps with a comprehensive onboarding plan.

Sales Order Form Template for B2B SaaS Companies
$ 20 USD

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
$ 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.

Sales Hiring Assessment Template
$ 0 USD

Sales Hiring Assessment Template

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

Sales Funnel Template
$ 10 USD

Sales Funnel Template

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

Sales Forecast Template
$ 55 USD

Sales Forecast Template

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

Sales Battlecard Template
$ 20 USD

Sales Battlecard Template

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

Sales Compensation Plan Template
$ 9 USD

Sales Compensation Plan Template

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

Sales Commission Calculator Template
$ 25 USD

Sales Commission Calculator Template

Track and calculate commission payments for your sales team.

OKR Tracker Template
$ 0 USD

OKR Tracker Template

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

Mission Vision Values Template
$ 0 USD

Mission Vision Values Template

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

Marketing Tactics Database
$ 0 USD

Marketing Tactics Database

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

Marketing Campaign Template
$ 20 USD

Marketing Campaign Template

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

Marketing Budget Template
$ 45 USD

Marketing Budget Template

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

Market Positioning Map Template
$ 10 USD

Market Positioning Map Template

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

Market Analysis Template
$ 0 USD

Market Analysis Template

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

Lead Scoring Template
$ 0 USD

Lead Scoring Template

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

Keyword Research Template
$ 15 USD

Keyword Research Template

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

Go-to-Market Checklist Template
$ 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.

Go-to-Market Org Chart Template
$ 15 USD

Go-to-Market Org Chart Template

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

Demand Generation Strategy Template
$ 20 USD

Demand Generation Strategy Template

Develop a B2B demand generation strategy that formulaically produces revenue.

Brand Guidelines Template
$ 20 USD

Brand Guidelines Template

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

Board Meeting Deck Template for a VP of Sales
$ 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).

B2B Buyer Journey Mapping Template
$ 25 USD

B2B Buyer Journey Mapping Template

Document and optimize your B2B SaaS buyer’s journey.

Annual Performance Review Template
$ 20 USD

Annual Performance Review Template

Improve team performance. Download our AI-powered annual employee performance review template. Easily customize in Google Docs or Word.

30-60-90 Day Sales Plan 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.

Go-to-Market Playbook
$ 150 USD

Go-to-Market Playbook

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

VP of Marketing Playbook
$ 97 USD

VP of Marketing Playbook

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

VP of Sales Playbook
$ 99 USD

VP of Sales Playbook

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

Sales Tactics Database
$ 0 USD

Sales Tactics Database

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

Pricing Strategy Template
$ 0 USD

Pricing Strategy Template

Establish a pricing strategy to acquire and retain customers.

CAC Calculator Template
$ 15 USD

CAC Calculator Template

Calculate your customer acquisition cost to identify profitable marketing channels.