Free sales templates that cut the fluff out of your week

164 ready-made projects, from onboarding a new client to planning a wedding, with every task in order.

What it's for: anyone starting a project who wants the list written before day one.

Twenty-four packs of routines, from a morning routine to a cleaning schedule, each with its day and time.

What it's for: anyone building a habit who wants the list, the days and the reminders set for them.

Forty-five ready-made workflows, from an away message to a no-show follow-up, with every message written out.

What it's for: anyone answering leads on WhatsApp who wants the replies and follow-ups to run on their own.

Meeting notes, a call summary, a daily plan and three more, each with its headings and checklists in place.

What it's for: anyone who takes notes in meetings and calls and wants them useful a month later.

Ten goals, each a number with a deadline, and how the app tells you if you are on track.

What it's for: anyone setting a number for the year who wants to know by June whether they will hit it.

Twenty-one prompts for your calendar and your tasks, word for word from the app, to copy.

What it's for: sellers whose week is full of meetings and who want the AI to find them time.

One page your rep fills in before you meet: the week's numbers, one stuck deal, one skill and one promise.

What it's for: a sales manager's weekly 1:1, copied into a doc or downloaded for Word.

Eight short cold emails for the moments that give you a reason to write: a referral, a trigger, a new job, an event, a problem you've solved before.

What it's for: reps, founders and solo sellers emailing people who've never heard of them, in Word.

Your target, where it comes from and the maths back to calls a week, with a line for every month, on two pages.

What it's for: reps and business owners with a number for the year, in Word or Excel.

Three phases, each with what you'll learn, the numbers you'll hit and the question your manager will ask at the checkpoint.

What it's for: a new sales job, or the interview for one, in Word.

One row per deal with its stage, value, next step and the last time you spoke, and totals that show what it's worth and what's gone quiet.

What it's for: reps who keep their own deals and want the quiet ones flagged, in Excel or Word.

Eight sales dashboards, each with the question it answers and the five or six numbers it needs, plus a free KPI dashboard to fill in each week.

What it's for: sales managers who want the week on one page, in Excel or Word.

An opener that asks for thirty seconds, two questions, the ask for a meeting, and a line for each of the five brush-offs you hear every day.

What it's for: reps making cold calls who want to sound like themselves, in Word.

Six greetings for each of ten festivals, from Chinese New Year to Christmas, to copy or open in WhatsApp.

What it's for: anyone who sends each client a greeting of their own for the festivals they celebrate.

The number, the reason and the next step, on one page each rep sends on Friday.

What it's for: reps reporting up on Friday and managers who want every rep's week read by Monday, in Word or Excel.

Every call, what they said and when to call back, on one page, with the day's count at the bottom.

What it's for: reps making calls who want tomorrow's callbacks ready and the day counted, in Word or Excel.

How the week felt, what the numbers say, what worked, what got in the way and one change for next week, on one page for you.

What it's for: reps who want each week to teach them something, in Word.

Points for the work, a rank for everyone, and a line for each rep who hit their own target, so the middle of the team has something to chase.

What it's for: a sales manager running a weekly board in Excel or Google Sheets.

The rates, what counts, when it's paid, clawbacks and sign-off on one page, with a months table that works out the commission in Excel.

What it's for: founders and sales managers writing the plan for a small team, in Word or Excel.

Calls, conversations, meetings, proposals and deals for each day of the week, next to the targets, with the week's totals and your own rates at the bottom.

What it's for: reps with weekly targets who want to know by Wednesday, in Excel or Word.

A time-blocked day with the calls first, and a weekly prospecting schedule that gives each day its own list.

What it's for: reps whose day fills up before the calls happen, in Word.

A four-line formula for saying what you do in 30 seconds: who you help, the problem they have, what changes for them, and the next step you ask for.

What it's for: reps, founders and solo sellers opening a call, a chat or a WhatsApp intro, in Word.

Eighteen questions for a first sales call, grouped by what they uncover: where they are now, the problem, what good looks like, who decides, the budget and the timing.

What it's for: reps and coaches running a first call with a new prospect, in Word.

One page per account: what they buy from you today, the people who matter and where you stand with each, the deals that are open, what could go wrong, and every next step with a name and a date.

What it's for: B2B sellers with a handful of accounts they can't afford to lose, in Word.

One sheet for the month: the deals that could close, each weighted by your own chance of winning at its stage, added to what's already won and set against the target.

What it's for: sales managers who have to call the month's number, in Excel or Word.

A sales PIP built on the calls, meetings, proposals and deals a rep makes each week.

What it's for: sales managers with a rep who keeps missing target, in Word or Excel.

Seven introduction emails for the first message to a new prospect, a warm introduction through a friend, a handover to a colleague and a new role.

What it's for: reps, founders and solo sellers writing to someone for the first time, in Word.

Seven voicemail scripts for the calls that end at the beep: a first voicemail, a referral, after an email, after a quote, returning their call, a customer who's gone quiet and the last try.

What it's for: reps and owners whose calls go to voicemail, in Word.

One row per deal you close: the date, the customer, the value, your rate and the commission it pays, with whether it's been paid.

What it's for: anyone paid on commission who wants to check the payout, in Excel or Word.

A sign-in sheet with the three questions that tell you who to call first: are they working with an agent, when are they buying, and do they have a home to sell.

What it's for: agents running open houses who want Monday's call list done before they leave, on paper or in Excel.

Your income goal, what one closing pays you, where the business will come from, and the listing appointments and conversations a week it takes, on two pages.

What it's for: agents planning next year from an income number, in Word or Excel.

Six scripts for the calls agents make every week: expired listings, for sale by owners, just listed and just sold, your sphere, open house visitors and past clients.

What it's for: agents who have to pick up the phone this week, in Word.

A one-page outline for the listing appointment: the questions to ask first, the price talk, the fee talk and how to ask for the listing, with the follow-up for the week after.

What it's for: agents going to a listing appointment who want the next step dated, in Word.

Twenty questions for a 30-minute first meeting with a buyer: why now, the money, the home, how you'll work together and the first viewing day, plus three checks that tell you they're ready.

What it's for: agents meeting a buyer before the first viewing, in Word.

Ten questions about the work, with what to listen for in each answer, an expired-listing role-play, the red flags and a scorecard out of 50 you use for every candidate.

What it's for: team leads recruiting agents who will prospect, in Word or Excel.

Twelve questions to send before a discovery call: who they are, what they want to change, what they've tried, their timeline and budget, and how they'd like to be contacted.

What it's for: coaches and anyone who books discovery calls with new clients, in Word or your form tool.

One row per contact: who they are, where the deal stands, what it's worth, when you last spoke and the day you'll follow up.

What it's for: small businesses keeping customers in WhatsApp and a notebook, in Excel or Google Sheets.

Ten questions with what to listen for in each answer, a role-play, a scorecard that treats every candidate the same, and the red flags.

What it's for: owners and managers hiring a salesperson, often the first, in Word or Excel.

Sixteen messages for the chats a small business has every week: the first reply, the quote, the booking, the reminder, the no-show, the quiet customer, the thank-you and the review.

What it's for: small businesses that reply to customers from their own WhatsApp number.

Ten thank-you messages for the moments a small business should say it: a sale, a first order, a repeat order, a payment, a finished job, a fixed problem, a referral and a review, plus two that ask for a review or an introduction.

What it's for: small businesses thanking customers on WhatsApp, one message to copy at a time.

Six WhatsApp messages and three emails for the ask after a job: the Google review, the testimonial for your website, and the one follow-up.

What it's for: small businesses asking customers for a Google review or a quote for their website.

A job description for a sales rep that puts the week in numbers: the calls, meetings and deals the job needs, who the customers are, how the pay works and what the first 90 days look like.

What it's for: owners and managers hiring a rep or a sales manager, in Word.

Ten questions with what to listen for in each answer, a scorecard that treats every candidate the same, and the licensing check to make before an offer.

What it's for: managers who recruit financial advisors, in Word or Excel.

Fourteen messages for booking, reminders, no-shows, going quiet, welcomes, referrals, birthdays, reviews and claims, written to sound like you.

What it's for: financial advisors who chat with clients on WhatsApp, one message to copy at a time.