Templates
Templates and checklists you can copy
Sales emails, proposals, pipeline stages and checklists, ready to adapt to your business.
These are working documents for the jobs a small team repeats every week: following up a quote, writing a proposal, defining pipeline stages or checking a tool against your needs.
Each page explains when to use the template, shows it in full so you can copy it, and lists what to change for your own case. Where a template touches tax, labour or data protection, the page says what to verify with an advisor before you rely on it.
All templates and checklists
Quote follow-up email templates that get replies
Three follow-up emails for a quote with no reply, with suggested days between sends and a polite way to close the loop without putting pressure on them.
November 10, 2026Read moreCRM features checklist for buying decisions
A CRM features checklist grouped into sales, marketing, service and admin, so you can compare vendors on what your team will actually use day to day.
November 5, 2026Read moreSales proposal template you can copy
A sales proposal template with six sections, example wording for each one and the mistakes that lose deals. Copy it, then check it before you send.
November 5, 2026Read more15 Customer Segmentation Examples (With Rules to Copy)
15 customer segmentation examples you can build today: the exact filter rule for each segment, what to send it, and a definitions table for your CRM.
October 5, 2026Read moreSales Dashboard KPIs: 3 Templates You Can Copy
Three sales dashboard templates with the exact KPIs, formulas, chart types and targets: an owner's weekly view, a sales team board and an ecommerce board.
October 3, 2026Read moreSales Follow-Up Email Templates: 12 Ready to Copy
12 sales follow up email templates to copy: after a call, demo or quote, no reply, breakup, cold lead reactivation and referrals, plus timing and automation.
September 27, 2026Read moreSales Pipeline Stages: 3 Templates With Exit Criteria
Copy-ready sales pipeline stages for B2B services, wholesale ecommerce and agencies, with exit criteria, stage probabilities and pipeline velocity math.
September 16, 2026Read moreEmail Marketing Templates for Online Stores (Free + Guide)
Download free email marketing templates for online stores: welcome, post-purchase, abandoned cart, re-engagement. With personalization guide and WooCommerce usage.
July 10, 2026Read more