Free templates
GTM, sales & RevOps templates
45 free, ready-to-use templates for early-stage B2B founders: spreadsheets, checklists and playbooks for building your sales infrastructure.
GTM strategy & ICP
Decide who to sell to, why they buy and how to launch.
- Excel · 3 tabsICP Scoring TemplateScore target accounts against weighted ICP criteria and sort them into A, B and C tiers automatically.Get the template
- Excel · 3 tabsGTM Readiness Scorecard20 questions in 10 minutes: see how ready your sales infrastructure is to scale and what to fix first.Get the template
- PDF · 6 pagesBuyer Persona & Buying Committee MapMap who is involved in the decision inside each account and what to say to each of them.Get the template
- PDF · 5 pagesThe Positioning CanvasWork out your real alternatives, unique value and best-fit customers, then write one clear positioning statement.Get the template
- PDF · 5 pagesThe B2B Messaging FrameworkOne source of truth for what you say: core message, three pillars, proof and persona angles.Get the template
- PDF · 5 pagesThe Customer Interview GuideInterview customers and lost prospects to learn why they really buy, then sharpen your ICP and messaging.Get the template
- Excel · 2 tabsTAM / SAM / SOM CalculatorSize your market bottom-up by segment: companies, ICP fit, contract value and realistic share.Get the template
- Excel · 4 tabsWin / Loss AnalysisLog every closed deal with its real reason and see why you win and lose by reason and competitor.Get the template
- PDF · 5 pagesThe Pricing & Packaging WorksheetPick a value metric, design clear packages and test your pricing with real buyers.Get the template
Outbound & prospecting
Lists, messaging, sequences and deliverability.
- PDF · 7 pagesThe AI-Assisted Outbound PlaybookUse AI for research and first drafts while humans keep control of targeting, claims and sending.Get the template
- PDF · 6 pagesThe 2026 Cold Email Deliverability ChecklistGoogle, Yahoo and Microsoft sender requirements plus every setup step to land in the inbox.Get the template
- PDF · 6 pagesThe Cold Email & LinkedIn Swipe File10 email and 5 LinkedIn templates for first touches, follow-ups and re-engagement, plus the rules that make them work.Get the template
- Excel · 3 tabsOutbound Prospecting TrackerTrack every contact, touch and next step in one sheet, with follow-ups flagged automatically.Get the template
- PDF · 5 pagesThe Cold Call Script & Talk TrackA permission-based cold call structure with talk tracks, objection responses and a voicemail script.Get the template
- PDF · 5 pagesThe LinkedIn Social Selling PlaybookA buyer-facing profile, a 90-minute weekly routine, post ideas and outreach that doesn't feel like spam.Get the template
- PDF · 5 pagesThe Signal-Based Prospecting PlaybookTrack buying signals like hiring, funding and leadership changes, and turn each into timely outreach.Get the template
- PDF · 4 pagesThe Account Research BriefA 15-minute research method and one-page brief per target account, so every message starts from real context.Get the template
- Excel · 2 tabsOutbound Sequence BuilderPlan a multichannel sequence step by step and see its length, channel mix and weekly workload.Get the template
- Excel · 2 tabsCold Email Inbox Capacity PlannerWork out how many sending inboxes and domains you need for your outbound volume.Get the template
- PDF · 6 pagesThe Objection Handling Cheat SheetA four-step method and ready answers for the 16 objections B2B founders hear most.Get the template
- Excel · 2 tabsCold Email A/B Test TrackerTest one element at a time and see which version really wins, with a built-in significance check.Get the template
RevOps, CRM & metrics
Pipeline, forecasting, reporting and the numbers that matter.
- Excel · 3 tabsGTM KPI DashboardLog weekly funnel numbers and see conversion rates, targets and pipeline coverage update automatically.Get the template
- Excel · 4 tabsPipeline Forecast ModelA weighted-pipeline forecast: list your deals and see expected revenue by month against target.Get the template
- PDF · 5 pagesThe CRM Setup Checklist37 checks to configure HubSpot, Pipedrive or any CRM so it reports real pipeline from day one.Get the template
- Excel · 3 tabsCRM Data DictionaryDefine every CRM field before you build it: type, allowed values, owner and whether reports depend on it.Get the template
- Excel · 3 tabsLead Scoring ModelScore leads on fit and engagement, with a minimum-fit rule so busy but poor-fit leads don't become MQLs.Get the template
- PDF · 5 pagesThe Lead Routing Rules TemplateDefine who gets which lead, how fast they respond and what happens when the owner is out.Get the template
- Excel · 2 tabsSaaS Unit Economics CalculatorCalculate CAC, LTV, LTV:CAC and CAC payback from five inputs, and see at a glance whether your growth is efficient.Get the template
- Excel · 2 tabsReverse Funnel CalculatorWork back from your revenue goal to the deals, meetings and accounts you need each week.Get the template
- PDF · 4 pagesThe Investor GTM Update TemplateThe sales and pipeline section of your monthly investor or board update, with metrics, narrative and asks.Get the template
- PDF · 5 pagesThe Weekly Pipeline Review TemplateA 30-minute weekly review that improves the forecast and moves deals forward.Get the template
- Excel · 2 tabsSales Tech Stack PlannerPlan the sales tools you need now vs later and see the monthly and annual cost.Get the template
Sales process & deals
Playbooks, discovery, competition and closing.
- PDF · 7 pagesThe Sales Playbook TemplateTurn what works in founder-led sales into a 9-section playbook your first reps can follow.Get the template
- PDF · 5 pagesCompetitive Battlecard TemplateOne page per competitor, plus the card most startups forget: how to win against 'do nothing'.Get the template
- PDF · 5 pagesMutual Action Plan TemplateA shared plan with your buyer: who does what, by when, to reach a decision.Get the template
- PDF · 6 pagesThe Discovery Call Question Bank35 discovery questions grouped by situation, problem, impact and decision process, plus a notes sheet.Get the template
- PDF · 5 pagesThe B2B Demo Script TemplateRun demos around the buyer's problem, not your feature list, and end with a clear next step.Get the template
- PDF · 5 pagesThe B2B Sales Proposal TemplateA short, buyer-focused proposal: situation, goals, approach, scope, investment and next steps.Get the template
- Excel · 2 tabsDeal Qualification ScorecardScore open deals on 8 criteria to see which are real, which are at risk and the biggest gap in each.Get the template
- PDF · 5 pagesThe Sales Follow-Up Email Templates9 follow-ups for after discovery, after a demo, after a proposal and when a deal goes quiet.Get the template
- PDF · 5 pagesThe B2B Case Study TemplateTurn happy customers into proof that sells: the ask, interview questions and a one-page structure.Get the template
Hiring & sales team
First sales hires, comp plans and onboarding.
- PDF · 7 pagesThe First Sales Hire KitPick the right first sales role, then hire with job description templates, a scorecard and a 30-60-90 plan.Get the template
- Excel · 2 tabsSales Commission & OTE CalculatorDesign a simple comp plan and see what a rep earns from 50% to 150% of quota.Get the template
- Excel · 2 tabsHire vs Build CalculatorCompare the year-one cost and time to pipeline of hiring a first rep now vs building the system first.Get the template
- Excel · 2 tabsSales Quota & Capacity PlannerWork out how many sellers you need for a revenue target, accounting for attainment, ramp and start dates.Get the template
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