Free Support, Sales&nbsp;&amp;&nbsp;CRM Templates

Support Reply

Support Reply Templates

25 email and chat replies that put the answer first: holding reply, refund, delay, backorder, how-to, billing and solved. Word and Excel tracker.

Sales Follow-up Email Sequence

Sales Follow-up Email Sequence

Five proposal follow-up emails over 14 days with subject lines, stop rules, objection replies and a CRM task for each, plus Word and an Excel tracker.

Lead Qualification Script

Lead Qualification Script

Five branching lead qualification scripts for chat, phone, bookings and SaaS trials, with a 10-point scorecard and Word and Excel files.

Human Handover Playbook

Human Handover Playbook

Seven AI-to-human handover triggers with ready messages, a handover note, reply-time targets and Word and Excel files.

CRM Sales Pipeline

CRM Sales Pipeline Template

Six pipeline stages for website leads with exit criteria, a filled example and an Excel tracker with a weighted forecast.

Customer Onboarding Checklist

Customer Onboarding Checklist

From signed deal to day 30: sales handoff, welcome email, kickoff agenda, setup tasks, first-value milestone and check-in. Word and Excel tracker.

AI Agent Persona Guide

AI Agent Persona Guide

A one-page instruction brief for your AI agent: role, sources, boundaries, voice and escalation, with 6 persona examples and 10 tests. Word and Excel.

FAQ Knowledge Base Starter

FAQ Knowledge Base Starter

30 starter FAQ questions with answer patterns, sources, owners and review dates, a launch test, and Word and Excel files.

Return & Refund Policy

Return & Refund Policy Template

A return and refund policy for online stores and services: clause decisions, ready policy text, a customer summary and version control. Word and Excel.

Customer Satisfaction Survey

Customer Satisfaction Survey Template

Short CSAT, effort and NPS surveys for 3 moments, replies to low scores and review rules without gating. Word and Excel log that computes CSAT and NPS.

Abandoned Cart Email Examples

Abandoned Cart Email Examples

Cart recovery emails matched to why shoppers leave: extra costs, delivery, returns, trust, account, browsing. A 3-email series, stop rule, chat replies, Excel.

Win-Back Email

Win-Back Email Templates

Win back lapsed customers and old leads: who counts as lapsed, 3 personal messages, call and chat scripts, ask why they left, a stop rule. Word and Excel.

AI Agent Go-Live Checklist

AI Agent Go-Live Checklist

31 pass/fail tests to run in about 30 minutes before customers see your AI agent: facts, prices, languages, handoff and mobile. Word and Excel log.

Live Chat Greetings & Routing Rules

Live Chat Greetings & Routing Rules

Chat greetings for 6 pages with timing and an AI disclosure, after-hours and busy messages, and a routing table with owners and response times. Word, Excel.

Proactive Chat Triggers Playbook

Proactive Chat Triggers Playbook

Trigger rules that start helpful conversations at the right moment.

AI Fallback & Safety Scripts

AI Fallback & Safety Scripts

Fallback messages for an AI agent: honest I-don't-know replies, routes to a person, never-promise rules and a paste-in block. Word and Excel log.

Multilingual Support Playbook

Multilingual Support Playbook

Serve customers in several languages: coverage matrix, AI agent language rules, honest handover, approved translations and a monthly test. Word, Excel.

WhatsApp Broadcast & Promo

WhatsApp Broadcast & Promo Templates

Short WhatsApp messages for announcements, offers, and customer updates.

Upsell & Cross-sell Chat Scripts

Upsell & Cross-sell Chat Scripts

Scripts that recommend the right add-on without damaging trust.

Referral & Review Request

Referral & Review Request Templates

Eight messages to ask happy customers for a referral or a Google review, with a forwardable intro, one follow-up and an opt-out. Word and Excel tracker.

Lead Scoring Model

Lead Scoring Model Template

A 100-point lead scoring model: 9 fit and intent criteria, BANT evidence, negative points, grades with owners and response times. Word and Excel.

Contact Segmentation & Tagging Scheme

Contact Segmentation & Tagging Scheme

A clean tagging system for organizing contacts and automations.

Peak-Season Support Readiness Checklist

Peak-Season Support Readiness Checklist

A readiness checklist for support and sales spikes.

WhatsApp Business Setup Checklist

WhatsApp Business Setup Checklist

40 setup checks in 8 groups: number format, Meta ownership, opt-in and the 24-hour window, templates vs saved replies, a first-chat test and a recovery check. Word and Excel.

Refund Email

Refund Email Templates

14 refund emails and chat replies with intake fields: approved, partial, outside the policy, refund sent and follow-up. Word and Excel refund log.

Escalation Email

Escalation Email Templates

Escalation emails built on a contact tree: owner, backup, hours, deadline and fallback in every email. Manager, vendor, customer. Word and Excel.

Renewal Reminder Email

Renewal Reminder Email Templates

Six renewal reminder email templates on a 30, 7, and 1 day cadence, plus auto-renew, upsell, and win-back, that lift renewals without the pressure.

Sales Introduction Email

Sales Introduction Email Templates

Six sales introduction email templates, from a cold first touch to warm referrals and re-intros, that earn a reply with relevance and a light ask.

Chatbot Welcome Message Examples

Chatbot Welcome Message Examples

Chatbot welcome messages for 21 industries, each with an AI disclosure, 3 quick replies and a never-say line. Length rule, weekly test and an Excel library.

Out of Office Message Examples

Out of Office Message Examples

Out of office messages for 13 occasions: vacation, holidays, sick and parental leave, conferences, weekends, leaving a job. Chat lines and an Excel away plan.

Appointment Reminder Text

Appointment Reminder Text Templates

Short reminder texts for each step: booking confirmation, 48-hour reminder with confirm or reschedule, same-day and no-show texts, consent rules. Excel log.

Medical Appointment Reminder Text

Medical Appointment Reminder Text Templates

Medical reminder texts with HIPAA and FCC rules: consent, confirmation, 2-day reminder, telehealth, recall and no-show texts, Spanish version, Excel log.

Veterinary Appointment Reminder Text

Veterinary Appointment Reminder Text Templates

Six veterinary appointment reminder text templates, from confirmation to vaccine-due recalls and refill reminders, that reduce no-shows and keep pets on schedule.

Automotive Service Appointment Reminder Text

Automotive Service Appointment Reminder Text Templates

Six automotive service reminder text templates, from booking confirmation to vehicle-ready alerts and service-due recalls, that cut no-shows and fill the bays.

Optometry Appointment Reminder Text

Optometry Appointment Reminder Text Templates

Six optometry appointment reminder text templates, from eye-exam confirmation to dilation warnings and annual-exam recalls, that reduce no-shows.

Insurance Sales Email

Insurance Sales Email Templates

Six insurance sales email templates, from prospecting to quote delivery, follow-up, renewal, and cross-sell, that turn leads into policyholders.

Dental Appointment Reminder Text

Dental Appointment Reminder Text Templates

Six dental appointment reminder text templates, from confirmation to the day-of nudge and hygiene recall, that cut no-shows and keep patients on schedule.

Salon Appointment Reminder Text

Salon Appointment Reminder Text Templates

Six salon appointment reminder text templates, from confirmation to cancellation-policy reminders and rebooking, that cut no-shows and protect your chair time.

Massage Appointment Reminder Text

Massage Appointment Reminder Text Templates

Six massage appointment reminder text templates, from confirmation to intake prep and rebooking, that reduce no-shows and keep your table booked.

Real Estate Text Message

Real Estate Text Message Templates

Six real estate text message templates, from new-lead response to listing alerts and past-client check-ins, that keep buyers and sellers engaged.

Sales Email

Sales Email Templates

Sales emails for 8 deal stages, from the inbound lead reply to renewal and upsell, with short versions, send-by times and notes for 13 industries. Excel log.

Solar Sales Proposal

Solar Sales Proposal Templates

Six solar sales proposal templates, from residential purchase to financing, lease, and commercial, with savings, system details, and incentives that close deals.

Insurance Cold Call Script

Insurance Cold Call Script

Six insurance cold call scripts, from the opener and referral intro to discovery, quoting the value, handling objections, and booking the next step.

Sales Proposal

Sales Proposal Template

A sales proposal in Word: 7 facts to confirm, summary, scope and exclusions, 3 priced options, deposit and terms, cover email, 14 industries. Excel builder.

Car Sales Text Message

Car Sales Text Message Templates

Six car sales text message templates, from new-lead replies and test-drive booking to price and trade-in offers, financing follow-ups, and post-sale referrals.

Follow-up Email

Follow-up Email Templates

Follow-up emails for 8 situations when a customer goes quiet: after a quote, a meeting, a missed call, a resolved case, a no-show. Timing, stop rule, Excel.

Warranty Claim Email

Warranty Claim Email Templates

Six warranty claim email templates, from acknowledging a claim and requesting proof to approval, repair or replacement, a clear denial, and status updates.

Password Reset Email

Password Reset Email Templates

Six transactional account email templates, from password reset and reset confirmation to email verification, suspicious-login alerts, account lockout, and a verification code.

Auto Sales Email

Auto Sales Email Templates

Six auto sales email templates for dealerships, from a new-lead reply and vehicle availability to a price quote, trade-in follow-up, financing, and a post-visit nudge.

Thank You Emails to Customers

Thank You Emails to Customers

Thank-you emails for 9 moments, from a first order to a support case, each with a short version, timing rules and review rules without incentives. Excel.

Customer Service Script

Customer Service Script Templates

Phone and chat scripts in one flow: greeting, verification, troubleshooting, refunds, hold, escalation and closing, with QA checks. Word and Excel log.

Small Business Customer Service Script

Small Business Customer Service Script Templates

Friendly, practical customer service scripts for small business owners and their teams across phone, email, and chat.

Car Sales Customer Service Script

Car Sales Customer Service Script Templates

Customer service and follow-up scripts for car dealerships across the buying journey, from first inquiry to post-sale.

Maternity Leave Out of Office Message

Maternity Leave Out of Office Message Templates

Out of office auto-reply templates for maternity leave, from short notes to detailed handovers with a covering contact.

Paternity Leave Out of Office Message

Paternity Leave Out of Office Message Templates

Out of office auto-reply templates for paternity leave, from brief notes to full handovers with an alternate contact.

Medical Leave Out of Office Message

Medical Leave Out of Office Message Templates

Out of office auto-reply templates for medical leave that stay professional and private while pointing to a covering contact.

Cold Call Script

Cold Call Script Template

Cold call script: one reason to call, a 30-second opener, gatekeeper and voicemail lines, 4 brush-offs, US, UK and German calling rules, 9 industries.

LinkedIn Connection Request Message

LinkedIn Connection Request Message Templates

Personalized LinkedIn connection request message templates for meetings, cold outreach, recruiting, alumni, mutuals, and content.

Live Chat Welcome Message

Live Chat Welcome Message Templates

Ready-to-use live chat welcome messages that open conversations, greet returning visitors, and route people to the right help.

Busy Out of Office Message

Busy Out of Office Message Templates

Out of office auto-reply templates for busy or heads-down periods, telling senders you have limited availability and when to expect a reply.

Extended Leave Out of Office Message

Extended Leave Out of Office Message Templates

Out of office auto-reply templates for extended or long-term leave, with clear return dates and a covering contact.

Resignation Out of Office Message

Resignation Out of Office Message Templates

Out of office auto-reply templates for after you have resigned or left a role, redirecting senders to the right colleague.

Weekend Out of Office Message

Weekend Out of Office Message Templates

Out of office auto-reply templates for weekends and after-hours, setting expectations for a reply on the next business day.

Sales Call Script

Sales Call Script Templates

Sales call scripts for warm and inbound calls: new lead callback, inbound call, voicemail and text, quote follow-up, decision and renewal calls. Excel log.

Cold Email

Cold Email Templates

Cold emails for small B2B sellers: a 4-part structure, first emails for 6 situations, 2 follow-ups and a stop rule, replies and opt-outs. Word and Excel log.

Ecommerce Chatbot Welcome Message

Ecommerce Chatbot Welcome Message Templates

Chatbot welcome messages for online stores that greet shoppers and route them to products, orders, and returns.

Retail Live Chat Welcome Message

Retail Live Chat Welcome Message Templates

Live chat welcome messages for retail websites that greet shoppers and route them to stock, stores, orders, and returns.

Consulting Customer Service Script

Consulting Customer Service Script Templates

Client service scripts for consulting firms covering scope, timelines, invoices, difficult conversations, and escalations.

Ecommerce Customer Service Script

Ecommerce Customer Service Script Templates

Customer service scripts for online stores covering orders, shipping, returns, refunds, and upset shoppers.

SaaS AI Prompt

SaaS AI Prompt Templates

Reusable AI prompts for SaaS teams: support replies, release notes, onboarding emails, churn saves, bug triage, and docs.

Customer Retention AI Prompt

Customer Retention AI Prompt Templates

Reusable AI prompts for customer retention: churn-risk analysis, win-back copy, renewal outreach, NPS follow-up, and loyalty offers.

Discovery Call Script

Discovery Call Script Templates

A 30-minute discovery call agenda with minute marks, what to say, 20 questions for the five fields to record, and off-script replies. Word and Excel log.

Sales Pitch Examples &

Sales Pitch Examples & Templates

Sales pitches by length: one sentence, 30 seconds, 2 minutes, email and chat, with opening lines for 14 industries, a scorecard and an Excel pitch log.

Customer Apology Email

Customer Apology Email Templates

Customer apology email templates for late replies, billing errors, outages, and shipping delays. Say sorry clearly and make it right.

Order Cancellation Response

Order Cancellation Response Templates

Order cancellation response email templates: confirm a cancellation, handle refunds, out-of-stock cancels, and save offers with clear, friendly wording.

Wrong Item Shipped Response

Wrong Item Shipped Response Templates

Wrong item shipped response templates to apologize, reship the correct product, send return labels, and fix size or variant errors fast.

Product Return Response

Product Return Response Templates

Product return response email templates to approve returns, offer goodwill exceptions, handle final-sale denials, exchanges, and confirm refunds.

Billing Dispute Email

Billing Dispute Email Templates

13 emails and chat replies for your own customer who disputes a charge: duplicate, renewal, usage and unrecognized charges. Word and Excel log.

Live Chat Canned Response

Live Chat Canned Response Templates

21 saved replies for price, billing, refunds, setup, security, migration and handover, each with a shortcut, an approved source and what never to promise. Word and Excel.

AI Prompts for Customer Service

AI Prompts for Customer Service

20 AI prompts for support work in ChatGPT, Claude, Gemini or Copilot: replies, summaries, help articles, QA, what never to paste and an Excel test log.

AI Prompts for Sales

AI Prompts for Sales

16 AI prompts by deal stage for ChatGPT, Claude, Gemini or Copilot: research, emails, call notes, demos, proposals, real estate, recruiting. Excel test log.

Sales Voicemail Script

Sales Voicemail Script Templates

Sales voicemail scripts that get callbacks: first-touch, follow-up, referral mention, break-up, returning a callback, and post-demo messages.

Car Sales Script

Car Sales Script

Car sales script in one flow: internet lead reply in 15 minutes, appointment, test drive, trade-in, finance talk within the rules, honest price talk. Excel log.

Demo Follow-up Email

Demo Follow-up Email Templates

Six demo follow-up email templates -- same-day recap, no-show reschedule, pricing, stakeholder loop-in, trial nudge, and break-up -- to move deals forward.

Sales Objection Responses

Sales Objection Responses

Word-for-word replies to 14 sales objections, each with a question to ask first, proof, what never to promise and the next step. Word and Excel library.

Missed Appointment Email

Missed Appointment Email Templates

Six post-no-show follow-up emails, from a same-day gentle nudge to a no-show fee notice and a warm win-back after repeated misses.

Feature Request Email

Feature Request Email Templates

Replies for every feature request decision, from the first reply to a kind no and shipped, plus a 15-point assessment sheet. Word and Excel log.

Shipping Delay Email

Shipping Delay Email Templates

Shipping delay emails by cause: the heads-up before they ask, carrier, weather and customs delays, backorder notice with the US refund rule, lost parcels.

Retail Chatbot Welcome Message

Retail Chatbot Welcome Message Templates

Six retail chatbot welcome messages -- homepage, returning shopper, after-hours, product-finder and order-status greetings that lift add-to-cart rates.

Chatbot Script

Chatbot Script Templates

What your AI chatbot says at each step: greeting with AI disclosure, answers, questions, lead capture, booking, handoff, closing, 12 tests. Word, Excel.

Retail Customer Service Script

Retail Customer Service Script Templates

Retail customer service scripts for greetings, fit questions, price-match asks, returns, upset shoppers, and manager escalations. Copy, adapt, and use today.

Order Confirmation Email

Order Confirmation Email Templates

Order confirmation email templates for standard orders, shipping estimates, digital goods, preorders, cross-sells, and pending payments. Copy and adapt today.

Onboarding AI Prompt

Onboarding AI Prompt Templates

Six AI prompt templates for customer onboarding -- welcome emails, 30-day sequences, activation nudges, kickoff agendas, help docs, and day-30 check-ins.

Recruiting AI Prompt

Recruiting AI Prompt Templates

Six AI prompt templates for recruiters -- job descriptions, candidate outreach, resume screening, interview questions, rejections, and offer emails.

Payment Failed Email

Payment Failed Email Templates

Six payment failed email templates for declined cards, retries, expiry, final notices, and recovery -- clear dunning copy that gets cards updated fast.

Service Outage Communication

Service Outage Communication Templates

Outage messages for chat, email and social: first notice, updates with or without an ETA, all clear, follow-up and AI agent rules. Word and Excel log.

Ecommerce AI Prompt

Ecommerce AI Prompt Templates

AI prompt templates for ecommerce teams: write product descriptions, answer order issues, recover carts, build FAQs from reviews, and handle returns.

Hospitality Lead Qualification Script

Hospitality Lead Qualification Script Templates

Booking inquiry scripts for a hotel stay, an event venue, a tour and a yacht charter: must-have questions, replies for full dates, request-only wording, a handover summary, Word and Excel.

Marketing Agency Lead Qualification Script

Marketing Agency Lead Qualification Script Templates

An 8-step agency lead qualification script: website, service, markets, budget band, deadline and decision maker, a 10-point score and a sales handover note. Word and Excel.

Upselling AI Prompt

Upselling AI Prompt Templates

Six AI prompt templates for upselling: spot candidates from usage data, draft upgrade pitches, cross-sell, plan-limit nudges, and renewal offers.

Product Demo AI Prompt

Product Demo AI Prompt Templates

Six AI prompt templates for product demos: build persona demo scripts, tailor to discovery calls, write talk tracks, follow up, and prep objections.

Marketing Agency Live Chat Welcome Message

Marketing Agency Live Chat Welcome Message Templates

Live chat welcome message templates for marketing agencies: proactive, new-visitor, returning, quote, booking, and after-hours openers for a real agent.

Ecommerce Live Chat Welcome Message

Ecommerce Live Chat Welcome Message Templates

Live chat welcome message templates for ecommerce stores: proactive, product-finder, returning, pricing, checkout, and after-hours openers for a real agent.

Live Chat Script

Live Chat Script Templates

Live chat scripts for the person who takes the chat: 6 steps, sales and quote chats, silent visitors, 18 industries with never-say rules. Excel chat log.

Angry Customer Live Chat Response

Angry Customer Live Chat Response Templates

Chat replies for upset customers in four steps: acknowledge, one question, the fix with a time, confirm. Refund limits, abuse, handover. Word, Excel.

Real Estate AI Prompt

Real Estate AI Prompt Templates

Six real estate AI prompt templates: write listings, buyer follow-ups, open-house invites, price-reduction notes, seller emails, and neighborhood guides.

Lead Generation AI Prompt

Lead Generation AI Prompt Templates

Six lead generation AI prompt templates: lead magnets, cold openers, landing-page heroes, form qualification, re-engagement sequences, and outreach hooks.

Customer Complaint Response

Customer Complaint Response Templates

Complaint replies by email and chat built on a 5-field record: acknowledge, one fact needed, upheld, partly upheld, not upheld, final response. Word, Excel.

Appointment Booking AI Prompt

Appointment Booking AI Prompt Templates

AI receptionist rules that share your booking link, prompts for intake, reschedules, reminders, no-shows and waitlists, 10 tests. Word and Excel log.

Insurance AI Prompt

Insurance AI Prompt Templates

Reusable AI prompts for insurance teams: a policy explainer, a quote follow-up, a claim status update, a renewal reminder, an objection reply, and a coverage comparison.

Out of Stock Response

Out of Stock Response Templates

Six out-of-stock reply email templates, from a restock ETA and backorder option to a substitute suggestion, restock alerts, an apology discount, and pre-order.

Subscription Cancellation Response

Subscription Cancellation Response Templates

Cancellation replies that confirm the end date and last charge, make one honest pause offer, ask why and handle refunds, with the law explained. Word, Excel.

Solar Cold Call Script

Solar Cold Call Script Templates

Six solar cold call scripts for residential and commercial prospecting, from a savings hook to handling skepticism, that book a free assessment rather than hard-sell panels.

Car Sales Cold Email

Car Sales Cold Email Templates

Six car sales cold email templates for conquest, lease-end, service-to-sales, and past-customer prospecting -- unsolicited outreach that wins new buyers, distinct from warm inbound web-inquiry replies.

Account Suspension Email

Account Suspension Email Templates

Six account suspension email templates for async notifications: the reason, how to reinstate, a payment or policy fix, an appeal path, a warning before suspension, and reactivation confirmed.

Business Text Message

Business Text Message Templates

Business text messages under 160 characters: new lead reply, quote follow-up, order updates, review and payment texts, consent per type, Excel log.

Welcome Email

Welcome Email Templates

Welcome emails by moment: purchase, signed contract, signup, new student or patient, subscriber. Send-time rules, 9 industries and an Excel planner.