Free Sales & Leads Templates
Cold call and cold email scripts, sales proposals, objection handling, discovery questions, and follow-up sequences that actually get replies.
Available templates
Sales & LeadsSales Follow-up Email Sequence
View templateSales 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.
Sales & LeadsSales & LeadsLead Qualification Script
View templateLead Qualification Script
Five branching lead qualification scripts for chat, phone, bookings and SaaS trials, with a 10-point scorecard and Word and Excel files.
Sales & LeadsSales & LeadsAbandoned Cart Email Examples
View templateAbandoned 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.
Sales & LeadsSales & LeadsWin-Back Email
View templateWin-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.
Sales & LeadsSales & LeadsProactive Chat Triggers Playbook
View templateProactive Chat Triggers Playbook
Trigger rules that start helpful conversations at the right moment.
Sales & LeadsSales & LeadsWhatsApp Broadcast & Promo
View templateWhatsApp Broadcast & Promo Templates
Short WhatsApp messages for announcements, offers, and customer updates.
Sales & LeadsSales & LeadsUpsell & Cross-sell Chat Scripts
View templateUpsell & Cross-sell Chat Scripts
Scripts that recommend the right add-on without damaging trust.
Sales & LeadsSales & LeadsReferral & Review Request
View templateReferral & 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.
Sales & LeadsSales & LeadsRenewal Reminder Email
View templateRenewal 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 & LeadsSales & LeadsSales Introduction Email
View templateSales 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.
Sales & LeadsSales & LeadsInsurance Sales Email
View templateInsurance Sales Email Templates
Six insurance sales email templates, from prospecting to quote delivery, follow-up, renewal, and cross-sell, that turn leads into policyholders.
Sales & LeadsSales & LeadsReal Estate Text Message
View templateReal 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 & LeadsSales & LeadsSales Email
View templateSales 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.
Sales & LeadsSales & LeadsSolar Sales Proposal
View templateSolar 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.
Sales & LeadsSales & LeadsInsurance Cold Call Script
View templateInsurance 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 & LeadsSales & LeadsSales Proposal
View templateSales 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.
Sales & LeadsSales & LeadsCar Sales Text Message
View templateCar 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.
Sales & LeadsSales & LeadsAuto Sales Email
View templateAuto 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.
Sales & LeadsSales & LeadsCold Call Script
View templateCold 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.
Sales & LeadsSales & LeadsLinkedIn Connection Request Message
View templateLinkedIn Connection Request Message Templates
Personalized LinkedIn connection request message templates for meetings, cold outreach, recruiting, alumni, mutuals, and content.
Sales & LeadsSales & LeadsSales Call Script
View templateSales 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.
Sales & LeadsSales & LeadsCold Email
View templateCold 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.
Sales & LeadsSales & LeadsDiscovery Call Script
View templateDiscovery 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 & LeadsSales & LeadsSales Pitch Examples &
View templateSales 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.
Sales & LeadsSales & LeadsAI Prompts for Sales
View templateAI 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 & LeadsSales & LeadsSales Voicemail Script
View templateSales Voicemail Script Templates
Sales voicemail scripts that get callbacks: first-touch, follow-up, referral mention, break-up, returning a callback, and post-demo messages.
Sales & LeadsSales & LeadsCar Sales Script
View templateCar 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.
Sales & LeadsSales & LeadsDemo Follow-up Email
View templateDemo 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 & LeadsSales & LeadsSales Objection Responses
View templateSales 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.
Sales & LeadsSales & LeadsRecruiting AI Prompt
View templateRecruiting AI Prompt Templates
Six AI prompt templates for recruiters -- job descriptions, candidate outreach, resume screening, interview questions, rejections, and offer emails.
Sales & LeadsSales & LeadsHospitality Lead Qualification Script
View templateHospitality 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.
Sales & LeadsSales & LeadsMarketing Agency Lead Qualification Script
View templateMarketing 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.
Sales & LeadsSales & LeadsUpselling AI Prompt
View templateUpselling 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.
Sales & LeadsSales & LeadsProduct Demo AI Prompt
View templateProduct 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.
Sales & LeadsSales & LeadsReal Estate AI Prompt
View templateReal 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.
Sales & LeadsSales & LeadsLead Generation AI Prompt
View templateLead 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.
Sales & LeadsSales & LeadsSolar Cold Call Script
View templateSolar 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.
Sales & LeadsSales & LeadsCar Sales Cold Email
View templateCar 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.
Sales & LeadsNeed a different template?
Browse every free template pack across support, sales, CRM, and checklists.