21 battle-tested templates from real campaigns — cold email, SDR outreach, strategy frameworks, ad copy, and operations. Steal them, adapt them, ship them.
A proven cold email framework for SaaS companies targeting B2B buyers. Designed for SDRs and founders doing outbound to mid-market and enterprise prospects. Focuses on specific pain points and quantified value props rather than generic pitches.
Cold email template built specifically for dev tools, API companies, and infrastructure startups. Developers hate being sold to — this template respects that by leading with genuine value and technical specificity rather than fluff.
Cold email framework for fintech companies targeting finance leaders, CFOs, treasury teams, or compliance officers. Balances regulatory credibility with clear ROI framing — the two things fintech buyers care about most.
A 4-touch follow-up sequence for cold email campaigns. Most replies come on emails 2–4, not email 1 — this template gives you the full sequence with escalating angles to re-engage prospects who haven't responded.
The final email in a cold outreach sequence — designed to re-engage cold prospects with honesty and a touch of humor. Breakup emails consistently outperform standard follow-ups because they trigger loss aversion and feel authentic.
Email templates for leveraging warm introductions and referrals in outbound sales. A warm intro multiplies reply rates by 5–10x — this template shows how to ask for the intro and how to write the email that goes with it.
Cold email template for approaching prospects who are currently using a competitor. Designed to create doubt about their current solution without being negative or aggressive — focuses on what they might be missing rather than attacking the competition.
Email templates for following up after events, conferences, and trade shows. The window for converting event connections closes fast — this template helps you follow up while the interaction is still warm.
Email template for video-based prospecting using tools like Loom, Vidyard, or BombBomb. Personalized video emails stand out in crowded inboxes and humanize outreach — reply rates are typically 2–3x higher than text-only cold emails.
A coordinated LinkedIn + email sequence that uses LinkedIn touchpoints to warm up prospects before the cold email arrives. Multi-channel sequences outperform single-channel by 30–50% — this template shows how to run both channels in sync.
A comprehensive onboarding plan for new Sales Development Representatives covering product knowledge, process mastery, and independent quota attainment. Structured across 30/60/90-day milestones with weekly goals and manager checkpoints.
A complete multi-touch outbound sales sequence covering 8 touchpoints across email, phone, and LinkedIn over 21 days. Designed for SDRs and AEs targeting mid-market and enterprise accounts where multiple touches are needed to break through.
A structured worksheet for defining your Ideal Customer Profile (ICP) with firmographic, technographic, behavioral, and psychographic criteria. The most important document in your go-to-market stack — everything else (targeting, messaging, channels) flows from a sharp ICP.
A structured discovery call framework covering the full 30-minute call arc — from opening to qualification to next steps. Includes the questions that surface real buying intent, budget authority, and competitive context without feeling like an interrogation.
A clean, conversion-optimized sales proposal template for B2B startups. Designed to be sent as a PDF or web-based doc after a discovery call — covers problem framing, solution, proof, pricing, and next steps in a format that wins decisions.
A competitive intelligence battlecard for sales reps to use in real-time during prospect conversations. Covers how to position against a specific competitor, what to say when a prospect prefers them, and how to defend your key advantages.
A comprehensive playbook for handling the most common sales objections in B2B tech sales. Covers price, timing, competition, internal priorities, and the dreaded 'let me think about it' — with specific language that acknowledges the objection before addressing it.
A structured playbook for building and activating internal champions inside prospect and customer accounts. In complex B2B deals, your champion wins or loses the deal internally — this template gives reps the tools to identify, develop, and arm champions for internal selling.
A quarterly Marketing OKR framework for B2B tech startups. Covers pipeline, brand, content, and channel objectives with specific, measurable key results. Built to align marketing output with revenue goals rather than vanity metrics.
A comprehensive go-to-market launch checklist for new product launches, feature releases, or market expansions. Covers positioning, messaging, channel readiness, sales enablement, and post-launch measurement — the full arc from 'ready to build' to 'in-market and optimizing.'
A structured audit framework for evaluating your current demand generation program. Covers channel performance, funnel conversion, attribution, content effectiveness, and spend efficiency — with a scoring rubric that identifies exactly where to focus.