Template Gallery

Browse through templates for sales, customer success, and other revenue roles.
Steal them with a click to customize for your business.

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Customer success

Sales

Internal processes

Mutual Action Plan Template

Build alignment with your stakeholders with our mutual action plan template. From concept to execution, streamline your planning, reach consensus, and collaborate towards closing.

A snapshot from the sales follow up template against a blue-green background.

Sales

Sales Follow Up Template

Maximize your sales potential and keep your buyers engaged with this sales follow up template. Increase your post-demo conversion, and make it easy for your buyers to take that next step.

A snapshot from the digital sales room template against a blue-green background.

Sales

Digital Sales Room Template

Streamline your sales process with a digital sales room designed to move your deals forward. Collaborate with your clients as if you’re in the same room, and stop losing winnable deals.

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