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Remember if you need any help customising or implementing the tools & frameworks please just ask.

Sales Enablement Templates

Sales Management Tools & Templates

If you need help with customisation or implementation just ask

Klozers Sales Audit Part 1

Sales Audit Part 1

Use the first stage of this audit to benchmark and evaluate the core skills of your sales team.

Sales Audit Part 2

Sales Audit Part 2

Use this stage of the audit to benchmark and evaluate the core areas within your sales function.

Sales Audit Part 3

Sales Audit Part 3

The last stage of this audit benchmarks and evaluates areas outside sales which have an impact.

Sales Change Management Planning

Change Management

Any form of sales intervention means change which means you need to understand change management.

Envision Growth Planning Exercise

Envision Planning

This is a great exercise to empower and motivate your team.  It also helps identify areas for improvement in the sales function.

Day in the Life Exercise

People Exercise

This workshop helps sales people understand DiSC and how they need to adapt their sales approach.

Sales Coaching Worksheet

Coaching Worksheet

This template provides a structure and a proven framework to your sales coaching.

Sales Scorecard Template

Sales Scorecard

This is a simple example of a Sales Scorecard.  Use the template as a starting point to develop your own.

Sales Coaching Wrap Up

Coaching Wrap Up

Use these questions to finalise your coaching sessions with your sales people.

Sales Training Evaluation Form

Training Evaluation

Collect feedback after every training session  using this form.

B2B Customer Journey Map

Customer Journey

Evaluate your customers journey and look for improvements in conversion ratios.

Sales Campaign Funnel

Campaign Funnel

An example of an end to end sales campaign funnel.  Use the template to create your own.

Adkar Change Model

Change Management

Our go-to model for Change Management and simply a must have for any sales leaders.

Business Case Template

Business Case Template

If you’re selling to corporates then you’ll need to be able to write business cases.  Here’s a template to get started.

Sales Tender Qualification Checklist

Sales Tender Qualification

Objectively qualify your tender responses to improve your win rates.

Sales Tools & Templates

If you need help with customisation or implementation just ask

486x60 Winner Sales Coaching

Sales Key Account Management Template

Key Accounts

Document and plan your key account strategy with this comprehensive template.

Handling Sales Stalls & Objections Exercise

Stalls & Objections

This template helps sales people prepare for the hardest stalls and objections.

Sales Call Tracker Template

Sales Call Tracker

 This tracker highlights where in the call people are struggling so you can coach them accordingly.

Prospect Profile Template

Profile Builder

Profile your best customers and then use the information to target more of the same.

Prospect Value Calculator Template

Prospect Value

Understand your core value to build highly targeted sales messaging.

Sales Root Cause Analysis Template

Sales Questioning

This tool helps you build powerful questions to uncover your prospects real pain.

Prospect Sales Pains & Goals Template

Prospect Pains

Know your prospects pains and goals so you they will buy versus you having to sell.

Sales Battlecards

Battlecards are great for identifying your strengths and weaknesses versus your competitors.

Sales Negotiation Worksheet

Sales Negotiation

Prepare in advance for the boardroom so you get what you want with this simple template.

Client Case Study Template

Case Study Template

Use examples of previous sales wins to generate more with this one page template.

Preparing to Sell

Preparing to Sell

Superb check list for new hires ( and maybe old ones) before they get in front of real prospects.

Consultative Selling Process

Consultative Selling

Use this tool to reinforce your consultative selling process – slow the sales down if you want to speed things up.

Time Management Tracker

Time Management

Help sales people become super productive and track where they lose time during the day.

Sales Meeting Notes Record

Meeting Notes

This template to reminds you what questions to ask and take accurate notes on the answers given.

Coming Soon

486x60 Winner Sales Coaching

If you need help with customisation or implementation just ask