Free Download

The Only Sales Templates You’ll Ever Need

Completing deals with Agency Plot and PandaDoc at every level
LIFETIME ACCESS FOR

199.00

The Only Sales Templates You’ll Ever Need

Everything about:
N
Lead qualification templates
N
Presentation and discovery call templates
N
Templates for follow-up letters
N
Templates for proposals and price negotiations
N
Forms for contracts and invoices
N
Best practices and procedures for e-signatures
Templates for each phase of the buyer journey.

There is a ton of sales stuff available. We collaborated with PandaDoc to provide you with the essential selection of sales templates, ensuring that any salesperson is set up and prepared to work from Day 1. Send this template collection to both new and seasoned employees of your sales team to assist them to do their tasks quickly, effectively, and with tested templates that have achieved positive outcomes.

You’ll find 24 sales-friendly templates that we’ve used in this guide, along with comments on how well they performed for us and advice on what you should keep in mind while using them. Your sales staff will be put on the right track to success by this very well-researched manual. With the help of these 24 sales templates, your team will be prepared to get started immediately. Along with templates for qualifying leads, discovery calls, follow-up emails, proposals, invoicing, and much more, we’ve got you covered from beginning to end.

Hear it from the head of PandaDoc Sales, Michael Paladino: “Overhauling our contracts with this template made our lives easier and our wallets fatter – it was a no-brainer.” Michael Paladino thought that upgrading the contracts for his sales team using the offered template worked wonderfully for his team. There are more success stories here, so join in and start shifting your earnings in the correct direction!

Trusted by

This is the least sexy, most “boring” type of content we could possibly create.

But it’s the stuff that will actually lead to more traffic, leads, clients, and revenue.

There’s no fluff, no clickbait, no listicles. Each walkthrough we create is extremely detailed and actionable

Rakesh Oberoi

Before discovering the Agency Plot SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how Agency Plot did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.

Tim Berry
CEO - Reputation Local

Chris Rodriguez

As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.

After much searching, and trial and error, I was referred to Agency Plot and could not be happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.

Chris Rodriguez
Owner - iExcel

Kaizer Meer

I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.

Joshua Watson
SEO Director - Spiral Marketing Agency

Mike Kennedy

I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the Agency Plot team.
Mike Kennedy
Owner - Stikky Media
Boost the size of your business with these resources
LIFETIME ACCESS FOR

199.00

N
Lead qualification templates
N
Presentation and discovery call templates
N
Templates for follow-up letters
N
Templates for proposals and price negotiations
N
Forms for contracts and invoices
N
Best practices and procedures for e-signatures

Agency Plot instructors work with the best brands in the game

lyft-logo
techstars-logo-min
paypal-logo

Frequently Asked Questions (FAQs)

Why do I need to submit the required information?

Your personal information is always secure with us.

We want your information in exchange for a priceless resource in order to: (a) enhance your browsing experience by tailoring the Agency Plot website to your interests; and (b) contact you with the material we believe you might find interesting. (c) Send you marketing materials we believe you'll find useful. Read more about our privacy policies here.

Are you sure it's free?

Absolutely!.

We're merely disseminating some free information that we hope you'll find useful. The next time you have a question about marketing, think of us.

The Only Sales Templates You’ll Ever Need