Sales templates for a browser agent

• Build a list of prospects in a sheet

  Companies that match your market, with the right contact for each.

  You start it: When you start it

  • LLinkedIn
  • Google Sheets

• Asks first

  Draft a reply to each new lead

  Research the sender, answer each question and offer two times for a call.

  On an event: When an e-mail from a new lead arrives

  • Gmail
  • HubSpot
  • Google Calendar

• Complete new contacts in the CRM

  Job title, company size and industry for each new HubSpot contact.

  On a schedule: Every weekday at 8:00

  • HubSpot
  • LLinkedIn

• Write a personal first line for each lead

  One true and recent detail about each person, ready for your cold e-mail.

  You start it: When you start it

  • Google Sheets
  • LLinkedIn

• Write an account plan for a target company

  The company's priorities, its buying team, the tools it uses now and 3 ways in, from public sources.

  You start it: When you start it

  • LLinkedIn
  • Google News
  • Google Docs

• Asks first

  Update your CRM after a sales call

  Stage, close date, amount, next step, tasks and new contacts from your call, saved to the deal after your OK.

  You start it: When you start it

  • HubSpot
  • Google Docs

• Find stalled deals in your pipeline

  Each open deal with no activity for weeks, with the likely reason and one next step, largest first.

  On a schedule: Every Monday at 8:00

  • SSalesforce
  • Gmail

• Send a weekly sales pipeline report

  New, moved, won and lost deals, and the forecast against quota, every Friday afternoon.

  On a schedule: Every Friday at 16:00

  • HubSpot
  • Google Sheets

• Write a sales proposal from your call notes

  A proposal in your own template with the client's goals, scope, timeline and price, ready to edit.

  You start it: When you start it

  • Google Docs
  • PPipedrive

• Asks first

  Create a quote from your price list

  A quote with the right products, quantities, discounts and terms in your CRM, sent after your OK.

  You start it: When you start it

  • HubSpot
  • Google Sheets

• Prepare the renewals due next quarter

  Each renewal with usage, open tickets and a risk level, plus a draft e-mail or a save plan for each.

  On a schedule: On the 1st of each month at 9:00

  • SSalesforce
  • Zendesk
  • Gmail

• Find companies whose job posts show a need

  Companies that hire for roles that signal a need for your product, with the job link and the signal.

  You start it: When you start it

  • LLinkedIn
  • Indeed
  • Google Sheets

• Build a battlecard against a competitor

  Where you win and lose, their prices, and answers to the objections your reps hear most.

  You start it: When you start it

  • G2
  • Reddit
  • Google Docs

• Answer an RFP or a security questionnaire

  A draft answer for each question from your own documents, with the source and the gaps marked.

  You start it: When you start it

  • Google Sheets
  • Confluence
  • Google Drive

• Asks first

  Draft a LinkedIn message to one prospect

  A short message about a real, recent point from their posts or company news, sent after your OK.

  You start it: When you start it

  • LLinkedIn

• Asks first

  Follow up with leads from a trade show

  Each lead you met added to the CRM, with a personal follow-up e-mail based on your notes.

  You start it: When you start it

  • Google Sheets
  • HubSpot
  • Gmail

• Find out why you lost deals last quarter

  The real loss reasons from notes and e-mails, counted, with competitors, price gaps and fixes.

  You start it: When you start it

  • PPipedrive
  • Gmail
  • Google Sheets

• Log your e-mails and meetings in the CRM

  Each sales e-mail and meeting of the day added as an activity to the right contact and deal.

  On a schedule: Every weekday at 18:00

  • Gmail
  • Google Calendar
  • PPipedrive

• Find agencies and resellers to partner with

  Agencies that serve your customers, with their services, size, partner programs and contact page.

  You start it: When you start it

  • Any website
  • LLinkedIn
  • Google Sheets

• Asks first

  Draft win-back e-mails to former customers

  For each lost customer, what changed since they left and a personal e-mail, sent after your OK.

  You start it: When you start it

  • HubSpot
  • LLinkedIn
  • Gmail

• Plan a product demo for a prospect

  A demo script built on the prospect's own problems, with screens, sample data and questions.

  You start it: When you start it

  • HubSpot
  • Google Docs

• Find customers who are ready to upgrade

  Accounts near their plan limits, with the usage, the plan that fits and the extra revenue.

  You start it: When you start it

  • Any admin panel
  • Stripe
  • HubSpot

• Asks first

  Clean bounced e-mails out of your CRM

  Contacts whose e-mail bounced or who left the company, marked in your CRM after your approval.

  On a schedule: Every Monday at 7:00

  • Gmail
  • HubSpot

• Pick the exhibitors to meet at a trade show

  The exhibitors that fit your target market, with booth numbers, a reason to meet and a walking route.

  You start it: When you start it

  • Any website
  • LLinkedIn
  • Google Sheets

• Find companies that use a competitor

  Public customers of a competitor from case studies, logos, job posts and press, with the evidence.

  You start it: When you start it

  • Any website
  • Google Sheets

• Prepare a quarterly business review for a client

  Usage, results against the client's goals, support history and goals for next quarter, in one review doc.

  You start it: When you start it

  • SSalesforce
  • Any admin panel
  • Zendesk
  • +1 more: Google Docs

• Asks first

  Rebook prospects who missed a sales call

  A short, kind e-mail with two new times to each no-show of the day, sent after your OK.

  On a schedule: Every weekday at 17:00

  • Calendly
  • Google Calendar
  • Gmail

• Build an ROI case for a prospect

  A sheet that shows the savings in the prospect's own numbers, with each input, source and estimate.

  You start it: When you start it

  • LLinkedIn
  • Google Sheets

• Write a mutual action plan for a deal

  Each step to a signed contract and go-live, with owners on both sides and dates, ready to share.

  You start it: When you start it

  • SSalesforce
  • Google Docs

• Asks first

  Find a customer reference for a deal

  The happy customers that best match a prospect, with proof, and a request to each account owner.

  You start it: When you start it

  • SSalesforce
  • G2
  • SSlack

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