Looking for a better way to discover and prioritize leads? This Starter Kit showcases free, time-saving templates focused on helping you make the sale. And each template is customizable, so you can build tools to manage time, organize meeting notes, and build a comprehensive CRM—in a way that works best for you.
From door-to-door to SPIN to customer-forward strategies, sales teams and their strategies have evolved in-step with products and consumers. And that mastery of adaptation has more recently focused itself on the rise of automation tools—optimizing the processes that support contracts, NDAs, one-pagers, white papers, PDFs, emails, calendars, and everything else needed to meet the needs of their clients.
But a tech stack can easily turn into a slippery slope of tool sprawl that hinders the effectiveness of an entire team.
Suddenly your team spends more time chasing down segmented and outdated data than developing meaningful relationships with customers. Your comprehensive knowledge base becomes dense with outbound links to other tools and difficult for onboarding team members to use. Individual moments of success and failure with customers are tucked away from the rest of the team in a dozen different note apps—potentially resulting in the dreaded double outreach.
. Your team is busy enough without having to dig through each tool for data, records, and best practices. We understand that any time away from customers is a potential loss, so we created this Starter Kit to surface time-saving doc patterns that help you close the deal.
Introduce your calendar to your to-do list
Time is money—and sales teams are understandably meticulous about both. Because the two are so closely linked, time and task management need to communicate reliability and trustworthiness to clients.
So how do you establish a system of professionalism while giving your team enough autonomy to track time in a way that meets their needs? Leverage the tools they can’t imagine working without—Google Calendar, Gmail, and Slack.
Some of us are more focused on inbox-zero enlightenment. Let your inbox and your to-do list make nice by connecting your Gmail to a basic task list. Try out this template below and add it to your doc with
/todo with Gmail
Create a task and then link an email or two. 👇
Schedule kickoff meeting with Block, Inc Product team.
Coffee next week?
Write client proposal for the next meeting with Navigator.
Even with well-organized to-do lists, tasks and events slip through the cracks. Create a culture of accountability by scheduling Slack message reminders. And while you’re at it, you can automate reminders—just in case you forget to push the
button. Send a gentle nudge with
Organize share-worthy meeting notes.
From pitches to kickoffs to check-ins to stand-ups, a significant amount of your team’s time is reserved for meetings—each with its own set of goals and stakeholders. Designing an intentional process with both in mind provides independence while also ensuring that each client gets the attention they need.
Once your client becomes a customer, you’ll want to keep proposed milestones in one place where everyone can comment and collaborate. This template provides a snapshot of those milestones and their progress, while also establishing a baseline for Quarterly Business Reviews. Show your clients that their money is well spent by adding
/customer success plan
to your doc.
Add a milestone, change owners, and have a bit of fun with the sliders. 👇
Implement Coda in Q3
Schedule company-wide Coda training.
Training is scheduled for 9/25. Will be recorded for those unable to attend.
Save 2hr/week internal meetings
Analyze current meeting structure to see where time is spent.
Build internal meeting template to address pain points uncovered in analysis.
Launch customer feedback tracker
Work with Coda team to create working v1 of tracker.
Create co-marketing plan for promotion of the tracker.
To roll in the money, you need more than a rolodex.
, “Sales is first and foremost about creating customer value. Revenue and profits are an outcome of customer value creation.” And opportunities to establish value in a product can pop-up anyway. Like in a form to request a demo. Or when your aunt’s neighbor calls to ask how your product can help her one-woman pretzel business.
You’ll need to be prepared to capture a person’s information, along with any notes about your chat, at a moment’s notice.
Like the task tracking and the meeting note documentation, it’s often helpful to record as much information about a potential customer as possible. When you need more detail than a simple contact lists, use the CRM template to capture contact information, any interactions you have with those contacts, and general notes that you might have about the account. Streamline your client info with
Create a new contact. 👇
Chris Andrews, Moira Boise
321 Building St
First requested a demo through the website.
Downloaded the e-book.
Initial meeting - 12/1/2018 - See meeting notes for full details
Sales teams are busy enough keeping up with forever changing customers, products, and markets. And their adaptability warrants a tool that can keep up—or better yet, bring everyone into a shared space to accomplish collective goals.