The Sales Team Starter Kit

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The Sales Team Starter Kit

The Sales Team Starter Kit

Relevant reading

Helpful docs from the smartest people we know.

We’ve handed you a set of bite-sized tools for

Prioritizing tasks and time⁠

Organizing meeting notes⁠

, and

Building a rolodex⁠

. And while these templates will certainly scale with your team, you might also benefit from examples that are a bit more complex—but equally as adaptable.

Below, you’ll find a collection of docs that we think will come in handy when defining your team and its progress, juggling endless meeting notes,

tracking OKRs⁠

, and creating a virtual rolodex.

To help your team succeed.

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To help organize your meeting notes.

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To help maintain your relationships.

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Personal CRM with Texting This personal CRM template lets you stay in touch with friends and colleagues. Easily add people and interactions with the click of a button. coda.io⁠

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