Free templates
Sales templates
Each one has a plain-text version to copy, a live example, and a way to make it in your own brand from your call notes.
Mutual action plan template
A mutual action plan is a short, shared list of the steps both the buyer and the seller agree to take before a decision, each with an owner and a date. It keeps a deal moving between calls, because everyone can see what is next and who has it. Keep it to five to ten steps, written in plain words.
Meeting recap template for sales calls
A sales meeting recap is a short message sent after a call that confirms what the buyer said, what you proposed, and the next steps with an owner and a date. Send it the same day. Use the buyer's words for their problem, keep it under 200 words, and end with one clear next step.
Sales one-pager template
A sales one-pager is a single page that explains to one buyer what problem you solve for them, how, why they should believe it, and what to do next. The best ones are written for one account after a call, not as a generic brochure. Lead with their problem, prove it with a number, and end with one step.