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Free resources
Free sales templates
16 free sales templates for B2B teams: plans, reports, pipeline and process templates, each with the full template on the page, a fill-in version and a worked example. Copy them as text or Markdown, print them or download the tables as CSV, with no sign-up.
Top picks
The templates most B2B sales teams use every week.
- Sales plan templateTargets, ICP, team capacity, pipeline maths, channels, budget and milestones on one page for the year or quarter.FounderSales managerPlanningOpen the template
- Sales KPI dashboard templateSDR, AE and leadership KPIs with formulas, targets, owners and benchmarks, laid out as a weekly dashboard.Sales managerSDRFounderReportingOpen the template
- Sales pipeline stages templateStage definitions, exit criteria, owners, required CRM fields and conversion formulas for every stage.AESales managerFounderProcessOpen the template
- Sales report templateA weekly SDR report and a monthly sales report: activity, meetings, pipeline, revenue against target, risks and asks.SDRSales managerFounderReportingOpen the template
- Sales playbook templateICP, personas, triggers, plays, messaging, qualification, objections and handover rules in one shared document.Sales managerFounderSDRProcessOpen the template
- 30 60 90 day sales planThree versions, for SDRs, AEs and sales managers, with learning, activity and outcome goals for each 30-day phase.SDRAESales managerPlanningOpen the template
All sales templates
Filter by the role that uses the template and what it is for, or search by name.
Role
Use
Showing 16 of 16 templates
- Sales plan templateTargets, ICP, team capacity, pipeline maths, channels, budget and milestones on one page for the year or quarter.FounderSales managerPlanningOpen the template
- Territory plan templateDefine the patch, tier the accounts, set coverage rules and quarterly goals, and plan the calling week.AESales managerSDRPlanningOpen the template
- Sales KPI dashboard templateSDR, AE and leadership KPIs with formulas, targets, owners and benchmarks, laid out as a weekly dashboard.Sales managerSDRFounderReportingOpen the template
- Sales pipeline stages templateStage definitions, exit criteria, owners, required CRM fields and conversion formulas for every stage.AESales managerFounderProcessOpen the template
- Sales funnel stages templateMap the B2B sales funnel from target accounts to customers, with volumes, conversion rates and owners at each stage.FounderSales managerProcessPlanningOpen the template
- Sales process map templateThe B2B sales process steps from target list to handover, with owner, inputs, actions, exit criteria and time limits.Sales managerFounderSDRAEProcessOpen the template
- Sales cycle stages templateThe buyer's stages from problem to signature, seller actions, stall signals and a tracker for sales cycle length.AESales managerFounderProcessReportingOpen the template
- Sales report templateA weekly SDR report and a monthly sales report: activity, meetings, pipeline, revenue against target, risks and asks.SDRSales managerFounderReportingOpen the template
- Sales forecast templateA deal-by-deal forecast with commit, best case and gap to target, plus five forecasting methods and when to use each.Sales managerFounderAEReportingPlanningOpen the template
- Sales playbook templateICP, personas, triggers, plays, messaging, qualification, objections and handover rules in one shared document.Sales managerFounderSDRProcessOpen the template
- 30 60 90 day sales planThree versions, for SDRs, AEs and sales managers, with learning, activity and outcome goals for each 30-day phase.SDRAESales managerPlanningOpen the template
- SDR onboarding plan templatePre-start checklist, a week-by-week first month, a certification checklist and ramp milestones to day 90.Sales managerSDRFounderPlanningProcessOpen the template
- Account plan templateAccount overview, goals, stakeholder map, opportunity map, risks and a dated action plan for a key account.AESales managerPlanningOpen the template
- Sales cadence templateA day-by-day touch plan across calls, email and LinkedIn, with call windows, exit rules and compliance notes.SDRSales managerProcessOpen the template
- Commission plan templateOn-target earnings, pay mix, measures, rates, accelerators, thresholds, clawbacks and payout timing for SDRs and AEs.Sales managerFounderPlanningOpen the template
- Quota setting templateTop-down and bottom-up quota methods, ramp schedules, capacity checks and SDR meeting quotas in one sheet.Sales managerFounderPlanningOpen the template
Which template do you need?
Start from the job you need done.
| If you need to | Use |
|---|---|
| Set the year or quarter's number and how to reach it | Sales plan template |
| Split accounts between reps and decide where to spend time | Territory plan template |
| Track the weekly numbers that predict revenue | Sales KPI dashboard template |
| Define CRM stages and exit criteria | Sales pipeline stages template |
| See where prospects drop out before they become deals | Sales funnel stages template |
| Write down who does what, from list to handover | Sales process map template |
| Measure and shorten how long deals take | Sales cycle stages template |
| Report the week or the month | Sales report template |
| Predict what will close this quarter | Sales forecast template |
| Give every seller the same plays and rules | Sales playbook template |
| Plan a new hire's first three months | 30 60 90 day sales plan |
| Get a new SDR calling well, fast | SDR onboarding plan template |
| Go deep on one important account | Account plan template |
| Plan the calls, emails and LinkedIn touches for each prospect | Sales cadence template |
| Design how SDRs and AEs are paid | Commission plan template |
| Set fair, achievable quotas | Quota setting template |
How the templates work
Fill it in, then export
Type into the fill-in version or load the worked example. Copy as text or Markdown, print, or download the tables as CSV. Nothing is stored or sent.
Built from outbound practice
Each template has a worked example for an Australian B2B company using outsourced SDRs, the steps to use it and the mistakes we see most often.
Benchmarks come from our Australian cold calling statistics, built from 218,000+ dials into Australian businesses: 1.3 meetings per 100 dials, against 0.3 for offshore teams. For email copy, see the sales email templates; for calls, the cold call script library; and for qualification, the sales qualification frameworks guide.
Want the meetings, not just the templates?
Nousu Collective runs phone-first outbound for B2B companies selling into Australia, New Zealand and Singapore, with Australian callers in-house in Sydney. See our outsourced SDR service, cold calling and appointment setting. Pricing is starting at $7,000 a month.
FAQ
Sales template questions
How the templates work, what they cost and where the numbers come from.
Still have questions?
Book a 30-minute callYes. Every template is free to use and copy, with no sign-up and no email gate. Fill it in on the page, then copy it as text or Markdown, print it, or download the tables as a CSV file.
No. The fill-in versions run entirely in your browser. Nothing you type is saved, sent to us or tracked, and it disappears when you close the tab, so copy or download your work before you leave.
Yes. Use Download .csv on any template with tables, then open the file in Excel or import it into Google Sheets. Use Copy as Markdown for Notion, Confluence or a CRM note.
Most B2B teams start with the sales plan template, then the pipeline stages and KPI dashboard templates. If you are hiring, add the 30 60 90 day plan and SDR onboarding plan. The table on this page matches each need to a template.
Yes. They use the Australian financial year and Australian time zones, the cadence, playbook and onboarding templates cover the compliance basics for calling and email in Australia, New Zealand and Singapore, and every worked example is an Australian B2B company using outsourced SDRs.
From Nousu Collective's published data: 218,000+ dials into Australian businesses, plus the published show rate range for appointment setting. Every other number in a worked example is illustrative and labelled as such.
Yes. The sales email template library has outreach emails for each cadence touch, the cold call script library and generator cover calls, and the sales qualification frameworks guide compares BANT, MEDDIC, SPIN and others.
Yes. Our Australian callers work in-house in Sydney and run phone-first outbound into Australia, New Zealand and Singapore. Pricing is starting at $7,000 a month.
Need a team to run the plan?
Book a 30-minute call. We will map your market and buyers and show you what a phone-first campaign would book.
Starting at $7,000 a month. Exact fee quoted after a 30-minute call.