Build outreach sequences, follow-up frameworks, and meeting recap templates that feel natural, get responses, and move deals forward consistently.
Sales reps waste hours writing the same emails repeatedly intro messages, meeting requests, follow-ups, recaps. Templates save time but most feel robotic. Good templates provide structure whilst leaving room for personalisation. They handle common scenarios cold outreach, meeting follow-up, proposal reminders without sounding like form letters. This chapter shows you how to write email templates that reps actually use, structure sequences that get responses, and build frameworks that feel personal whilst being mostly automated.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.
Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.
See playbookReach prospects who don't know you by sending personalised outreach that offers value and starts conversations rather than pitching products immediately.
Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.
Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.
Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.
Craft clear, compelling prompts that drive specific user actions across platforms, from clicking through to converting.
