How to create sales collateral

Equip your sales team with assets that handle objections, build trust, and close deals without rep involvement

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.

How to create sales collateral

Chapters

Chapter
1

How to write sales email templates

Build outreach sequences, follow-up frameworks, and meeting recap templates that feel natural, get responses, and move deals forward consistently.

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Chapter
2

How to create case studies for sales

Write customer stories with specific results, relatable pain points, and proof that helps prospects see themselves in the transformation journey.

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Chapter
3

How to build ROI calculators

Design interactive tools that help prospects quantify business value and justify investment to internal stakeholders who control budget decisions.

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Chapter
4

How to create video sales letters

Produce personalised or templated video messages that build trust, explain complex value, and stand out in crowded inboxes effectively.

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Chapter
5

How to design pitch decks for sales

Build presentation frameworks that tell compelling stories, handle objections, and guide prospects toward decisions without overwhelming them.

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Chapter
6

How to create product comparison sheets

Show how you stack up against competitors and alternatives with honest, specific differentiation that builds trust instead of sounding defensive.

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Chapter coming soon

Tools

How to create sales collateral

tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Loom
Tool

Loom

Screen recording for quick updates and walkthroughs faster than meetings, clearer than text, excellent for async teams and client communication.

Notion
Tool

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Figma
Tool

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Aircall
Tool

Aircall

Aircall provides cloud phone system with CRM integrations, call routing, and analytics for sales and support teams working remotely.

Fireflies.ai
Tool

Fireflies.ai

Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.

Books

How to create sales collateral

books

Breakthrough Advertising
Book summary & review

Breakthrough Advertising

Eugene M. Schwartz

A field guide to message market fit. Use stages of awareness to pick angles, craft offers and brief ads that speak to real pains and jobs.

Influence
Book summary & review

Influence

Robert Cialdini

Classic psychology translated for B2B. Use social proof, scarcity and reciprocity in a way that respects buyers.

$100M Offers
Book summary & review

$100M Offers

Alex Hormozi

A practical guide to shaping offers that convert. Translate ideas into pricing, guarantees and copy you can test this quarter with real customers.

Wiki

How to create sales collateral

concepts

Wiki

BANT

Qualify leads systematically by assessing budget, authority, need, and timing to focus sales effort on high-potential opportunities.

Wiki

Battle card

Arm sales reps with competitive intelligence on one-page sheets covering competitor strengths, weaknesses, and effective counter-positioning for common objections.

Wiki

Lead

Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.

Wiki

MQL

Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.

Wiki

One-pager

Create single-page summaries of solutions or case studies that busy decision-makers can quickly scan to understand value without reading long documents.

Wiki

SQL

Identify prospects that sales has vetted as qualified opportunities, establishing the handoff from marketing to active deal pursuit.

Wiki

Sales deck

Design presentation slides that guide discovery and demo conversations whilst reinforcing key messages visually so prospects retain information after meetings end.

Wiki

Testimonial

Collect specific customer quotes about results achieved to provide social proof that overcomes scepticism more effectively than marketing claims buyers discount.

Playbooks

Other playbooks

Playbook

Marketing automation setup

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
Marketing automation setup
Playbook

How to expand revenue per customer

Acquiring new customers is expensive. Growing existing ones is profitable. Identify expansion opportunities from usage patterns and needs. Design clear upsell paths that feel natural, not pushy. Time offers to renewal cycles and milestones. Structure pricing that enables growth.

See playbook
How to expand revenue per customer
Playbook

Customer research

Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.

See playbook
Customer research
Playbook

Paid advertising

Develop LinkedIn ads strategy that targets decision-makers. Set up campaigns with proper tracking. Learn Google Ads strategy for high-intent keywords. Master creative principles that drive conversions.

See playbook
Paid advertising
Playbook

Strategic planning

Without clear strategy, every tactic feels like a guess. Define who you're for, what problem you solve, and how each touchpoint moves them closer to buying. Turn scattered efforts into a coherent system where marketing, sales, and product pull in the same direction.

See playbook
Strategic planning
Playbook

Lead capture system

Capture mechanisms turn anonymous traffic into known leads you can follow up with. Make it easy for prospects to signal interest at any moment in their journey without creating friction or annoying people.

See playbook
Lead capture system
Further reading

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How to create sales collateral