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Sales Automation Templates

Download battle-tested templates used by 500+ B2B companies to automate their sales process.

15,000+

Downloads

6

Template Categories

100%

Free Forever

Email

5-Touch Email Sequence

Proven 5-email sequence that converts cold leads to meetings. Includes subject lines, body copy, and timing.

2,400+ downloadsGoogle Doc + PDF
Lead Management

Lead Scoring Model

Complete lead scoring framework with demographic, behavioral, and engagement scoring criteria.

1,800+ downloadsSpreadsheet + Guide
Follow-Up

Follow-Up Cadence Template

Multi-channel follow-up schedule with optimal timing for calls, emails, and LinkedIn touches.

3,100+ downloadsPDF + Spreadsheet
CRM

CRM Workflow Blueprints

10 ready-to-implement CRM automation workflows for HubSpot, Salesforce, and Pipedrive.

1,500+ downloadsPDF + Screenshots
Strategy

Sales Automation Playbook

Complete guide to automating your sales process from lead capture to close.

2,900+ downloadsPDF Guide
Scripts

Meeting Booking Scripts

Phone and email scripts for converting leads into booked meetings. A/B tested for best results.

2,200+ downloadsGoogle Doc

What You Get With Each Template

Ready-to-use templates you can implement today
Step-by-step instructions for each workflow
Best practices and optimization tips
Real examples from successful B2B companies
Compatible with major CRM platforms
Regular updates with new templates

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