Sales Templates
flowchart TD
S["Sales\nTemplates"] --> CO["Cold Outreach\nEmail & DM"]
S --> DIS["Discovery\nCall Script"]
S --> PRO["Proposal &\nInvoice"]
S --> FU["Follow-Up\n& Referral"]
S --> OBJ["Objection\nHandling"]
style S fill:#e65100,stroke:#bf360c,color:#ffffff
style CO fill:#f57c00,stroke:#e65100,color:#ffffff
style DIS fill:#fb8c00,stroke:#f57c00,color:#ffffff
style PRO fill:#ffa726,stroke:#fb8c00,color:#4e342e
style FU fill:#ffb74d,stroke:#ffa726,color:#4e342e
style OBJ fill:#ffcc80,stroke:#ffb74d,color:#4e342e
Load this file for cold outreach, discovery scripts, proposals, follow-ups, and objection handling.
Cold Email — B2B (3-Email Sequence)
Email 1 — The Hook
Subject: [Specific result] for [their company type / role]
Hi [Name],
[1 sentence personal relevance — why them, why now.]
[Company] helps [ICP] [specific outcome] — [one proof point or traction signal].
Worth a quick call to see if it's a fit?
[Your name]Email 2 — The Value Add (3–5 days later)
Subject: Re: [original subject]
Wanted to share [relevant resource / insight / case study] in case it's useful regardless of timing.
Still happy to connect if the moment is right.
[Name]Email 3 — The Close (5 days after Email 2)
Subject: Re: [original subject]
Last note — didn't want to keep bothering you.
If timing ever works, [calendly link or simple ask].
Rooting for you either way.
[Name]Cold LinkedIn DM
Hi [Name] — saw [specific thing about them / their company / their post].
Quick question: [problem-focused question, not a pitch].
Happy to share what we've learned if useful.Discovery Call Script (30-Minute Structure)
0:00 — OPEN (2 min)
"Thanks for making time. I want to make sure this is worth your 30 minutes.
Here's my plan: I'll spend the first 20 minutes learning about your situation,
and if it seems like we might be a fit, I'll take 5 minutes to share what we do.
Does that work?"
0:02 — THEIR SITUATION (8 min)
"Tell me about [relevant context — their role, team, current process]."
→ Listen. Don't pitch.
0:10 — THE PROBLEM (7 min)
"What's the hardest part of [topic area] for you right now?"
"What does that cost you — in time, money, or something else?"
"What have you tried to fix it?"
0:17 — CURRENT SOLUTION (5 min)
"What are you doing today to handle this?"
"What does that solution not do that you wish it did?"
0:22 — THE PITCH (5 min)
"Based on what you've shared, I think we can help. Here's what we do: [2–3 sentences]."
"For companies like yours, the typical result is [outcome]."
0:27 — THE CLOSE (3 min)
"Does this seem like a fit for what you're dealing with?"
If yes: "What would a next step look like for you?"
If no: "What's missing?" → address or disqualify
0:30 — END
Confirm next step. Send follow-up within 2 hours.Proposal (One-Page)
PROPOSAL FOR [CUSTOMER NAME]
[Your Company] | [Date] | Prepared by [Your Name]
THE SITUATION
[2 sentences: their specific problem and why it matters to them now]
OUR APPROACH
[What you'll do + how it works + what makes it different — 3 sentences]
WHAT YOU GET
• [Deliverable or outcome 1]
• [Deliverable or outcome 2]
• [Deliverable or outcome 3]
• [Support / onboarding / access included]
INVESTMENT
$[X] — [payment structure: monthly / annual / one-time]
[Any guarantee, trial period, or refund policy]
TIMELINE
Start: [Date]
[Key milestone]: [Date]
Completion / renewal: [Date]
NEXT STEP
[Specific action — "Sign and return by [date] to lock in [start date]"]
Questions? [Name] | [Email] | [Phone]Follow-Up Sequence
Day 1 after no response:
Subject: Re: [original subject]
Hi [Name], just making sure this didn't get buried. Still worth a quick chat?Day 5 — Value add:
Wanted to share [something useful] in case it's helpful regardless of timing.
Open if the moment's right.Day 10 — Pattern interrupt:
Hi [Name], I'll stop following up after this — just wanted to give it one more try.
[One-sentence reminder of the value].
Happy to connect whenever works. [Calendar link]Referral Request
Hi [Customer Name],
Working with you on [project/product] has been great.
I'm looking to connect with more [their type of company/role]. Do you know 1–2 people
who might be dealing with [the problem you solve]?
Even a quick intro by email would mean a lot. Happy to make it easy — I can send you
a short blurb you can forward if that helps.
Thanks,
[Name]Objection Quick Reference
| Objection | Response |
|---|---|
| "Too expensive" | "Compared to what? What's the cost of not solving this?" |
| "Already have something" | "What does it not do that you wish it did?" |
| "Not right now" | "When would be right? Can we put a date on the calendar?" |
| "Send more info" | "What specifically would help you evaluate this?" |
| "Need to check with team" | "Who else should be on the next call?" |
| "We tried something like this before" | "What happened? What would have to be different this time?" |
| "How do I know it'll work?" | "Here's how [similar customer] used it. Can I connect you with them?" |
Invoice Email
Subject: Invoice #[XXX] — [Your Company] — Due [Date]
Hi [Name],
Attached is invoice #[XXX] for [service/product description].
Amount due: $[X]
Due date: [Date]
Payment: [Stripe link / bank transfer / check instructions]
Let me know if you have any questions.
Thank you,
[Name]Nonpartisan informational resource for Missouri — District 2 — not legal, medical, or financial advice. Source: dougdevitre/access-to-business.
Paid for by Matt Grant for Congress.