Enablement & process templates

Onboarding plans, call frameworks, handoff checklists, and playbook structures.

Who uses these templates

Enablement leads onboarding new reps
Front-line sales managers standardising process
RevOps teams documenting handoffs between teams

Showing 17 of 17 templates

All templates

17 templates

30-60-90 day sales plan template
A 30 60 90 day sales plan template for new AEs, with learn, do, and produce milestones a manager can check at each review. Free PDF and CSV.
6 sectionsPDF + CSV
Sales playbook template
A sales playbook template built from plays with a trigger, a target persona, steps, and an exit criterion, so reps can run it. Free PDF and CSV.
7 sectionsPDF + CSV
Discovery call question bank
Discovery call questions grouped by what you need to learn: pain, impact, decision process, timing, alternatives, plus weak versions to avoid. Free PDF.
7 sectionsPDF
Ideal customer profile template
An ideal customer profile template built from closed-won, closed-lost, and churn data, with firmographic fields and a scoring model. Free PDF and CSV.
7 sectionsPDF + CSV
Strategic account plan template
A strategic account plan template with a buying-group map, whitespace by business unit, and a 12-month action plan tied to revenue. Free PDF and CSV.
6 sectionsPDF + CSV
Sales onboarding plan template
A sales onboarding plan template with a week-by-week program, certifications, and ramp checkpoints that show whether a hire is on track. Free PDF and CSV.
5 sectionsPDF + CSV
Competitive battlecard template
A one-page battlecard template: where we win, where we lose, landmine questions, traps to avoid, and proof, built from win-loss data. Free PDF.
6 sectionsPDF
Objection handling template
An objection handling template: each objection, what sits behind it, a clarifying question, a response that has worked, and proof. Free PDF and CSV.
5 sectionsPDF + CSV
Account executive interview questions
Account executive interview questions with what a strong and a weak answer contain, plus a discovery roleplay exercise and scoring notes. Free PDF.
7 sectionsPDF
Sales call scorecard
A sales call scorecard with behavior-anchored ratings, so two managers scoring the same recording land on the same number. Free PDF and CSV.
6 sectionsPDF + CSV
Sales to CS handoff checklist
A sales to customer success handoff checklist: what sales must document before a customer goes to onboarding, and when CS sends it back. Free PDF and CSV.
6 sectionsPDF + CSV
Sales process map template
A sales process map template from lead to renewal, with stages, owners, systems, entry and exit criteria, and handoffs for each step. Free PDF and CSV.
6 sectionsPDF + CSV
Sales coaching 1:1 template
A sales coaching template for weekly 1:1s that keeps pipeline review, skill coaching, and career development in separate, timed blocks. Free PDF.
6 sectionsPDF
SDR to AE handoff checklist
An SDR to AE handoff checklist with acceptance criteria, required context, and reject reasons that end disputes over meeting quality. Free PDF and CSV.
5 sectionsPDF + CSV
Sales interview scorecard
A sales interview scorecard for AE and SDR hiring, with weighted competencies, behavior anchors, and a debrief process that limits bias. Free PDF and CSV.
6 sectionsPDF + CSV
RevOps RACI template
A RevOps RACI template that assigns who is responsible and accountable across sales ops, marketing ops, CS ops, systems, and finance. Free PDF and CSV.
5 sectionsPDF + CSV
Sales kickoff planning checklist
A sales kickoff planning checklist covering SKO content, logistics, and a timeline for rolling out territories, quotas, and comp plans. Free PDF and CSV.
6 sectionsPDF + CSV

Other template categories

For the software that automates this work, browse by software category, run side-by-side comparisons, or look up a metric in the sales ops glossary.