The Small Business Sales Playbook & Template Library
Complete, paste-ready templates and plain-English guidance for finding leads, starting conversations and following up until you get a clear answer.
What’s inside
- The 10-minute version
- Part 1: Cold Email Outreach
- Part 2: LinkedIn Outreach
- Part 3: Follow-Up
- Part 4: Discovery and Objections
- Part 5: Proposals and Quotes
Word document · about 19,013 words · includes the Pipeline and Forecast Tracker (Excel)
Pipeline and Forecast Tracker
Track every deal on one sheet. The dashboard and weighted forecast update automatically from your Deals sheet.
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All guidesThe Cold Email Outreach Playbook
Eight ready-to-send cold email templates, a four-email cadence, reply scripts and a tracking sheet, so you can start conversations with people who have never heard of you.
Get it freeThe LinkedIn Outreach Playbook
Twelve short connection notes, eight first messages, voice-note scripts and a 30-minute daily routine for starting real conversations on LinkedIn without being a nuisance.
Get it freeThe Follow-Up Playbook
Complete follow-up templates for calls, quotes, silence and old leads, with 15 ways to add value in every touch and a simple system so no deal goes quiet by accident.
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