Sales Workbook, Step by Step for 2027

Fifteen printable one-page templates for the everyday work of selling, from turning a target into weekly activity to quotes, proposals, stalled deals and win/loss reviews.

Who it's for

Salespeople, sales managers and owners who sell. The templates follow the life of a sale: Template 1 at the start of the year or quarter, three templates every week (the weekly plan, the call log and the pipeline tracker), the rest as each opportunity moves, and three after the sale.

What you'll learn

• Work backwards from a revenue target to the conversations, meetings and proposals you need each week
• Plan your selling week and log every call and meeting, so you can see which contacts and approaches lead somewhere
• Prepare cold calls, sales meetings and product demonstrations around the customer’s own problems
• Build honest competitor battlecards and keep a pipeline tracker with stage probabilities and weighted values
• Write clear price quotes and sales proposals with options, terms and next steps
• Plan follow-ups that each add something new, and work out why a deal has stalled and when to call it lost
• Learn from every won and lost deal, hand new customers over to delivery and plan customer review meetings

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK organisations: a software company and an office furniture supplier
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Sales Target and Activity Calculator
2. Weekly Sales Plan
3. Call and Activity Log
4. Cold Call Script Builder
5. Sales Meeting Prep Sheet
6. Competitor Battlecard
7. Demo Planner
8. Sales Pipeline Tracker
9. Price Quote Builder
10. Sales Proposal Planner
11. Follow-Up Message Planner
12. Stalled Deal Rescue Sheet
13. Win/Loss Review
14. Sales-to-Delivery Handover Note
15. Customer Review Meeting Planner

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).