Free Sales Playbook Templates to Streamline Your Sales Process

No two sales calls are alike. One prospect demands data. Another wants a big-picture vision. The third? Ghosts you after three emails. Without a clear system, even top reps waste time guessing and lose deals they could’ve won.

A great sales playbook gives your team a repeatable game plan: what to say, when to say it, and how to keep deals moving.

And it works. Companies with a strong sales enablement strategy see win rates nearly 49% higher than those without one.

But building a playbook from scratch can feel overwhelming.

To help, we’ve compiled a list of free sales playbook templates to simplify your process and help you close deals faster.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Top Sales Playbook Templates at a Glance

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

What Are Sales Playbook Templates?

Key elements of an effective sales playbook template typically include:

• Buyer personas (who you’re selling to)
• Sales methodologies (how you sell)
• Competitive battle cards (why you win)
• Objection handling scripts (what to say when pushed back)
• CRM processes (where to log next steps)

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

What Makes a Good Sales Playbook Template?

A great sales playbook template is more than a document; it’s a strategic blueprint that drives consistency, accelerates ramp-up time, and helps your team close deals with confidence. 

Here’s what a good template does for you:

• Clear, stage-by-stage breakdown: Maps out the sales process into well-defined stages, guiding reps from prospecting to closing with clarity and intent
• Tactical, actionable guidance: Offers specific actions to take, questions to ask, what to listen for, and how to respond (not just high-level advice)
• Built-in flexibility: Enables easy customization for different teams, product lines, industries, or buyer personas without losing the core structure
• Objection handling & situational plays: Includes real-world responses to common objections and curated plays for unique scenarios like re-engaging cold leads
• CRM integration: Integrates the playbook directly with your CRM for tracking, automation, and data-driven follow-up 
• Scalable for growth: Makes the playbook a foundational tool for onboarding new hires, coaching existing reps, and aligning leadership around what “good” looks like

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Sales Playbook Templates

Looking to simplify your sales process without getting overwhelmed? These ready-to-use sales playbook templates cover everything from onboarding and strategy to sales tracking and follow-ups.

1. ClickUp Project Management Playbook Template

Get free template

The ClickUp Project Management Playbook Template lets you create a sales playbook that helps execute your process like a well-run project.

It breaks your sales project management workflow into five phases: Initiate, Plan, Execute, Monitor & Control, and Close. Under each phase, you can create subtasks for specific sales activities, such as discovery calls, proposal reviews, or contract sign-offs. 

🌼 Why you’ll love this template:

• View your defined activities grouped by phase, using the Phases board view
• Move tasks between phases by simply dragging and dropping them across the board
• Switch to Clickp’s Gantt Chart View to see all the phases and their activities in a timeline format 

2. ClickUp Implementation Playbook Template

Get free template

The ClickUp Implementation Playbook Template gives your sales professionals and onboarding teams the blueprint to launch smoothly and scale with confidence. 

A ClickUp Docs template with sections for Preparation, Process Documentation, Planning, and Action, it includes crucial instructions for every stage, like what to prepare, what to avoid, and key dos and don’ts.

🌼 Why you’ll love this template:

• Use the Pre-requisite Requirements checklist to guarantee that critical steps, such as form completion and background checks, are not skipped
• Outline what to cover in the Kick-Off Meeting Agenda to ensure that key areas, like purpose, scope, stakeholders, and communication plans, are always addressed
• Document lessons learned, performance vs. goals, and results to continuously improve your implementation process

3. ClickUp Sales Strategy Guide Template

Get free template

The ClickUp Sales Strategy Guide Template lays out the essentials, from defining your ideal customer profile (ICP) to crafting sales plays and pitches that align with your unique selling proposition (USP).

It’s packed with guided docs and pre-filled prompts to clarify your company vision, buyer personas, revenue goals, and expenses. The Budget section has a built-in table for tracking costs with notes, so your strategy always stays grounded in numbers.

🌼 Why you’ll love this template:

• Define each stage of your sales cycle, from prospecting to closing, ensuring clarity and consistency across your team
• Outline proven tactics and methodologies to standardize approaches and improve performance
• Assess the effectiveness of your strategy and make adjustments based on performance data

For sales processes involving multiple, interconnected stages that require clear coordination, tracking, and automation, ClickUp’s Sales Project Management Software brings CRM, task management, communication, and reporting in one place.

Its automation capabilities let you auto-assign leads, update deal stages, and trigger follow-ups, reducing manual administrative tasks and allowing the sales team to focus on closing deals. Moreover, ClickUp’s 15+ Views help visualize pipelines using List, Kanban Board, and Table views for better tracking of leads and deals through different stages. 

4. ClickUp B2B Sales Strategy Template

Get free template

A general sales playbook will likely not suit B2B selling. You will need a strategy that’s especially built for longer sales cycles, complex buyer journeys, and high-stakes deals.

The ClickUp B2B Sales Strategy Template goes beyond surface-level tactics and helps you define detailed sales objectives, build customer personas, and map your market analysis with charts like TAM/SAM/SOM.

Let’s say you want to create a persona like “IT Decision-Maker at a Mid-Market SaaS Company.” You can either conduct your own research and add it, or you can ask ClickUp Brain, the world’s most complete and contextual work AI, to do it for you with a simple prompt like: 

It will generate a detailed persona like this within seconds. And the best part? You can do this for every section, from market analysis to sales goals, just as easily.

🌼 Why you’ll love this template:

• Add the specific industry, company size, location, and other relevant details to define your ideal customer
• Create fields such as “Target Market,” “Sales Funnel Stage,” and “Lead Source” to capture essential information and tailor your strategy accordingly
• Ask ClickUp Brain to brainstorm with you and create compelling value propositions that mention the unique features of your products and services

5. ClickUp Sales Onboarding Template

Get free template

The ClickUp Sales Onboarding Template simplifies sales onboarding with a structured, repeatable system to equip sales reps fast. This template covers every essential step, from outlining company values and sales playbook examples to delivering detailed product training and assigning mentors.

Providing extensive product training often requires breaking down the process into subtasks to ensure every area is thoroughly covered. This approach is exactly what this template is designed to support. 👇

🌼 Why you’ll love this template:

• Share training materials, product information, and sales process documentation with new hires
• Tailor the template to fit your company’s specific onboarding process, including timelines, goals, and resources
• Allocate tasks to relevant team members and set deadlines to ensure the timely completion of onboarding activities

6. ClickUp Customer Onboarding Template

Get free template

First impressions matter in the sales cycle, and the ClickUp Customer Onboarding Template ensures yours is seamless, efficient, and unforgettable. This template guides new customers step-by-step and makes onboarding a structured, scalable process.

It starts with an easy-to-share Customer Intake Form, flows into organized task lists, drag-and-drop process boards, service package views, and a calendar for tracking key milestones.

You’ll even find a built-in onboarding questionnaire to personalize the experience. The result? Smoother handoffs, happier clients, and less strain on your support team.

🌼 Why you’ll love this template:

• Centralize customer information for better data management and reporting
• Provide a seamless onboarding experience to improve customer satisfaction and retention rates
• Review the onboarding process, gather feedback, and make adjustments to improve the customer experience

7. ClickUp Steps to Create Sales Funnel Template

Get free template

Converting cold leads into loyal customers takes a clear, strategic sales funnel. ClickUp Steps to Create Sales Funnel Template is a powerful tool that guides your team through every funnel phase, from initial awareness to final decision-making.

🌼 Why you’ll love this template:

• Visualize funnel stages with ClickUp’s Board View—Awareness, Curiosity, Offer, Consideration, and Decision
• Create transcribed demo videos for onboarding or product walk-throughs using ClickUp Clips
• Use ClickUp Task Checklists to guide your team through crucial stages like pitching the offer and following up with prospects

8. ClickUp Sales Plan Template

Get free template

The ClickUp Sales Plan Template helps you create a plan that flows without constantly asking, ‘What’s still pending?’ 🤔

🌼 Why you’ll love this template:

• Start with the Project Summary view to lay out key sales objectives
• Move to structured views like Sales Plan Components, Timeline, and Gantt Charts to visualize deadlines, team responsibilities, and resource allocation
• Set SMART goals using ClickUp Goals, plan impactful outreach tactics, and review sales performance with ClickUp Dashboards

9. ClickUp Sales Pitch Template

Get free template

The ClickUp Sales Pitch Template gives your team a repeatable, proven structure to turn conversations into conversions. 

It breaks down and covers various scenarios to provide your team a head start on approaching your to-be customers. Whether it’s a LinkedIn connection they are reaching out to or leading with a milestone the prospect just achieved, there is something for every situation. 

Each pitch begins with a strong hook followed by the context, where you connect your product’s features to the prospect’s pain points with a clear value proposition. Finally, close with a strong call to action: an invite to chat, schedule a demo, or any other step.

🌼 Why you’ll love this template:

• Enable multiple team members to contribute and provide feedback on pitches
• Get a standardized structure for each pitch, allowing for quicker preparation and delivery
• Use ClickUp Docs to create and store supporting documents and presentations that complement your pitch

10. ClickUp Sales and Marketing Plan Template

Get free template

Sales and marketing are two sides of the same coin, and with the ClickUp Sales and Marketing Plan Template, you can finally sync both efforts under one roof.

This collaborative template helps your sales and marketing teams align on shared goals, organize outreach campaigns, track KPIs, and visualize every task from planning to performance.

🌼 Why you’ll love this template:

• Allow sales and marketing teams to work towards common objectives with real-time collaboration features
• Get a visual, Kanban-style layout of your activities grouped by Marketing Stage with the Marketing Pipeline Board view
• Dive deeper by opening any card for more information, or easily update the stage of an activity by simply dragging and dropping it to a different column on the board

🌟 Bonus: Once you’ve chosen a sales playbook template, you can take customization a step further with ClickUp Brain MAX. As your desktop AI Super App, it helps you refine outreach messaging for different buyer personas and even auto-generate follow-up tasks or emails.

It can also fetch sales data from connected tools, interpret your playbook, recommend next steps, and generate sales documents and strategies.

11. ClickUp Sales Tracker Template

Get free template

Visibility matters a lot in running a high-performing sales team. The ClickUp Sales Tracker Template gives you full control over your pipeline, from tracking team performance to analyzing sales trends in one place.

🌼 Why you’ll love this template:

• Monitor deals, follow up with leads, and evaluate rep performance against targets using real-time sales dashboards
• Create standardized workflows with a focus on tracking key metrics like win probability, average deal size, and existing customer lifetime value
• Review sales pipeline health or refine follow-up strategies to keep leads moving and close more deals

12. ClickUp Follow Up Email Template

Get free template

While the first sales pitch may plant the seed, it’s the consistent, thoughtful follow-up that builds trust and nudges the deal forward. The ClickUp Follow-Up Email Template addresses this challenge by offering a centralized space where all your follow-up email variations can be organized, customized, and reused effectively.

It includes a detailed description, a checklist, relevant subtasks, and Custom Fields to ensure each email template is up-to-date and properly attributed. The Custom Fields available are: Contributors, a People field to track who created or updated the template; Usefulness, a Rating field to assess how effective each template is; and Active Status, a Dropdown field to indicate whether the template is still in active use.

🌼 Why you’ll love this template:

• Automate reminders and follow-up emails to ensure timely communication without manual effort
• Use different views like ClickUp’s List View and Calendar View to visualize and manage your follow-up tasks effectively
• Get subtasks for a wide range of follow-up scenarios, such as clarifying discussions after a meeting, checking on pending action items, or reaching out after events or voicemail messages

13. ClickUp Standard Operating Procedure Template

Get free template

ClickUp’s Standard Operating Procedure (SOP) Template gives you a ready-made framework to document every process detail from onboarding new reps to refining outreach processes and aligning cross-functional teams. With built-in checklists, Docs, and customizable workflows, you can map out each stage of your sales process in one convenient place.

🌼 Why you’ll love this template:

• Use ClickUp Whiteboards to brainstorm and ClickUp Tasks to assign ownership and timelines
• Set recurring reminders to regularly review and update your procedures as your strategy evolves
• Keep track of all modifications with version history, allowing you to see who made changes and when

14. SaaS Brand Sales Playbook Template by Visme

Visme’s SaaS Brand Sales Playbook Template is a 10-page template that lets you present proven sales success techniques in a way that’s both professional and engaging.

You can visualize data using charts and widgets, apply your brand look and feel, and publish your playbook online or download it in multiple formats like PDF or HTML5.

🌼 Why you’ll love this template:

• Tailor the template to your brand by editing content, images, colors, and pages
• Incorporate interactive features such as clickable links and embedded videos to increase engagement
• Download your playbook as a high-quality PDF for printing or share it online using a link

15. Media Agency Sales Playbook Template by Visme

Visme’s Media Agency Sales Playbook Template offers a sleek, professional way to showcase your sales strategies, product offerings, and best practices in one interactive document.

🌼 Why you’ll love this template:

• Create a sales playbook that can be easily updated and shared across teams
• Customize colors, fonts, images, and layouts to match your agency’s brand identity
• Add animations, video, interactivity, and more for a dynamic training experience

16. eCommerce Sales Playbook Template by Visme

Visme’s eCommerce Sales Playbook Template helps your team stay ahead of the emerging eCommerce trends and hit revenue targets with confidence. This ready-to-edit template includes pre-designed pages to highlight your company’s story, product categories, pricing strategies, and ideal customer profiles.

🌼 Why you’ll love this template:

• Use it as a guide to train new sales representatives quickly and consistently
• Define step-by-step procedures for handling leads, pitching, follow-ups, and closing deals
• Include sections for goals and metrics to monitor sales effectiveness

17. PowerPoint Sales Playbook Template by SlideModel

SlideModel’s PowerPoint Sales Playbook Template makes it effortless to visualize every key aspect of your sales strategy.

With professionally designed slides and a cohesive layout, this template gives your team a clear roadmap. Each section, like company overview, product details, sales process, time management, and messaging, comes with fully editable slides that are easy to tailor to your brand and workflow.

🌼 Why you’ll love this template:

• Tailor for various sales presentations like internal training sessions and strategic planning discussions
• Use infographics and process diagrams to explain complex information clearly
• Get predefined sections for company information, product and service overview, customer profiles, sales process, etc.

18. Sales Playbook Template by Dialpad

Dialpad’s Sales Playbook Template is a smart, AI-enhanced tool that streamlines onboarding, reinforces best practices, and keeps sales teams aligned across every touchpoint.

This presentation-style playbook covers all the core components from company background and buyer personas to detailed sales processes and enablement resources.

Each section is crafted to support real-world sales operations. For example, it outlines operational tips like using Dialpad’s voicemail drop or Salesforce click-to-call integration, and leverages Dialpad AI Playbooks to track adherence to several sales frameworks.

🌼 Why you’ll love this template:

• Outline your company’s mission, vision, product/service value propositions, and core values
• Add examples of effective objection handling and responses to common customer queries
• Define measurable goals such as calls per day, meetings booked, conversion rates, or revenue targets

19. Strategic Sales Plan Template by Zendesk

The Strategic Sales Plan Template by Zendesk helps you map out your sales goals, strategies, and target markets for the year ahead.

Designed to align teams and drive clarity, this sales plan template walks you through the essentials from crafting a mission and vision that inspire, to defining your ideal customer and refining your sales processes.

This helps turn big-picture strategy into actionable steps that are suitable for building a new sales plan from scratch or refining an existing one.

🌼 Why you’ll love this template:

• Understand how customers move from awareness to purchase, including touchpoints and obstacles
• Use customer journey mapping to spot weak points where prospects drop off, then build follow-ups
• Clarify who in your team owns what (lead generation, outreach, deal closing, follow-ups, etc.)

20. Sales Strategy Playbook Template by Pipedrive

The Sales Strategy Playbook Template by Pipedrive breaks down your entire sales engine into focused sections, such as defining your vision, positioning, and target personas, outlining detailed sales strategies, pipeline stages, key performance indicators (KPIs), and budgeting.

With guided fields like mission statements, competitive analysis, sales methodologies (like SPIN and Challenger), and team structure, this template simplifies complex strategy with an easy-to-use format.

🌼 Why you’ll love this template:

• Help your team understand how your sales strategy is aligned with broader business goals
• Outline different sales strategies or methodologies to ensure consistency
• Review periodically and adapt based on feedback and changing market conditions

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before. Summarize article

Summarize this article for me please

Want to save even more time? Try ClickUp Brain free

Your Winning Sales Playbook Starts with ClickUp

Building your own sales playbook requires clear directions, structured strategies, and the right tools to keep everyone aligned and on course. However, the real magic happens when you bring it all together in one centralized hub.

ClickUp gives you a powerful, customizable workspace and comprehensive sales playbook templates to turn your sales strategies into actionable workflows.

Try ClickUp for free today and start building a smarter sales workflow that drives real results. 💼

Everything you need to stay organized and get work done.

Sign Up Contact Sales