Start closer to the finish line with templates made by industry experts.
Never start from a blank page again
Create once, reuse forever. Templates help you repeat your best work. Save time and ensure consistency.
Verified by industry experts
Templates created by leading sales experts to help you make a lasting impact and improve performance.
Templates for every use case
Whether it’s cold outreach or a post-demo offer, start closer to the finish line with a template.
Most popular templates
Stand out and book more meetings
Create interest and book a meeting or demo. Present your value proposition, product demo and testimonies in one personalised space.
Who this template is for:
SDRs or AE looking to book a first meeting with a prospect.
Create engaging proposals that win deals
Make your proposal interactive and engaging. Share pricing and terms for sign-off. Add your product demos, presentation, use cases to give the context you buyers need.
Who this template is for:
AE looking to get the deal across the finish line
Move the deal forward after a demo.
Centralise everything your buyers need after a meeting to evaluate your company and get to the next stage. Share a personalised space with meeting notes, Zoom recordings, next steps, demo video & slides
Who this template is for:
AE looking to impress their champion and set their deal for success
Manage complex deals more efficiently
Assign tasks, set deadlines, and align on the next steps for a well-organised and transparent process.
Who this template is for:
Account executives, sales managers and sales engineers looking to structure their enterprise sales process and collaborate efficitenly
Create alignment on the process
Seamlessly onboard new customers
Create a frictionless and structured onboarding processes to get new customers on board. Centralise your ressources and interactive plans to make it easy for them to find information get started.
Who this template is for:
Customer Success Teams looking to deliver a great first impression to their new customers.
Time-saving efficiency
Utilise pre-defined templates for different sales stages, reducing administrative work and increasing productivity. Spend less time crafting content and more time engaging with prospects.
How to create spaces from pre-defined templates
Explore the template Library
Familiarise yourself with available templates in FORWARD's library.
Select relevant templates
Choose templates for your sales scenario, whether presentation, email, or proposal.
Customise the content
Personalise templates by adding deal-specific details and tailoring the messaging.
