B2B Sales Template
B2B Sales Template
Transform the B2B sales experience by sharing personalized spaces with your clients using this free template.
Who this template is for
Salespeople, sales teams, sales managers, and sales leaders who need a structured, yet flexible way to collaborate with buyers, share key sales materials, and drive deals forward with clarity.
What this template is for
This B2B sales template helps you create a shared digital workspace where you and your buyers can stay aligned throughout the sales process. Instead of scattered cold emails, lengthy email threads, and lost attachments, everything—product information, proposals, mutual action plans, and more—lives in one easy-to-access workspace.
By keeping decision-makers engaged and informed, this template helps deals close faster and with greater confidence.
How to use this template
- Sign up for a free Dock account (or log in if you already have one).
- Create a new workspace and select the B2B Sales Template.
- Customize the template with your company name, branding, key sales materials, and any additional resources your buyers might need.
- Save your customized version as a new template to reuse across deals.
- Introduce the workspace after your first email or discovery call to set expectations and position it as a central hub for collaboration.
- Keep directing buyers to the workspace throughout the sales cycle—use it to share updates, follow-up emails, CTAs, and help champions sell internally.
What’s in this template?
Summary
Introduce your potential partnership by embedding your proposal or sales pitch and highlighting your mutual action plan right up front. Provide contact details, upload recent call recordings, and include a table of contents as a guide for the rest of the template.
Product Overview
Introduce your product or service using sales decks, demo recordings, a product roadmap, or personalized videos. If you're selling a new product or feature, this section is perfect for delivering value propositions early.
Business Case
Present a compelling business case with data and tailored messaging. Include customer pain points, success metrics, ROI estimates, and the prospect’s company details. Social proof—like customer logos or G2 reviews—strengthens your business plan.
Sales Pilot Plan
Map out the implementation plan for your prospect to trial the product before purchase. Include setup guides, timelines, success criteria, and analytics. Embed walkthrough videos or personalized emails to support onboarding.
Case Studies
Add social proof with embedded case studies. Whether you’re selling to an enterprise or a startup, showcasing how others have achieved success builds trust and helps increase response rates.
Pricing Proposal
Use Dock’s dynamic pricing tables and order forms to display multiple pricing options.
Competitor Comparison
Help your buyer champion your solution by including a side-by-side feature comparison with your competitor’s product.
Customer Success
Outline the implementation process and introduce customer success contacts. Set expectations and use the workspace to bridge post-sale handoffs with ease.
Why use Dock’s B2B Sales Template?
The B2B sales process isn’t just about pitching—it’s about simplifying a complex decision-making journey for your buyers.
Dock’s template helps salespeople lead with clarity and structure. It combines the best elements of sales email templates, b2b cold email templates, and digital sales rooms into one easy-to-use format.
You get a single workspace to organize everything from sales decks to follow-up emails to personalized content for decision-makers. Your buyer gets an intuitive experience that makes it easier to review information, share it with stakeholders, and keep the conversation moving.
And because Dock includes built-in engagement analytics, you’ll know exactly who’s viewing what, so you can tailor your outreach, optimize your CTAs, and improve your conversion rates.
Here’s what else Dock’s B2B Sales Template can do:
Make buying easier
- Give potential customers a single link instead of long email lists to reduce back-and-forth in your workflow
- Help stakeholders self-serve information instead of relying on cold calling
- Provide a clear call to action at each step of the sales process
Personalization at scale
- Use personalized emails and intros to increase your open rate
- Tailor content to the prospect’s pain points and industry
- Add logos, pricing options, and sales content dynamically
Better forecasting and analytics
- Standardize your team’s sales email strategy while allowing flexibility
- Get insight into buyer activity (what they clicked, when they came back)
- Prioritize prospects in your sales pipeline based on engagement—not guesswork
Related Templates
What is a B2B sales template?
A B2B sales template is a structured digital workspace that helps sales teams organize and share critical sales materials—like sales email templates, proposals, case studies, and call-to-action steps—with their buyers.
How is this different from using traditional sales emails?
Most sales emailing threads get buried, lack structure, and don’t support buyer collaboration. This template acts like a digital sales room, combining email marketing, content marketing, and sales strategy in one interactive workspace. This reduces back-and-forth emails, keeps buyers engaged, and improves collaboration throughout the sales process. Forget about hopping on a quick call—your buyers have everything they need.
Can I use this template with my sales team?
Of course. The best sales managers take what the top sales reps are doing and replicate it across the entire organization. Share and copy Dock’s customizable templates so every rep can boost their sales performance. Then, personalize it based on your outreach strategy or campaign segmentation so you can close deals faster.
Can I use this template with email automation tools?
Absolutely. While Dock itself isn’t an email automation tool, the template can complement your marketing automation or CRM platform by serving as the destination URL in your cold email outreach or follow-up email strategy.
Does this template support account-based selling?
Yes—it’s ideal for account-based sales (ABS). Sales representatives can customize each workspace by company name and the prospect company’s goals. Track response rates, open rates, and buyer behavior with Dock’s analytics. You can customize workspaces for each client, tailor content to their needs, and track engagement to see what resonates most.
What if I’m emailing a cold lead?
Use this workspace as the call to action in your cold email campaign. Instead of a static PDF for your b2b sales email, you’re providing a dynamic space full of social proof, case studies, and next steps. That drives a better reply rate and increases your chance of reaching the right person.
Can I use this template with LinkedIn or social media outreach?
Yes. Share the workspace link directly in LinkedIn messages or social media DMs as part of your outbound outreach or lead generation. It’s a cleaner CTA than sending multiple links in a message.
Does this template support multi-stakeholder sales processes?
Yes, Dock’s B2B sales template is designed for multi-threaded deals, where multiple stakeholders need access to sales materials. You can grant access to multiple decision-makers, customize content per stakeholder, and track individual engagement, helping you navigate complex sales cycles more efficiently.
How does this template help sales teams close more deals?
This B2B sales template helps sales teams stay organized, build trust with buyers, and streamline communication by providing a shared, interactive workspace for your entire team. Instead of chasing emails and phone calls, buyers have one go-to hub for all relevant sales materials, leading to faster decision-making and a smoother buying experience.
How does this template help with post-sale onboarding?
One of the biggest challenges in B2B sales is the transition from closing a deal to onboarding a customer. Dock’s B2B sales template allows you to seamlessly shift from sales to customer success, keeping all relevant information—agreements, training materials, implementation plans—in one place for a smooth onboarding experience. Plus, you can easily update the workspace with contact information for the appropriate person to handle post-sale onboarding questions.
What industries are this template best suited for?
This B2B sales template is ideal for SaaS, technology, enterprise sales, consulting, financial services, and any industry with a complex buying process. If your sales cycle involves multiple decision-makers, long negotiations, or detailed sales materials, this template will help keep everything organized and accessible.
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