SMB Transactional Sales Template
SMB Transactional Sales Template
Move quickly from deal to deal while making clients feel like a VIP with this free small and medium-sized business (SMB) transactional sales template.
Who this template is for
Sales reps, sales teams, and other sales professionals who work with prospects at small and medium-sized businesses (SMB).
What this template is for
Streamline your SMB sales strategy by standardizing how you follow up after demos and shorten the SMB sales cycle by giving prospects all the information they need to get started.
How to use the template
- Sign up for a free Dock account (or log in if you already have one).
- Create a new workspace and select the SMB Transactional 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?
Overview
In the first page of the workspace, introduce your partnership by embedding your proposal or sales pitch and highlighting key product features right away. Provide key contact details, upload recent call recordings, add social proof with case studies and testimonials, or embed demo videos to add more color to your conversations.
Pricing Proposal
Use Dock’s dynamic price quotes and sales order forms to display multiple pricing options.
Why use Dock’s SMB Transactional Sales Template?
After a long day of demos, Dock makes it easy to follow up with prospects. The SMB sales template turns your demo follow-up email into a simple, personalized experience for your prospects. And for busy sales leaders, it ensures every rep is saying the same thing to prospects, giving you visibility into what’s actually happening with deals.
Whether your work in SaaS, B2B sales, or at a startup, consultative selling isn’t just about the call: It’s about following up, building a customer relationship, and making it easy for prospects to see how your product will fit into their business.
That’s where Dock’s transactional SMB sales template comes in. With a single link, AEs can provide all of the context prospective customers need to make a smart buying decision. Plus, with built-in features like insight into client engagement with the workspace, you can better understand your own SMB sales process and ways to improve it.
Here’s how else the transactional SMB sales template can help:
Refine the first steps in your customer journey
- Make the first impression of your product and company one of speed and efficiency through automation.
- Understand the SMB prospect’s needs to shape your recommended solution and post-call sales approach.
- Customize the template for each unique SMB customer, as desired.
- Gather valuable data on your SMB sales process, including prospect pain points, to understand how to improve it.
Build relationships with future SMB customers
- Give small business prospects easy access to your product details, all in one place.
- Go beyond the transactional approach to sales by prioritizing customers’ wants and needs during the SMB sales process.
- Connect prospects with salespeople so they can book meetings should additional questions or concerns arise.
- Supply stakeholders with the pricing information they need to quickly compare to their budgets.
- Add customer case studies and testimonials to illustrate how you support long-term relationships with your customers.
Save time on a high-volume, transactional sales cycle
- Have a ready-made SMB sales workflow and make the most of each sales opportunity.
- Use prospect feedback to identify your company’s ideal customers and blend that into your sales strategy and company messaging. That way, you can prioritize those customers' needs instead of chasing other sales.
- Showcase various pricing options to help SMBs quickly select an option and get the most value out of your product or service.
- Get prospects out of the pre-signing phase quickly, so you can focus on customer success and CRM.
A great consultative sales call isn’t always enough to turn prospects into new customers. After all, business owners need to weigh every new investment carefully and methodically. An SMB sales template can help prospects make that evaluation faster and more confidently, leaving you with more time to find other SMBs that need your product.
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How do I use this template?
Start by signing up for Dock (it’s free to try). Once you’re in, create a new workspace using the SMB Transactional Sales Template. Customize it with your logo, messaging, and any sales content you typically send after a demo. Save your version as a new template so you can reuse it for future deals.
Is this template free?
Yes. Dock is free to try for up to 50 workspaces. All paid Dock plans include unlimited access to templates and workspace usage.
Can I modify this template?
Absolutely. You can make your own copy of the template and tweak it however you like—whether you’re customizing it once or refining it for each deal.
Can I personalize this template for every SMB client?
Yes. Dock workspaces are designed to be personalized. Start with your master template, then tailor each version to your client’s needs with relevant content, pricing options, case studies, and more.
What is an SMB/transactional sales template?
An SMB or transactional sales template is a repeatable sales follow-up format built specifically for high-volume sales cycles with small and medium-sized businesses. It acts as a personalized hub that sales reps can use to share key resources—like pricing, product demos, testimonials, and next steps—after a demo or discovery call.
This type of template helps standardize your process across reps while still allowing for personal touches. It’s designed to keep the deal moving forward without overwhelming your buyer or your team.
What should you include in an SMB transactional sales template?
Your workspace should include your sales deck or demo recording, pricing info, product one-pagers, customer case studies, and a clear CTA. Mutual action plans and key dates can help keep both sides on track. With Dock, you can embed all of these in one place.
When should you use an SMB transactional sales template?
Use this template right after your first call or demo. It helps set expectations, keeps buyers aligned, and gives them a central place to revisit important content as they move through the buying process.
How to share this transactional sales template internally
Dock makes it easy to standardize templates across your team. You can create a private template for yourself, or share a team version that everyone can access and personalize. This helps new sales reps ramp faster and ensures a consistent experience across deals.
How to share this SMB sales template with clients
Send the workspace link right after your call—ideally during your follow-up email. Let the buyer know it’s their central hub for everything moving forward. Mention that it includes all the key resources they’ll need to evaluate your solution, and encourage them to share it internally with other stakeholders.
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