Lead Generation Templates

Practical, ready-to-use scripts and templates for outreach and follow-up.

BANT Qualification Checklist

A practical BANT (Budget, Authority, Need, Timeline) checklist with the exact questions to ask on a qualification call, plus how to score the answers.

Cold Email: Breakup / Last-Chance Template

The final email in a cold outreach sequence — a low-pressure close-out message that gets replies from prospects who went silent, without sounding passive-aggressive.

Cold Email: First-Touch Outreach Template

A cold email template for the first message in a sequence — built to prove relevance fast, avoid sounding like an ad, and earn a reply instead of a delete.

Discovery Call Agenda Template

A time-boxed agenda for a first sales call — enough structure to stay in control of the conversation while leaving room for genuine discovery.

Lead Qualification Call Script

A structured phone script for qualifying inbound leads on the first call — opening, discovery questions, objection handling, and a clean next-step close.

LinkedIn Connection Request Template

A short, non-salesy LinkedIn connection note that fits within the 300-character limit and gets accepted at a higher rate than a blank or pitchy request.

LinkedIn InMail Follow-Up Template

A longer-form LinkedIn message for after a connection accepts — enough room to establish relevance and make a clear ask without the character limits of a connection note.

Post-Demo Follow-Up Email Template

An email template to send within hours of a product demo — recaps value in the prospect's own words, handles open questions, and proposes a clear next step.

WhatsApp Appointment Reminder Template

A short WhatsApp reminder sequence for scheduled calls, demos, or site visits — reduces no-shows without feeling like an automated robocall.

WhatsApp Lead Follow-Up Template

A short, conversational WhatsApp message for following up with an inbound lead — written the way people actually text, not like a marketing email pasted into a chat app.