Sales Pitch Free Template

Start with the basics, and customize your process as you need. This model works as a product sales pitch template and as a marketing sales pitch template.

Use it to collect buyer description, demographics, and market information. Get full visibility of the status of each presentation and share them with stakeholders.

Make a presentation checklist — including flashcards, practice tips, and practice times — plus note any feedback. You can also automate approvals and email notifications.

Start using Pipefy’s Sales Pitch template today to win more business and perfect your sales process.

This sales pitch template is customizable and comes with a preset process to make it easier for you to adapt it and make it your own.

You can see all the presentation tasks and phases in a simple kanban or sprint screen view — it’s your call.

Combine different field types to build your forms and share with stakeholders to collect data, feedback, and more. Then, receive it all into a Kanban board that helps you identify the best opportunities.

This Kanban board template enables you to jump-start on your presentations through a view that’s divided into phases, which drives your team to an organized and easy-to-follow process.

Automate manual tasks, such as sending emails, assigning team members, connecting processes, and more!

Pipefy’s free sales pitch template comes with a sample dashboard chart in which you can analyze your process data. With it, you can track metrics, combine filters, and build killer boards to prove you are moving in the right direction.