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Templates

Each one is a starting point you copy and then adjust for your own trade: pipeline stages, a cadence outline, or a set of fields.

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Campaigns: segment, sequence and schedule

Every template here maps to something you configure in SalesCrew: pipeline stages, cadence steps, dispositions, agent policy defaults or knowledge-base entries. Each one is published in full on its page. There is no email gate. Read it first, then copy it.

Copy the one that fits your trade, then make it yours. A snapshot template lists the stages, cadences and agent policy for one kind of business, such as the home-services snapshot. A checklist walks one job step by step. Every setting a template names is also an MCP tool. You can apply a template by script or by hand. The pricing page shows which tier each feature sits in.

20 Missed-Call Text Templates

Twenty missed-call text messages by trade, published in full, with the rules that make them legal to send and the opt-out line that has to be in every one.

AI Approval Policy Template for Sales

A free AI approval policy template for sales teams: 16 agent actions sorted into auto, review and human-only, plus the four modes and the guardrails.

AI Prompts for Cleaning a Messy CRM

Eight AI prompts for CRM data cleanup, published in full: duplicates, company names, job titles, dead deals and role addresses, with a review step in each.

ChatGPT Prompts for Cold Email: 9 in Full

Nine ChatGPT prompts for cold email that survive a human edit: research, draft, critique, cut, follow up and audit. All in full, with a worked example.

Claude Skills for Sales: Six Ready Files

Six Claude Skill files for sales teams, published in full: pipeline review, reply triage, CRM hygiene and more, each calling SalesCrew MCP tools by name.

Cold Email Reply Templates by Reply Type

Cold email reply templates for eight reply types: interested, not now, wrong person, unsubscribe, out of office and three common objections. Free, in full.

Cold Email Templates for Agencies

Seven cold email templates for agencies selling retainers, published in full with subject lines, merge fields and an unsubscribe line in every one.

CRM and Cold Email Tool Field Map

A field map for syncing your CRM with Instantly or Smartlead: 13 fields, the API name on each side, and which system owns each one. Published in full.

CRM Implementation Plan Template

A seven-phase CRM implementation plan, published in full: owners, deliverables and a go-live checklist, from goals and pipeline design to a 30-day review.

CRM Migration Runbook: 41-Step Checklist

A 41-step CRM migration checklist for leaving HubSpot, Pipedrive or Salesforce: what to export, how to map fields, how to check the load, and the rollback.

Follow-Up Email Templates for a Cadence

Eight follow-up email templates, one for each step of a cadence plus after a meeting, proposal or no-show. Published in full with an opt-out line in each.

Lead Gen Client Report Template

A monthly lead generation client report template, published in full: six sections, 14 metrics with formulas, and a note on what changed and why.

Multichannel Sequence Templates: 12 Cadences

Multichannel sequence templates: 12 cadences plus a 7-touch email, LinkedIn, call and SMS sequence, with every step, wait day and line of copy on the page.

Pipeline Templates by Business Type

Ten pipeline templates with stages and win probabilities, in full: B2B services, SaaS, home services, professional services, staffing, agency and more.

The Agency Snapshot

Every object a lead-gen agency sets up on a new client instance, in full: stages from New lead (10%) to Won, cadences, suppression, agent policy, access.

The Client Onboarding Checklist

A 38-point onboarding checklist for agencies, in full: what to collect, what to configure, what to agree in writing and what to hand over in week one.

The Deliverability Checklist

A 34-point cold email deliverability checklist, in full: domains, authentication, warmup, list hygiene, sending behaviour and what to watch each week.

The Home Services Snapshot

What a home services contractor needs set up: two pipelines, estimate follow-up cadences, renewal segments, dispositions and guardrails, listed in full.

The ICP Worksheet

22 questions that turn a vague target market into a filter you can run against a database, including the disqualifiers most teams forget to write down.

The Professional Services Snapshot

What a law firm, accounting practice, consultancy or agency needs set up: intake stages from enquiry (10%) to signed, referral tracking, proposal cadences.

The SMS Compliance Kit

Consent language, opt-out handling, 10DLC registration steps and a record-keeping checklist for US business texting, in 4 sections. Not legal advice.

The Upwork Proposal Prompt Pack

Eight prompts to read a job post, decide whether to bid, draft the proposal and critique it before you spend connects. Published in full, with no form.

The Voice Agent Prompt Pack

A full phone agent system prompt in seven blocks, with guardrails, escalation rules and refusal language. Published in full to use on any platform.

Upwork Pipeline Stages Template

Upwork pipeline stages for an agency CRM, published in full: six bid stages, seven close reasons and a client pipeline, with the exit rule for every stage.

UTM Naming Convention for Cost per Lead

A UTM naming convention built for cost per lead by channel: fixed values for all five UTM parameters, a campaign name pattern and rules to keep it clean.