Templates

A starting configuration, not a finished product — pipeline stages, a cadence outline, or a set of fields you adjust for your own trade.

app.salescrew.io/outreach

Campaigns: segment, sequence and schedule

Every template here maps to something you configure directly in SalesCrew: pipeline stages, cadence steps, dispositions or knowledge-base entries. None of them require a feature that is still on the roadmap unless the page says so.

12 Outbound Cadences, Published in Full

Twelve email cadences with every step, wait day and subject line on the page. No form, no download. Copy the one that matches your motion and change the specifics.

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.

Pipeline Templates by Business Type

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

The Agency Snapshot

Every object a lead-gen agency configures on a new client instance, listed in full: stages, dispositions, ICPs, cadences, suppression, agent policy and access.

The Client Onboarding Checklist

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

The Cold Email Prompt Pack

Nine prompts for drafting, critiquing and rewriting cold email, published in full on the page. Copy them into any model. No form and nothing to download.

The CRM Migration Runbook

A five-phase runbook for moving CRMs without losing data or the team: what to export, what to map, what to leave behind, and the rollback nobody plans for.

The Default Agent Policy Table

The exact policy table SalesCrew seeds on a new instance: which agent actions run automatically, which wait for a human, and which stay human-only forever.

The Deliverability Checklist

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

The Home Services Snapshot

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

The ICP Worksheet

Twenty-two questions that turn a vague target market into a filter you can actually run against a database, with the disqualifiers most teams forget to write down.

The Professional Services Snapshot

The configuration a law firm, accounting practice, consultancy or agency needs: intake stages, referral tracking, proposal cadences and confidentiality controls.

The SMS Compliance Kit

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

The Upwork Proposal Prompt Pack

Eight prompts for reading a job post, deciding whether to bid, drafting the proposal and critiquing it before you spend connects. Published in full, no form.

The Voice Agent Prompt Pack

A full system prompt for a phone agent, plus the guardrail blocks, escalation rules and refusal language, published in full so you can use it on any platform.