Free templates
Free templates for calling teams
Spreadsheets and scripts for teams that sell by phone: track leads, report the day’s calls, answer objections and start each call well. Download them with no sign-up and no email.
The templates
- Excel and CSV
Lead tracker sheet
One row per lead, with drop-down lists for source, stage and outcome, and a column that flags overdue follow-ups.
Open the template - Excel and CSV
Daily calling report
One row per caller per day: dials, connected calls, talk time, follow-ups and results, with the rates worked out.
Open the template - Excel and CSV
Objection handling sheet
Twelve objections callers hear, what they usually mean, a reply and the next question, plus room for your own.
Open the template - Scripts
Telecalling scripts
Copy-ready scripts for first calls, follow-ups, callbacks, objections, renewals and five industries.
Open the template
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Related tools, guides and articles.
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