Loading
Twelve free sales templates — stages, emails, call guides, proposals and reports — short enough that your team will actually use them.
The Treepie Flow templates are twelve free sales templates covering pipeline, emails, calls, documents and reports: stage definitions, a qualification scorecard, a five-touch follow-up sequence, a discovery call guide, proposal and quote templates, a handover document, a weekly pipeline report and a lost-deal review. Each is written to be edited by your team, works in any spreadsheet or doc tool, and needs no sign-up.
Filter by the part of the sale you’re working on. Every one opens in a spreadsheet, doc or mail client.
A stage is a set of facts about the buyer, not a mood about the deal. This is the template’s core — exit criteria per stage.
Templates fail when they try to cover everything. These rules keep each one short enough to survive a busy week.
Four steps that turn a file in a shared drive into how the team works.
The same pipeline looks different from the founder’s desk and the rep’s inbox.
Most teams have templates. Few have ones the team actually uses.
| Spreadsheets & email | Generic template download sites | Treepie Flow | |
|---|---|---|---|
| Written for | Whoever made the sheet | Every industry at once | Small and mid-size sales teams |
| Structure | Grows by accretion | Long, field-heavy | Short, with exit criteria |
| Guidance | Tribal knowledge | None | How to use and adapt each one |
| Format | One person’s file | Often locked format | Sheet, doc or email you can edit |
| Cost to get it | Free but inconsistent | An email address | Nothing |
Plus free Flow calculators for pipeline coverage, win rate and forecasting.