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Sales Templates

Discover your next workflow with Kizen’s hand-crafted templates for your team.

Qualification Activity

Write and save your notes from qualifying calls with prospects.

Call Notes Activity

Log your outreach to prospects and save your notes all in one place.

B2B Invoices

Seamlessly create invoices with no disparaging data loss.

B2B Onboarding Workflow

Streamline the customer onboarding workflow to grow accounts.

B2B Sales Pipeline

Build a robust sales pipeline with all MEDPICC Qualifications required.

B2B Accounts

Create an extensive account base around current SaaS needs.

New Lead Form

Collect new web leads using Kizen’s embedded form.

Sales Action Items/List

Create action item lists & manage status from “in progress” to “complete.”

Sales Handoff to PM

Handoff deals to Project Management. Schedule activities and notifications.

Sales to Customer Success

Handoff deals to Customer Success. Schedule activities and notifications.

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