Templates
The one-stop shop of tools you need to keep improving your sales performance.
The Objection Handling & Negotiation Rulebook - Pricing Discounts
By: Canadian Professional Sales Association
Are you a sales manager? Strengthen your team’s skills with a meeting template that will grow their skillset in a 15 minute session.
Your time is spent best on closing sales, not building your sales tools – Let the experts do it! CPSA is constantly building and upgrading our catalog of templates to make your job easier. It’s easy, just download and start using them.
Most popular – Our members' top picks
We’ve built our sales toolkit with the most popular templates that our members found the most helpful and effective with their sales process – from acing your next job interview to our “8 Steps to Effective Negotiation”
Understanding Social Styles
By: Canadian Professional Sales Association
This tool helps you identify different personality styles to plan your strategy and adapt working with this customer to secure your sale.
DownloadOvercoming Customer Objection
By: Canadian Professional Sales Association
Objections from customers are an opportunity to reveal what they need. Being able to resolve an objection can lead to areas of agreement and compromise. Outline the toughest objections you face from customers using the AIR Approach (Acknowledge, Investigate, Relate & Respond) to overcome these customer objections.
Download5 Step Closed-loop Goal Planning Tool
By: Canadian Professional Sales Association
Document your 5-Step Closed-Loop Goals with S.M.A.R.T criteria to map out your long term and short term goals, with a plan to achieve your ultimate sales goals.
DownloadStress Index Assessment
By: Canadian Professional Sales Association
This assessment will help you to diagnose, strategize and manage your level of stress so that you can achieve a better work-life balance. Be honest when answering the following questions!
DownloadConsultative Selling Observation Guide
By: Canadian Professional Sales Association
Use this observation guide to provide feedback to a sales professional on the 8-Step Consultative conversation, with a customer.
DownloadKey Account Planning
By: Canadian Professional Sales Association
Document a pro-active strategic account plan for each of your key accounts by applying the 4-step account management process.
Download