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Free templates for the action plan and business case you send after discovery.
Two free templates for B2B sellers: a mutual action plan to agree every step to signature with your buyer, and a one-page business case your champion can forward to the budget owner. Copy them, download them, and use them with or without foyai.
Updated
Template 01
Google SheetsCSV
Mutual action plan
One shared, dated list of every step both sides take from discovery to a signed contract. Six phases, 18 steps, an owner on each one, and notes on how to pitch it to your buyer.
- Steps owned by the buyer as well as you
- Dates worked back from their go-live
- Copies straight into a spreadsheet
Open the template
Template 02
Copy as textMarkdown
One-page business case
Written for the budget owner who wasn't on your calls. Seven sections you fill from discovery notes, with a cost-of-inaction worksheet and an example in each.
- The buyer's problem, in their words
- A simple cost-of-doing-nothing table
- One clear ask with next steps
Open the template
Room templates inside foyai
Start each room from a template and review what foyai drafts from your calls.
In foyai, a digital sales room starts from a template, then the AI drafts it from the deal's call recordings in Attio for you to review and publish. You get the built-in Starter room plus five action plan templates, and you can save any room you like as your own.
Room
Starter
The built-in room every workspace starts with. Save your best room as a template next to it, and map templates to deal stages so new rooms come out in the right shape.
Action plan
Standard sales plan
For a typical deal, from the first real call to signature.
Action plan
Enterprise close plan
For larger deals where security, legal and procurement sit on the path to a signature.
Action plan
Pilot / proof of concept
For buyers who want to test against agreed success criteria before they commit.
Action plan
Customer onboarding
For the weeks after signature, when the goal is getting the new customer live.
Action plan
Renewal / expansion plan
For renewals and upsells with customers you already have.
Read first
The thinking behind the templates.
Templates work better when you know what each part is for. Two short guides cover the ideas, the common mistakes and how to measure what's working.
Guide
What is a mutual action plan?
What goes in one, how to pitch it to a buyer, why plans fail, and the two numbers to track.
Read the guide
Guide
What is a digital sales room?
Where the plan, the business case and your content live together for the whole buying committee, and how to choose a tool.
Read the guide
Questions
About these templates
Are these sales templates really free?
Yes. Both templates are free to copy, change and share with your team or your buyers. There's no sign-up and no attribution needed.
Do I need foyai to use them?
No. The mutual action plan copies into Google Sheets or Excel, and the business case copies as text or downloads as Markdown. They work with any CRM and any email client.
How are these different from room templates in foyai?
These are documents you fill in by hand. Room templates in foyai shape a whole digital sales room for an Attio deal, including its action plan. The AI drafts the room from your call recordings, and you review it before publishing.