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Quick Sales Tools

Copy-paste templates and reusable tools — discovery call sheet, prospect tracking, deal prep. Duplicate these into your own docs and make them yours.

Discovery call sheet

Fill in during the initial call — keeps you organized and ensures you ask the right questions. Use this on sales calls, in person or over the phone.

Business name

DBA name

Business type

Contact name

Phone

Location

Preferred go-live date

Current processor & rates

Current contract expires

Monthly volume ($)

Average ticket

Interested in which products?

Top 3 pain points

What would win them?

Special needs (check all that apply)

EBT / SNAP Subscriptions / recurring Invoicing / quotes Multi-location Inventory / reporting Online ordering Scanner / barcode Scale Receipt printer

Next steps

First 5 Deals checklist

Your first deals don't require perfection — they build momentum. Use this checklist alongside the Discovery Call Sheet to track progress through each stage.

→ Open the First 5 Deals checklist (Google Sheet) ↗ — duplicate it and make it yours. Track your first five prospects from cold outreach through submission.

Prospect: Friend who owns a business, places you frequent, barber/salon, dry cleaner, markets, delis, hardware stores, gyms.
Outreach: Walk in with the Discovery Call Sheet. No pitch — just "I'm looking to help five businesses this month, starting with people I know. Got 10 minutes?"
Discovery: Run through the sheet. Get the current processor, volume, and pain points. Ask for last month's statement.
Statement review: Calculate effective rate, find three junk fees. Show them the math: "Here's what you're paying vs what I'd quote."
Recommendation: One primary, one fallback — tied to THEIR needs, not your inventory.
Proposal: Build it same week in Proposal Studio, send it while it's warm.
Close: "If these numbers look right on paper, what would it take to get you installed this month?"
Submit: Complete docs, post in Deal Desk (Google Chat), update your pipeline.

Also see

These tools work together:

Sales Playbook — scripts, battlecards, objection handling (links back here for the Discovery Call Sheet)
Deal Navigator — industry-specific questions and product recommendations
Statement Review — compute effective rates and build the meet-or-beat
Proposal Studio — assemble and send one-page proposals
Submit a Deal — per-product doc checklists