Sales Battle Card Template

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The Sales Battle Card provides sales teams with a concise overview of your product or service, the market, your customers, and your competition. It also outlines frequent customer questions/concerns and the different pricing packages your company offers. Essentially, this is your sales team’s cheat sheet. Add links, image, videos, graphs and charts to enable your team with all the information they need to make the sale. 

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What would I use the Sales Battle Card for?

The goal of this exercise is to create a cheat sheet for your sales team that includes all of the information they need to make a sale. Add information about your company mission, vision, target audience, charts and graphs to highlight benefits, questions and concerns potential customers might encounter when deciding to purchase your product or service. 

What info should I include in the Competitive Battle Card?

You should include any and all information your sales team needs to know about your company. The mission and vision, who your target audience is, what main questions and concerns these customers might have and how they can answer them, pricing packages, links, charts and graphs to enable your sales team.

What is a living document?

The living Sales Battle Card template allows you to instantly sync your entire team throughout the process. The document can easily be updated as your product or service evolves, and as your team optimizes the sales process.  You can add collaborators to work in real-time. And you can share the customizable link to keep internal and external colleagues up-to-date as the project progresses. 

Can I add colleagues to edit my Battle Card?

Yes! On team plans, you can invite as many people as you’d like to collaborate on your brand positioning canvas, ensuring your whole team is aligned. Here’s more on real-time collaboration.

How do I share my Sales Battle Card?

When you’re ready to share your cheat sheet with the sales team, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for sales?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Business Development toolbox and our Sales toolbox to find more tools and resources.

 

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