Templates · free

Copy-paste templates for Indian SMB sales teams.

WhatsApp scripts, call openers, follow-up cadences, SLA spreadsheets, lead-import CSVs. No email gate. No "request access." Just open and use.

Bundle · most downloaded

The complete real-estate broker kit.

14 templates that took Mittal Realty from 38 to 81 site visits a month. WhatsApp drip, site-visit script, broker SLA sheet, builder-payout tracker, and the IndiaMart CSV header that just works.

— bundle · 14 files —
All free · no email required · CC-BY 4.0
Real estate

Site-visit confirmation + day-before reminder

Two messages. The second one drops the no-show rate by 28% in our deployment data.

Hi {{first_name}}, your site visit at {{project}} is confirmed for {{date}} at {{time}}. {{rm_name}} (RM) will meet you at gate 2. Reply STOP to cancel.
2 messages · Meta-approved Copy →
Coaching

Demo-class invite + counsellor follow-up

The Brightline template that lifted enrolment 38%. Parent + student wording, both in Hindi and English.

Namaste {{parent}}, {{student}}'s demo class for {{batch}} is on {{date}}. Counsellor {{cn}} will guide. Reply YES to confirm.
3 messages · bilingual Copy →
Healthcare

Clinic appointment reminder, 24h before

Includes the rescheduling reply flow that cut no-shows by 31% at Suraksha Clinics.

{{patient}}, your appointment with Dr. {{doc}} is on {{date}} at {{time}}. Reply 1 to confirm, 2 to reschedule.
4 messages · DPDP-safe Copy →
Script Tele-sales

The 30-second cold-call opener that doesn't get hung up on

Tested across 2,400 cold calls. Drops the immediate-hangup rate from 41% to 22%.

"Hi {{name}}, this is {{rep}} from {{company}}. I have 30 seconds — can I tell you why I called, then you decide?"
PDF · 1 page Download →
Script B2B

Objection handling: "send me an email"

The five phrases that turn a polite brush-off into a 7-minute discovery call.

"Happy to. Just so the email is short — are you the right person for {{topic}}, or should I cc someone?"
PDF · 2 pages Download →
Script Loans / FS

Lender follow-up: "what's your interest rate?"

A discovery-first reframe that gets 38% more KYC documents into your inbox.

"Rates depend on a few things. Give me 90 seconds to ask three questions — then I'll quote a real number, not a brochure one."
PDF · 1 page Download →
Sheet Ops

Tele-sales SLA tracker — Google Sheet

First-call SLA, follow-up SLA, escalation rules. Conditional formatting that turns red so a manager can see at a glance.

Lead | Source | Assigned | First-call due | First-call done | Δ (mins) | SLA met?
Google Sheet · copy Open →
Sheet Ops

Monthly tele-sales scorecard for managers

Connect, qualify, propose, close — per rep, per source. The pivot already built.

Rep | Calls | Connected | Qualified | Proposals | Closed | INR closed | Conv%
Excel + Google · 2 files Download →
CSV Imports

IndiaMart export → GrowYu import header map

The exact column names + sample rows. Tolerates all five Indian phone formats.

first_name,last_name,phone_e164,source,product_interest,city,note
CSV · 1 file Download →
CSV Imports

Excel-to-GrowYu sheet cleaner (Apps Script)

Normalises phone formats, deduplicates, splits combined name columns, and trims hidden spaces.

function clean() { ... normalisePhone(); dedupe(); splitName(); }
Apps Script · MIT Copy code →
PDF Cadence

The 3-7-21 follow-up cadence printable

One A4 sheet your team can pin above the phone. Day 0, 3, 7, 14, 21 — what to do and when to stop.

D+0  Initial call · note + WhatsApp digest
D+3  Call back · "any questions on the proposal?"
D+7  WhatsApp · feature highlight
PDF · A4 · print-ready Download →
PDF Discovery

Discovery-call checklist · 12 questions

In order. Use it the first 30 days; muscle memory after that.

1. Who else is in the buying decision?
2. What's the cost of doing nothing?
3. Who has the budget?
PDF · 1 page Download →

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