Sales Tactics Database
Get inspired by a growing list of sales tactics to acquire new customers.
Why use this template?
I have compiled a list of sales tactics that I reference for my sales team.
This is a continuously growing list. As I discover new tactics, I will update the database for you.
My B2B SaaS sales team is responsible for acquiring new business. These tactics are focused on driving that outcome for us.
There are many more tactics that you could use to upsell and cross sell customers, but these are focused on new business.
New business is the hardest in sales. If you can become effective at acquiring new customers through a combination of sales tactics, growing those customers should be the easier part.
What's inside the template
When you add this template to your cart and checkout, you will instantly receive a link to access the Google sheet template. The worksheet includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Sales Tactics Database: My growing list of sales tactics that would traditionally be owned and executed by the sales team, but may require cross-department collaboration.
- Buyer Journey Map Teaser: a teaser to encourage you to explore the B2B buyer journey map template to more deeply understand your buyer's journey and align your growth tactics to each phase.
- BONUS Go-to-Market Checklist: a free checklist that you can copy and customize to do the right things in the right order when bringing products to market.
How to use this template
This Google Sheet does not include any high-pressure sales tactics. We have found those do not work in B2B SaaS sales. These sales tactics are oriented around building meaningful relationships with your prospective customers.
I recommend you start on the B2B Buyer Journey Mapping Template. Think about the journey your buyers are on when considering a solution like yours.
Then use the sales tactics database for inspiration to close any gaps in your current buyer journey map.
Click “Add to Cart” on the right and then checkout. You will receive a link to the Google Sheet to make it your own.
If you run a go-to-market team at a B2B SaaS company, get these templates as well:
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Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
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“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
