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Sales Pitch Free Template

Use Pipefy’s sales pitch template to connect your product with potential buyers. Catch customers’ attention and convince them to purchase your offer.

With our sales pitch template, you keep track of your preparation, organize tasks, and get a clear direction to follow in the conversation.

Improve effectiveness

Start with the basics, and customize your process as you need. This model works as a product sales pitch template and as a marketing sales pitch template.

Use it to collect buyer description, demographics, and market information. Get full visibility of the status of each presentation and share them with stakeholders.

Make a presentation checklist — including flashcards, practice tips, and practice times — plus note any feedback. You can also automate approvals and email notifications.

Start using Pipefy’s Sales Pitch template today to win more business and perfect your sales process.

Try Pipefy's sales pitch template

Automate manual tasks

Send emails, assign team members, and skip several manual tasks with Pipefy’s automations.

Collect and organize information

Create custom forms to collect all information you need and keep communication flowing.

Improve every day

Collect and analyze data to continually enhance your sales pitch process.

All you need in one place

This sales pitch template is customizable and comes with a preset process to make it easier for you to adapt it and make it your own.

You can see all the presentation tasks and phases in a simple kanban or sprint screen view — it’s your call.

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Combine different field types to build your forms and share with stakeholders to collect data, feedback, and more. Then, receive it all into a Kanban board that helps you identify the best opportunities.

Standardize your pitch

This Kanban board template enables you to jump-start on your presentations through a view that’s divided into phases, which drives your team to an organized and easy-to-follow process.

Automate manual tasks, such as sending emails, assigning team members, connecting processes, and more!

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May the best deal reveal itself

Pipefy’s free sales pitch template comes with a sample dashboard chart in which you can analyze your process data. With it, you can track metrics, combine filters, and build killer boards to prove you are moving in the right direction.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

Volvo Logo

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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