10 Sales Team Templates to Train, Assess & Boost Performance

Revenue leaders are no longer measured solely by pipeline velocity or closed deals, they’re evaluated by how fast they can level up underperforming reps and replicate top-performer behaviors across the board.

Yet, 71% of companies fail to implement formal sales training or assessments, according to the Sales Management Association. That’s 7 out of 10 of your reps showing up in front of customers every single day without the tools they need to succeed. That shortfall creates cascading problems: talent getting stuck too early, misaligned onboarding, and reps delivering inconsistent experiences in the market.

Traditional tools, outdated manuals, unorganized documents, passive videos — can’t keep up. Sales training templates offer a smarter alternative: interactive, measurable, and scalable resources that meet the demands of hybrid teams. Anything less becomes dead weight.

Sales templates that do the work and save time

Forget static PDFs and siloed spreadsheets. These Flipsnack templates transform how sales managers, HR leaders, and enablement pros build skills, uncover gaps, and drive real-time progress, all from one collaborative, trackable platform.

This article features 10 templates to help you onboard, coach, assess, and develop your sales team faster and smarter—whether you’re starting from scratch or refining a mature enablement strategy.

1. Sales performance review template

The sales performance review template is an essential tool for sales managers who want to make performance evaluations more consistent, data-driven, and actionable. This transactional template includes ready-made sections for assessing KPIs, behavioral competencies, and goal completion on both individual and team levels. Its interactive features—such as embedded videos, quizzes, open-ended question blocks, and visual slideshows—help turn a routine review into a two-way coaching experience.

Use the link area to direct employees to sales dashboards or performance standards, and leverage social buttons for internal sharing of performance snapshots.Also, this format allows managers to collect real-time feedback and streamline review documentation in a single, shareable digital report. 

Flipsnack’s analytics let leaders monitor which parts of the review document are accessed and how thoroughly they’re being engaged with, adding transparency and clarity to the performance process.

2. Sales training plan template

The sales training plan template provides a highly customizable structure for onboarding and upskilling new sales hires. Designed for HR and enablement leaders, it includes detailed sections for laying out learning objectives, key milestones, training modules, and post-training evaluations.

Rich interactive elements—such as embedded videos, GIFs, video buttons, go-to-page navigation, quizzes, and contact forms—allow trainers to deliver engaging, multimedia content. Captions and link areas offer clarity and connect learners to helpful resources like CRMs, product sheets, or internal policy hubs.

This flipbook-based training plan is easy to duplicate and tailor to each new cohort or sales program. Trainers can collaborate in real time, embed feedback forms, and track team progress through Flipsnack analytics. Whether, used for global onboarding or regional bootcamps, this template ensures learning is not only structured but also highly interactive and personalized.

3. Sales skills assessment template

The sales skills assessment template gives HR professionals and sales managers a structured way to evaluate sales team performance across a wide range of competencies—from communication and objection handling to product mastery and closing techniques. Its modular design makes it easy to customize for role-specific or territory-specific assessments.

Interactive features include slideshows to present scenarios, quizzes with scoring logic, embedded videos that simulate live sales conversations, and pop-up frames for contextual coaching. Additionally, link buttons can direct learners to playbooks or policy documents, while captions clarify assessment criteria.

Also, you can use embedded forms to collect both self-assessments and manager evaluations. With Flipsnack analytics, you can identify weak points across individuals or teams, compare scores over time, and build targeted development paths based on objective insights. It’s more than a test, it’s a full-circle evaluation and learning tool.

4. Sales coaching template 

The sales coaching template is perfect for structuring one-on-one coaching sessions and manager-led performance improvements. Sales managers can use the interactive layout to embed coaching videos, add spreadsheet pop-up frames for performance tracking, and design feedback loops using quizzes and custom forms. The use of GIFs and captions helps visualize sales scenarios or learning tips. 

To ensure secure and efficient sharing, Flipsnack offers multiple options: private links for restricted access, password protection for confidentiality, email invitations for direct sharing, and embeddable codes to integrate the coaching plan into your LMS or intranet. Additionally, analytics give insights into content engagement, helping managers see which sections reps interact with most.

5. Product knowledge training template

The product knowledge training template is designed for sales trainers and product teams delivering detailed product education to salespeople. With pop-up video frames, embedded GIFs, quizzes, and caption-rich visuals, this template supports self-paced learning and deeper retention. Include videos that explain core product features, and use link areas to connect reps to real-time product updates or pricing docs. 

Quiz modules reinforce product fluency by testing reps on real-world scenarios, feature differentiators, and objection-handling techniques. Also, each question can be customized to reflect your actual product use cases or competitive comparisons, ensuring reps not only memorize specs but also understand how to position the product effectively in conversations with prospects.

6. Sales pitch template

The sales pitch template gives reps a flexible, customizable framework to create compelling pitch documents. This transactional layout includes interactive contact forms, embedded video buttons, GIFs, and structured captions to highlight differentiators and solutions. Reps can personalize each pitch by linking to specific client assets or testimonials. 

Collaboration within Flipsnack allows sales and marketing teams to co-edit pitch content, assign review roles, leave internal feedback, and approve final versions without switching tools. Comments are centralized inside the flipbook, which eliminates long email threads or confusion around document versions. This makes it easier to maintain version control, ensure brand consistency, and accelerate delivery.

Moreover, real-time analytics help managers identify which pitches perform best, which slides drive engagement, and how long prospects spend on each section. As a result, teams gain granular insights they can use to optimize both messaging and format in future iterations.

7. Sales onboarding template 

The sales onboarding template is crafted to support HR and sales leads in building engaging, structured onboarding experiences for new hires. This template includes a variety of dynamic elements such as onboarding schedules, welcome videos, interactive quizzes, slideshows, GIFs, and pop-up frames to introduce teams and workflows. In addition, captions and embedded walkthrough videos provide further guidance and clarity to newly added team members.

One of its most powerful features is its transformation into an interactive document, offering engaging, clickable sections that promote exploration rather than passive reading. This interactivity encourages higher engagement, retention, and early confidence among new hires. 

Use Flipsnack’s link areas to direct recruits to internal resources like Slack groups or CRM dashboards. Monitor onboarding progress using built-in analytics to understand which materials are being used and where improvements can be made.

8. Sales development strategy template 

The sales development strategy template is ideal for senior leaders building growth blueprints. The informational layout supports videos, GIFs, performance diagrams, captions, and strategic pop-up visuals. Use it to map out multi-phase development plans, link to internal quarterly OKRs, and visualize KPIs over time. Flipsnack enables stakeholders to collaborate within the flipbook and engage with embedded updates, keeping strategic documents current and accessible.

This template also ensures broad accessibility: content is fully responsive and viewable on any device—desktop, tablet, or mobile—so teams can review strategy materials whether they’re in-office or remote. Furthermore, accessibility-friendly layouts support easier reading, while embedded media provides alternative ways to engage with the information. This makes it easier for everyone to stay aligned, no matter their device or preferred content format.

9. Remote sales training template 

The remote sales training template helps enablement teams deliver consistent, effective training to distributed sales forces. Managers can embed video lessons, link to onboarding modules, and use captioned slideshows or GIFs to bring concepts to life. Pop-up elements allow bite-sized coaching moments to be layered across sections. With link areas to knowledge bases or CRM systems, this template ensures remote reps stay connected and aligned with core goals.

Flipsnack makes sharing across remote environments seamless. You can send training content through private links, restrict access with passwords, or share via email invitations. Embedding the flipbook in your LMS or internal wiki ensures training stays centralized. Together, permissions and analytics reveal who viewed the content, which sections held attention, and what parts need further clarification—all essential for managing remote learning at scale.

10. Interactive sales training template 

The sales training template offers a transactional, streamlined way to organize recurring, quarterly, or campaign-specific training programs.With spotlight GIFs to visually demonstrate tasks, embedded videos for walkthroughs, and quizzes for knowledge checks, this template creates a rich learning environment for both new and experienced sales reps. Additionally, interactive navigation buttons allow learners to jump between sections, making the experience more fluid and user-driven.

Flipsnack’s real-time editing capabilities eliminate the need to start from scratch for every new training cycle. Instead, teams can duplicate the core template, update only the parts that have changed, such as goals, timelines, or evaluation criteria, and share it instantly. This keeps training aligned with evolving strategies while maintaining consistent branding and instructional structure. Trainers and managers can collaborate in the same file, leave feedback directly inside the flipbook, and track how content is consumed via analytics.

This makes it especially useful for large or fast-moving sales organizations where efficiency and consistency are key.

How to use these sales templates in Flipsnack

1. Choose a template

Get started instantly with one of Flipsnack’s professionally designed sales templates—each optimized for onboarding, coaching, training, or evaluation. Also, you can also import your existing materials to transform outdated PDFs into fully interactive digital documents.

2. Customize with ease

Flipsnack’s intuitive editor lets you drag and drop powerful elements—quizzes, videos, pop-up frames, feedback forms, clickable links, and social buttons—without needing a designer. Tweak each layout to reflect your brand identity and adjust content for specific teams or roles.

3. Monitor engagement in real time

Use Flipsnack’s advanced analytics to see who accessed your flipbook, how long they stayed, and which elements drew the most attention. These insights help you fine-tune your approach, coach more effectively, and improve training outcomes.

4. Control sharing and accessibility

Distribute content securely through private links, password protection, or SSO login. You can also embed templates in your company intranet, LMS, or email platforms. With role-based permissions, you’re always in control of who can view, comment, or edit your sales documents.

Why these templates make a measurable difference

When it comes to sales training and performance enablement, structure isn’t optional—it’s the backbone of scalable success. With Flipsnack’s ready-made templates, you’re not just organizing content; you’re building smarter systems that are easy to launch, customize, and track. These templates are engineered to support every stage of the sales employee lifecycle—from onboarding and upskilling to performance reviews and strategic coaching.

Whether you’re managing a remote team, preparing for a quarterly review, or building out a new development strategy, Flipsnack gives you the flexibility and insight to stay agile while remaining consistent.

All things considered, adopt these templates not just to save time, but to elevate training, align goals, and empower teams to do their best work, faster.