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There isn’t one rinse-and-repeat sales strategy that works for every single client. That’s where this sales account planning template comes in. It includes all of the important details of a prospective or existing account. That way, you’re armed with the information you need to close more deals and keep your current clients happy.
What is a Notion template?
A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.
How do I duplicate a Notion template?
Navigate to the template you want to duplicate, choose the workspace you'd like to duplicate into from the dropdown, then hit the blue "Duplicate" button.
If you're already signed in, the template will be automatically added to your workspace. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first!
How do I download Notion templates?
Duplicating a Notion template is the same as downloading a copy of it to your workspace. Just hit the blue "Duplicate" button and find it in your workspace's sidebar.
How do I make a Notion template?
You can make any Notion page a template by clicking "Share" in the top right, then toggling both the "Share to web" and "Allow duplicate as template" toggles. Make sure to use the public-facing URL below the "Share to web" toggle when sharing.
