Templates & playbooks
Start with proven questions. Use Talkpoint to collect responses and generate AI talking points you can use in your next conversation.
This hub is designed for people searching for questions, checklists, frameworks, and templates—then needing a repeatable way to run them. Pick a starting point, customise it, and turn it into a scan you can share.
Looking for something specific? Start with lead qualification, MEDDPICC, needs assessment, or risk assessment.
Sales qualification & discovery
Frameworks and question banks to qualify leads before the first call.
Use questions, checklists, and frameworks as a reusable template for discovery. Start with proven structure, then turn responses into talking points.
MEDDPICC Qualification
SolutionEnterprise qualification framework with structured discovery.
Sales
MEDDIC Framework
ResourceA practical guide + structure for better qualification calls.
Sales
Lead Qualification
ScanA ready-to-run scan to collect decision criteria and next steps.
Sales • Consulting
Sales Intake Tool
SolutionTurn first contact into structured context for the meeting.
Sales • Consulting
Assessments & reports
Assessment pages and report templates you can adapt to your process.
If you need an assessment template with clear questions and outputs, start here. These pages cover report structure, checklists, and frameworks for consistent delivery.
Draft Assessment Report
ResourceWhat a good assessment report looks like (and how to generate one).
Consulting
Assessment Report
ResourceStructure, sections, and examples for professional reporting.
Consulting
360 Assessment Software
SolutionMulti-rater assessment concepts and positioning.
Consulting
Interactive Assessment
SolutionHow interactive assessments drive better responses and insights.
Consulting
Due diligence & risk
Templates for evaluation workflows where completeness and consistency matter.
Use these as due diligence templates and risk assessment checklists. Each page focuses on questions and frameworks that reduce surprises in high-stakes decisions.
Guides (implementation)
Process guides you can use to implement these templates in your workflow.
Turn questions into a repeatable template. These guides show how to run the process, use checklists, and apply frameworks so every assessment is consistent.
Sales Intake Process
ResourceBuild a qualification process that works end-to-end.
Sales • Consulting
Sales Intake Questions
ResourceQuestion ideas to improve signal before calls.
Sales
Qualifying Leads Before a Call
ResourceA simple workflow for pre-call qualification.
Sales
Client Assessment Tool
SolutionFor consultants and advisors running structured client scans.
Consulting
FAQ
What is a Talkpoint template?
A template is a pre-built set of questions organised by category (a checklist/framework you can reuse). Turn it into an interactive scan, collect responses, and generate talking points.
Are these templates just static documents?
No. Use the questions as a starting template, then run them as a scan with scoring and a shareable dashboard or report.
Can I edit the questions?
Yes. Every template can be customised—add, remove, or rewrite questions to match your workflow, industry, and stakeholder needs.
Which templates are best for my role?
Use the persona filters to find templates for Sales, Consulting, Security, or M&A. Each page also includes guidance on when to use it.