Free sales kickoff deck template

Open the sales year with energy and a plan: last year’s results, this year’s targets, territories, the playbook and the incentives. Sample sales team included.

What's in this template

Slide 1: Sales kickoff 2027

  • Last year in numbers, this year’s target and how we get there.

Slide 2: 2026 was our best year yet

  • $38.6M New bookings (112% of quota)
  • 214 New customers
  • 27% Win rate, up from 22%

Slide 3: What worked, and what we leave behind

  • Keep doing
  • Demo in the first call, not the third
  • Multi-threading: 3+ contacts per deal
  • Partner-sourced deals closed 40% faster
  • Stop doing
  • Discounting above 20% to hit month-end
  • Chasing deals under $15K in enterprise
  • Updating the CRM only on Fridays

Slide 4: The 2027 plan

  • Targets, territories and how we win

Slide 5: The 2027 number is $48M

  • $48M New bookings target
  • $1.2M Average quota per rep
  • $62K Target average deal size

Slide 6: Four territories, each with a clear owner

    Slide 7: One playbook from first call to signature

    • Discover: agree the business pain in writing
    • Demo: show their workflow, not every feature
    • Prove: a 14-day pilot with a success plan
    • Close: mutual action plan with dates both sides own

    Slide 8: Hit your number and it pays

    • 10% Commission up to quota
    • 15% Above quota, uncapped
    • 2 Club trips: Cancún and Lisbon

    Slide 9: Why we sell what we sell

    • Fieldstone gave our field teams back a full day every week.

    Slide 10: Go win 2027

    • First pipeline review: Monday 18 January · Sam Carter, CRO

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