To make it easier for sales teams to navigate and identify the right assets, we’ve introduced two key enhancements:

1️⃣ Extended asset types – Clearly see whether an asset is an email, call script, document, or presentation at a glance.

2️⃣ Template tags – A flexible way to group and find templates faster based on relevant themes like Discovery, Stakeholders, Challenger Sales, Follow-up Email, and more.

These updates help streamline your workflow, making asset selection and retrieval more intuitive.

We’ve expanded the type property to include:

✅ Email – Perfect for follow-ups and outreach

✅ Call Script – Structured talking points for impactful conversations

✅ Document – Informative assets like one-pagers or reports

✅ Presentation – Sales decks and pitch materials

To help you quickly find the right template, we’ve introduced tags as a flexible grouping mechanism.

💡 Examples of tags:

• Discovery – Assets designed for early-stage sales conversations

• Stakeholders – Insights on key decision-makers and influencers

• Challenger Sales – Templates aligned with the Challenger methodology

• Follow-up Email – Structured follow-up messaging for meetings

You can now browse the library more efficiently, ensuring you always have the right materials at the right time.