A sales enablement template has three pages: a charter that says what enablement is for, a 90-day plan that says what happens when, and a monthly review that says whether it worked. Copy the three below, fill them in for your team and keep each to one page.
This post gives you each template with a filled example for Corvane, a fictional software company with 12 account executives. It is part of our overview of sales enablement.
What goes in a sales enablement template?
Mindtickle defines a sales enablement charter as the document that outlines your enablement mission and goals and is the foundation for your strategy. It also cites research finding that only 38% of enablement professionals have one in place (Mindtickle, published March 14, 2025, read November 11, 2026). That is a vendor-cited figure, so treat it as a hint that many teams skip this step.
A charter is short. If it takes more than a page, nobody reads it, and a charter nobody reads cannot settle an argument about priorities.
What is the charter template?
Copy the table, replace the bracketed text and keep every answer to one or two lines.
| Section | What to write | Example for Corvane |
|---|---|---|
| Mission | One sentence on what enablement does for sellers | Give every seller what they need to run a good discovery call |
| Goal | One number and a date | Raise the average discovery call score from 62 to 72 by December 31 |
| Who we serve | Roles and head count | 12 account executives, 4 SDRs, 2 managers |
| What we own | The work enablement does | Onboarding, battlecards, call reviews, role plays |
| What stays out | Work that belongs to others, to prevent drift | Pricing, territory design, CRM fields |
| Owner | One name | Dana, sales manager |
| Partners | Who gives input and how often | Marketing monthly, product quarterly |
| Review | When it is checked | First Monday of each month, 20 minutes |
The section most teams skip is "what stays out". Without it, every request lands on enablement and the plan fills with other people's work.
What is the 90-day plan template?
A plan turns the goal into dated work. Use one row per month and one focus per row.
| Month | Focus | Work to do | Owner | Result to check |
|---|---|---|---|---|
| 1 | [Biggest gap] | [One asset, one training] | [Name] | [Number and date] |
| 2 | [Second gap] | [One role play series] | [Name] | [Number and date] |
| 3 | [Reinforce] | [Weekly call review] | [Name] | [Number and date] |
Filled in for Corvane, the plan looks like this:
| Month | Focus | Work to do | Owner | Result to check |
|---|---|---|---|---|
| 1 | Discovery questions | Write a 10-question guide and review 3 calls per person | Dana | Everyone scored once by week 4 |
| 2 | Objection on price | Run 2 role plays per person | Dana | 24 role plays logged |
| 3 | Reinforcement | Weekly review of one call per person | Dana | Average score at 70 or higher |
What is the monthly review template?
Hold it for 20 minutes with the same four lines each month, so the answers can be compared over time.
| Line | Question | Example answer |
|---|---|---|
| Number | Where is the goal metric against the target? | 66 against 72, up 4 points |
| Work | What did we ship from the plan? | Question guide and 14 call reviews |
| Use | Are sellers using it? | 9 of 12 used the guide on a live call |
| Next | What do we start, stop and keep? | Start price role plays, stop the slide deck refresh |
Write the answers in the same file each month. After three months you have a record of what changed and what did not.
How do you fill the template in?
Work through it in five steps:
- Look at the last ten lost deals and write the reason in one line each.
- Pick the one gap that appears most and write it as the goal, with a number from your scorecard or CRM.
- List what you own and what stays out. Ask your sales leader to read it and cross out anything wrong.
- Fill the 90-day plan with work that fits in the hours you have, and cut the plan by a third.
- Book the first three monthly reviews before you leave the room.
The 80/20 rule in sales is the filter for step 2: a few gaps explain most of the lost deals, so choose among them and ignore the long tail.
Where do the numbers come from?
The goal needs a source you can read every month. A call score from a scorecard works, as does win rate by stage or time to first deal for new hires. If you use call data across many deals, our guide to revenue intelligence platforms explains where deal and activity data come from and what to check before trusting it.
What other templates do you need?
Two companion templates are worth having. A strategy document says why the plan looks the way it does, and our guide to sales enablement strategy covers it. A battlecard sheet gives sellers a one-page answer when a competitor comes up, and our sales battlecard templates include copies you can paste into a doc.
Where to start
Copy the charter table into a document today and fill the mission, goal and owner rows in 15 minutes. Send it to your sales leader, ask what is missing and book the first monthly review. When the charter is settled, return to the sales enablement overview to see where the plan fits.