Digital Marketing Templates

Choose your digital marketing lane and load the right sales template.

These templates help you position your offer, handle objections, and guide conversations. Copy, paste, and customize to match your business.

Digital Marketing Template Library

Follow the exact Kolby builder flow and copy what you want faster.

This version matches the actual structure inside the Kolby dashboard, so subscribers are not guessing where anything goes. Blue sections are for their own manual input. Orange sections give them a copy-paste head start.

Blue = fill in yourself
Orange = optional copy/paste starter
How this works: choose a category, then move section by section exactly like the Kolby template builder. The blue items are there so subscribers can see the full flow and complete those parts themselves. The orange items are starter copy they can paste, edit, shorten, or ignore.

BYLD Trading Academy Template

This version follows the actual Kolby template-builder structure so the customer can work top to bottom without translating anything.

Dashboard-Matched Flow

COMPANY DNA

Start with the same top section they see inside Kolby.

Company

Manual. Enter company name.

BYLD Trading Academy

Industry

Manual. This exists in the dashboard flow.

Trading Education / Financial Markets / Digital Marketing

Business Model

Manual. Add how you sell.

B2C education and tool-based subscription model focused on helping people learn to generate income through Forex, Futures, Options, and Cryptocurrency using training, AI tools, live sessions, and mentorship.

Average Deal Size

Manual. Subscriber should enter their own numbers.

Enter monthly membership, enrollment cost, or average customer value here.

Sales Cycle

Manual. Short description.

Usually short-cycle to mid-cycle depending on urgency, belief in the opportunity, trust, and the prospect’s financial goals.

Compliance Rules

Manual. Add compliance rules, disclosures, and restrictions here.

Add internal rules for discussing trading, income potential, risk, education-only positioning, and any claims the team should avoid around guaranteed results or passive income.

Unique Offers

Manual. Add package differences, bonuses, or differentiators.

Examples: live trading sessions, AI-powered tools, beginner-to-advanced training, recorded replays, strategy breakdowns, community support, and mentorship.

BRAND VOICE

This heading stays in the flow, but the customer should build this around their own style.

Brand Voice

Manual. Add how the company should sound on live calls.

Example direction: confident, clear, opportunity-focused, simple, beginner-friendly, not overhyped, not scammy, educational, practical, and disciplined.

PRODUCTS/SERVICES

Only the orange fields below are built for copy-paste starter content.

Name

Manual. Product naming can vary by company package.

BYLD Trading Academy

Price Range

Manual. Enter your own pricing context.

Add your actual membership price, package range, or monthly pricing structure.

Elevator Pitch

Optional starter copy.

Problems Solved

Optional starter copy.

Top Features

Optional starter copy.

Differentiation

Optional starter copy.

Upsell Opportunities

Optional starter copy.

DESIRED OUTCOME & DEAL BREAKDOWN

Keep the dashboard structure intact. Success is manual. Failure reasons get starter copy.

Success means

Manual. Define what a win looks like for your team.

Example: the prospect clearly understands what BYLD is, sees value in the training and tools, understands the risks and effort required, and confidently takes the next step to join.

Deal failures usually due to

Optional starter copy.

BUYERS PERSONA

This is where the live-call guidance gets sharper.

Persona

Optional starter copy.

Pain Points

Optional starter copy.

Scripts & Phrases

Optional starter copy.

Emotional Drivers

Optional starter copy.

Common Objections

Optional starter copy.

CALL STRATEGY

Keep the full flow visible, but only the orange fields need starter copy.

Call Goals

Manual. The subscriber should define what the rep is trying to accomplish.

Example: simplify the opportunity, build trust, tie the offer to the prospect’s financial goals, remove confusion, handle objections cleanly, and move them to a demo, overview, or enrollment conversation.

Objection Response Length

Manual. Keep this company-specific.

Example: short, direct, simple, confidence-building, usually under 2-4 sentences unless the prospect asks for more detail.

Restricted Language

Manual. Add compliance-specific restrictions here.

Do not guarantee income, passive income, financial freedom, success, trade wins, or fast results. Do not present the platform as an investment scheme or imply that outcomes happen without effort, risk management, and discipline.

Required Disclosures

Optional starter copy.

Forbidden Claims

Optional starter copy.