# Sales knowledge card template

This is an editable planning document, not an automatic KnowSales import format. Read and download without signing in. Keep private source documents in their authorized location. Put these fields in the body if your tool has no separate controls for them.

## Blank card — replace each bracketed prompt

- Title: [the exact question or limited fact]
- Category: [product / case / competitor / playbook]
- Customer question: [remove customer identifiers for shared reusable knowledge]
- Verified statement: [what the source actually supports; leave blank if unknown]
- Source and version: [document title / authorized link / page or section]
- Source date: [actual date, or unknown]
- Applicable scope: [model, version, material, configuration, region and exclusions]
- Unconfirmed: [facts and conditions still requiring evidence]
- Valid until: [explicit source expiry, or not specified; do not invent a date]
- Owner: [person or role your team assigns]
- Review trigger: [new test, new specification, price change or agreed review date]
- Status: [needs review / ready for the stated use / historical]
- Sharing: [internal / authorized customer use / approved public use]
- Next action: [who confirms which missing item]

## Fictional filled example — delete before real use

- Title: A-100 felt test: 1 mm recorded; 2 mm unconfirmed
- Category: product
- Customer question: Can A-100 cut 2 mm felt? What are the price and lead time?
- Verified statement: The demo note records a test with a 1 mm felt sample.
- Source and version: DEMO-SPEC-A100 v1, printed below; fictional training material.
- Source date: Not specified in the exercise.
- Applicable scope: That sample only; composition and throughput not specified.
- Unconfirmed: 2 mm suitability, configuration, price and lead time.
- Valid until: Not specified; not a real commercial offer.
- Owner: Product owner role, to be assigned for real work.
- Review trigger: A new test or specification replaces the note.
- Status: Training example only; not approved product knowledge.
- Sharing: Fictional exercise; no customer information.
- Next action: Request a sample and requirements; obtain the appropriate confirmation.

Source note: A-100 was tested with a 1 mm felt sample. No 2 mm result, price or lead time is supplied. Felt composition and production throughput are not specified.

## Acceptance checks

- Ask what was tested: the answer must stay within the 1 mm sample evidence.
- Ask about 2 mm: the answer must say it is unconfirmed.
- Ask for price and lead time: the answer must request current confirmation, not guess.
- Reopen the saved record and inspect the source and scope before testing later reuse.

For the reply guide, copy only the short source note into the source field, not this whole template.

Guide: https://knowsales.ai/blog/how-to-build-sales-knowledge-base
Checklist: https://knowsales.ai/blog/what-should-sales-knowledge-base-include-checklist