In this Magic Moments episode, Olivia Whitworth, Founding Account Executive at trumpet, shares how Templates have become her go-to time saver across the entire sales cycle.
Templates help Liv move faster, stay consistent and deliver a personalised experience for every single buyer. With a few clicks, she builds a fully branded, tailored Pod that feels custom-made, without needing to start from scratch.
Why Templates matter
Templates remove all the repetitive admin that slows sellers down. Liv has created Templates and pre-built Pages for discovery, proposals and the full sales cycle, giving her a complete library she can reuse for every stage of her process.
When a new deal starts, Liv simply duplicates the Template she needs, personalises the content and sends a Pod that looks bespoke in under a minute.
Consistency without the effort
Every Pod she sends has the same clean layout, on-brand visuals and structure. This means:
- The latest content is always included
- Every page matches the buyer’s brand
- Pods look polished, organised and professional
- Any rep can deliver the same high-quality experience
Liv knows her Pods always look great, no matter who sends them.
The workflow that saves hours each week
For Liv, Templates turn hours of work into seconds.
➡️ Create Pod.
➡️ Pull in the deal from the CRM.
➡️ Let trumpet brand the space automatically.
➡️ Top up the Pod with ten percent extra personalisation for that specific buyer.
With branding, colours and layout already pulled in, she only needs to add a quick video, update next steps or drop in tailored content.
It is simple, fast and powerful.
Final thoughts
Templates give sellers the perfect balance of speed and quality. They help her create personalised Pods that feel meaningful to the buyer, while staying consistent and efficient across every stage of the sales cycle.
With trumpet Templates, sellers can finally spend less time building and more time selling.

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