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Marketing & Sales Templates

Order 750 checklist templates in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

Customer Management Templates


Sales Meeting Template

Many frontline and experienced sales professionals suggest using detailed agendas for preparing and managing efficient sales conferences and meeting sessions. The Sales Meeting Template will show you how to develop a meeting agenda. It’ll also give you several valuable suggestions and tips on better sales meeting planning.

sales-meeting-checklist.zip 5 Kb


Marketing Materials Template

For reaching the customer audience the marketing department of your company should know which marketing materials are best for current campaigns and scheduled promotion events. This Marketing Materials Template will help your department with choosing between a set of available marketing materials, such as brochures, business cards, flyers, catalogs etc. 

marketing-materials-checklist.zip 4 Kb


Marketing Plan Template

This Marketing Plan template will be helpful to everyone who needs to approach prospective sponsors or investors, as this template provides you with a general review of essential marketing plan elements. With a help of this effective Marketing Plan template you can study reviews of the sections usually included into a typical marketing plan structure.

Marketing-Plan-Checklist.zip 4 Kb


Know Your Client Template

The Know Your Client template (KYC template) is designed to help investment companies to analyze their customers and gather all information necessary for making a decision on providing funds. The checklist has 3 categories broken down into simple tasks.

know-your-client-checklist.zip 4 Kb


Sales Skills Template

This Sales Skills Template will show you a list of basic skills for selling, help you learn ways for improving your current sales skills, and also give you several useful tips on how to make your skills more efficient.

sales-skills-checklist.zip 4 Kb


Marketing Campaign Template

This Marketing Campaign Template is likely to be a necessary guide for those people who are going to plan a new event for promoting and advertizing a product or service. The following template demonstrates a series of marketing campaign guidelines that help you set goals, develop a strategy and summarize your campaign.

marketing-campaign-checklist.zip 5 Kb


Sales follow up Template

This sales follow up template is designed to help salesmen who would like to understand basic sales follow up techniques and invent their own methods to retain their customers. Correct sales follow up strategy can bring you more profits by continual process of convincing customer to buy from you again and again. You can learn this sales follow up template to know some ideas and methods on how to build and develop win-win relations with customers.  

sales-follow-up-checklist.zip 4 Kb


Sales forecasting Template

This sales forecasting template can be very helpful to those who need to drive sales forecasting as a self-assessment tool for their companies. The real value of making forecasts is an opportunity to take an objective look at the future of your business, so that you can recognize how healthy it is and what directions you need to choose for future development. With a help of this sales forecasting template you can find out main steps of this process, learn some sales forecasting examples and methods, as well as essential factors, tools, and assumptions.   

sales-forecasting-checklist.zip 8 Kb


Sales planning Template

This sales planning template describes workflow and examples of this process, along with giving some possible solutions. It is very important for sales planners to be aware of different factors and methods used for this arrangement, so their can reach really in-depth approach through creating multi-level sales strategy taking into account different factors. This sales planning template is composed of several smaller sales planning worksheets covering different topics such as sales planning steps and solutions, components of this process, etc.  

sales-planning-checklist.zip 4 Kb


Sales management Template

This sales management template gives you a complete review over the main controls that should be established on the enterprise to ensure effective its sales function. This document contains all-round sales management advice on the aspects and activities that you need to take care of regularly. This sales management template provides you with a list of activities, techniques, basics and metrics used to establish good administrative and directive efforts over the sales team.

sales-management-checklist.zip 4 Kb


Oral Presentation Template

This oral presentation template is an all-round oral presentation guide delivering you appropriate recommendations on how to organize your presentation to make it memorable, comprehensive and methodically correct. With learning and using oral presentation do and don'ts explained in this document, you will be able to streamline your delivery to match proper timing and to refine content of your presentation in order of making it comprehensive. This oral presentation template explains what skills make you a good speaker, and what aspects you need to focus on.

oral-presentation-checklist.zip 7 Kb


Competitive Analysis Template

Competitive analysis process is a critical part of your marketing plan because it allows you to find out what makes your product or service unique and how to excel your competitors in more loyal customers. Read the Competitive Analysis Template to get more information on this point.  

competitive-analysis-checklist.zip 5 Kb


Sales process Templates

This sales process template is created to help all beginners in sales and all business managers who would like to get their sales process improvement. It is impossible to give a strict sales process step by step plan on all aspects, because there is only a common definition of sales process stages, while each company and each salesman may contribute own vision and experience into sales process design to match many different specifics. This sales process template gives you the general sales process overview along with practical recommendations.  

SalesProcessChecklist.zip 6 Kb


Marketing event Templates

This marketing event template is designed for all potential marketing event planners who would like to organize and manage arrangements for promoting and advertising their companies, services or products. The given marketing event plan template contains tips and recommendations that will be helpful in order of organizing and managing any arrangements in the sphere of marketing, including marketing event management, facilities, PR etc.     

MarketingEventChecklist.zip 6 Kb


Sales Call Template

Sourcing new sales leads and attracting new customers are two crucial forces that make a company succeeding. Salespersons who know how to make sales call opening and closing will lead sales and attract new customers. The given below sales call template describes how to make a productive sales call.

SalesCallChecklist.zip 4 Kb


Market Analysis Template

Proper research and analysis of the market your company operates in will save much time and money, as well as open new channels of product/service distribution that can prove profitability of the company. Use the given below market analysis template to find out how to investigate and analyze your market.

Market-analysis-checklist.zip 5 Kb


Marketing strategy Template

Writing a marketing strategy is one of the most challenging and exciting aspects of product development and launching. The given below marketing strategy template was designed to help marketing professionals and business managers consider this aspect and create an effective marketing strategy plan .Business Negotiations Template

Advertising campaign template

Advertising campaign Template

Commercial organizations conduct various advertising campaigns aimed to involve people in purchasing as much as possible. Well organized advertising campaign should inspire people to active actions, cause the emotional response and induce them to buy the goods or services. Use The Advertising campaign Template to organize fine advertising campaign.Business Negotiations Template

Advertising campaign template

Email campaign Template

Email is one of the most powerful and convenient marketing tools available for small companies. With help of emailing, the businesses can cost-effectively strengthen existing relationships, initiate new partnerships and convert one-time visitors (buyers, members etc.) into long-term customers.  The email campaign Template will show you how to establish successful relationships with partners and customers through emailing.


Template for Creation of Company's Image

Creation of proper and strong company’s image is a great opportunity to promote you company on market. This company's image creation Template can be used by starting or growing companies in order to create or improve consistent company look. 

ChecklistforCreationofCompanysImage.zip 6,5 Kb

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