Templates
Sales and marketing templates
Plan a campaign, sharpen positioning and messaging, schedule content, then review the pipeline, deals and key accounts. For marketing and sales teams that plan together.
84 free templates · Editable · Works with Claude and ChatGPT · Page 1 of 2
Sales and marketing templates 1–60 of 84
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Support escalation review
Look back at the tickets that had to be escalated this month, find why they got stuck and fix the causes, not just the tickets.
Support playbook
Write down how your team handles a common kind of ticket: how to spot it, what to ask, what to do and when to hand it on.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Survey score follow-up
Turn last month’s customer satisfaction scores and comments into calls to make, themes to share and fixes to start.
Onboarding kickoff call
Run the first call with a new customer: confirm why they bought, who is involved, what launch looks like and the next two weeks.
Account adoption plan
See which teams in a customer use which parts of the product, find the gaps and plan how to get more of them using it well.
Expansion opportunity map
Map where a happy customer could get more value from you: new teams, new sites, more of what they use or something new.
Voice of the customer programme
Bring what customers say in surveys, calls, tickets and reviews into one place, and decide who hears it and how often.
Help centre gap review
Find the questions customers keep asking support that your help articles don’t answer, and plan which articles to write or fix.
Customer coverage model
Decide how much attention each group of customers gets, from a named manager to self-service, and what each group can expect.
Support triage board
Keep the team’s tricky tickets visible: what is new, waiting on the customer, with engineering, and solved this week.
Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.
At-risk account recovery
Run a recovery when an important customer is upset: what went wrong, how you will put it right and how you will rebuild trust.
Negotiation plan
Prepare for a contract negotiation: what you must get, what you can give, what they will ask for and your walk-away point.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.
Search content plan
Plan pages around what people actually search for: the query, what they want to find, the page that answers it and who writes it.
Customer story outline
Shape a customer case study: who they are, the problem before, why they chose you, what changed and the proof.
Brand pillars
Define what the brand stands on: the promise in the middle and the few pillars that prove it, each with how it shows up.
Campaign retrospective
Look back at a marketing campaign: results against goal, what worked, what flopped, and what the next campaign keeps.
Growth experiment backlog
Collect growth ideas, score each on impact, confidence and ease, and run the best ones as small experiments.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Webinar plan
Plan a webinar from idea to follow-up: topic and promise, promotion, the run of show, the live session and what happens after.
Newsletter plan
Shape a newsletter people open: who it’s for, the promise, regular sections, cadence and how you’ll know it works.
Landing page brief
Brief a landing page section by section: the headline promise, proof, how it works, objections and the one action you want.
Referral programme design
Design how happy customers bring others: the trigger moment, the ask, the reward for both sides, and how you track it.
Marketing budget split
Split a marketing budget across channels with the goal for each, the expected return and what you’ll cut first if you need to.
Customer lifecycle messages
Map the messages a customer gets at each stage, from sign-up to renewal: the goal, the message and the channel.
Naming workshop
Find a name for a product or feature: what it must say, lots of candidates, a shortlist and the checks before you commit.
Donor journey
Follow a supporter from their first gift to giving regularly: what they do, what you send, how they feel and where you lose them.
Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.
Grant pipeline
Track every funding opportunity from prospect to decision, with amounts and deadlines, so no bid is missed or started too late.
Annual impact report outline
Plan your yearly impact report: the headline, the stories, the numbers, the money and the thank-yous, before anyone designs it.
Visual merchandising plan
Plan how the store tells this season’s story: windows, the entrance, feature walls, till point and signage, zone by zone.
Seasonal promotion plan
Plan a seasonal promotion from choosing the offer and buying stock through setup, the live weeks and the review.
Menu profitability matrix
Sort every dish by how often it sells and how much it earns, then decide what to promote, rework, reprice or drop.
Product range review
Review a product range line by line on sales, margin and space, and decide what to keep, grow, change or delist.
Loyalty programme design
Design a loyalty scheme that pays for itself: who to reward, the behaviour you want, how people earn, the rewards and the cost.
Campaign brief
One page that gets a campaign team aligned: goal, audience, message, channels, budget and how you will measure it.
Buyer persona
The person who signs off on the purchase: their pressures, what triggers a search, how they decide and what makes them hesitate.
Content calendar
A month of content across channels, week by week, so pieces build on each other instead of competing.
Positioning builder
Work out who you are for, what you replace and why you win, one question at a time, before writing a tagline.
Sales pipeline review
Deals by stage with the next step on each, plus the questions a weekly pipeline review should ask.
Win/loss review
Look back at recent deals, won and lost, and turn the patterns into changes to the product, pitch and process.
Message house
One umbrella message on top, three supporting pillars and the proof underneath, so every channel tells the same story.
Marketing funnel plan
From first contact to repeat customer: what you do at each stage and the one number that shows it is working.
Competitive battlecard
How you compare with one rival on the topics buyers raise, and exactly what to say when each one comes up.
Account plan
Grow one key customer on purpose: their goals, who matters, where you can help more and what could go wrong.
Email nurture sequence
The emails a new sign-up gets, step by step, with the goal of each and the subject line you will test.
Event plan
Countdown for a webinar, meetup or conference stand: what has to be done six weeks out, the week before, on the day and after.
Brand voice guide
A handful of voice traits with what each means, how it sounds and how it doesn’t, so every writer sounds like one brand.
Objection handling
The objections your team hears most, what usually sits behind each one, and a tested reply with proof.
Discovery call guide
Run a first sales call that’s about the buyer: their situation, the problem, its cost, how they decide and what happens next.
Deal review
Review one important deal with the team: where it really stands, who decides, the risks and the next step that moves it.
Mutual action plan
Agree with the buyer every step to a signed deal and a live rollout: what happens, who owns it on each side and by when.
Sales territory plan
Plan a territory for the year: the accounts that matter, the target per segment, how you’ll reach them and the help you need.
Customer onboarding plan
Take a new customer from signed contract to first value: kickoff, setup, training, first results and the first review.
Churn risk review
Go through accounts that might leave: the warning signs, why you think they’re at risk, and the save plan with an owner.
Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Ideal customer profile
Describe the customers you win, keep and grow best: their traits, the trigger that makes them buy, and the signs of a bad fit.
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