Templates
Sales and marketing templates, page 2
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 2 of 2
Sales and marketing templates 61–84 of 84
Sales process map
Map how a deal moves from first contact to signed, with what has to be true to move each stage forward.
Demo script
Plan a demo around the buyer’s problem: the story you tell, the moments to show, the questions to ask and the close.
Customer health score
Define how you score account health: the signals, their weights, the thresholds and what the team does at each level.
Proposal outline
Structure a sales proposal around the customer: their goals, the recommended solution, plan, price, proof and next steps.
Value proposition fit
Line up what customers are trying to get done, what gets in their way and what they wish for, against what you offer and how it helps.
Market sizing funnel
Size a market from everyone who could buy down to who you can realistically win in year one, with the assumption behind each cut.
Competitive landscape map
Place competitors on the two dimensions customers care about most, to see where the market is crowded and where there’s room.
Partner fit review
Decide whether a potential partner is worth it: what each side gets, how customers benefit, the effort involved and the risks.
Pricing and packaging
Lay out your plans side by side: who each one is for, the price, what it includes, its limits and the reason to upgrade.
Release notes draft
Collect what changed in a release and write it for customers: new, improved, fixed, and what’s coming next.
Content inventory
List every page or piece of content you have, who owns it, how it performs and whether to keep, update, merge or remove it.
Revenue forecast by stream
Forecast each revenue stream quarter by quarter, with how confident you are and the assumption behind every number.
Invoice chasing board
Track unpaid customer invoices by how late they are, so the right reminder goes out at the right time and nothing is forgotten.
Event run of show
The minute-by-minute script for running a live event: segments, who’s on stage, what the crew does and the cues.
Contract review checklist
Read a commercial contract with the same questions every time: who, what, money, liability, exit and data, with red flags marked.
Quarterly business review
Review a quarter with a customer or leadership: results against goals, what moved them, risks and the bets for next quarter.
Volunteer role description
Describe a volunteer role so the right people say yes: why it matters, what they will do, the time it takes and the support they get.
Advocacy campaign plan
Plan a campaign for a policy change: the ask, who decides, allies and opponents, messengers, tactics and the moments to act.
Job ad builder
Write a job ad people want to read: why the role exists, what they’ll do, who’ll thrive, what you offer and how hiring works.
Survey builder
Draft a survey people will finish: the goal, who answers, the questions in order and how each answer will be used.
Store visit report
Record an area manager’s store visit: trading against plan, standards on the floor, stock, the team and the actions agreed.
Customer complaint log
Log every customer complaint with its channel, category and how it was put right, and spot the themes that keep coming back.
Returns reasons analysis
Group why customers send products back, size each reason, and pick fixes that stop returns before they happen.
Behavioural segments
Group customers by what they do and need rather than by age or job title, with what each group needs from you.
Bring your team and your agents to one board
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