Account Director Templates

Account Director Templates

There is a huge number of templates that someone in the Account Director role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Account Director. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Client Account Plan
3. Sales Forecast
4. Quarterly Business Review
5. Key Performance Indicators (KPI) Dashboard
6. Sales Presentation Template
7. Client Contract Template
8. Sales Territory Analysis
9. Sales Pipeline Tracker
10. Account Executive Performance Evaluation

Reports

Reports are often prepared by a Account Director to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Revenue Forecast Report
3. Customer Acquisition Report
4. Customer Retention Report
5. Sales Funnel Analysis Report
6. Key Account Analysis Report
7. Sales Team Performance Report
8. Competitor Analysis Report
9. Sales Trend Analysis Report
10. Sales Target Achievement Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Account Director does and how they do it.

1. Sales Forecasting SOP
2. Client Onboarding SOP
3. Sales Meeting SOP
4. Sales Pipeline Management SOP
5. Account Review SOP
6. Sales Performance Tracking SOP
7. Sales Training SOP
8. Lead Generation SOP
9. Sales Proposal SOP
10. Customer Relationship Management SOP

Presentations

Account Director presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Sales Performance Review
2. Client Account Update
3. New Product Launch
4. Quarterly Sales Forecast
5. Competitive Analysis Report

Legal Docs

There are several key times when a Account Director needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Employment Contract Template
4. Purchase Order Template
5. Service Level Agreement Template

Health & Safety Templates

Health & Safety templates for a Account Director ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template

Calendars

Setting up Account Director calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Team Training Calendar
4. Marketing Campaign Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Account Director invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This template is used to bill clients for products or services sold by the sales team.
2. Commission Invoice: This template is used to calculate and invoice commissions earned by the sales team.
3. Expense Invoice: This template is used to bill clients for any expenses incurred during the sales process, such as travel or accommodation.
4. Retainer Invoice: This template is used to invoice clients for a retainer fee, which guarantees availability of services from the sales team.
5. Subscription Invoice: This template is used to bill clients for recurring subscription fees for ongoing sales services or products

Survey Templates

For a Account Director to get insights related to the work they do, they need to send out Account Director surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Sales Performance Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Account Director meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Sales Team Performance Review Meeting
2. Client Account Review Meeting
3. Sales Strategy Planning Meeting
4. Sales Pipeline Analysis Meeting
5. Sales Training and Development Meeting

Budget Templates

To manage finances well, a Account Director would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Revenue Budget Template
2. Expense Budget Template
3. Salary and Benefits Budget Template
4. Marketing and Advertising Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Account Director to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Revenue Analysis Dashboard
3. Customer Acquisition Dashboard
4. Sales Funnel Dashboard
5. Key Account Management Dashboard

Proposal Templates

For bidding or requesting work, a Account Director needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Sales Forecast Proposal
2. New Client Acquisition Proposal
3. Cross-Selling and Upselling Proposal
4. Sales Training and Development Proposal
5. Customer Retention and Loyalty Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Account Director templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.