Looking for Account Manager Templates to download? See the main templates that a Account Manager would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Account Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Account Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Client Meeting Agenda
3. Sales Forecast
4. Expense Report
5. Sales Presentation
6. Client Contract
7. Sales Territory Analysis
8. Sales Performance Dashboard
9. Client Satisfaction Survey
10. Sales Target Tracker
Reports are often prepared by a Account Manager 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. Customer Acquisition Report
3. Customer Retention Report
4. Sales Forecast Report
5. Territory Analysis Report
6. Product Performance Report
7. Competitor Analysis Report
8. Sales Funnel Report
9. Key Account Analysis Report
10. Sales Team Performance Report
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 Manager does and how they do it.
1. Sales Lead Generation SOP
2. Client Onboarding SOP
3. Sales Presentation SOP
4. Account Review SOP
5. Sales Follow-up SOP
6. Customer Complaint Handling SOP
7. Sales Forecasting SOP
8. Sales Performance Tracking SOP
9. Account Renewal SOP
10. Sales Team Collaboration SOP
Account Manager 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. Quarterly Sales Forecast
4. New Product Launch Presentation
5. Competitive Analysis Report
There are several key times when a Account Manager 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. Purchase Order Template
4. Service Level Agreement Template
5. Sales Commission Agreement Template
Health & Safety templates for a Account Manager 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. Workplace Inspection Checklist Template
Setting up Account Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Sales Target Calendar
4. Follow-up and Reminder Calendar
5. Team Collaboration Calendar
Several types of Account Manager 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 customers for products or services sold by the company.
2. Proforma Invoice: This template is used to provide a preliminary bill to customers before the actual goods or services are delivered.
3. Credit Invoice: This template is used to issue a credit note to customers for returned or faulty products, or for any other reason that requires a refund.
4. Recurring Invoice: This template is used to generate invoices automatically on a recurring basis, such as monthly or annually, for subscription-based services or ongoing contracts.
5. Expense Invoice: This template is used to bill customers for any additional expenses incurred during the sales process, such as shipping charges or customization fees
For a Account Manager to get insights related to the work they do, they need to send out Account Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Lead Generation Survey
Having premade Account Manager 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 Meeting
2. Client Update Meeting
3. Performance Review Meeting
4. Sales Strategy Meeting
5. Account Planning Meeting
To manage finances well, a Account Manager 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 Commission Budget Template
4. Marketing and Advertising Budget Template
5. Travel and Entertainment Budget Template
Dashboards are a useful way for a Account Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Revenue Forecasting Dashboard
4. Sales Funnel Analysis Dashboard
5. Customer Retention Dashboard
For bidding or requesting work, a Account Manager 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. Customer Retention Strategy Proposal
5. Sales Training and Development Proposal
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 Manager 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.