Looking for Business Development Manager Templates to download? See the main templates that a Business Development Manager would use in their day-to-day work.
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Business Development Manager Templates
Contents
Business Development Manager Templates
There is a huge number of templates that someone in the Business Development Manager 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 Business Development 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. Sales Forecast
3. Business Development Plan
4. Client Proposal
5. Competitive Analysis
6. Lead Generation Tracker
7. Sales Presentation
8. Account Management Template
9. Sales Pipeline Tracker
10. Monthly Sales Performance Review
Reports
Reports are often prepared by a Business Development 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. Lead Generation Report
3. Customer Acquisition Report
4. Pipeline Analysis Report
5. Competitor Analysis Report
6. Market Trends Report
7. Sales Forecast Report
8. Customer Satisfaction Report
9. Sales Conversion Report
10. Revenue Analysis 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 Business Development Manager does and how they do it.
1. Sales Call SOP
2. Lead Generation SOP
3. Proposal Writing SOP
4. Sales Presentation SOP
5. Customer Relationship Management SOP
6. Sales Forecasting SOP
7. Sales Pipeline Management SOP
8. Sales Reporting SOP
9. Sales Training SOP
10. Sales Territory Management SOP
Presentations
Business Development 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. Market Analysis and Trends
3. New Product Launch
4. Client Relationship Management
5. Business Development Strategy
Legal Docs
There are several key times when a Business Development 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. Partnership Agreement Template
4. Employment Contract Template
5. Client Service Agreement Template
Health & Safety Templates
Health & Safety templates for a Business Development 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
Calendars
Setting up Business Development Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Meeting and Appointment Calendar
3. Marketing Campaign Calendar
4. Lead Generation Calendar
5. Follow-up and Customer Relationship Management (CRM) Calendar
Invoice Templates
Several types of Business Development 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 during the month.
2. Commission Invoice: This template is used to calculate and invoice commissions earned by sales representatives.
3. Expense Invoice: This template is used to bill clients for any reimbursable expenses incurred during business development activities.
4. Retainer Invoice: This template is used to invoice clients for monthly retainers or ongoing service fees.
5. Subscription Invoice: This template is used to bill customers for recurring subscription fees for products or services
Survey Templates
For a Business Development Manager to get insights related to the work they do, they need to send out Business Development Manager 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. Lead Generation Survey
Meeting Agendas
Having premade Business Development 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 Performance Review Meeting
2. Monthly Sales Forecast Meeting
3. Business Development Strategy Meeting
4. Client Relationship Management Meeting
5. Sales Training and Development Meeting
Budget Templates
To manage finances well, a Business Development Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Marketing and Advertising Budget Template
3. Employee Compensation and Benefits Budget Template
4. Travel and Entertainment Budget Template
5. General and Administrative Expenses Budget Template
Dashboards
Dashboards are a useful way for a Business Development Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Customer Acquisition Dashboard
4. Pipeline Management Dashboard
5. Revenue Forecasting Dashboard
Proposal Templates
For bidding or requesting work, a Business Development 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. Product Launch Proposal
4. Strategic Partnership Proposal
5. Sales Training and Development Proposal
Get Your Template Made
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