Premier Templates

Looking for Premier Templates to download? See the main templates that a Premier would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Premier Templates

There is a huge number of templates that someone in the Premier 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 Premier. 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. Customer Database
4. Sales Presentation
5. Sales Proposal
6. Sales Contract
7. Sales Invoice
8. Sales Order Form
9. Sales Performance Dashboard
10. Sales Training Manual

Reports

Reports are often prepared by a Premier 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 Satisfaction Report
3. Inventory Analysis Report
4. Sales Forecast Report
5. Competitor Analysis Report
6. Marketing Campaign Effectiveness Report
7. Sales Territory Performance Report
8. Product Performance Report
9. Sales Team Performance Report
10. Financial Performance 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 Premier does and how they do it.

1. Sales Lead Generation SOP
2. Sales Pitch and Presentation SOP
3. Customer Relationship Management SOP
4. Sales Order Processing SOP
5. Sales Performance Tracking SOP
6. Sales Training and Development SOP
7. Sales Forecasting and Planning SOP
8. Sales Territory Management SOP
9. Sales Incentive and Commission SOP
10. Sales Reporting and Analysis SOP

Presentations

Premier 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 Overview
2. Product Launch Presentation
3. Client Success Stories
4. Market Analysis and Trends
5. Sales Training and Development

Legal Docs

There are several key times when a Premier 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. Sales Invoice Template

Health & Safety Templates

Health & Safety templates for a Premier 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Sales Meeting Calendar
2. Sales Target Calendar
3. Sales Training Calendar
4. Sales Events Calendar
5. Sales Reporting Calendar

Invoice Templates

Several types of Premier 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 sales team.
2. Purchase Invoice: This template is used to record and bill the company’s purchases from suppliers or vendors.
3. Commission Invoice: This template is used to calculate and invoice commissions earned by the sales team based on their performance.
4. Proforma Invoice: This template is used to provide a preliminary invoice to customers, outlining the estimated costs of products or services.
5. Credit Invoice: This template is used to issue credit notes or refunds to customers for returned or faulty products, or for any other credit adjustments

Survey Templates

For a Premier to get insights related to the work they do, they need to send out Premier 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

Meeting Agendas

Having premade Premier 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 Performance Review Meeting
2. Sales Strategy Planning Meeting
3. Sales Team Training Meeting
4. Sales Forecasting and Goal Setting Meeting
5. Sales Pipeline Review Meeting

Budget Templates

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

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

Dashboards

Dashboards are a useful way for a Premier 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. Product Performance Dashboard
5. Sales Funnel Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Premier 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 Product Launch Proposal
3. Client Retention Strategy Proposal
4. Sales Training and Development Proposal
5. Market Research and Analysis 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 Premier 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,