Promoter Templates

Promoter Templates

There is a huge number of templates that someone in the Promoter 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 Promoter. 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. Marketing Campaign Plan
3. Event Budget Spreadsheet
4. Social Media Content Calendar
5. Promotional Email Template
6. Client Meeting Agenda
7. Event Evaluation Form
8. Sponsorship Proposal Template
9. Marketing Analytics Dashboard
10. Promotional Material Design Template

Reports

Reports are often prepared by a Promoter 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. Campaign Effectiveness Report
4. Social Media Engagement Report
5. Website Traffic Report
6. Email Marketing Report
7. Market Research Report
8. Competitor Analysis Report
9. ROI Analysis Report
10. Promotional Event 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 Promoter does and how they do it.

1. Event Planning SOP
2. Social Media Management SOP
3. Email Marketing SOP
4. Sales Pitch SOP
5. Brand Ambassador Training SOP
6. Product Launch SOP
7. Customer Service SOP
8. Lead Generation SOP
9. Market Research SOP
10. Reporting and Analytics SOP

Presentations

Promoter 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. Monthly Sales Report Template
2. Marketing Campaign Performance Template
3. Social Media Analytics Template
4. Customer Satisfaction Survey Template
5. Competitive Analysis Template

Legal Docs

There are several key times when a Promoter 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. Non-Disclosure Agreement (NDA)
2. Sponsorship Agreement
3. Event Liability Waiver
4. Talent Release Form
5. Marketing Services Agreement

Health & Safety Templates

Health & Safety templates for a Promoter 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Event Calendar
2. Social Media Content Calendar
3. Marketing Campaign Calendar
4. Sales and Promotions Calendar
5. Team Meeting and Deadlines Calendar

Invoice Templates

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

1. Monthly Marketing Services Invoice
2. Event Promotion Invoice
3. Advertising Campaign Invoice
4. Social Media Marketing Invoice
5. Branding and Design Services Invoice

Survey Templates

For a Promoter to get insights related to the work they do, they need to send out Promoter 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. Brand Awareness Survey
5. Event Evaluation Survey

Meeting Agendas

Having premade Promoter 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. Monthly Marketing Strategy Meeting
2. Sales Performance Review Meeting
3. Campaign Planning Meeting
4. Team Collaboration Meeting
5. Client Relationship Management Meeting

Budget Templates

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

1. Monthly Marketing Expenses Template
2. Advertising Budget Template
3. Event Budget Template
4. Travel and Accommodation Budget Template
5. Staffing and Payroll Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Social Media Engagement Dashboard
3. Website Traffic Dashboard
4. Campaign ROI Dashboard
5. Customer Acquisition Dashboard

Proposal Templates

For bidding or requesting work, a Promoter 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 Social Media Campaign Proposal
2. Influencer Collaboration Proposal
3. Event Sponsorship Proposal
4. Brand Partnership Proposal
5. Content Creation 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 Promoter 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.