Promotions Manager Templates

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

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Promotions Manager Templates

There is a huge number of templates that someone in the Promotions 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 Promotions 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. Monthly Promotions Calendar
2. Promotions Budget Tracker
3. Promotions Performance Report
4. Promotions Proposal Template
5. Promotions Campaign Brief
6. Promotions Event Checklist
7. Promotions Email Template
8. Promotions Social Media Content Calendar
9. Promotions Partnership Agreement
10. Promotions ROI Analysis Spreadsheet


Reports are often prepared by a Promotions 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. Marketing Campaign Analysis Report
3. Customer Acquisition Report
4. Social Media Engagement Report
5. Website Traffic Report
6. Email Marketing Performance Report
7. Competitor Analysis Report
8. ROI Analysis Report
9. Promotional Event Evaluation Report
10. Customer Satisfaction Survey 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 Promotions Manager does and how they do it.

1. Promotional Campaign Planning SOP
2. Social Media Marketing SOP
3. Email Marketing SOP
4. Content Creation SOP
5. Event Management SOP
6. Influencer Collaboration SOP
7. Advertising and Media Buying SOP
8. Market Research SOP
9. Sales Promotion SOP
10. Performance Analysis and Reporting SOP


Promotions 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. Monthly Sales Report Template
2. Marketing Campaign Performance Template
3. Promotional Event Recap Template
4. Competitive Analysis Template
5. Promotions Strategy Proposal Template

Legal Docs

There are several key times when a Promotions 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. Non-Disclosure Agreement (NDA)
2. Sponsorship Agreement
3. Contest Rules and Regulations
4. Influencer Agreement
5. Release and Waiver Form

Health & Safety Templates

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


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

1. Monthly Promotions Calendar
2. Social Media Content Calendar
3. Email Marketing Calendar
4. Advertising Campaign Calendar
5. Event Planning Calendar

Invoice Templates

Several types of Promotions Manager 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. Advertising Campaign Invoice
3. Event Sponsorship Invoice
4. Social Media Management Invoice
5. Graphic Design Services Invoice

Survey Templates

For a Promotions Manager to get insights related to the work they do, they need to send out Promotions 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. Brand Awareness Survey
5. Advertising Effectiveness Survey

Meeting Agendas

Having premade Promotions 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. Monthly Marketing Strategy Meeting
2. Promotions Campaign Planning Meeting
3. Creative Brainstorming Session
4. Performance Review Meeting
5. Budget Allocation Meeting

Budget Templates

To manage finances well, a Promotions Manager 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 Promotion Budget Template
4. Social Media Marketing Budget Template
5. Promotional Merchandise Budget Template


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

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

Proposal Templates

For bidding or requesting work, a Promotions 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 Social Media Campaign Proposal
2. Influencer Collaboration Proposal
3. Email Marketing Strategy Proposal
4. Event Sponsorship Proposal
5. Content Creation and Distribution 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 Promotions 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.

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