Promotor(A) Templates

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

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

Promotor(A) Templates

There is a huge number of templates that someone in the Promotor(A) 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 Promotor(A). 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. Monthly Sales Forecast
3. Promotional Campaign Plan
4. Customer Feedback Survey
5. Product Price List
6. Sales Presentation Template
7. Sales Territory Analysis
8. Promotional Materials Inventory
9. Sales Performance Dashboard
10. Promotional Budget Tracker


Reports are often prepared by a Promotor(A) 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. Market Analysis Report
4. Competitor Analysis Report
5. Inventory Management Report
6. Promotional Campaign Report
7. Sales Forecast Report
8. Lead Generation Report
9. Product Performance Report
10. Return on Investment (ROI) 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 Promotor(A) does and how they do it.

1. Sales Pitch SOP
2. Lead Generation SOP
3. Customer Follow-up SOP
4. Product Demonstration SOP
5. Sales Closing SOP
6. Sales Training SOP
7. Event Planning SOP
8. Sales Report SOP
9. Customer Feedback SOP
10. Sales Target Setting SOP


Promotor(A) 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 Pitch Deck
4. Market Analysis Report
5. Monthly Sales Forecast

Legal Docs

There are several key times when a Promotor(A) 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. Promotional Event Contract Template
4. Vendor Agreement Template
5. Advertising Release Form Template

Health & Safety Templates

Health & Safety templates for a Promotor(A) 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. Training Attendance Record Template
5. Emergency Evacuation Plan Template


Setting up Promotor(A) calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Event Planning Calendar
3. Marketing Campaign Calendar
4. Team Meeting Calendar
5. Product Launch Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products or services they have purchased from the company.
2. Commission Invoice: This invoice is used to calculate and bill the commission earned by the sales team based on their sales performance.
3. Expense Invoice: This invoice is used to track and bill the company’s expenses incurred during promotional activities, such as travel expenses or marketing materials.
4. Rental Invoice: This invoice is used to bill clients for the rental of promotional equipment or spaces, such as exhibition booths or event venues.
5. Advertising Invoice: This invoice is used to bill clients for the advertising services provided by the company, such as creating and running promotional campaigns

Survey Templates

For a Promotor(A) to get insights related to the work they do, they need to send out Promotor(A) 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 Promotor(A) 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 Strategy Meeting
2. Team Performance Review Meeting
3. Product Launch Planning Meeting
4. Client Relationship Management Meeting
5. Sales Training and Development Meeting

Budget Templates

To manage finances well, a Promotor(A) 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 Payroll Budget Template
4. Travel and Entertainment Budget Template
5. Miscellaneous Expenses Budget Template


Dashboards are a useful way for a Promotor(A) 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. Revenue Analysis Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Promotor(A) 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 Promotion Proposal
2. New Product Launch Proposal
3. Customer Loyalty Program Proposal
4. Marketing Campaign Proposal
5. Partnership Collaboration 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 Promotor(A) 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: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,