Sales Advisor Templates

Sales Advisor Templates

There is a huge number of templates that someone in the Sales Advisor 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 Sales Advisor. 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 Order Form
7. Sales Invoice
8. Sales Performance Tracker
9. Sales Territory Analysis
10. Sales Training Manual

Reports

Reports are often prepared by a Sales Advisor 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. Sales Conversion Report
4. Sales Forecast Report
5. Customer Retention Report
6. Sales Territory Analysis Report
7. Product Performance Report
8. Sales Funnel Report
9. Competitor Analysis Report
10. Sales Target Achievement 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 Sales Advisor does and how they do it.

1. Sales Call SOP
2. Lead Generation SOP
3. Customer Follow-up SOP
4. Sales Presentation SOP
5. Sales Negotiation SOP
6. Sales Closing SOP
7. Sales Reporting SOP
8. Sales Training SOP
9. Sales Territory Management SOP
10. Customer Relationship Management SOP

Presentations

Sales Advisor 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 Report
2. Client Sales Presentation
3. Product Launch Presentation
4. Sales Training Workshop
5. Sales Strategy Review

Legal Docs

There are several key times when a Sales Advisor 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 Contract Template
2. Non-Disclosure Agreement Template
3. Sales Proposal Template
4. Purchase Agreement Template
5. Sales Agreement Template

Health & Safety Templates

Health & Safety templates for a Sales Advisor 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. Safety Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Sales Target Calendar
4. Follow-up Calendar
5. Training and Development Calendar

Invoice Templates

Several types of Sales Advisor 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 advisor.
2. Commission Invoice: This template is used to calculate and invoice the commission earned by the sales advisor on sales made.
3. Expense Invoice: This template is used to record and invoice any expenses incurred by the sales advisor during the month.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid to the sales advisor for ongoing services.
5. Referral Invoice: This template is used to invoice clients for referral fees earned by the sales advisor for referring new customers

Survey Templates

For a Sales Advisor to get insights related to the work they do, they need to send out Sales Advisor 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 Sales Advisor 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. Sales Strategy Planning Meeting
4. Client Relationship Management Meeting
5. Sales Training and Development Meeting

Budget Templates

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

1. Sales Forecast Budget Template
2. Sales Commission Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Entertainment Budget Template
5. Sales Team Training and Development Budget Template

Dashboards

Dashboards are a useful way for a Sales Advisor 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. Sales Funnel Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Sales Advisor 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. Customer 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 Sales Advisor 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.