Sales Agronomist Templates

Sales Agronomist Templates

There is a huge number of templates that someone in the Sales Agronomist 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 Agronomist. 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. Customer Database
3. Product Catalog
4. Sales Forecast
5. Expense Tracker
6. Crop Yield Analysis
7. Field Visit Report
8. Sales Presentation
9. Price List
10. Sales Order Form

Reports

Reports are often prepared by a Sales Agronomist 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. Customer Retention Report
4. Product Sales Report
5. Territory Analysis Report
6. Market Share Report
7. Competitor Analysis Report
8. Sales Forecast Report
9. Inventory Management Report
10. Sales Expenses 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 Agronomist does and how they do it.

1. Sales visit report template
2. Customer needs assessment template
3. Product demonstration template
4. Sales proposal template
5. Order processing template
6. Sales follow-up template
7. Market analysis template
8. Competitor analysis template
9. Sales training template
10. Monthly sales report template

Presentations

Sales Agronomist 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
2. Crop Performance Analysis
3. Market Trends and Forecast
4. Product Comparison and Recommendations
5. Customer Engagement and Retention Strategies

Legal Docs

There are several key times when a Sales Agronomist 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. Purchase Order Template
4. Sales Agreement Template
5. Service Agreement Template

Health & Safety Templates

Health & Safety templates for a Sales Agronomist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Personal Protective Equipment (PPE) Checklist
5. Emergency Response Plan Template

Calendars

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

1. Monthly Sales Meeting Calendar
2. Crop Planting and Harvesting Calendar
3. Field Visit and Client Meeting Calendar
4. Product Promotion and Marketing Calendar
5. Training and Professional Development Calendar

Invoice Templates

Several types of Sales Agronomist 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 clients for the products or services sold during the month.
2. Purchase Invoice: This template is used to record and track the purchases made from suppliers for inventory or other business needs.
3. Expense Invoice: This template is used to document and request reimbursement for any business-related expenses incurred during the month.
4. Commission Invoice: This template is used to calculate and bill clients for any sales commissions earned by the sales agronomist.
5. Consulting Invoice: This template is used when providing consulting services to clients, billing them for the time and expertise provided

Survey Templates

For a Sales Agronomist to get insights related to the work they do, they need to send out Sales Agronomist 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. Crop Yield Survey

Meeting Agendas

Having premade Sales Agronomist 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 Meeting
2. Client Consultation Meeting
3. Product Training Meeting
4. Sales Strategy Meeting
5. Monthly Sales Review Meeting

Budget Templates

To manage finances well, a Sales Agronomist 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. Travel and Entertainment Budget Template
4. Inventory and Supply Budget Template
5. Employee Compensation and Benefits Budget Template

Dashboards

Dashboards are a useful way for a Sales Agronomist 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. Product Inventory Dashboard
4. Market Analysis Dashboard
5. Sales Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Sales Agronomist 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. Crop Management Proposal
2. Soil Fertility Proposal
3. Pest Control Proposal
4. Irrigation System Proposal
5. Precision Farming 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 Agronomist 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.