Sales And Marketing Manager Templates

There is a huge number of templates that someone in the Sales And Marketing 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 Sales And Marketing 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. Sales Report
2. Marketing Plan
3. Sales Forecast
4. Competitor Analysis
5. Lead Generation Tracker
6. Marketing Budget
7. Sales Presentation
8. Marketing Campaign Evaluation
9. Customer Satisfaction Survey
10. Sales Territory Analysis

Reports

Reports are often prepared by a Sales And Marketing 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. Lead Generation Report
4. Customer Acquisition Report
5. Market Research Report
6. Competitor Analysis Report
7. Social Media Engagement Report
8. Website Traffic Report
9. Return on Investment (ROI) Report
10. Sales Forecast 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 And Marketing Manager does and how they do it.

1. Sales Pitch SOP
2. Lead Generation SOP
3. Social Media Marketing SOP
4. Email Marketing SOP
5. Content Marketing SOP
6. Customer Relationship Management SOP
7. Sales Forecasting SOP
8. Market Research SOP
9. Branding SOP
10. Advertising Campaign SOP

Presentations

Sales And Marketing 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. Sales Performance Report Template
2. Marketing Campaign Analysis Template
3. Customer Segmentation Template
4. Product Launch Presentation Template
5. Competitive Analysis Template

Legal Docs

There are several key times when a Sales And Marketing 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. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Marketing Services Agreement Template
4. Client Contract Template
5. Advertising Release Form Template

Health & Safety Templates

Health & Safety templates for a Sales And Marketing 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. Workplace Inspection Checklist Template

Calendars

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

1. Monthly Sales Calendar
2. Marketing Campaign Calendar
3. Social Media Content Calendar
4. Event Planning Calendar
5. Product Launch Calendar

Invoice Templates

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

1. Sales Invoice
2. Marketing Invoice
3. Advertising Invoice
4. Promotional Invoice
5. Client Invoice

Survey Templates

For a Sales And Marketing Manager to get insights related to the work they do, they need to send out Sales And Marketing Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Market Research Survey
3. Product Feedback Survey
4. Brand Awareness Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Sales And Marketing 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. Sales Team Performance Review Meeting
2. Marketing Strategy Planning Meeting
3. Monthly Sales Forecast Meeting
4. Marketing Campaign Evaluation Meeting
5. Sales and Marketing Alignment Meeting

Budget Templates

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

1. Sales and Marketing Expenses Budget
2. Advertising and Promotions Budget
3. Sales Team Compensation Budget
4. Travel and Entertainment Budget
5. Marketing Campaign Budget

Dashboards

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

1. Sales Performance Dashboard
2. Marketing Campaign Dashboard
3. Lead Generation Dashboard
4. Customer Acquisition Dashboard
5. Social Media Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Sales And Marketing 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 Marketing Campaign Proposal
2. New Product Launch Proposal
3. Client Retention Strategy Proposal
4. Social Media Advertising Proposal
5. Sales Training Program 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 And Marketing 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.

Sales And Marketing Manager Templates