Looking for Sales Assistant And Salesperson Templates to download? See the main templates that a Sales Assistant And Salesperson would use in their day-to-day work.
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Sales Assistant And Salesperson Templates
Contents
Sales Assistant And Salesperson Templates
There is a huge number of templates that someone in the Sales Assistant And Salesperson 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 Assistant And Salesperson. 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. Product Catalog
5. Sales Presentation
6. Sales Order Form
7. Sales Invoice
8. Sales Performance Dashboard
9. Sales Target Tracker
10. Sales Meeting Agenda
Reports
Reports are often prepared by a Sales Assistant And Salesperson 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. Inventory Report
3. Customer Satisfaction Report
4. Sales by Product Category Report
5. Sales by Store Location Report
6. Sales by Salesperson Report
7. Sales by Customer Report
8. Sales by Promotion Report
9. Sales Forecast Report
10. Sales Comparison 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 Assistant And Salesperson does and how they do it.
1. Sales Report Template
2. Customer Complaint Resolution Template
3. Product Return and Exchange Template
4. Inventory Management Template
5. Sales Training Template
6. Sales Target Setting Template
7. Customer Follow-up Template
8. Visual Merchandising Template
9. Sales Promotion Template
10. Sales Performance Evaluation Template
Presentations
Sales Assistant And Salesperson 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. Product Sales Presentation Template
3. Customer Feedback Analysis Template
4. Sales Forecasting Template
5. Competitor Analysis Template
Legal Docs
There are several key times when a Sales Assistant And Salesperson 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. Purchase Order Template
4. Sales Invoice Template
5. Sales Report Template
Health & Safety Templates
Health & Safety templates for a Sales Assistant And Salesperson 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. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Sales Assistant And Salesperson calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Promotional Calendar
3. Inventory Calendar
4. Staff Schedule Calendar
5. Marketing Campaign Calendar
Invoice Templates
Several types of Sales Assistant And Salesperson 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.
2. Purchase Invoice – This template is used to record and track purchases made from suppliers.
3. Proforma Invoice – This template is used to provide a preliminary bill to customers before the actual sale is made.
4. Credit Invoice – This template is used to issue credit notes for returned or cancelled items.
5. Intercompany Invoice – This template is used for invoicing transactions between different branches or subsidiaries within the company
Survey Templates
For a Sales Assistant And Salesperson to get insights related to the work they do, they need to send out Sales Assistant And Salesperson surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Sales Performance Survey
4. Market Research Survey
5. Employee Engagement Survey
Meeting Agendas
Having premade Sales Assistant And Salesperson 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. Monthly Sales Review Meeting
3. Product Training Meeting
4. Customer Feedback Meeting
5. Sales Strategy Planning Meeting
Budget Templates
To manage finances well, a Sales Assistant And Salesperson would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Performance Budget Template
2. Sales Forecast Budget Template
3. Expense Budget Template
4. Commission Calculation Budget Template
5. Marketing and Promotions Budget Template
Dashboards
Dashboards are a useful way for a Sales Assistant And Salesperson to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Engagement Dashboard
4. Marketing Campaign Dashboard
5. Sales Forecasting Dashboard
Proposal Templates
For bidding or requesting work, a Sales Assistant And Salesperson 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. Store Layout and Merchandising Proposal
5. Sales Training and Development 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 Assistant And Salesperson 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.
