Looking for Sales Representative (Advertising) Templates to download? See the main templates that a Sales Representative (Advertising) would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Sales Representative (Advertising) Templates
Contents
Sales Representative (Advertising) Templates
There is a huge number of templates that someone in the Sales Representative (Advertising) 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 Representative (Advertising). Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Sales Report
2. Sales Forecast
3. Client Meeting Agenda
4. Sales Presentation Template
5. Advertising Proposal
6. Lead Generation Tracker
7. Sales Call Log
8. Competitive Analysis Template
9. Sales Territory Map
10. Advertising Campaign Performance Report
Reports
Reports are often prepared by a Sales Representative (Advertising) 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. Advertising Campaign Analysis Report
3. Lead Generation Report
4. Customer Acquisition Report
5. Revenue Forecast Report
6. Competitor Analysis Report
7. Sales Funnel Report
8. Customer Satisfaction Report
9. Advertising ROI Report
10. Sales Territory Analysis 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 Representative (Advertising) does and how they do it.
1. Sales Call SOP
2. Lead Generation SOP
3. Client Meeting SOP
4. Proposal Creation SOP
5. Contract Negotiation SOP
6. Sales Follow-up SOP
7. Sales Presentation SOP
8. Sales Pipeline Management SOP
9. Sales Reporting SOP
10. Customer Relationship Management SOP
Presentations
Sales Representative (Advertising) 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 Performance Report
2. Advertising Campaign Analysis
3. Client Presentation Template
4. Sales Pitch Deck
5. Competitive Analysis Presentation
Legal Docs
There are several key times when a Sales Representative (Advertising) 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. Advertising Agreement Template
5. Client Agreement Template
Health & Safety Templates
Health & Safety templates for a Sales Representative (Advertising) ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record
Calendars
Setting up Sales Representative (Advertising) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Advertising Campaign Calendar
3. Client Meeting Calendar
4. Sales Target Calendar
5. Lead Generation Calendar
Invoice Templates
Several types of Sales Representative (Advertising) 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 advertising services provided during the month.
2. Commission Invoice: This template is used to calculate and invoice the commission earned on sales made during the month.
3. Advertising Expense Invoice: This template is used to track and invoice clients for any advertising expenses incurred on their behalf.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid upfront for ongoing advertising services.
5. Late Payment Invoice: This template is used to send reminders and invoice clients for any late payment fees incurred due to delayed payments
Survey Templates
For a Sales Representative (Advertising) to get insights related to the work they do, they need to send out Sales Representative (Advertising) surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Advertising Effectiveness Survey
3. Market Research Survey
4. Lead Generation Survey
5. Competitor Analysis Survey
Meeting Agendas
Having premade Sales Representative (Advertising) 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 Presentation Meeting
3. Sales Strategy Meeting
4. Sales Performance Review Meeting
5. Advertising Campaign Planning Meeting
Budget Templates
To manage finances well, a Sales Representative (Advertising) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget Template
2. Advertising Expense Budget Template
3. Travel and Entertainment Expense Budget Template
4. Sales Commission Expense Budget Template
5. Miscellaneous Expense Budget Template
Dashboards
Dashboards are a useful way for a Sales Representative (Advertising) 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. Advertising Campaign Dashboard
5. Revenue and ROI Dashboard
Proposal Templates
For bidding or requesting work, a Sales Representative (Advertising) 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 Advertising Campaign Proposal
2. New Client Acquisition Proposal
3. Cross-Selling Proposal
4. Upselling Proposal
5. Renewal and Retention 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 Representative (Advertising) 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.
