Looking for Sales Representative (Business Services) Templates to download? See the main templates that a Sales Representative (Business Services) would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Sales Representative (Business Services) role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Sales Representative (Business Services). 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. Customer Contact List
4. Sales Presentation Template
5. Sales Order Form
6. Sales Territory Analysis
7. Sales Performance Dashboard
8. Sales Meeting Agenda
9. Sales Proposal Template
10. Sales Target Tracker
Reports are often prepared by a Sales Representative (Business Services) 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. Sales Forecast Report
5. Sales Pipeline Report
6. Sales Activity Report
7. Sales Conversion Report
8. Sales Territory Report
9. Sales Trend Report
10. Sales Analysis Report
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 (Business Services) does and how they do it.
1. Sales Call SOP
2. Lead Generation SOP
3. Customer Relationship Management SOP
4. Sales Presentation SOP
5. Negotiation and Closing SOP
6. Sales Follow-up SOP
7. Sales Reporting SOP
8. Sales Training SOP
9. Territory Management SOP
10. Sales Forecasting SOP
Sales Representative (Business Services) 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. Client Proposal Presentation
3. Product Training Presentation
4. Sales Team Meeting Agenda
5. Quarterly Business Review Presentation
There are several key times when a Sales Representative (Business Services) 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 Proposal Template
5. Service Level Agreement Template
Health & Safety templates for a Sales Representative (Business Services) ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template
Setting up Sales Representative (Business Services) 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 and Reminder Calendar
5. Marketing Campaign Calendar
Several types of Sales Representative (Business Services) 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 they have purchased from the company.
2. Commission Invoice: This template is used to calculate and invoice clients for the sales representative’s commission on successful sales.
3. Expense Invoice: This template is used to bill clients for any additional expenses incurred during the sales process, such as travel or accommodation.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid upfront to secure ongoing business services.
5. Subscription Invoice: This template is used to bill clients for recurring monthly or annual subscription fees for the services provided by the sales representative
For a Sales Representative (Business Services) to get insights related to the work they do, they need to send out Sales Representative (Business Services) 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
Having premade Sales Representative (Business Services) 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. Monthly Sales Review Meeting
5. Sales Training Meeting
To manage finances well, a Sales Representative (Business Services) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget Template
2. Sales Expense Budget Template
3. Sales Commission Budget Template
4. Sales Forecast Budget Template
5. Sales Incentive Budget Template
Dashboards are a useful way for a Sales Representative (Business Services) 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. Sales Funnel Dashboard
4. Revenue Forecasting Dashboard
5. Territory Analysis Dashboard
For bidding or requesting work, a Sales Representative (Business Services) 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 Proposal
2. New Client Acquisition Proposal
3. Upselling and Cross-selling Proposal
4. Customer Retention Proposal
5. Sales Training and Development Proposal
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