Salesman Templates

Salesman Templates

There is a huge number of templates that someone in the Salesman 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 Salesman. 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. Sales Presentation
5. Sales Order Form
6. Sales Invoice
7. Sales Performance Tracker
8. Sales Territory Analysis
9. Sales Meeting Agenda
10. Sales Target Tracker

Reports

Reports are often prepared by a Salesman 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. Sales Forecast Report
4. Lead Conversion Report
5. Territory Analysis Report
6. Product Performance Report
7. Sales Funnel Report
8. Competitor Analysis Report
9. Sales Target Achievement Report
10. Customer Satisfaction 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 Salesman does and how they do it.

1. Sales Call SOP
2. Lead Generation SOP
3. Sales Presentation SOP
4. Negotiation SOP
5. Closing the Sale SOP
6. Customer Relationship Management SOP
7. Sales Forecasting SOP
8. Sales Reporting SOP
9. Sales Training SOP
10. Sales Territory Management SOP

Presentations

Salesman 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
2. Monthly Sales Forecast
3. Product Presentation
4. Client Proposal
5. Sales Training Workshop

Legal Docs

There are several key times when a Salesman 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. Sales Proposal Template
4. Purchase Order Template
5. Sales Contract Template

Health & Safety Templates

Health & Safety templates for a Salesman 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. Safety Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Salesman 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. Sales Training Calendar

Invoice Templates

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

1. Sales Invoice: This is the most common invoice template used by salesmen. It includes details of the products or services sold, the quantity, price, and total amount due.

2. Proforma Invoice: This invoice is used to provide a quote to a customer before the actual sale takes place. It includes details of the products or services, the price, and any applicable taxes or fees.

3. Credit Memo: This invoice is used to issue a credit to a customer for returned or damaged goods. It includes details of the original sale, the amount credited, and any applicable taxes or fees.

4. Purchase Order: This invoice is used to request products or services from a supplier. It includes details of the products or services requested, the quantity, price, and any applicable taxes or fees.

5. Statement of Account: This invoice is used to provide a summary of all transactions between the salesman and the customer over a specific period of time. It includes details of all invoices, payments,

Survey Templates

For a Salesman to get insights related to the work they do, they need to send out Salesman 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

Meeting Agendas

Having premade Salesman 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. Sales Performance Review Meeting
3. Sales Strategy Planning Meeting
4. Sales Training Session
5. Sales Forecasting Meeting

Budget Templates

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

1. Sales Revenue Budget
2. Sales Expense Budget
3. Sales Commission Budget
4. Sales Forecast Budget
5. Sales Incentive Budget

Dashboards

Dashboards are a useful way for a Salesman 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. Sales Funnel Dashboard
5. Revenue Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Salesman 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 Forecast Proposal
2. New Product Launch Proposal
3. Client Retention Strategy Proposal
4. Sales Training and Development Proposal
5. Sales Performance Evaluation 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 Salesman 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.