Saleswoman Templates

Saleswoman Templates

There is a huge number of templates that someone in the Saleswoman 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 Saleswoman. 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 Training Manual

Reports

Reports are often prepared by a Saleswoman 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. Product Performance Report
6. Sales Territory Analysis Report
7. Sales Funnel Report
8. Customer Retention Report
9. Competitor Analysis Report
10. Sales Commission 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 Saleswoman does and how they do it.

1. Sales Call SOP
2. Lead Generation SOP
3. Sales Pitch SOP
4. Customer Follow-up SOP
5. Sales Meeting SOP
6. Sales Forecasting SOP
7. Sales Reporting SOP
8. Sales Training SOP
9. Sales Territory Management SOP
10. Sales Incentive Program SOP

Presentations

Saleswoman 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. Client Presentation
4. Product Launch Presentation
5. Sales Training Workshop

Legal Docs

There are several key times when a Saleswoman 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 Saleswoman 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 Evacuation Plan Template

Calendars

Setting up Saleswoman 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 Team Schedule Calendar
4. Product Launch Calendar
5. Sales Goal Tracking Calendar

Invoice Templates

Several types of Saleswoman 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 by the saleswoman.
2. Commission Invoice: This template is used to calculate and invoice the commission earned by the saleswoman on sales made.
3. Expense Invoice: This template is used to record and invoice any expenses incurred by the saleswoman during the month.
4. Sales Tax Invoice: This template is used to calculate and invoice the sales tax applicable on the sales made by the saleswoman.
5. Monthly Summary Invoice: This template is used to provide a summary of all sales, commissions, expenses, and taxes for the month, giving an overview of the saleswoman’s financial performance

Survey Templates

For a Saleswoman to get insights related to the work they do, they need to send out Saleswoman 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 Saleswoman 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. Monthly Sales Forecast Meeting
3. Sales Strategy Planning Meeting
4. Client Relationship Management Meeting
5. Sales Training and Development Meeting

Budget Templates

To manage finances well, a Saleswoman 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 Saleswoman 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 Analysis Dashboard
5. Sales Target Dashboard

Proposal Templates

For bidding or requesting work, a Saleswoman 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. Market Research and Analysis 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 Saleswoman 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.