Sign Maker Templates

Sign Maker Templates

There is a huge number of templates that someone in the Sign Maker 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 Sign Maker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Order Form
2. Invoice Template
3. Quote Template
4. Design Brief
5. Production Schedule
6. Material Inventory Spreadsheet
7. Customer Database
8. Project Proposal Template
9. Artwork Approval Form
10. Installation Checklist

Reports

Reports are often prepared by a Sign Maker 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 Report
2. Production Report
3. Inventory Report
4. Cost Analysis Report
5. Customer Satisfaction Report
6. Marketing Campaign Report
7. Quality Control Report
8. Financial Performance Report
9. Project Status Report
10. Competitive 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 Sign Maker does and how they do it.

1. Design Approval SOP
2. Material Procurement SOP
3. Sign Fabrication SOP
4. Vinyl Cutting SOP
5. Sign Installation SOP
6. Quality Control SOP
7. Maintenance and Repair SOP
8. Customer Communication SOP
9. Inventory Management SOP
10. Safety and Compliance SOP

Presentations

Sign Maker 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. “Product Showcase”
2. “Client Portfolio”
3. “Design Trends”
4. “Project Progress Report”
5. “Marketing Campaign Analysis

Legal Docs

There are several key times when a Sign Maker 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. Non-Disclosure Agreement
2. Client Agreement
3. Purchase Order
4. Copyright Release Form
5. Liability Waiver

Health & Safety Templates

Health & Safety templates for a Sign Maker 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. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Sign Maker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Production Calendar
2. Project Timeline Calendar
3. Client Meeting Calendar
4. Design Inspiration Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Monthly Design Services Invoice
2. Sign Production Invoice
3. Installation and Maintenance Invoice
4. Material and Supply Invoice
5. Custom Sign Design Invoice

Survey Templates

For a Sign Maker to get insights related to the work they do, they need to send out Sign Maker 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. Brand Perception Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Sign Maker 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. Monthly Design Review Meeting
2. Production Planning Meeting
3. Sales and Marketing Strategy Meeting
4. Team Collaboration Meeting
5. Client Feedback and Approval Meeting

Budget Templates

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

1. Monthly Sales Budget Template
2. Monthly Expense Budget Template
3. Monthly Advertising Budget Template
4. Monthly Production Budget Template
5. Monthly Profit and Loss Budget Template

Dashboards

Dashboards are a useful way for a Sign Maker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Production Efficiency Dashboard
3. Customer Satisfaction Dashboard
4. Inventory Management Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Sign Maker 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. Logo Design Proposal
2. Signage Installation Proposal
3. Vehicle Wrap Proposal
4. Outdoor Sign Proposal
5. Interior Signage 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 Sign Maker 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.