Tailer-Out Templates

Tailer-Out Templates

There is a huge number of templates that someone in the Tailer-Out 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 Tailer-Out. 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. Inventory Spreadsheet
3. Purchase Order
4. Customer Order Form
5. Employee Schedule
6. Expense Report
7. Profit and Loss Statement
8. Marketing Plan
9. Performance Evaluation Form
10. Staff Training Manual

Reports

Reports are often prepared by a Tailer-Out 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. Inventory Report
3. Profit and Loss Report
4. Customer Satisfaction Report
5. Employee Performance Report
6. Marketing Campaign Report
7. Supplier Performance Report
8. Store Traffic Report
9. Product Performance Report
10. Return and Exchange 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 Tailer-Out does and how they do it.

1. Inventory Management SOP
2. Customer Service SOP
3. Sales Reporting SOP
4. Merchandising SOP
5. Product Returns SOP
6. Cash Handling SOP
7. Employee Training SOP
8. Safety and Security SOP
9. Store Opening and Closing SOP
10. Marketing and Promotions SOP

Presentations

Tailer-Out 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 Report
2. Product Performance Analysis
3. Customer Feedback and Satisfaction Survey
4. Inventory Management and Forecasting
5. Marketing Campaign Evaluation

Legal Docs

There are several key times when a Tailer-Out 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Lease Agreement Template
5. Sales Contract Template

Health & Safety Templates

Health & Safety templates for a Tailer-Out 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 Tailer-Out calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Sales Calendar
2. Promotions Calendar
3. Inventory Calendar
4. Staff Schedule Calendar
5. Marketing Calendar

Invoice Templates

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

1. Sales Invoice: This invoice is used to bill customers for the products they have purchased from the retail store.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the retail store for purchasing inventory or supplies.
3. Credit Memo: This invoice is used to issue credit to customers for returns, refunds, or any other adjustments to their account.
4. Proforma Invoice: This invoice is used to provide customers with a detailed breakdown of costs for goods or services before the actual sale takes place.
5. Statement Invoice: This invoice is used to provide customers with a summary of their account activity, including outstanding balances and payment due dates

Survey Templates

For a Tailer-Out to get insights related to the work they do, they need to send out Tailer-Out surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Store Experience Survey

Meeting Agendas

Having premade Tailer-Out 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 Sales Review Meeting
2. Inventory Management Meeting
3. Staff Training and Development Meeting
4. Marketing and Promotions Planning Meeting
5. Supplier and Vendor Negotiation Meeting

Budget Templates

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

1. Sales Budget Template
2. Expense Budget Template
3. Cash Flow Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Engagement Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Tailer-Out 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 Promotion Proposal
2. Inventory Management Proposal
3. Visual Merchandising Proposal
4. Customer Loyalty Program Proposal
5. Store Layout and Design 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 Tailer-Out 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.