Telesales Person Templates

Telesales Person Templates

There is a huge number of templates that someone in the Telesales Person 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 Telesales Person. 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 Call Log
2. Sales Pipeline Tracker
3. Sales Performance Dashboard
4. Sales Forecasting Spreadsheet
5. Customer Contact List
6. Sales Presentation Template
7. Sales Proposal Template
8. Sales Order Form
9. Sales Invoice Template
10. Sales Commission Calculator

Reports

Reports are often prepared by a Telesales Person 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. Lead Conversion Report
3. Call Activity Report
4. Customer Satisfaction Report
5. Sales Pipeline Report
6. Product Performance Report
7. Competitor Analysis Report
8. Sales Forecast Report
9. Customer Acquisition Report
10. Sales Territory 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 Telesales Person does and how they do it.

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Presentations

Telesales Person 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. Product Overview Presentation
3. Customer Success Case Study
4. Sales Training Workshop
5. Monthly Sales Forecast

Legal Docs

There are several key times when a Telesales Person 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. Customer Contract Template
5. Sales Call Script Template

Health & Safety Templates

Health & Safety templates for a Telesales Person 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. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Sales Calendar
2. Call Schedule Calendar
3. Lead Generation Calendar
4. Follow-up Calendar
5. Training and Development Calendar

Invoice Templates

Several types of Telesales Person 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 telesales persons in the sales industry. 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 or estimate 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, or for any other reason that requires a refund. 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 goods 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 teles

Survey Templates

For a Telesales Person to get insights related to the work they do, they need to send out Telesales Person 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. Lead Generation Survey
5. Sales Performance Survey

Meeting Agendas

Having premade Telesales Person 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. Weekly Sales Strategy Meeting
3. Monthly Sales Target Setting Meeting
4. Customer Feedback and Improvement Meeting
5. Sales Training and Development Meeting

Budget Templates

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

1. Sales Revenue Budget
2. Expense Budget
3. Marketing Budget
4. Compensation Budget
5. Training and Development Budget

Dashboards

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

1. Sales Performance Dashboard
2. Lead Conversion Dashboard
3. Call Activity Dashboard
4. Customer Satisfaction Dashboard
5. Sales Pipeline Dashboard

Proposal Templates

For bidding or requesting work, a Telesales Person 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. Sales Pitch Proposal: This proposal template is used to pitch a product or service to potential customers over the phone. It includes a brief introduction, product/service features and benefits, and a call to action.

2. Follow-Up Proposal: This proposal template is used to follow up with potential customers who have shown interest in a product or service but have not yet made a purchase. It includes a reminder of the product/service features and benefits, and a call to action.

3. Upsell Proposal: This proposal template is used to upsell existing customers on additional products or services. It includes a brief introduction, the additional product/service features and benefits, and a call to action.

4. Renewal Proposal: This proposal template is used to renew contracts or subscriptions with existing customers. It includes a reminder of the current contract/subscription details, any updates or changes, and a call to action.

5. Referral Proposal: This proposal template is used to ask existing customers for referrals to potential new customers

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 Telesales Person 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.