Sales & Marketing
Proposals, lead trackers, marketing plans, content calendars and campaign budgets.
87 templates
Client Proposal
A persuasive proposal with the objective, scope, priced options and calculated investment total.
Lead Tracker / Sales Pipeline
Track every lead through your pipeline with source, stage, estimated value and the next action.
Marketing Plan
Set your objective, plan channels and activities, and track goals with a calculated budget.
Social Media Content Calendar
Plan posts across platforms with dates, content types, topics, owners and publishing status.
Campaign Budget
Plan campaign spend against actuals with per-line variance and calculated totals.
Customer Testimonial & Case Study Sheet
Capture a customer story: the challenge, your solution, the result and an approved quotable line.
Content Calendar
Plan content across channels with formats, owners and publishing status.
Social Post Planner
Draft a social post with caption, hashtags, visual brief and call to action.
Email Campaign Planner
Plan an email campaign from subject line to segment and call to action.
Sales Pipeline Tracker
Track opportunities by stage, value and expected close date.
Cold Call Log
Log outbound calls with outcomes and next steps.
Trade Show Planner
Plan a stand, materials, staffing and follow-up for a trade show.
Customer Survey Form
Collect satisfaction, referral source and open feedback from customers.
Competitor Analysis Sheet
Compare competitors on offer, price, strengths and weaknesses.
Brand Style Guide Sheet
Record colours, fonts, logo variants and tone of voice rules.
Press Release Template
Draft a press release with headline, quotes and boilerplate.
Ad Campaign Tracker
Track campaign dates, spend, leads and conversions.
Google Ads Tracker
Track Google Ads campaigns with budgets, clicks, spend and conversions.
SEO Keyword Tracker
Track target keywords, search volume and current versus target positions.
Website Analytics Report
Compare key website metrics between two periods with the change.
Newsletter Planner
Plan a newsletter issue with subject, stories, promotion and call to action.
Loyalty Programme Sheet
Track members, points and rewards issued in a loyalty scheme.
Product Launch Checklist
Plan a product launch across product, pricing, marketing and support.
Pricing Strategy Worksheet
Work out unit cost, apply a target margin and compare against competitors.
Sales Commission Tracker
Calculate commission per sale from the sales value and rate.
Case Study Template
Write up a customer success story with challenge, solution and results.
Influencer Collaboration Brief
Brief an influencer with deliverables, messages, dates and usage rights.
Media Kit Checklist
Check a media kit has logos, colours, fonts, boilerplate and press contacts.
Webinar Planning Sheet
Plan a webinar from outline and promotion to follow-up.
Customer Persona Worksheet
Describe a customer segment with goals, pains, triggers and objections.
Promotional Offer Planner
Plan a promotion with discount, terms, channels and expected redemptions.
Marketing Plan Template
Build a marketing plan with goals, channels, budget and timeline.
Marketing Budget Planner
Allocate marketing budget by channel with spend and results.
Target Audience Worksheet
Define audience segments with needs, behaviours and channels.
Value Proposition Canvas
Map customer jobs, pains and gains against your offering.
SWOT Analysis Template
Assess strengths, weaknesses, opportunities and threats.
Competitor Price Tracker
Track competitor prices against your own over time.
Market Research Questionnaire
Questionnaire for gathering customer insight on a product or idea.
Focus Group Notes
Capture focus group participants, questions and key findings.
Brand Voice Guidelines Sheet
Define tone of voice with do and do not examples.
Logo Design Brief
Brief a designer with style, colours, usage and references.
Photography Shot Brief
Brief a photographer with required shots, style and usage.
Social Media Audit Sheet
Review each channel for followers, engagement and performance.
Instagram Post Planner
Plan Instagram posts with captions, hashtags and schedule.
TikTok Content Planner
Plan short-form video ideas with hooks, sounds and posting dates.
LinkedIn Post Planner
Plan professional posts with topics, formats and engagement notes.
YouTube Video Planner
Plan videos with titles, thumbnails, descriptions and publish dates.
Blog Post Planner
Plan a blog post with outline, keywords and calls to action.
Blog Editorial Calendar
Schedule blog topics by month with status and owner.
Guest Post Tracker
Track guest post pitches, sites, status and published links.
Backlink Outreach Tracker
Track outreach for backlinks with follow-ups and results.
Keyword Research Sheet
Record keywords with volume, difficulty and priority.
On-Page SEO Checklist
Checklist for optimising a single page for search.
Local SEO Checklist
Optimise a business for local search and map listings.
Google Business Profile Checklist
Keep a business profile complete, accurate and active.
Website Launch Checklist
Pre-launch checks for content, technical setup and tracking.
Landing Page Copy Sheet
Draft landing page copy section by section.
Call To Action Testing Sheet
Plan and record A/B tests on calls to action.
A/B Test Planner
Plan experiments with hypothesis, metric and result.
Conversion Funnel Planner
Map each funnel stage with visitors, conversions and drop-off.
Lead Scoring Sheet
Score leads against criteria to prioritise follow-up.
Lead Qualification Checklist
Qualify a lead against budget, authority, need and timing.
Sales Call Notes
Capture sales call details, needs, objections and next steps.
Sales Script Template
Build a call script with opening, questions and close.
Objection Handling Sheet
Prepare responses to common sales objections.
Proposal Template
Write a client proposal with scope, pricing and terms.
Sales Forecast Sheet
Forecast sales by month with weighted pipeline values.
Territory Planning Sheet
Plan sales territories with accounts, potential and coverage.
Account Plan Template
Plan growth for a key account with stakeholders and opportunities.
Customer Retention Tracker
Track churn, retention and reasons for leaving by month.
Referral Programme Tracker
Track referrals, rewards and conversions.
Affiliate Partner Tracker
Track affiliate partners, clicks, sales and commission.
Email List Growth Tracker
Track subscribers gained and lost each month with net growth.
Email Subject Line Testing
Test subject lines against open rates and record the winner.
Abandoned Cart Email Planner
Plan the sequence of emails sent after an abandoned cart.
SMS Campaign Planner
Plan text message campaigns with audience, timing and message.
Podcast Episode Planner
Plan an episode with topic, guests, segments and show notes.
Video Script Template
Write a video script with hook, scenes and call to action.
Webinar Follow-Up Tracker
Track attendee follow-up, interest and conversion after a webinar.
Trade Show Lead Capture Sheet
Capture leads at an event with interest and follow-up priority.
Market Stall Sales Log
Record takings, costs and best sellers at a market or fair.
Social Media Planner
Plan posts across channels with captions, hashtags, dates and status.
Newsletter Planning Sheet
Outline each newsletter: subject line, sections, links and send date.
Referral Tracker Sheet
Track who referred whom, the value of each referral and any reward owed.
Testimonial Request Form
Ask a customer for a review and capture their quote, name and permission to publish.
Campaign Results Summary
Sum up a campaign: spend, reach, leads, sales and what you would change.
Brand Partnership Brief
Set out a collaboration: the audience, deliverables, timeline and fee.